GCT Semiconductor Holding, Inc. Class A (GCTS)

In the past six months, GCT Semiconductor Holding, Inc. reported its Q4 2025 earnings on March 24, 2026, with an EPS of -$0.16, exceeding expectations. Full-year 2025 revenue plunged 69% to $2.9 million, but Q4 showed 76% sequential growth. The gross margin turned positive at 32% in Q4 2025. GCT shipped over 1,900 5G chipset units in Q4 2025 and secured a licensing agreement with a major satellite communications provider. Partnerships include collaborations with Samsung and Aramco Digital for a private 450 MHz 5G network in Saudi Arabia, and a partnership with a European Tier-1 supplier for the 5G Fixed Wireless Access (FWA) market. GCT received $5 million in funding from Gogo Business Aviation LLC in February 2026, and the maturity date of certain notes was revised to February 26, 2028. The stock price has shown volatility, with a 24.09% increase over the last six months and a 43.3% increase since January 1, 2026, but shareholders have experienced substantial dilution.

GCT Semiconductor Holding, Inc. exhibits some demand seasonality based on historical stock price data. March has shown the highest probability of positive returns, while May has the lowest.

GCT Semiconductor Holding, Inc. (GCTS) is a fabless semiconductor company specializing in advanced 4G LTE and 5G solutions, designing, developing, and marketing integrated circuits for the wireless semiconductor industry. GCT's major products include System-on-Chip (SoC) solutions that integrate radio frequency (RF), baseband modem, and digital signal processing (DSP) functions. The company offers RF and modem chipsets based on 4G LTE technology and develops cellular Internet of Things (IoT) chipsets for low-speed mobile networks. Its technology is used in a wide range of commercial devices, including CPEs, mobile hotspots, routers, M2M applications, and smartphones.

GCT Semiconductor Holding, Inc. is headquartered in San Jose, California, with additional offices and operations, including an R&D center, in Korea. The company distributes its products directly and through distributors to Original Equipment Manufacturers (OEMs) and Original Design Manufacturers (ODMs) primarily across Taiwan, China, Korea, Japan, Europe, and the Americas.

GCT Semiconductor Holding, Inc.'s brand reputation has been positively influenced by strategic partnerships and product advancements. The company showcased its latest 5G and IoT capabilities at events like Mobile World Congress (MWC) 2026. Partnerships with Skylo and a reference platform contract with a major satellite communications provider bolster its reputation. The collaboration with Samsung and Aramco Digital for a private 450 MHz 5G network enhances its standing. The successful launch of Gogo's 5G air-to-ground network, based on GCT's chipset, is another significant positive event.

GCT Semiconductor Holding, Inc. has a diverse ownership structure. As of May 5, 2026, institutional investors and hedge funds hold 28.06% of the company’s stock, with major institutional owners including Vanguard Group Inc and BlackRock, Inc. Individual insider owners include Anapass Inc (11.06%) and Kyeongho Lee (1.50%). Anapass Inc is the largest individual shareholder.