TickerTalks
Browse all tickers →
TickerTalks›$MRAM
MRMRAM

Everspin Technologies, Inc.

$MRAM·$386M·Semiconductors·Technology
$13.02-7.5%YTD+59.6%1Y+19.9%
Price updated 6h ago·X counts updated 5d ago
MRMRAM
$MRAMEverspin Technologies, Inc.
$13.02-7.46%65 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $MRAM 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.

65X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $MRAM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 70% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-09-16

Everspin posters treat this as a high-conviction small-cap breakout setup. Traders point at the $17 breakout level, a 0.618 fib and 200DMA confluence, and expect a +10-15% session imminently. Bulls stack the case on Everspin's persistent-memory niche — data that survives power loss — with limited competition, and one holder frames it alongside $ADUR as a young-investor high-conviction bet. No bear in the window.

Read what X is saying about $MRAM

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MRAM — 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.

Everspin is a persistent-memory small-cap at a 0.618 fib / 200DMA confluence — $17 breakout the near-term trigger.

Everspin Technologies makes MRAM (magnetoresistive random access memory) — persistent memory that retains data without power. A niche but structurally relevant market with limited competition, and the stock has nearly doubled YTD on the AI-server adoption narrative.

  • The business is still unprofitable: Q1 revenue +13% YoY at a -18% operating margin and PE 1,927x (near-zero earnings) — the valuation (9.7x sales) is pricing in adoption, not current P&L.
  • The technical setup is specific: $17 breakout level, confluence of 0.618 fib and 200DMA, high-conviction small-cap setup with bulls expecting +10-15% from the setup imminently.
  • 52-week range position is 26% with volume at 61% of average — basing in the lower part of the range, which is the setup bulls prefer for a breakout push rather than exhaustion.

Nov 11 Q3 is the gate — any AI-server MRAM design-win disclosure plus margin trajectory improvement extends the move through $17. A soft bookings print or margin reversion and the setup fails back into the drawdown.

Agrees with X sentimentThe thread has the right technical setup — $17 breakout level, 0.618 fib / 200DMA confluence, persistent-memory-niche structural pitch — all substantively grounded, with the IBM MRAM selection context providing credible AI-server adoption read-through.

What to watch: Nov 11 Q3 — AI-server MRAM design-wins, operating-margin trajectory, any IBM or hyperscaler reference, and cash runway. A soft bookings print is the clear invalidator for the technical setup.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 — 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 $MRAM

Direct beneficiary — Manufactures spin-transfer torque MRAM chips offering persistent, high-speed, radiation-resistant memory for industrial and data center applications.; wafer fabrication capacity is the upstream constraint for all AI chip supply.

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
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, Oct 28·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$74.5M$73.7M – $75.0M-$0.11-$0.11 – -$0.113
FY27$86.2M$85.0M – $86.9M$0.13$0.12 – $0.153
FY28$87.1M$86.2M – $87.6M$0.34$0.34 – $0.341

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.0.9×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.13%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.-22.0%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.-21.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 20.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% 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.β1.895-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

SellOct 2Cooper William EarlCFO3.1K sh$59KSellOct 2Dougherty Sean MichaelPresident7.7K sh$147KSellOct 2Sanjeev AggarwalCEO19.6K sh$373KSellJul 6Sanjeev AggarwalCEO36.3K sh$713KSellJul 6Cooper William EarlCFO1.8K sh$36KSellJul 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$7.1M
1–10 of 19
+ 15 other (11 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.

+ 14 other (8 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

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

Everspin Announces Date of Third Quarter 2026 Financial Results Conference Callbusinesswire.com·2d agoEverspin Technologies to Ring Opening Bell in Celebration of 10-Year Nasdaq Anniversarybusinesswire.com·11d agoEverspin Demonstrates World's First CXL-Connected MRAM at SNIA Developer Conference 2026businesswire.com·18d agoThis Memory Sector Sleeper Stock Nears a Profitability Turning Pointfool.com·33d agoEverspin Technologies to Present at the H.C. Wainwright 28th Annual Global Investment Conferencebusinesswire.com·33d ago

In themes

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

AI InfrastructureAI Memory Supercycle

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$AVGO$INTC$MRVL$TSM$TEL
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.

PrivacyTermsSupport