WL#QUIK#TS99999999 #QUIK $11.36 Market Cap :208.09M | 52 week High: 24.33 #QUIK institutional support: Andrew Ben +17.33%, Vanguard +14.12%, D.E. Shaw +0.17%, Geode +133.29%, State Street +340.15%, and Two Sigma +123.47%. Recent Updates Sep. 2: #QUIK unveiled next-gen eFPGA Hard IP for GlobalFoundries 12LP, expanding its semiconductor opportunity; Sep. 21: announced a CFO transition. Sep. 29: announced participation in the Oct. 13 CEO Investor Summit at SEMICON West, giving investors a near-term technology/customer-update catalyst. Earnings Performance: Q2 2026: Revenue reached $5.5M, +48.7% YoY / +8.5% QoQ, while new-product revenue grew 59.7% YoY and GAAP net loss narrowed to $0.9M from $2.7M. Management targets 70–80% FY2026 revenue growth and expects non-GAAP profitability plus positive cash flow in H2 2026. growth factors: eFPGA/AI-chip demand, GlobalFoundries 12LP expansion, defense/aerospace contracts, $89M government opportunity, new design wins, and targeted H2 2026 profitability/cash-flow growth. Near term: Oct. 13 investor presentation → potential new customer/design-win announcements → Q3 earnings → Q4 government-contract revenue acceleration. Risk: Q3 revenue is guided roughly flat at ~$5.5M ±10% due to a delayed customer contract, while the removed Intel 18A opportunity adds execution uncertainty; Bottom line: strong growth potential, but Q4 contract conversion and H2 profitability are the key confirmations.