Added to YB: 2026-07-09
Pitch date: 2026-07-06
GRRR [neutral]
Gorilla Technology Group Inc.
-4.32%
current return
Author Info
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Company Info
Gorilla Technology Group Inc. provides solutions in security, network, business intelligence, and Internet of Things (IoT) technology in Taiwan and the United Kingdom.
Market Cap
$488.6M
Pitch Price
$18.30
Price Target
71.00 (+305%)
Dividend
N/A
EV/EBITDA
-29.83
P/E
-9.63
EV/Sales
3.64
Sector
Software
Category
growth
Gorilla Technology Group Inc. - $GRRR
GRRR (deep dive): AI infra pivot vs. legacy security integrator. FY26 rev guide $160-200M; mgmt touts $500M+ FY27 from Yotta India (~5,000 GPUs, $1.3-2.8B disclosed deal value). But zero AI rev recognized, GM fell 50%→33%, Q1'26 adj EBITDA -$8.3M. 94% legacy rev from 2 govt customers. 3 short-seller campaigns unresolved, CFO/auditor changes, $107M convert dilution w/ $6 floor. EV ~1-3.5x rev. Bull case rests on Q3-Q4'26 Yotta delivery milestones converting.
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