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ATATOM

Atomera Incorporated

$ATOM·$212M·Semiconductors·Technology
$4.16-1.0%YTD+148.9%1Y+29.2%
Mentions · last 7 days
2026-08-22: 65 posts2026-08-23: 52 posts807-4%
Price updated 10h ago·X counts updated 8d ago
ATATOM
$ATOMAtomera Incorporated
$4.16-0.95%807 posts-4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ATOM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeSelling offAI verdict · as of 2026-08-31

Falling on heavy selling — points lower unless it turns around.

A semiconductor IP-licensing name that's been all narrative for a decade — down 29% below the 50-day with the same commercialization proof still missing.

Atomera develops and licenses a semiconductor materials technology (Mears Silicon Technology) that inserts an ultra-thin silicon film into the transistor channel to improve device performance. It's an IP-licensing model, so revenue only shows up when a licensee decides to embed it in a production node — and after a decade of trying, that hasn't happened at scale.

  • The revenue picture tells you everything: Q1 revenue was $11K, prior quarters ran $0-$50K, gross margins are deeply negative because the tiny revenue can't cover the licensing infrastructure — this is a pre-commercialization licensor, not a business that trades on multiples.
  • The stock's 149% year-to-date gain was pure narrative: semiconductor speculation, hopes for a foundry licensing deal, the AI-adjacent tint that any semi-IP name has picked up — none of it was underwritten by a signed commercial contract, which is why the 29% pullback below the 50-day is now happening.
  • Analyst coverage is functionally nonexistent: only one covering analyst modeling $300K of FY26 revenue and $1M in FY27 — nobody serious underwrites a licensing thesis without a customer signed, and the sole analyst's numbers are what a mostly-idle company looks like.
  • Insider action is quiet and small: co-founder Robert Mears sold $5K of stock on Aug 4 — that's not signal in either direction on a $212M market cap, but the absence of any open-market buying against the pullback tells you the people closest to the business don't see a bounce coming either.

The path if it works is a signed high-volume-manufacturing (HVM) licensing agreement with a named foundry customer disclosed in a public filing — the equity re-rates violently on the first real revenue commitment. The path if it doesn't is another quarter of $11-50K revenue and a pattern of retail-driven rallies giving back to the same commercialization vacuum — that's how a stock trades at 22% of its 52-week range and keeps making lower lows.

What to watch: A signed HVM (high-volume manufacturing) licensing agreement with a named foundry customer disclosed in a public filing — the specific event that would validate a decade of narrative. Absent that on the Oct 27 print, the breaking-down trajectory extends.

On the calendar: 2026-10-27 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment41 posts analyzed · as of 2026-08-31

X sentiment on ATOM is quietly bullish. Holders repeatedly frame it as 'not dead, just cheap,' pointing to the Gauntlet tokenomics rewrite, ATOM buybacks, USDC-fee capture, Hydro live on the Hub, and the Gaia v28 vote to unwind ICS. Traders emphasize that the recent Cosmos EVM exploit hit other chains, not ATOM itself, and several call the beaten-down $1.48 to $1.52 zone the accumulation area.

Read the AI verdict + X sentiment for $ATOM

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Licenses Mimetaform semiconductor materials to chipmakers to improve transistor performance without new fab processes; royalty-based IP model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ATOM.

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $ATOM

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; Atomera Incorporated develops, commercializes, and licenses its unique materials.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-13.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-52.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-305%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3728.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-84.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-5.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-0.17$-0.13-30.8%
Q1 2026May 5, 2026$-0.17$-0.13-28.2%
Q4 2025Feb 12, 2026$-0.14$-0.140.0%
Q3 2025Oct 28, 2025$-0.17$-0.14-21.4%
Next earningsTue, Oct 27·consensus EPS $-0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$11K+175.0%-1045%-57491%$-0.17$-4.6M
Q4 FY25$50K+117.4%-162%-9224%$-0.14$-3.2M
Q3 FY25$11K-50.0%-1064%-52664%$-0.18$-3.4M
Q2 FY25$0-100.0%——$-0.16$-3.5M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$300K$300K – $300K-$0.50-$0.50 – -$0.501
FY27$1.0M$1.0M – $1.0M-$0.40-$0.40 – -$0.401

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.22%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-28.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Robert J MearsCTO1.0K sh$5KSellJul 1Robert J MearsCTO1.0K sh$8KSellJun 15Francis LaurencioCFO12.5K sh$118KSellJun 15Robert J MearsCTO8.2K sh$77KSellJun 15Scott A. BibaudCEO50.0K sh$468KSellJun 9Robert J MearsCTO18.0K sh$158KSellJun 8Robert J MearsCTO37.2K sh$307KSellJun 1Robert J MearsCTO5.5K sh$52KSellJun 1Francis LaurencioCFO6.6K sh$63KSellJun 1Scott A. BibaudCEO14.0K sh$133K
+ 12 other (7 awards · 5 exempts) in window

See when $ATOM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
AI summary

Atomera Incorporated held its 2026 Annual Meeting on May 12, 2026. Four proposals voted: (1) all five directors elected for one-year terms through 2027; (2) ratified CBIZ CPAs P.C. as auditor (22.8M for); (3) approved increase in authorized common shares (21.0M for, 2.1M against)—providing future capital raise flexibility; (4) non-binding say-on-pay advisory approved (11.5M for, 1.5M against). The authorized share increase is the notable item.

+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Atomera Incorporated (ATOM) Q2 2026 Earnings Call Transcriptseekingalpha.com·27d agoAtomera Q2 Earnings Call Highlightsmarketbeat.com·28d agoAtomera Provides Second Quarter 2026 Resultsprnewswire.com·28d agoAtomera to Announce Second Quarter 2026 Financial Results and Host Webinar on Tuesday, August 4, 2026prnewswire.com·42d agoMeme ETF rally leaves many underwaterreuters.com·53d ago

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