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MRMRAM

Everspin Technologies, Inc.

$MRAM·$390M·Semiconductors·Technology
$16.55-5.2%YTD+84.3%1Y+151.9%
Mentions · last 7 days
2026-08-20: 16 posts2026-08-21: 10 posts2026-08-22: 5 posts2026-08-23: 3 posts1280%
Price updated 2d ago·X counts updated 7d ago
MRMRAM
$MRAMEverspin Technologies, Inc.
$16.55-5.21%128 posts0%
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 $MRAM, 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 2026-08-29

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

MRAM memory specialist up 152% in 12 months on the AI-datacenter thesis — day -5% digesting.

Everspin Technologies is the leading specialty supplier of MRAM (magnetoresistive random access memory), a non-volatile memory technology with unique properties (radiation-hardness, endurance) that make it valuable for specific niches — space, industrial, and now increasingly AI-inference architectures where its endurance properties matter.

What's actually here:

  • Revenue growth is modest but positive — Q1 of $15M grew 13% YoY on top of 12%, 16%, 24%; a specialty memory business at Everspin's size sustaining low-teens growth is respectable, and Q2 per the sentiment posted +42% YoY (a specific acceleration).
  • The economics are working through — 51% gross margin, -13% operating margin, and consensus FY26 EPS of $0.01 (essentially breakeven); the P/E of 1928x is a rounding-error artifact, forward FY27 EPS of $0.14 puts forward P/E at 118x.
  • The AI angle is real but small — MaxLinear collaboration reduces GPU count by 25-30% per the sentiment, radiation-resistant chips for space add another use case; the $100M revenue target by 2029 is the management goal, meaning ~4x current run rate.
  • The tape is digesting after a big move — position 22.8% of the 52-week range, 7% below the 50-day, 8% above the 200-day, on 0.66x volume; the day -5% after being up 152% over 12 months is normal cooling behavior.

The forward path is that Q3 earnings on Nov 11 confirming continued 15%+ revenue growth with any additional AI-inference customer wins is the specific event that keeps the run intact. The bear case is that MRAM remains a niche technology with limited addressable market outside its historical use cases — the $100M FY29 target being the ceiling, not the base case.

Agrees with X sentimentThe bullish X read on the Q2 +42% revenue print, the MaxLinear collaboration reducing GPU count, and the space-resistance angle is factually grounded; the operational data supports the multi-quarter setup.

What to watch: Q3 earnings on Nov 11 — specifically revenue growth versus the Q1 13% and Q2 42% pattern, plus any new AI-inference or space customer announcements. Progress toward the $100M FY29 goal is the multi-year anchor.

On the calendar: 2026-11-11 — Q3 2026 earnings

ai inference thesisniche memory specialist

X sentiment

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

Bullish sentiment30 posts analyzed · as of 2026-08-29

Everspin Technologies sentiment on X is bullish. Posters flag MRAM breaking key resistance and reclaiming the 50MA with $17.70 as first hold zone and $21 as next resistance. Traders are buying above $17.70 and long-term holders talk about parking $100K until the market cap reaches $5B. A bigger DCB toward $20+ is anticipated if it recaptures the 50DMA as a trampoline. No meaningful bearish voice in the sample.

Read the AI verdict + X sentiment for $MRAM

  • 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.

Manufactures spin-transfer torque MRAM chips offering persistent, high-speed, radiation-resistant memory for industrial and data center applications.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $MRAM

Partial — Manufactures spin-transfer torque MRAM chips offering persistent, high-speed, radiation-resistant memory for industrial and data center applications; partial earnings exposure to semiconductors demand dynamics through its product portfolio.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
1927.6How 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
-7.3%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
-12.8%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
-0.2%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
9.7Same 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
0.4%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
51.5%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 5, 2026$-0.15$-0.03-462.4%
Q1 2026Apr 29, 2026$-0.01$0.01-300.0%
Q4 2025Mar 4, 2026$0.05$0.12-54.6%
Q3 2025Nov 5, 2025$0.06$0.12-47.8%
Next earningsWed, Nov 11·consensus EPS $0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$14.9M+13.2%52.7%-18.3%$-0.01$-3.8M
Q4 FY25$14.8M+11.8%50.8%-7.2%$0.05$-975K
Q3 FY25$14.1M+16.3%51.3%-11.0%$0.00$543K
Q2 FY25$13.2M+24.1%51.3%-14.9%$-0.03$3.0M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$69.6M$64.4M – $74.1M$0.01$0.01 – $0.013
FY27$78.2M$71.6M – $84.0M$0.14$0.10 – $0.173
FY28$84.6M$79.4M – $89.2M$0.27$0.25 – $0.291

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.0.7×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.23%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.-7.1%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.+7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.6% 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.β1.925-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 6Cooper William EarlCFO1.8K sh$36KSellJul 6Sanjeev AggarwalCEO36.3K sh$713KSellJul 6Dougherty Sean MichaelPresident422 sh$8KSellJul 1Dougherty Sean MichaelPresident358 sh$8KSellJul 1Sanjeev AggarwalCEO30.9K sh$690KSellJul 1Cooper William EarlCFO1.5K sh$35KSellMay 29Lawrence G FinchDirector268.1K sh$7.1MSellMay 20Cooper William EarlCFO10.0K sh$291KSellMay 20Geoffrey G RibarDirector27.5K sh$794KSellMay 18Sanjeev AggarwalCEO102.2K sh$3.3M
1–10 of 20
+ 19 other (15 awards · 4 exempts) in window

See when $MRAM 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

3New insider — initial holdingsAug 123
AI summary

Vikas Choudhary filed a Form 3 initial statement of beneficial ownership on August 12, 2026, following his appointment as a director of Everspin Technologies, Inc. (MRAM), effective August 9, 2026. The filing confirms Choudhary's reporting obligations as a new insider subject to Section 16(a) of the Securities Exchange Act. At the time of filing, Choudhary reports no securities of Everspin beneficially owned, either directly or through derivative instruments. This Form 3 establishes the baseline against which any future transactions by the new director will be measured and reported. The filing is a routine regulatory requirement and carries no immediate market significance on its own beyond confirming the board addition.

8-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change
AI summary

Everspin Technologies, Inc. (MRAM), a Chandler, Arizona-based MRAM semiconductor company, appointed Vikas Choudhary to its board of directors, effective August 9, 2026, to serve until the 2027 annual meeting. Choudhary, age 54, is currently SVP and General Manager of the Connectivity and Storage Business Unit at MaxLinear, Inc., where he oversees next-generation solutions for data center, cloud networking, and enterprise markets. He previously held leadership roles at pSemi Corporation, Texas Instruments, PMC-Sierra, and Analog Devices, spanning over 30 years in the semiconductor industry. Choudhary holds an M.S. in electrical engineering from UCLA and an MBA from Northwestern's Kellogg School. His deep connectivity and storage semiconductor expertise is strategically relevant for Everspin as MRAM technology gains traction in enterprise storage and IoT applications.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Everspin Technologies disclosed that director Lawrence Finch resigned from the board effective August 4, 2026. No successor has been named, and the company will need to recruit a replacement to maintain committee composition and independent director requirements for the MRAM semiconductor company.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Everspin Technologies, Inc. (MRAM) filed an 8-K on May 21, 2026 reporting an officer or director change (Item 5.02), annual shareholder meeting vote results (Item 5.07), and an other-event disclosure (Item 8.01). Everspin is a Chandler, Arizona-based MRAM semiconductor company listed on Nasdaq. The excerpt is limited to the cover page and does not identify the departing or incoming executive or vote tallies. The Item 8.01 alongside routine governance disclosures may signal an additional operational announcement.

8-KMaterial agreementApr 298-K — Item 1.01: Material agreement
AI summary

MRAM entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-29). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial agreementApr 108-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

MRAM entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-10). Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 20 other (8 13Gs · 3 earnings 8-Ks · 2 S-8s · 2 10-Qs) in window

Recent news

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

Everspin Tech Targets NOR Flash, Data Center Growth With High-Density MRAMdefenseworld.net·12d agoEverspin Tech Targets NOR Flash, Data Center Growth With High-Density MRAMmarketbeat.com·12d agoEverspin Tech Targets $100M Revenue by 2029 With MRAM Expansion, Foundry Pushmarketbeat.com·15d agoEverspin Technologies: New Use Cases Can Propel Its Growthseekingalpha.com·17d agoDimensional Fund Advisors LP Grows Holdings in Everspin Tech $MRAMdefenseworld.net·18d ago

In themes

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

AI InfrastructureAI Memory Supercycle

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Voices on X · top 15 · last 7 days

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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