ATOM earnings
Atomera — automated research on every print, the model's read of every earnings call, and the numbers against estimates.
| Reported | EPS | Consensus | Surprise |
|---|---|---|---|
| Aug 04, 2026 | -0.17 | -0.13 | -30.8% |
| May 05, 2026 | -0.17 | -0.13 | -28.2% |
| Feb 12, 2026 | -0.14 | -0.14 | +0.0% |
| Oct 28, 2025 | -0.17 | -0.14 | -21.4% |
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 →- Q1 non-GAAP loss per share $0.14.
- Q1 GAAP loss per share $0.17.
- Q1 GAAP operating expenses $6.2 million versus refinitiv IBES estimate of $5.5 million.
- Qtrly non-GAAP operating expenses $4.8 million versus $4.4 million.
- Sees Q2 revenue $50,000 to $100,000.
- Sees Q1 revenue $11,000.