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MRMRAM

Everspin Technologies, Inc.

$MRAM·$341M·Semiconductors·Technology
$14.55-0.9%YTD+54.0%1Y+109.7%
Mentions · last 7 days
2026-07-10: 48 posts2026-07-11: 31 posts2026-07-12: 29 posts2026-07-13: 70 posts2026-07-14: 65 posts2026-07-15: 93 posts2026-07-16: 73 posts416+25%
Price updated 7h ago·X counts updated 1d ago
MRMRAM
$MRAMEverspin Technologies, Inc.
$14.55-0.85%416 posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 hypeSelling offAI verdict · as of 2026-07-18

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

Everspin is a small-cap MRAM name mid-drawdown after a Kerrisdale short — the CEO sold too, and the tape is 44% below the 50-day.

Everspin Technologies is a small-cap semiconductor company designing MRAM (magnetoresistive random-access memory) products — a niche in the memory space with defense, industrial and specialty-compute customers. The stock has been through a nasty drawdown, from $51.50 to $14.55 (down 66% off the recent high) with a Kerrisdale-triggered narrative.

  • Revenue growth is stable and low-double-digits: Q1 revenue grew 13.2% YoY to $14.9M after +11.8% in Q4 and +16.3% in Q3 — modest but consistently positive on a small revenue base, though the operating margin at -12.8% keeps the FCF story marginal.
  • The Kerrisdale short is real and the pair-trade is the tape-driver: the long MU / short MRAM pair-trade is a widely-cited setup, and even Jones Trading's Buy rating at $38 is a minority sell-side voice against the short thesis — the burden of proof is on Everspin to show organic growth translating into profits.
  • The insider tape is a coordinated distribution cluster: CEO Sanjeev Aggarwal sold ~$1.4M across two dates (~30,900 shares), plus multiple officer S-Sale transactions from Cooper, Dougherty and Aggarwal on July 6-8 — that pattern into a 44% drawdown from the 50-day is a genuinely bearish tell.
  • The Russell 2000 inclusion is a small technical positive: Everspin joined the Russell 2000 in June, which provides a small mechanical bid — but not enough to overcome the fundamental short thesis or the coordinated insider selling.

The August 5 Q2 print is the whole trade: revenue growth extending above +12% with any positive operating-margin trajectory and MACOM's related MRAM design-in commentary is what could trigger a short-cover bounce toward $22+; another quarter of negative operating margin plus continued insider selling sends the stock into single digits and confirms the Kerrisdale short.

Agrees with X sentimentThe X 'Kerrisdale-triggered rerating with CEO selling' framing is directly consistent with the coordinated insider distribution cluster and the tape damage. The Jones Trading Buy is a minority voice and doesn't offset the fundamental setup.

What to watch: The August 5 Q2 earnings — revenue growth vs Q1's +13.2%, operating-margin trajectory, and any commentary on the NXP/MACOM MRAM design-in relationships. Above-12% growth with margin improvement triggers a short-cover bounce; another negative margin quarter sends the stock into single digits.

On the calendar: 2026-08-05 — Q2 2026 earnings

X sentiment

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

Bearish sentiment5 posts analyzed · as of 2026-07-14

Everspin Technologies chatter is dominated by a Kerrisdale-triggered rerating: the stock has fallen from $51.50 to $17.68 (-66%), with fresh insider selling from CEO Sanjeev Aggarwal (roughly 30,900 shares) and CFO activity flagged, and a widely cited long MU / short MRAM pair trade held as one commentator's favorite ever. Jones Trading did initiate coverage with a Buy rating and $38 target, but the sell-side positive is a minority voice.

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; the AI capex and HBM/compute demand cycle creates tailwinds for one product line, not the full operation.

Top industry ETF

$SMHVanEck Semiconductor ETF
+50.8%YTD
+90.8%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
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%
Q2 2025Aug 6, 2025$0.03$0.030.0%
Next earningsWed, Aug 5·consensus EPS $0.01

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$69.3M$64.4M – $74.1M$0.03$0.02 – $0.032
FY27$77.8M$71.6M – $84.0M$0.15$0.11 – $0.192
FY28$84.6M$84.4M – $84.8M$0.27$0.24 – $0.301

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.19%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.-43.7%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.+0.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.4% 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.β1.895-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 6Sanjeev AggarwalCEO36.3K sh$713KSellJul 6Cooper William EarlCFO1.8K sh$36KSellJul 6Dougherty Sean MichaelPresident422 sh$8KSellJul 1Cooper William EarlCFO1.5K sh$35KSellJul 1Sanjeev AggarwalCEO30.9K sh$690KSellJul 1Dougherty Sean MichaelPresident358 sh$8KSellMay 29Lawrence G FinchDirector268.1K sh$7.1MSellMay 20Geoffrey G RibarDirector27.5K sh$794KSellMay 20Cooper William EarlCFO10.0K sh$291KSellMay 18Sanjeev AggarwalCEO102.2K sh$3.3M
1–10 of 20
+ 16 other (11 awards · 5 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

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.

+ 13 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

3 Small-Cap Stocks Getting a Russell 2000 Rebalance Boostmarketbeat.com·27d agoEverspin Technologies Set to Join Russell 2000® Indexbusinesswire.com·39d agoEverspin Technologies Set to Join Russell 2000® Indexgurufocus.com·39d ago5 Under-the-Radar AI Stocks to Watch in Junemarketbeat.com·48d ago/C O R R E C T I O N -- SEMIFIVE/gurufocus.com·50d 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 · last 7 days

No standout posts about $MRAM on X in the 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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