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TickerTalks›$GRRR
GRGRRR

Gorilla Technology Group Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$GRRR·$445M·Software - Infrastructure·Technology
$12.08+5.2%YTD0.0%1Y-43.8%
Mentions · last 7 days
2026-07-10: 36 posts2026-07-11: 32 posts2026-07-12: 39 posts2026-07-13: 69 posts2026-07-14: 39 posts2026-07-15: 231 posts2026-07-16: 152 posts600+14%
Price updated 12m ago·X counts updated 20h ago
GRGRRR
$GRRRGorilla Technology Group Inc.
$12.08+5.23%600 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GRRR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-07-16

Falling on heavy selling — points lower unless it turns around.

Gorilla Technology down 29% today on convertible bond dilution — AI-data-center story with real dilution shock.

Gorilla Technology is a Taiwan-headquartered AI-analytics and data-center infrastructure company — building 'Neutradc' data-center campuses across Indonesia (3MW Surabaya, 5.5MW Sentul, 14MW Serpong, 120MW Cikarang). The stock is down 29% today on a $125M senior convertible bond offering announcement.

  • Revenue grew 55% YoY last quarter with a -79% operating margin — real top-line acceleration but continued deep operating losses; the AI-data-center pivot is showing early revenue but nowhere near profitability.
  • Trades at 3.8x TTM sales — reasonable multiple for a fast-growing AI-infrastructure story stock, but the $125M convertible offering (on top of a $107M note offering June 5) is meaningful ongoing dilution supply.
  • Multiple J-Other insider transactions on July 15 (five different insiders) — the timing coincides with the convertible-offering announcement; may relate to the transaction structure rather than distribution.
  • Volume multiplier 4.34x with 59% of float traded today (unusually high) — the tape is genuinely moving on the dilution news, and this is the specific reset the equity had to absorb.
  • 52-week position 20th percentile after today's move — the tape has fully priced the dilution shock; the community's dismissal of Andrew Left's prior short as 'false and misleading' is real but the fundamental dilution is what actually matters.

August 13 Q2 earnings is where the AI-data-center story either extends or contracts: revenue growth held above 50% plus specific Neutradc build-out timeline is what turns breaking-down into coiling; another dilutive offering or a slower-than-expected build-out is where the -29% today extends. Real AI-infrastructure exposure with real dilution reality — the setup depends on execution translating capital raises into revenue.

Differs from X sentimentThe bullish X take on the symmetrical-triangle breakout, the whale accumulation, and the $37.50 PT is being tested hard by today's -29% move on the convertible offering. Dismissing Andrew Left's short as 'false and misleading' looks awkward when the equity is absorbing $232M in convertible-note dilution across two June-July raises.

What to watch: Aug 13 Q2 earnings — need revenue growth held above 50% and specific Neutradc build-out timeline. Another dilutive offering or slower-than-expected build-out is where -29% today extends.

On the calendar: 2026-08-13 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment20 posts analyzed · as of 2026-07-15

Gorilla Technology chatter is bullish setup on multiple catalysts. Community sees GRRR +67% YTD as 'just getting started' with the community targeting a 5x from current levels. Bulls flag a symmetrical triangle breakout after a year-long falling wedge base, mega-AI-guidance triggering whale accumulation, and morning-star chart pattern in play. Short interest climbing to 3.86M as of June 30 sets up squeeze potential. Buy zone $12.13-16.27 with PT $37.50. Community documents actual Neutradc data-center builds in Indonesia (3MW Surabaya, 5.5MW Sentul, 14MW Serpong, 120MW Cikarang). Andrew Left's prior short is being dismissed as false and misleading. Community broadly long.

Read the AI verdict + X sentiment for $GRRR

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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops AI-powered video analytics for surveillance, crowd monitoring, and edge computing security applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $GRRR.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $GRRR

Partial — Develops AI-powered video analytics for surveillance, crowd monitoring, and edge computing security applications; the cloud-native adoption and AI security spend despite multiple compression creates tailwinds for one product line, not the full operation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.0%YTD
-14.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-23.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-26.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$-0.18$0.11-263.6%
Q4 2025Mar 2, 2026$0.32$0.30+6.7%
Q3 2025Nov 17, 2025$0.24$0.26-7.7%
Q2 2025Aug 14, 2025$-0.20$0.13-253.8%
Next earningsThu, Aug 13·consensus EPS $0.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$28.2M+54.6%21.1%-78.6%$-1.42$6.6M
Q4 FY25$35.6M+4.8%29.7%2.3%$-0.10$-13.7M
Q3 FY25$26.5M+32.0%37.3%1.6%$-0.00$-2.8M
Q2 FY25$21.1M+76.5%33.4%-23.3%$-0.20$-2.0M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$186.6M$143.4M – $229.7M-$4.33-$5.63 – -$3.031
FY27$426.5M$327.9M – $525.1M-$4.68-$6.08 – -$3.271
FY28$550.1M$422.9M – $677.3M-$7.68-$9.99 – -$5.371

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-30.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 12.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today20.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 15Evan S MedeirosDirector12.6K sh$153KSellApr 14Evan S MedeirosDirector5.2K sh$62K
+ 5 other (5 others) in window

See when $GRRR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jun 5424B5
AI summary

GRRR (GRRR) filed a 424B5 prospectus supplement for an offering of senior notes. The offering size is $107,000,000 at 7.50%, due 2031. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

3New insider — initial holdingsApr 83
AI summary

Rajesh Raj Natarajan, Chief Technology Officer of Gorilla Technology Group Inc. (GRRR), filed an initial Form 3 as of March 18, 2026, disclosing direct beneficial ownership of 679,853 ordinary shares. He is based in London, UK. Routine Section 16(a) initial ownership disclosure for a newly reportable officer; non-material.

3New insider — initial holdingsMar 313
AI summary

Chen-Yu Wang, General Manager – Asia of Gorilla Technology Group Inc. (GRRR), filed an initial Form 3 as of March 18, 2026, disclosing direct beneficial ownership of 34,855 ordinary shares. Based in London, UK. Routine Section 16(a) initial ownership disclosure for a newly reportable officer; non-material.

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 11 other (4 6-Ks · 2 305B2s · 2 3s · 1 F-3MEF) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gorilla Technology Stock in the Spotlight After Pricing $125 Million Convertible Bond Offeringbenzinga.com·1d agoGorilla Technology Group Inc. Announces Pricing of $125 Million Senior Unsecured Convertible Bond Offering to Commence NeutraDC Batam Project in Indonesianewsfilecorp.com·2d agoGorilla Technology Completes Acquisition of Shackleton Finance and Launches Gorilla Tech Capitalnewsfilecorp.com·16d agoGorilla Technology Stock Surges On Lifted Q2 Revenue Guidancebenzinga.com·18d agoGorilla Technology Raises Q2 2026 Revenue Outlook to at Least US$44 Million, Driven by Contract Wins and Accelerating AI Infrastructure Demandnewsfilecorp.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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