Atomera (NASDAQ:ATOM) Announces Quarterly Earnings Results

Atomera (NASDAQ:ATOM) issued its quarterly earnings results on Tuesday. The technology company reported ($0.17) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.13) by ($0.04), Zacks reports. The business had revenue of $0.01 million during the quarter, compared to the consensus estimate of $0.08 million.

Here are the key takeaways from Atomera’s conference call:

• Measured silicon results show MST outperforms an industry-standard approach for a critical Gate-All-Around source/drain liner; Atomera is running wafer demonstrations with two target customers (deposition turnaround 2–3 months, electrical results potentially ~6 months) supported by an expanded strategic partner relationship.
• Atomera reported a GaN-on-Silicon breakthrough — preliminary data indicate MST dramatically reduces the parasitic channel in RF GaN, which could accelerate adoption in RF and power markets and is being validated with ecosystem partners (Synopsys, research labs, test partners).
• The company says its pipeline is active across advanced logic, memory (DRAM/HBM), RF SOI, and power devices with multiple IDM and foundry engagements (including STMicro and a large unnamed IDM), but converting technical validation into license/JDA agreements remains timing-uncertain.
• Q1 results showed a GAAP net loss of $6.1M (non?GAAP loss $4.9M) and minimal revenue ($11k); Atomera raised $25M in a February registered direct offering (cash + short-term investments $41.1M) to fund operations, which reduces near-term funding risk but involves dilution and ongoing operating expense guidance of about $18.5M for 2026.

Atomera Stock Performance

ATOM traded up $0.19 on Tuesday, reaching $10.56. 3,923,863 shares of the company’s stock were exchanged, compared to its average volume of 3,159,675. Atomera has a twelve month low of $1.89 and a twelve month high of $11.48. The company’s 50 day moving average is $5.26 and its 200-day moving average is $3.66. The company has a market cap of $408.88 million, a price-to-earnings ratio of -16.25 and a beta of 2.00.

Institutional Investors Weigh In On Atomera

Large investors have recently made changes to their positions in the business. Goldman Sachs Group Inc. lifted its holdings in shares of Atomera by 82.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 140,254 shares of the technology company’s stock valued at $561,000 after acquiring an additional 63,305 shares in the last quarter. Geode Capital Management LLC raised its position in Atomera by 98.3% in the second quarter. Geode Capital Management LLC now owns 719,509 shares of the technology company’s stock valued at $3,627,000 after purchasing an additional 356,579 shares during the period. JPMorgan Chase & Co. lifted its stake in shares of Atomera by 3,414.6% during the second quarter. JPMorgan Chase & Co. now owns 14,234 shares of the technology company’s stock worth $72,000 after purchasing an additional 13,829 shares in the last quarter. Rhumbline Advisers acquired a new stake in shares of Atomera in the second quarter valued at about $230,000. Finally, XTX Topco Ltd raised its holdings in shares of Atomera by 147.7% during the 2nd quarter. XTX Topco Ltd now owns 25,473 shares of the technology company’s stock valued at $128,000 after buying an additional 15,188 shares during the period. Institutional investors and hedge funds own 30.79% of the company’s stock.

Analysts Set New Price Targets

Separately, Wall Street Zen raised shares of Atomera from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. One research analyst has rated the stock with a Sell rating, Based on data from MarketBeat.com, the stock currently has a consensus rating of “Sell”.

About Atomera

Atomera Inc is a materials engineering company that develops and licenses advanced thin film technologies for the semiconductor industry. Its flagship offering, Mears Silicon Technology (MST), is designed to enhance transistor performance, improve power efficiency and boost device yields. Atomera’s solutions are integrated into existing fabrication processes without major changes to equipment or materials flows, enabling foundries and integrated device manufacturers to adopt the technology with minimal disruption.

At the core of Atomera’s business model is the licensing and patent-licensing of MST.