LEDS, US8166452040

SemiLEDs stock reports a sharp fiscal 2026 rebound in Q3 results

Published on 10/05/2026 at 23:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SemiLEDs stock posted USD 9.1 million in fiscal Q3 revenue and USD 0.18 diluted GAAP EPS on May 31, 2026. Gross margin reached 27 percent.

LEDS, US8166452040, Illustration mit AI erstellt.

SemiLEDs stock (ISIN US8166452040) closed at USD 2.32 on Nasdaq on October 2, 2026, leaving the shares 35.9 percent below the 52-week high of USD 3.62. The key company figure is fiscal third-quarter revenue of USD 9.1 million, reported for the period ended May 31, 2026, as StockTitan reported from SemiLEDs filings.

Revenue rebounds in fiscal Q3

SemiLEDs revenue rose from USD 1.1 million in fiscal Q2 2026 to USD 9.1 million in fiscal Q3, an increase of 727.3 percent. The filing summary attributes the improvement mainly to higher buy-sell equipment orders and says management anticipated additional orders in fiscal Q4.

Profitability also changed sharply. GAAP net income attributable to stockholders reached USD 1.5 million, or USD 0.18 diluted EPS, compared with a net loss of USD 603,000, or negative USD 0.07 per diluted share, in the preceding quarter, according to StockTitan.

Margins provide the sharper signal

GAAP gross margin improved to 27 percent from 1 percent in fiscal Q2, while operating margin moved to 16 percent from negative 79 percent. That operating swing is larger than the revenue change alone suggests because the higher equipment order volume improved the companys fixed-cost absorption.

SemiLEDs also reported USD 6.0 million in cash and cash equivalents at May 31, 2026, compared with USD 4.0 million at the end of fiscal Q2. Total stockholders equity increased to USD 3.1 million from USD 1.5 million, although the filing history shows that Nasdaq had previously reviewed the companys equity position under its continued-listing rules.

Stock stays below its yearly high

The USD 2.32 Nasdaq close on October 2, 2026, came within a 52-week range of USD 1.01 to USD 3.62. MarketBeat lists a USD 19.2 million market capitalization and volume of 7,495 shares for that session, while its published consensus rating is Sell from one research report.

For investors, the central test is whether equipment orders can support another quarter of elevated revenue and margins. The fiscal Q3 figures show a clear sequential improvement, but the stock remains materially below its yearly peak and the companys results remain sensitive to order timing.