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MRMRAM

Everspin Technologies, Inc.

$MRAM·$390M·Semiconductors·Technology
$16.25-1.8%YTD+84.3%1Y+155.5%
Mentions · last 7 days
2026-08-22: 5 posts2026-08-23: 3 posts1280%
Price updated 14h ago·X counts updated 9d ago
MRMRAM
$MRAMEverspin Technologies, Inc.
$16.25-1.81%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 hypeWinding up for a moveAI verdict · as of 2026-08-31

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

Small-cap MRAM chip maker up 152% T12M — MaxLinear pitching 25-30% fewer GPUs when MRAM is deployed, plus a $17.70 base-breakout setup.

Everspin Technologies is the world's largest MRAM (magnetoresistive random-access memory) chip company — a specialty memory type used in industrial, automotive, and increasingly AI/data-center power applications. The equity is up 152% T12M as the AI-adjacent-memory narrative took hold.

  • The operating story is genuinely accelerating: Q1 revenue grew 13% year-over-year to $14.9M, prior quarters ran 12-24%, gross margins hold above 51%, and management targets $100M FY29 revenue on the MRAM expansion and foundry push — that's ~3x current run-rate over four years.
  • The AI-cycle catalyst is what changes the framing: MaxLinear's Acceleration Platform pitch claims 25-30% fewer GPUs when Everspin MRAM is deployed, which if validated becomes the specific product-attach thesis that could drive the FY29 $100M target well past consensus $84M FY28.
  • The financial cushion is real: $43M in cash and no debt on a $390M market cap gives Everspin the balance sheet to survive the current operating losses (last four EPS misses of -55% to -462%) while the AI-attach story matures.
  • Insider tape is quiet with routine A-Award grants and one new director (Vikas Choudhary Aug 12) — for a small-cap semi at 23% of its 52-week range, the absence of insider selling combined with a new-director appointment reads as governance stabilization heading into the coiled setup.

The path if it works is a Nov 11 Q3 print keeping revenue above +12% year-over-year plus a specific MaxLinear-platform design-win with named customers — the tape breaks the coil upward toward the $20-21 chart targets and the AI-attach thesis becomes concrete. What extends the coil downward is a Q3 with margin compression or a MaxLinear-platform delay; that's when a 152% one-year run gives back and the $100M FY29 target starts looking aspirational.

Agrees with X sentimentThe bullish X take — a clean base breakout above $17.70 with targets of $20 and $21, MaxLinear's Acceleration Platform claiming 25-30% fewer GPUs when Everspin MRAM is deployed feeding an AI and data-center thesis, $43M cash with no debt, and Everspin's near-monopoly on toggle MRAM — captures the coiled setup precisely; the AI-attach thesis is what makes this coiling into a base breakout rather than accelerating outright.

What to watch: The Nov 11 Q3 print — revenue above +12% YoY plus a specific MaxLinear-platform design win with named customers breaks the coil upward toward $20-21; margin compression or a MaxLinear-platform delay is what extends the drift and makes the $100M FY29 target look aspirational.

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

X sentiment

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

Bullish sentiment27 posts analyzed · as of 2026-08-31

Traders are lined up around Everspin as a small-cap breakout, focused on reclaiming $17.70 and running to $20-$21, with a MaxLinear executive move and claims of "25-30% less GPUs needed" when Everspin MRAM is embedded in AI acceleration platforms cited as fresh catalysts. Bulls lean on $43M cash and "no debt," the Toggle MRAM moat, and defense/radiation-immune use cases. One holder trims for 5%+ gains and rotates elsewhere.

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

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 $MRAM

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Everspin Technologies, Inc.

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
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.0.5×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.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.-7.6%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.+5.7%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 today3.1% 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
Free, forever. No credit card.

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.

+ 18 other (8 13Gs · 2 S-8s · 2 10-Qs · 2 earnings 8-Ks) 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·13d agoEverspin Tech Targets NOR Flash, Data Center Growth With High-Density MRAMmarketbeat.com·13d agoEverspin Tech Targets $100M Revenue by 2029 With MRAM Expansion, Foundry Pushmarketbeat.com·17d agoEverspin Technologies: New Use Cases Can Propel Its Growthseekingalpha.com·18d agoDimensional Fund Advisors LP Grows Holdings in Everspin Tech $MRAMdefenseworld.net·19d 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 14 · last 7 days

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