Sealsq (LAES) stock surged about 40% on Thursday after the semiconductor company announced a partnership with Trusted Semiconductor Solutions (TSS). Both companies aim to co-develop “Made in U.S.” quantum-resistant chips for defense and government agencies. The news fueled investor optimism about Sealsq’s push into the quantum-resistant technology market.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
It is worth noting that TSS has a Category 1A Trusted-accredited status, which signifies the highest level of hardware security certification required for U.S. national security and defense systems.
The companies will build secure chips that can handle future quantum threats. TSS will also help Sealsq connect with U.S. government clients, making Sealsq more trusted and opening doors to the defense market.
Under this deal, Sealsq’s secure element technology will be combined with TSS’s platforms to create semiconductors and secure hardware resistant to future quantum computing threats. The partnership will be formally introduced at the Quantum + AI Conference in New York later this month.
LAES Reports Strong Revenue Growth
Sealsq reported a 41% year-over-year revenue increase for the first nine months of 2025. The growth came from strong demand for its core products and the acquisition of French ASIC design firm IC’ALPS. The company also reaffirmed its full-year revenue forecast of $17.5 million to $20 million, which reflects a 59% to 82% jump compared to 2024.
Looking ahead to 2026, Sealsq expects continued momentum fueled by its quantum-resistant technology, new partnerships, and further acquisitions. The company is developing quantum-safe security systems to meet U.S. government standards and investing in secure space communications through WISeSat.Space.
Is LAES Stock a Good Buy?
Turning to Wall Street, LAES stock has a Moderate Buy consensus rating based on two Buy ratings assigned in the past three months. At $5.25, the average Sealsq stock price target implies 13.79% downside risk from current levels.