Atomera
CIK 0001420520
Atomera reported Q2 FY2026. EPS came in at -$0.17 against a -$0.13 consensus, missed by 30.8%. Revenue was $158K versus $100K expected, beat by 58.0%. Gross margin was 83.5%, up 112900 bps from last quarter.
read the full report →Atomera reported a significant revenue miss and a wider-than-expected loss in Q1 FY2026, but the company's tone and sentiment have shown improvement. Despite the financial underperformance, management's focus on strategic initiatives and ongoing customer engagements suggests a potential for future growth.
read the full report →The market was set up for a licensing inflection and got a -50.0% revenue miss, but the actionable read is that Atomera has moved the next catalyst from narrative to shipped MST wafers with Q1 revenue guided to $50,000 to $100,000. The variant view is that investors may be over-penalizing the Q4 miss while underpricing the narrower, testable milestone now in front of TSMC, Samsung, Intel, and Rapidus.
read the full report →Atomera missed the Street by a wide margin on revenue and EPS, but the investable question is not the $11,000.00 quarter. The variant view is that the print de-risks very little financially while increasing the burden of proof on Q4, where management has put a dated, customer-counted marker around NRE revenue from wafer demos.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| DEFENDER CAPITAL, LLC. | NEW | $3 M | 0.8% | +295,450 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | TRIM | $1 M | 0.1% | -31,195 |
| SEQUOIA FINANCIAL ADVISORS, LLC | NEW | $176 K | 0.0% | +20,183 |
| RATHBONES GROUP PLC | NEW | $117 K | 0.0% | +13,485 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $65 K | $-20 M | -31036.9% | -9.4% |
| 2024 | 2024-12-31 | $135 K | $-18 M | -13655.6% | + 6.8% |
| 2023 | 2023-12-31 | $550 K | $-20 M | -3598.2% | -13.5% |
| 2022 | 2022-12-31 | $382 K | $-17 M | -4565.7% | -11.5% |
| 2021 | 2021-12-31 | $400 K | $-16 M | -3912.0% | -5.2% |
| 2020 | 2020-12-31 | $62 K | $-15 M | -23996.8% | -11.9% |
| 2019 | 2019-12-31 | $533 K | $-13 M | -2495.3% | -3.1% |
| 2018 | 2018-12-31 | $246 K | $-13 M | -5242.7% | + 1.3% |
| Form | Filed | Period | Accession # | Doc |
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| 10-Q | 2026-08-06 | 2026-06-30 |
0001683168-26-006050
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| 10-Q | 2026-05-05 | 2026-03-31 |
0001683168-26-003501
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| 10-Q | 2025-10-29 | 2025-09-30 |
0001683168-25-007840
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| 10-Q | 2025-08-05 | 2025-06-30 |
0001683168-25-005672
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| 10-Q | 2025-05-08 | 2025-03-31 |
0001683168-25-003249
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| 10-Q | 2024-10-29 | 2024-09-30 |
0001683168-24-007452
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| 10-Q | 2024-07-30 | 2024-06-30 |
0001683168-24-005141
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| 10-Q | 2024-04-30 | 2024-03-31 |
0001683168-24-002847
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| 10-Q | 2023-11-01 | 2023-09-30 |
0001683168-23-007564
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| 10-Q | 2023-08-02 | 2023-06-30 |
0001683168-23-005213
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| 10-Q | 2023-04-26 | 2023-03-31 |
0001683168-23-002651
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