Gorilla Lifts FY2026 Revenue Outlook to $200M+ as H1 Revenue Nearly Doubles
GRRR sits 65% above its 52-week low of $9.04.
Summary
Gorilla reported H1 2026 revenue of $78.4 million (up 99.3%) and raised FY2026 guidance to at least $200 million, while posting a $46.9 million IFRS net loss driven by stock-based compensation and derivative fair-value charges.
Key Events · Earnings and Guidance · GRRR
-
H1 Revenue Nearly Doubles
Revenue rose 99.3% to $78.4 million in H1 2026, up from $39.3 million in H1 2025, driven by AI infrastructure and data-centre programs.
-
FY2026 Guidance Raised
The company now expects at least $200 million in FY2026 revenue, up from a prior $160–200 million range, and raised Q3 planning to $48–50 million.
-
2027 Revenue Target Set
Management is targeting $450–500 million in 2027 revenue with substantial gross margin improvement.
-
IFRS Loss Widens on Non-Cash Charges
IFRS net loss was $46.9 million, including $25.4 million of stock-based compensation and a $4.0 million fair-value loss on the convertible notes' embedded derivative.
Analysis · GRRR · Technology
Investors should focus on the raised guidance: Gorilla now expects at least $200 million in FY2026 revenue, up from a prior $160–200 million range, and has set a 2027 target of $450–500 million. The company nearly doubled H1 revenue to $78.4 million, but that growth came with a sharp IFRS operating loss of $47.2 million, driven by a $25.4 million stock-based compensation charge and a $4.0 million fair-value hit on the convertible notes' embedded derivative. Cash is strong at $179.4 million after the June and July convertible note raises, providing runway for the AI infrastructure buildout.
How filings like this one have moved
In the 30 days to Aug 24, 2026, 44% of the 972 measured filings Wiseek scored 9 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, GRRR was trading at $14.91 on NASDAQ in the Technology sector, with a market capitalization of approximately $439.4M. The 52-week trading range was $9.04 to $23.49. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.