Sealsq Corp: Rooting For A Solid Quantum-Resistant Leadership
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First Principles Partners1.53K FollowersFollow5ShareSavePlay(13min)CommentsSummarySEALSQ Corp is well-positioned to capitalize on quantum-resistant chip demand, driven by the upcoming QS7001 hardware-embedded quantum chip.LAES targets mass production of QS7001 by 2026, with projected revenue growth of 50–100% and a $175 million pipeline between 2026 and 2028.Despite recent revenue declines from the business model shift, LAES maintains strong financial flexibility, with $120.95 million in cash and improving gross margins.I reiterate a bullish rating on LAES, justified by its leadership in quantum-resistant technology, robust growth outlook, and premium P/S valuation versus peers. da-kuk/iStock via Getty Images Introduction and Investment Thesis I am bullish on SEALSQ Corp (LAES), driven by the unveiling of QS7001, a post-quantum chip, which is the first hardware-embedded quantum chip. So far, the chip is in the testing phase, andThis article was written byFirst Principles Partners1.53K FollowersFollowFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus on emerging technologies, sustainable investing, and the intersection of innovation and finance. I am passionate about sharing insights with a wider audience and learning from fellow investors. Together, we can drive positive change and contribute to a more sustainable and innovative world.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.