# Raspberry Pi Stock Jumps 30% as Demand Surges. (And Boards Now Locked to Their Original RAM Size)

DevFeed: [Raspberry Pi Stock Jumps 30% as Demand Surges. (And Boards Now Locked to Their Original RAM Size)](<https://devfeed.tech/articles/raspberry-pi-stock-jumps-30-as-demand-surges-and-boards-now-locked-to-their-original-ram-size-60159.md>)

Original publisher: [Read original article](<https://hardware.slashdot.org/story/26/09/25/0554208/raspberry-pi-stock-jumps-30-as-demand-surges-and-boards-now-locked-to-their-original-ram-size>)

Author: EditorDavid

Published: 2026-09-25T13:04:00Z

Content type: news

Language: en

Sources: [Slashdot](<https://devfeed.tech/sources/slashdot.md>)

Topics: [Raspberry Pi](<https://devfeed.tech/topics/raspberry-pi.md>), [Artificial Intelligence](<https://devfeed.tech/topics/ai.md>)

Tags: [ai](<https://devfeed.tech/tags/ai.md>), [business](<https://devfeed.tech/tags/business.md>), [computers](<https://devfeed.tech/tags/computers.md>), [edge-ai](<https://devfeed.tech/tags/edge-ai.md>), [raspberry-pi](<https://devfeed.tech/tags/raspberry-pi.md>), [raspberry-pi-5](<https://devfeed.tech/tags/raspberry-pi-5.md>)

## AI overview

Raspberry Pi Holdings reported sharply higher revenue, shipments, backlog, and profit, driving a reported 30% rise in its stock. The article also covers growing OEM, Smart Home, aerospace, and edge-AI demand, expanded DRAM sourcing, new production capacity, and bootloader changes that limit RAM upgrades on some boards.

## Source excerpt

Raspberry Pi's stock shot up over 30% in the last week. Why are investors so excited? For the six months ending June 30, revenue for Raspberry Pi Holdings "jumped 90% to $256.9 million," reports Investing.com, "while adjusted EBITDA more than doubled to $40.3 million, and profit before tax leapt 216% to $19.6 million." Underpinning the strong numbers was an acceleration in OEM adoption: direct unit shipments rose 26% to 3.4 million, total unit shipments climbed 17% to 4.2 million, and the customer order backlog doubled during the half to 2.6 million units. Demand was particularly robust in the Smart Home and Aerospace and Defence segments, and the company launched the AI HAT+ 2 for Raspberry Pi 5, extending its edge-AI product line. DRAM prices have been increasing everywhere, notes The Times of London, and Raspberry Pi co-founder Eben Upton "said new customers, who required computers or microcontrollers to manufacture other technologies, were choosing Raspberry Pi's computers because they had a better inventory of components than competitors." "There's always that choice for an original equipment manufacturer as to whether they should 'make' or 'buy' the computer elements of their platforms," Upton said. "The supply chain disruption is making 'make' a much harder choice and it's making the cost of repair a much harder choice. So we're seeing strength there." Raspberry Pi has already increased its suppliers of Dram more than threefold... Upton said the increased demand had led to its backlog for units doubling to 2.6 million, which meant production rates would need to increase to prevent the numbers from getting "unhealthy". New production capacity at the manufacturing facility in Pencoed, Wales was expected to come online this week... Exports were almost evenly split between North America, Europe and the rest of the world, which was primarily China, where demand was growing... Analysts at Peel Hunt said the company was "well positioned for rapid growth in unit ship