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ATATOM

Atomera Incorporated

$ATOM·$215M·Semiconductors·Technology
$6.17-6.9%YTD+200.9%1Y+27.7%
Mentions · last 7 days
2026-07-04: 57 posts2026-07-05: 78 posts2026-07-06: 65 posts2026-07-07: 112 posts2026-07-08: 120 posts2026-07-09: 141 posts2026-07-10: 78 posts656+13%
Price updated 6m ago·X counts updated 3d ago
ATATOM
$ATOMAtomera Incorporated
$6.17-6.94%656 posts+13%
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 hypeCooling offAI verdict · as of 2026-07-12

Catching its breath after a run — could pick back up or fade from here.

A pre-revenue chip-IP micro-cap up 200% YTD — the tape is trading a story, and X sentiment is about an unrelated crypto network.

Atomera Incorporated is a pre-revenue semiconductor intellectual-property company. Its Mears Silicon Technology is licensed to chipmakers as a materials layer that improves transistor performance. The stock has tripled year-to-date on story flow while the actual business is still barely commercial.

  • The revenue base is essentially zero: $11K last quarter (that is thousands, not millions) grew 175% YoY off a similarly tiny base — analyst consensus models roughly $300K in revenue for all of FY26 and $1M for FY27, so any thesis here is on future licensing wins.
  • The margin math is not a signal yet: gross margin is negative, return on capital sits at -53%, and the business consumes rather than generates cash — again, this is a licensing option, not a business you value on today's numbers.
  • The gallium-nitride-on-silicon RF adoption announcement is the real narrative pillar: if MST layers become standard in RF GaN, the licensing revenue path opens up, but that has not shown up as signed multi-customer commitments yet.
  • Insiders exercised and sold into the run: officers Robert Mears, Francis Laurencio, and Scott Bibaud collectively exercised options and cleared roughly $500K on June 17 — small in absolute dollars but a concentrated cluster on a $220M-cap stock.

The August 4 Q2 earnings print is really a licensing-and-milestone update in disguise — a signed customer commitment or a JDP (joint development program) conversion is what would justify the 200% YTD move. A quiet quarter, or a fresh capital raise to fund the R&D burn, resets the tape closer to $4–$5. Note: the X chatter on the ATOM cashtag is about the Cosmos ATOM crypto network and is completely unrelated to this equity.

What to watch: August 4 Q2 earnings — really a licensing and milestone update. A signed customer commitment or JDP conversion justifies the 200% YTD move. A quiet quarter, or a fresh capital raise to fund the R&D burn, resets the tape closer to $4–$5.

On the calendar: 2026-08-04 — Q2 earnings

earnings soonprerevenue licensinginsider selling clusterdivergent sentimentmicrocap

X sentiment

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

Mixed sentiment43 posts analyzed · as of 2026-07-12

Cosmos ATOM discussion was split between community members citing the Gauntlet Phase 1 tokenomics report showing reward-driven selling averaged only 0.06 percent of supply per week and describing the falling wedge triple-tap support as a bounce setup, and skeptics highlighting the four-year bear cycle, major validators including Cosmostation winding down operations, and the token trading around $811 million market cap despite a robust interchain ecosystem.

Read the AI verdict + X sentiment for $ATOM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • 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

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $ATOM

Neutral — Licenses Mimetaform semiconductor materials to chipmakers to improve transistor performance without new fab processes; royalty-based IP model; the AI capex and HBM/compute demand cycle does not materially affect this business's near-term earnings.

Top industry ETF

$SMHVanEck Semiconductor ETF
+65.6%YTD
+112.5%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
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%
Q2 2025Aug 5, 2025$-0.17$-0.14-21.4%
Next earningsTue, Aug 4·consensus EPS $-0.13

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.0.5×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.45%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.-23.1%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.+34.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β2.055-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

SellJul 1Robert J MearsCTO1.0K sh$8KSellJun 15Francis LaurencioCFO12.5K sh$118KSellJun 15Scott A. BibaudCEO50.0K sh$468KSellJun 15Robert J MearsCTO8.2K sh$77KSellJun 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$133KSellMar 2Robert J MearsCTO4.0K sh$20K
1–10 of 13
+ 16 other (10 awards · 6 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.

424B5Prospectus supplement (offering)Feb 24424B5
8-KMaterial agreementFeb 248-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
8-KCharter amendmentFeb 118-K — Item 5.03: Charter amendment
+ 12 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Meme ETF rally leaves many underwaterreuters.com·4d agoMeme-Stock Traders Rally Around Wendy'swsj.com·18d agoAtomera Breakthrough Targets Broader RF Adoption of GaN-on-Siliconbusinesswire.com·39d agoAtomera Incorporated Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Lossesglobenewswire.com·68d agoAtomera Incorporated (ATOM) Q1 2026 Earnings Call Transcriptseekingalpha.com·69d ago

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