What are analysts saying about QUIK's future earnings?

Analysts are cautiously optimistic about QuickLogic's (QUIK) future earnings, with a focus on potential rebounds in revenue and profitability starting in Q2 2025. Here's a detailed analysis:

1. **Estimate EPS and Revenue for Q1 2025**: The estimated EPS for QUIK in Q1 2025 is -$0.14, indicating a potential loss for the period. The estimated revenue for the same quarter is $5.2 million.

2. **Analyst Price Targets and Ratings**: Analysts have set a median 12-month price target of $11.60 for QUIK, suggesting a potential upside from the current price. However, there are varying opinions, with some analysts citing a lack of eFPGA contract wins as a concern.
3. **Revenue Rebound Expectations**: Despite Q1 2025 being expected to show lower revenue than previously anticipated due to delays in certain large IP contracts, QuickLogic is optimistic about a significant revenue rebound in Q2 2025. This optimism is based on new EFPGA hard IP contracts, including a $1.1 million contract with a defense industrial base customer, and the company's unique position with Intel 18A technology.
4. **Profitability Outlook**: QuickLogic anticipates a non-GAAP net loss of $1.2 million to $1.4 million in Q1 2025, indicating a challenging profitability period. However, the company is hopeful about improved financial performance in Q2 2025.
5. **Recent Insider Activity**: Gary Tauss, a director at QuickLogic, recently sold a portion of his holdings, selling 1,200 shares at a price of $6.30 per share, totaling approximately $7,560. This sale occurred under Tauss’s Rule 10b5-1 trading plan, which was established to avoid potential conflicts of interest.

In conclusion, while Q1 2025 is expected to be a challenging period for QuickLogic, analysts and the company itself are hopeful about a substantial revenue rebound in Q2 2025, driven by new EFPGA hard IP contracts and strategic positioning.