You've probably seen the ticker GRRR popping up on your screener lately and wondered if it's a glitch or a genuine breakout. Honestly, looking at Gorilla Technology Group stock right now feels like watching a high-stakes poker game where the house keeps raising the blinds. One day it’s up 15% because small-caps are catching a bid, and the next, it’s fighting off "stock manipulation" claims in court.
It's a wild ride.
But if you strip away the noise—the dramatic price swings and the Reddit chatter—there’s a massive gap between what this company is doing on paper and how the market is actually pricing it. We are talking about a company that just secured a $1.4 billion mandate for AI data centers while trading at a fraction of its peers' valuations.
Let's get into the weeds of why that is.
Gorilla Technology Group stock and the 2026 Revenue Explosion
The big elephant in the room is the guidance. Most companies are happy to project 10% growth and call it a win. Gorilla, however, just dropped a 2026 revenue forecast between $137 million and $200 million.
To put that in perspective, they’re looking at hitting $100–$110 million for the full year of 2025. That's a massive leap.
The engine behind this is a multi-year partnership with Freyr to build out AI-ready data centers across Southeast Asia—specifically Indonesia, Malaysia, and Thailand. This isn't just "talk." Execution is already underway. The first phase alone is expected to pump roughly $100 million in revenue per year into the business starting in early 2026.
Recent Wins in Taiwan
Just this week, the company announced a hat-trick of wins in Taiwan. These aren't small-time projects.
- National Criminal Investigations Agency: Strengthening lawful interception and cybersecurity.
- Port Operations: Using AI to predict bottlenecks and manage traffic flow for a major international operator.
- Forest Protection: Helping a National Special Police unit detect illegal logging via video analytics.
While they haven't disclosed the exact dollar amounts for these specific deals, they’ve explicitly stated these will be "meaningful" contributors to the 2026 top line.
The Valuation Disconnect: 4.5x vs. 20x
Here is where things get kinda weird. If you look at other AI infrastructure plays—the companies building the "backbone" of the new economy—they often trade at 15x to 30x EV/Revenue.
Gorilla Technology Group stock? It’s sitting around 4.5x.
Why the discount? Well, the market is skeptical of SPAC-born companies, and Gorilla has had its share of volatility. The stock hit highs near $44 and lows around $10.85 within the last year. That kind of "heart attack" chart scares off the buttoned-up institutional money.
Plus, there was that spicy legal filing in December 2025. Gorilla literally sued Sigma and Bradbury, alleging a scheme to artificially depress the stock. When a CEO is fighting off what they call "manipulation" while trying to build data centers in Jakarta, it creates a narrative that’s a bit too "noisy" for some investors.
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Balancing the Books
Despite the drama, the balance sheet is actually getting healthier. They’ve slashed debt to about $15.1 million (down 30% from a year ago) and pumped up their cash position to over $120 million.
They even launched a $20 million share repurchase program. Interestingly, they had to pause it recently because there simply wasn't enough "market liquidity." Basically, the people who own the stock are holding onto it so tightly that the company couldn't find enough shares to buy back without spiking the price.
CEO Jay Chandan basically told investors: "We want to buy more, but you guys aren't selling."
The Profitability Pivot
For the longest time, the bear case was simple: "They lose money."
That’s changing.
In Q3 2025, they posted a positive operating income of $0.4 million. Compare that to a $6 million loss the previous year. They are right on the edge of consistent profitability, and analysts are forecasting an EPS of around **$0.66** for the 2025 fiscal year.
The Risks You Can't Ignore
It wouldn't be fair to just talk about the upside. This is a small-cap stock with a $360 million market cap. It's volatile.
- Customer Concentration: Big contracts like the $1.4 billion Freyr deal are great, but if one of those goes sideways, it’s a huge blow.
- Geopolitics: Operating heavily in Taiwan and Southeast Asia means they are always in the shadow of regional tensions.
- Execution Risk: Building data centers isn't easy. Any delays in the 2026 rollout will hit the stock price hard.
What’s Next for Investors?
If you're watching the ticker, mark January 28, 2026, on your calendar. That’s when Gorilla is hosting a live investor webinar to lay out the roadmap for the rest of the year.
The market is currently treating this like a speculative "maybe." But if they start hitting those $100 million revenue quarters in 2026, the current $12–$14 price range is going to look very different in the rearview mirror.
Actionable Insights for Your Watchlist:
- Monitor the 2025 Full-Year Results: Expected in mid-March. This will be the "prove it" moment for their $100M+ revenue guidance.
- Watch the $10.85 Support Level: This has been a hard floor for the stock. If it holds, the risk-reward ratio starts looking skewed to the upside.
- Track AI Infrastructure Sentiment: As larger peers (like NVIDIA or Vertiv) move, Gorilla often follows as a "sympathy play," but with much higher beta.
Keep an eye on the volume. If you see it creeping up toward that 1 million daily average again, it might mean the "long-term holders" are finally being joined by some institutional buyers who’ve decided the valuation gap is too big to ignore.