Sealsq Corp Stock Price, News & Analysis

SEALSQ (NASDAQ: LAES) unveiled the Quantum Shield QS7001, described as the industry’s first secure chip embedding NIST‑standardized post‑quantum algorithms in hardware. The chip integrates ML‑KEM (CRYSTALS‑Kyber) and ML‑DSA (CRYSTALS‑Dilithium), claims 10× performance gains, improved side‑channel resistance, and tamper protection. An official product launch is planned for mid‑November 2025, with development kits available and QVault TPM variants expected H1 2026. SEALSQ cites certifications (Common Criteria EAL5+, FIPS 140‑3), a track record of protecting 1.75 billion devices, global personalization centers, recent IC’Alps acquisition, and multiple industry partnerships supporting adoption across defense, healthcare, energy, and IoT.

SEALSQ (NASDAQ: LAES) announced the integration of French ASIC design house IC’Alps to deliver an end-to-end post-quantum semiconductor strategy covering Catalog ICs, Custom ICs, and Security IP. The combined teams will pursue a three-phase roadmap: short-term commercialization of the first PQC-standard chip, mid-term development of the QASIC (Quantum ASIC) and related security IP, and longer-term secure system solutions including Chiplet-based HSMs and pre-certified secure enclaves. The first prototype from this roadmap is expected in 2026. SEALSQ says IC’Alps brings analog, mixed-signal, RISC-V, power management, and embedded NVM expertise, preferred partnerships with six leading foundries, and multiple quality and security certifications.

SEALSQ (NASDAQ: LAES) priced a concurrent Registered Offering and Private Placement totaling approximately $200.0 million on October 15, 2025. The Registered Offering is 12,640,000 ordinary shares at $7.50 per share (≈26.5% above market under Nasdaq rules). The Private Offering includes pre-funded warrants for 14,026,666 shares and Class D warrants for up to 53,333,332 shares at a combined price of $7.50. Class D warrants are immediately exercisable at $9.25 and expire in seven years. Gross proceeds are ≈$200.0M before fees; SEALSQ expects a pro-forma cash position of ≈$400M as of October 16, 2025. Offerings expected to close on or about October 16, 2025, subject to customary conditions.

SealSQ (NASDAQ: LAES) and Wecan announced a strategic collaboration on October 14, 2025 to develop a Post-Quantum KYC solution for financial institutions. The initiative combines SealSQ’s post-quantum semiconductor expertise with Wecan’s compliance and secure data-sharing platform to protect client data from future quantum-enabled decryption.

The partnership aims to secure data from collection through processing, integrate quantum-resistant encryption into Wecan’s platform, and deliver upcoming releases as part of Wecan’s innovation roadmap. The companies position the project as a proactive step to meet evolving regulatory and security challenges in the financial sector.

SEALSQ (NASDAQ: LAES) and Landis+Gyr announced expansion of their partnership with SEALSQ’s IneS Public Key Infrastructure (PKI) being implemented in Landis+Gyr’s North American manufacturing facilities to add digital certificates for electric and gas meters during production.

The move follows prior collaborations in Asia and Europe, including SEALSQ PKI deployments securing 30 million TEPCO meters in Japan and VaultIC secure microcontrollers supplied to over 1 million gas meters annually in the UK. IneS supports offline, distributed, and cloud-native models to scale certificate issuance, lifecycle management, and regulatory compliance for grid edge devices.

SEALSQ (NASDAQ: LAES) and Trusted Semiconductor Solutions announced a strategic partnership on October 9, 2025 to co-develop “Made in US” Post-Quantum Cryptography (PQC)-enabled secure semiconductor solutions for US government and defense agencies.

The collaboration defines a three-phase roadmap: Short-Term integration of SEALSQ’s QS7001 secure element with TSS platforms; Mid-Term co-development of PQC-embedded ICs targeting FIPS 140-3, Common Criteria, and agency certifications; Long-Term work on chiplet-based Hardware Security Modules (CHSMs) and pre-certified IP. The partnership will be formalized at the Quantum + AI Conference in New York (October 19–21, 2025).

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.