Raspberry Pi shares jump 30% on surging sales
Strong half‑year revenue, rising unit orders and a doubled backlog lifted investor demand; supply constraints and a bootloader change narrow some repair…
Mateo Fernandez ·
Raspberry Pi's shares rose about 30% this week after the company reported six‑month revenue rose 90% to $256.9 million, signaling much stronger OEM demand.
Six‑month results and backlog
Data showed adjusted EBITDA more than doubled to $40.3 million and profit before tax climbed 216% to $19.6 million for the six months ended June 30. Direct unit shipments increased 26% to 3.4 million, total shipments rose 17% to 4.2 million and the customer backlog doubled to 2.6 million units, the company said.
Company executives said demand was particularly strong in smart‑home and aerospace and defense applications and that the firm introduced an AI HAT+ 2 for the Raspberry Pi 5 to extend its edge‑AI lineup. Officials also said the business has expanded DRAM suppliers more than threefold to shore up inventories as component costs rose.
Eben Upton, co‑founder, said: "The supply chain disruption is making 'make' a much harder choice," adding this has pushed some manufacturers to buy ready boards rather than design their own.
Bootloader change and repairs
The foundation said a 2024 bootloader update restricted RAM upgrades on Pi 4, Pi 5 and Compute Modules to reduce risks from third‑party modified modules. Community technical posts show the bootloader can be downgraded to the 2024‑09‑10 release to restore compatibility for users who replace DRAM chips.
Monitor production output as new capacity at the Pencoed, Wales facility is expected to enter service this week; track unit shipment reports through Oct. 2, 2026 for signs the backlog is easing.