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ATATOM

Atomera Incorporated

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$ATOM·$161M·Semiconductors·Technology
$3.08-7.4%YTD+46.5%1Y-35.0%
Price updated 2h ago·X counts updated 5d ago
ATATOM
$ATOMAtomera Incorporated
$3.08-7.37%1.0k posts2.6×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ATOM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,036X posts · last 7 days
Sep 28Oct 11
Chatter Meter
2.6×
QuietNormal · 1×Loud

How loud $ATOM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-10-02

The Cosmos crowd is bullish on fresh attention — ATOM gained ~7% in 24 hours, Mastercard added Cosmos to its crypto partner program, and the weekly chart looks ready to clear $3. Traders are posting +3.8R scalps. The honest counter-note is the recent 25-hour Hub halt tied to a Neutron governance exploit (1.23M ATOM moved in response), framed as a reminder that Cosmos still carries incident risk under the hood.

Read what X is saying about $ATOM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ATOM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Atomera is a $168M semiconductor-materials licensing shop with almost no revenue — the X thread is about Cosmos crypto.

Atomera is a semiconductor-materials licensing company whose MST (Mears Silicon Technology) is pitched as a drop-in way to improve transistor performance. The company has been pre-commercial for years, and the stock is a micro-cap.

  • The business is pre-revenue in any meaningful sense: PS at 3,728x and operating margin -305% last quarter — any valuation math is really licensing-NPV plus optionality, not current ops.
  • At a $168M market cap this is a venture-stage name trading as a listed stock; the thesis has not changed in years — a single big foundry licensing deal would re-rate it, and nothing on the current P&L forces that outcome.
  • 52-week range position of 24% on below-average volume says positioning is thin — the stock reacts to any press release but has not shown sustained institutional accumulation.

Oct 27 earnings is the near-term read — any new foundry agreement or ramped-licensing revenue is what breaks this out of years of quiet. Another quiet quarter and this stays a lottery ticket on an eventual deal.

What to watch: Oct 27 Q3 — licensing revenue trajectory, any new foundry agreements, and cash runway. A dilutive raise or no new deals and the stock stays range-bound.

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

cashtag collision

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ATOM

Direct beneficiary — Licenses Mimetaform semiconductor materials to chipmakers to improve transistor performance without new fab processes; royalty-based IP model.; every new AI chip design runs through EDA tools and licensed IP, making this a royalty-per-chip play.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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-$0.48-$0.48 – -$0.481
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.2.1×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.14%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.-24.9%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.-39.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 36.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% 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.β2.045-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

SellSep 2Robert J MearsCTO6.3K sh$24KSellSep 1Francis LaurencioCFO6.5K sh$26KSellSep 1Robert J MearsCTO6.4K sh$26KSellSep 1Scott A. BibaudCEO13.8K sh$56KSellAug 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$158K
1–10 of 14
+ 9 other (5 exempts · 4 awards) 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.

+ 6 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Media Alert: Atomera to Highlight Advances in 4F² DRAM Transistors and GaN Devices at SISPAD 2026businesswire.com·24d agoBlackRock Inc. Takes $26.05 Million Position in Atomera Incorporated $ATOMdefenseworld.net·44d agoAtomera Incorporated (ATOM) Q2 2026 Earnings Call Transcriptseekingalpha.com·73d agoAtomera Q2 Earnings Call Highlightsmarketbeat.com·73d agoAtomera Provides Second Quarter 2026 Resultsprnewswire.com·73d ago

In themes

Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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