$SQNS

Sequans Communications S.A. (SQNS) reported Q2 2026 revenue of $7.5 million, up 23.2% quarter over quarter but down 8.4% year over year. Net loss was $9.8 million ($0.65 per diluted ADS). Cash rose to $21.0 million, with 314 Bitcoin valued at about $18.4 million. Q3 revenue guidance was $8.5 million to $10 million.

SEQUANS COMMUNICATIONS (SQNS) furnished an SEC Form 6-K — earnings release. NEWS Sequans Communications Unaudited Second Quarter 2026 Preliminary Financial Results PARIS - August 4, 2026 - Sequans Communications S.A. (NYSE: SQNS) (“Sequans” or the “Company”), a leading provider of 5G/4G cellular IoT semiconductor solutions, today announced preliminary un

Bitcoin treasury companies are selling bitcoin and restructuring as share prices fall and debt obligations rise. Strategy (MSTR) has sold about 3,620 BTC and authorized more. Satsuma (SATS) approved liquidation of 668 BTC. Smarter Web (SWC) sold 178 BTC, Sequans (SQNS) sold 1,025 BTC, and Nakamoto (NAKA) sold about 284 BTC. Miners MARA and Bitdeer also reduced holdings, citing AI pivots.

The article highlights five US-listed semiconductor “picks-and-shovels” firms tied to AI chip demand and Broadcom’s custom silicon. It cites Benchmark (BHE) Q1 2026 AC&C revenue $105M (+41% YoY) and shares up 132% YTD; Amkor (AMKR) Q1 2026 revenue $1.684B (+28%) and shares up 119% YTD; ASE (ASX) packaging growth and shares up 180% YTD; Entegris (ENTG) Q1 2026 revenue $811.9M (+5%) and FCF $143.5M (+343%); Sequans (SQNS) holds 2,139 BTC (~$187.1M) with $11.25 target vs $3.48 price.

Sequans Communications (NYSE: SQNS) said it has fully redeemed its remaining convertible debt, funded by selling part of its Bitcoin holdings. After retiring all convertible notes issued in July 2025, it holds about 658 BTC, “fully unencumbered,” and plans to monetize remaining BTC over time. The company began its Bitcoin treasury in June 2025, later sold more than 80% of peak holdings.

This article highlights bullish sentiments from analysts on three technology companies: Cloudflare (NET), Sequans Communications S A (SQNS), and Adtran (ADTN). William Power of Robert W. Baird maintained a Buy rating on Cloudflare with a $260.00 price target. Scott Searle of Roth MKM reiterated a Buy rating on Sequans Communications S A with a $20.00 price target, and Michael Genovese of Rosenblatt Securities maintained a Buy rating on Adtran with a $20.00 price target.

Major shareholder Daniel Asher recently increased his stake in Sequans Communications (NYSE:SQNS) by purchasing 57,809 shares at an average price of $5.51 per share, following other acquisitions earlier in January. This transaction, totaling over $318,000, raised his total holdings to 1,789,487 shares, representing a 3.34% ownership increase. The company's stock is trading at $5.59, with a market capitalization of $80.03 million, and analysts have a "Moderate Buy" consensus rating with a target price of $10.83.

MultiTech has partnered with Sequans to develop future embedded cellular modem platforms, initially leveraging Sequans' Calliope 2 LTE Cat 1bis platform and expanding to 5G. This collaboration aims to deliver secure, carrier-approved solutions, accelerating time-to-market and simplifying IoT integration for various critical verticals. Both companies plan to showcase their partnership at CES 2026.

Sequans Communications S.A. announced that Dr. Georges Karam, President and CEO, will participate in a fireside chat at the 28th Annual Needham Growth Conference on January 13, 2026. He will also hold one-on-one meetings with investors throughout the day. Sequans is a leading fabless semiconductor company specializing in wireless 4G/5G cellular technology for IoT and a pioneer in Bitcoin Treasury.

Sequans has filed for an ATM equity program, aiming to raise $200 million to expand its Bitcoin reserves under a long-term treasury plan.