Atomera Incorporated

ATOM

$4.20

-6.04%

2026-08-28 16:00:01 EDT-$0.27

Technology

Semiconductors

NASDAQ

Active Trading

Atomera Incorporated develops, commercializes, and licenses its unique materials, processes, and technologies for the semiconductor sector across North America and the Asia ...

Price Action of ATOM

$4.20

-6.04%-$0.27

High—

Low—

52W High-66.0%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Atomera Incorporated is a U.S.-based materials engineering company headquartered in Los Gatos, California, founded in 2001 by Robert J. Mears. The company specializes in the development, commercialization, and licensing of its proprietary Mears Silicon Technology (MST), a refined ultra-thin silicon film that enhances the transistor channel of CMOS-type devices, thereby ...Atomera Incorporated is a U.S.-based materials engineering company headquartered in Los Gatos, California, founded in 2001 by Robert J. Mears. The company specializes in the development, commercialization, and licensing of its proprietary Mears Silicon Technology (MST), a refined ultra-thin silicon film that enhances the transistor channel of CMOS-type devices, thereby improving performance and power efficiency. Atomera serves foundries, integrated device manufacturers, fabless semiconductor firms, OEMs, and electronic design automation companies across North America and the Asia-Pacific region. Financially, Atomera is a pre-revenue company with a market cap around $210 million as of the latest data. It reported an enterprise value of approximately $196.6 million, and its financials show negative margins typical of an R&D-intensive startup: revenue per share is $0.006, net income per share is -$0.58, and key profitability ratios such as return on equity (-77.9%) and return on assets (-55.7%) are deeply negative. The company has a strong balance sheet with no debt (debt-to-equity ratio of 0.031) and a current ratio of 17.02, indicating ample liquidity. It holds about $0.99 cash per share. Operationally, Atomera focuses on licensing its MST technology rather than manufacturing products, which aligns with its high research and development expenditure (55.6% of revenue) and sales, general, and administrative costs (45.7% of revenue). The company's business model involves embedding its technology into existing semiconductor processes to enhance transistor performance, targeting a market exceeding $450 billion. Under the leadership of CEO Scott Bibaud, who has been president and CEO since October 2015, Atomera continues to advance its technology and expand its patent portfolio. With only 21 full-time employees, the company maintains a lean structure but possesses deep expertise in materials science and semiconductor engineering. Its long-term vision is to become a standard in advanced semiconductor manufacturing, enabling customers to achieve significant performance gains without major capital expenditures.ExpandCollapse

Founded

2001

Employees

CEO

Scott A. Bibaud

Full Name

Atomera Incorporated

Sector

Technology

Industry

Semiconductors

ROE

-77.91%

Market Cap

$0.16B

Current Ratio

17.02

WACC

14.14%

ROIC

-60.80%

Contact Information

https://www.atomera.com

408 442 5248

750 University Avenue, Los Gatos, CA 95032

Key Metrics of ATOM

Snapshot

Latest / TTM · 6 periods

Market Cap

$162.61M

ROCE

-61.9%

EV / EBITDA

-6.09x

+48.7% YoY

FCF Yield

-9.9%

+11.9% YoY

Cash Conversion Cycle

-413.3d

Current Ratio

17.02

Quick take

TTM —

No major risk flags in selected headline metrics.

Financial Highlights of ATOM

Profitability trend

Latest / TTM · 6 periods

Gross Margin

-78.7%

Net Margin

-9742.2%

P/E Ratio

-5.97x

n/a

Debt / Equity

0.03

n/a

Current Ratio

17.02

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of ATOM

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $-0.12 · Revenue $100000.00 · 1 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $-0.11 · Revenue $100000.00 · 1 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $-0.48 · Revenue $300000.00 · 1 analysts
Dec 31, 2027
FY2027 · Estimated annual results
Est. EPS $-0.40 · Revenue $1.00M · 1 analysts

Recent history

Aug 6, 2026
Q2 FY2026 · Results reported
EPS $-0.17 · Revenue $158000.00
View filing
May 5, 2026
Q1 FY2026 · Results reported
EPS $-0.17 · Revenue $11000.00
View filing
Feb 24, 2026
FY2025 · Annual results
EPS $-0.65 · Revenue $65000.00
View filing
Oct 29, 2025
Q3 FY2025 · Results reported
EPS $-0.18 · Revenue $11000.00
View filing
Aug 5, 2025
Q2 FY2025 · Results reported
EPS $-0.16 · Revenue $0.00
View filing
May 8, 2025
Q1 FY2025 · Results reported
EPS $-0.17 · Revenue $4000.00
View filing

Financial Statements of ATOM

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$65000	-51.9%	+1336.4%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-20.2M	-9.4%	-4.3%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	-393.8%	-4530.8%	+108.0%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-32496.9%	-126.9%	+92.6%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-31036.9%	-127.3%	+92.7%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-14.9M	-12.2%	+15.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-22878.5%	-133.1%	+94.1%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	7.0%	-12.1%	-2.3%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	9.80x	+29.4%	-12.0%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$21.1M	-27.6%	-7.8%

Actual vs Estimate

A Dec 31Q Jun 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-0.65 vs -0.56	-16.1%	-0.17 vs -0.13	-30.8%
Revenue Surprise	$65000 vs $100000	-35.0%	$158000 vs $100000	+58.0%

Insider Transactions of ATOM

Acquisitions (A)

Since Sep 1, 2026

Disposals (D)

Since Sep 1, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Sep 2, 2026	Mears Robert J	officer: Chief Technology Officer	Common Stock	D	6,312	$3.87
Sep 1, 2026	Laurencio Francis	officer: CFO	Common Stock	D	2,515	$4.05
Sep 1, 2026	Laurencio Francis	officer: CFO	Common Stock	D	1,020	$4.05
Sep 1, 2026	Laurencio Francis	officer: CFO	Common Stock	D	2,085	$4.05
Sep 1, 2026	Laurencio Francis	officer: CFO	Common Stock	D	884	$4.05

Earnings Call Transcript of ATOM

1 transcript segments

Q2 2026

Unknown Speaker

Mike Bishop: Hello, everyone, and welcome to Atomera's Second Quarter 2026 Update Call. I'd like to remind everyone that this call and webinar are being recorded, and a replay will be available on Atomera's IR website for 1 year. I'm Mike Bishop with the company's Investor Relations. As in prior quarters, we are using Zoom, and we will follow traditional format. [Operator Instructions] We will open with prepared remarks from Scott Bibaud, Atomera's President and CEO; and Francis Laurencio, Atomera's CFO. Then we will open the call to questions. If you are joining by telephone, you may follow a slide presentation to accompany our remarks on the Events and Presentations section of our Investor Relations page on our website. Before we begin, I would like to remind everyone that during today's call, we will make forward-looking statements. These forward statements, whether in prepared remarks or during the Q&A, are subject to risks and uncertainties. These risks and uncertainties are detailed in the Risk Factors sections of our filings with the Securities and Exchange Commission, specifically in the forms -- in the company's annual report on Form 10-K filed with the SEC on February 24, 2026. Except as otherwise required by federal securities laws, Atomera disclaims any obligations to update or make revisions to such forward-looking statements contained herein or elsewhere to reflect changes in expectations with regards to those events, conditions and circumstances. Also, please note, during this call, we will be discussing non-GAAP financial measures as defined by SEC Regulation G. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures are included in today's press release, which is posted on our website. Now I would like to turn the call over to our President and CEO, Scott Bibaud. Go ahead, Scott. Scott Bibaud: Thanks, Mike, and good afternoon, everyone. Q2 was a quarter of real momentum. Our customer engagements advanced across each of our target markets. We've had promising signs of new markets developing and in GaN, we turned a technical breakthrough into the early stages of a genuine commercial pipeline. Today, I'll move through gate-all-around, our broader customer activity, the growing pull we're seeing in memory, and then I'll spend real time on GaN, where I believe we may be witnessing the opening of a significantly new market for Atomera. Let me start with gate-all-around. By now, you all know why this technology transition is so important. So I'll go straight to the news. We continue to work with 2 of the 4 players in this space. And this quarter, we passed a significant milestone with 1 of the 2 active gate-all-around customers, opening the door to further work on our unique silicon structures. These customers typically ask for a sequence of demonstrations before they'll accept a new material into their process flow. So clearing this stage is a meaningful step rather than a formality. It …

Leadership Team of ATOM

5 executives

Name	Title	Compensation	Gender	Year Born	Status
Scott A. Bibaud	President, Chief Executive Officer & Director	USD 855,883	Male	1963	Active
Francis Laurencio	Chief Financial & Accounting Officer and Corporate Secretary	USD 503,800	Male	1969	Active
Robert Mears Physics	Founder & Chief Technology Officer	USD 497,374	—	1961	Active
Mike Bishop	Investor Relations	—	Male	—	Active
Nishant Sinha	Head of Marketing	—	Male	—	Active

Recent News of ATOM

Seeking Alpha8/4/2026Neutral

Atomera Incorporated (ATOM) Q2 2026 Earnings Call Transcript

MarketBeat8/4/2026Neutral

Atomera Q2 Earnings Call Highlights

Atomera NASDAQ: ATOM reported second-quarter revenue of $158,000, primarily from fees for wafer deliveries to its large integrated device manufacturer customer, while management highlighted progress in Gate-All-Around logic, memory, radio-frequency silicon and gallium nitride applications.

PRNewsWire8/4/2026Neutral

Atomera Provides Second Quarter 2026 Results

LOS GATOS, Calif., Aug. 4, 2026 /PRNewswire/ -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results for the second quarter ended June 30, 2026.

PRNewsWire7/21/2026Neutral

Atomera to Announce Second Quarter 2026 Financial Results and Host Webinar on Tuesday, August 4, 2026

LOS GATOS, Calif., July 21, 2026 /PRNewswire/ -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, announced today that it plans to release its second quarter 2026 financial results after the market closes on Tuesday, Aug. 4, 2026.

Reuters7/10/2026Neutral

Meme ETF rally leaves many underwater

Investors chasing market themes are learning a familiar lesson: a hot investment doesn't necessarily make for a profitable one.

Historical Employee Count of ATOM

Current

Change

+5.00%

Minimum

Maximum

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	21	10-K	Feb 24, 2026	View
Dec 31, 2024	20	10-K	Mar 4, 2025	View
Dec 31, 2023	21	10-K	Feb 15, 2024	View
Dec 31, 2022	21	10-K	Feb 15, 2023	View
Dec 31, 2021	19	10-K	Feb 15, 2022	View

Related stocksSemiconductors

Browse all US stocks →

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer

Atomera Incorporated