Sealsq Corp Stock Price, News & Analysis

SEALSQ (NASDAQ: LAES) reported preliminary unaudited 9M 2025 revenue of $9.9M, a 41% increase versus prior year, with $5.1M in Q3 2025. The company reaffirmed FY2025 revenue guidance of $17.5M–$20.0M (59%–82% YoY growth) and expects Q4 2025 revenue of $7.6M–$10.1M. Cash on hand is $220M as of Oct 7, 2025.

Strategic actions include the Aug 4, 2025 acquisition of IC'ALPS (contributing $1.3M to 9M revenue), a ~25% stake in the €40M Quantix Edge joint venture, a $10M investment in WISeSat, and a $30M budget for quantum investments. Pipeline totals $175M of opportunities for 2026–2028 and management forecasts 50%–100% revenue growth in 2026 driven by PQC chip launches and commercial projects.

SEALSQ (NASDAQ: LAES) will participate in the 10th Horasis Global Summit in São Paulo on October 7–9, 2025. CEO Carlos Moreira will join the panel “Rewiring the Future with AI and Quantum Computing” to discuss scaling qubits, AI ethics, and international collaboration for climate, healthcare, and financial resilience. SEALSQ said it is evaluating sites in Brazil for a Post-Quantum Semiconductor Personalization Center to link Latin America to its emerging Quantum Corridor across Spain, France, South Korea, Switzerland, the United States, and India. The company frames the move as advancing quantum‑resilient semiconductors and trusted digital ecosystems.

SEALSQ (NASDAQ: LAES) entered an agreement with existing warrant holders led by Heights Capital to cause immediate exercise of 15,000,000 Class A warrants at $4.60 per share, generating approximately $69.0 million in gross proceeds before fees.

In connection with the exercises, holders will receive new Class C warrants to purchase up to 26,250,000 ordinary shares at an exercise price of $5.10 per share, immediately exercisable and expiring seven years from issuance. The company amended existing warrants to allow issuance of ordinary shares or pre-funded warrants to prevent ownership-blocker breaches.

Maxim Group acted as warrant inducement agent; Cantor Fitzgerald and Maxim Group served as financial advisors. The New Warrants will be issued under an SEC-declared Form F-3 shelf effective April 2, 2025; a prospectus supplement will be filed.

SEALSQ (NASDAQ: LAES), a semiconductor and post-quantum technology company, announced that CEO Carlos Moreira will deliver the opening keynote at the IQT Quantum + AI Summit in New York City on October 20th, 2025. The keynote, titled "AI Meets Quantum, Building Unbreakable Post-Quantum Security," will address the convergence of quantum computing and AI security.

During the event, SEALSQ will unveil the Quantum Shield QS7001, a next-generation chip designed for post-quantum security, scheduled for launch in mid-November 2025. Additionally, Moreira will participate in a CEO Roundtable discussion with executives from Rigetti, ORCA, SEEQC, and Arqit on October 21st.

SEALSQ (NASDAQ: LAES) has announced a strategic partnership with SEALCOIN AG to develop quantum-resistant security solutions for AI agents. The initiative leverages SEALSQ's expertise in Post-Quantum Cryptography (PQC) and semiconductor technologies to protect AI systems against future quantum computing threats.

The collaboration will integrate NIST-recommended PQC algorithms with SEALSQ's secure element chips and cryptographic modules, featuring the upcoming QS7001 secure element. The solution includes homomorphic encryption, post-quantum digital identities, and trusted execution environments for deployment across IoT, autonomous vehicles, smart infrastructure, defense, and healthcare sectors.

This announcement coincides with Episode 6 of SEALCOIN AG's educational series on Secure AI Agents, titled "Future-Proofing with Post-Quantum Security." SEALCOIN AG emphasizes its role as an infrastructure provider rather than an AI solution developer, focusing on secure foundations for AI operations.

SEALSQ (NASDAQ: LAES) has announced a strategic joint venture with Kaynes SemiCon to establish SEALKAYNESQ Ltd, India's first secure semiconductor center. SEALSQ will hold 51% ownership while Kaynes SemiCon will hold 49% of the venture.

The JV will create an Outsourced Semiconductor Test & Personalization (OSTP) facility at Kaynes SemiCon's India site, focusing on advanced Wafer/Final Test services with Common Criteria compliance and Post-Quantum Cryptography capabilities. A key initiative includes deploying SEALSQ's Quantum Shield semiconductor locally, enhancing India's post-quantum computing resilience.

Kaynes SemiCon, with $340 million TTM revenue and $5.44 billion market cap, is set to become India's first company to deliver packaged semiconductor chips by October 2025. The venture will benefit from the recently signed Swiss-India Free Trade Agreement, with 94.7% of Swiss exports to India receiving customs relief.

SEALSQ (NASDAQ: LAES) has signed a definitive agreement with Quantix Edge Security to develop Spain's first post-quantum semiconductor personalization center in Murcia. The project is expected to generate $25 million in revenue over three years, starting in H1 2026 with milestone-based recognition.

The development aligns with Spain's national strategy, following the government's €19.6 million investment in Quantix, projected to create €793 million in economic impact. SEALSQ will begin distributing post-quantum semiconductors through Quantix Edge Security in 2026 while facility construction continues, supporting its $170 million potential revenue pipeline.

Additionally, SEALSQ plans to launch the Quantum Shield "QS7001" in mid-November 2025, featuring NIST-standardized quantum-resistant algorithms for cryptocurrency, defense, healthcare, and IoT applications.

SEALSQ (NASDAQ: LAES) announced a collaboration with AuthenTrend Technology to develop the world's first quantum-proof fingerprint security key. The proof-of-concept will integrate AuthenTrend's biometric technology with SEALSQ's upcoming Quantum Shield QS7001 chip, scheduled for commercial launch in mid-November 2025.

The QS7001 is a RISC-V-based secure hardware platform featuring NIST-standardized quantum-resistant algorithms (ML-KEM/Kyber and ML-DSA/Dilithium). The solution aims to protect against both quantum computing threats and traditional attacks while maintaining FIDO2 and PKI compliance.

The collaboration will result in the ATKey PQC edition, combining match-on-device fingerprint biometrics with post-quantum cryptography to create a phishing-resistant authentication solution targeting enterprise access, financial services, and IoT markets across APAC, EU & US.

SEALSQ (NASDAQ: LAES) has signed a Memorandum of Understanding (MoU) with the Seoul Metropolitan Government to establish a Post-Quantum Semiconductor Personalization, Research and Design Center in Seoul. The state-of-the-art facility will focus on researching, designing, and embedding quantum-resistant cryptographic keys into semiconductor chips.

The initiative aligns with South Korea's dominant position in the global semiconductor market, controlling 17% of worldwide semiconductor market share. The government has allocated $136 million for quantum R&D in 2025. The global Post-Quantum Cryptography (PQC) market is projected to grow from $1.1 billion in 2024 to $4-9 billion by 2030-2033, with a CAGR of 37-45%.

The center will leverage RISC-V chip architectures with embedded post-quantum cryptography and integrate quantum-resistant encryption modules into satellite systems, positioning South Korea as a leader in both semiconductor and space innovation sectors.