Atomera（ATOM）株式概要アトメラ・インコーポレイテッドは、北米および欧州の半導体産業向けに、独自のプロセスや技術の開発、商業化、ライセンス供与を行っている。 詳細ATOM ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間117.79%増加すると予測されています リスク分析US市場と比較して、過去 3 か月間の株価の変動が非常に大きい収益が 100 万ドル未満 ( $72K )過去5年間で収益は年間6%減少しました。 過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見るATOM Community Fair Values Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN92.6% overvaluedAnalystConsensusTarget•5mo agoAI Infrastructure And Advanced Nodes Will Drive Long-Term Opportunity For This Materials Licensing Business24105Top Analyst NarrativesAtomeraANAnalystConsensusTargetBased on Analyst Price TargetsAI Infrastructure And Advanced Nodes Will Drive Long-Term Opportunity For This Materials Licensing BusinessCatalysts About Atomera Atomera develops and licenses materials engineering technology that improves semiconductor performance, power efficiency and reliability for leading chip manufacturers. What are the underlying business or industry changes driving this perspective?View narrativeUS$5FV92.6% 割高 内在価値ディスカウントSet Fair ValueView241users have viewed this narrative0users have liked this narrative0users have commented on this narrative5users have followed this narrative5 months ago author updated this narrativeView all narrativesAtomera Incorporated 競合他社Amtech SystemsSymbol: NasdaqGS:ASYSMarket cap: US$300.3mInTestSymbol: NYSEAM:INTTMarket cap: US$233.2mTrio-Tech InternationalSymbol: NYSEAM:TRTMarket cap: US$107.6mCohuSymbol: NasdaqGS:COHUMarket cap: US$2.3b価格と性能株価の高値、安値、推移の概要Atomera過去の株価現在の株価US$9.6352週高値US$11.4852週安値US$1.89ベータ2.011ヶ月の変化91.07%3ヶ月変化145.66%1年変化32.83%3年間の変化5.94%5年間の変化-41.85%IPOからの変化19.18%最新ニュースReported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.17 loss per share (in line with 1Q 2025). Net loss: US$6.07m (loss widened 17% from 1Q 2025). Revenue missed analyst estimates by 86%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 22Atomera Incorporated to Report Q1, 2026 Results on May 05, 2026Atomera Incorporated announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Mar 18Atomera Incorporated, Annual General Meeting, May 12, 2026Atomera Incorporated, Annual General Meeting, May 12, 2026. Location: 750 university avenue, suite 280, los gatos, california 95032, (408) 442-5248, United Statesお知らせ • Feb 27Atomera Incorporated Appoints Nishant Sinha as Head of MarketingAtomera Incorporated announced the appointment of Nishant Sinha as its new Head of Marketing. As VP of Marketing, reporting to the CEO, Sinha will lead Atomera’s marketing, strategy and customer development focusing on expanding adoption of the company’s core Mears Silicon Technology™ (MST®). Sinha brings over 25 years of experience in the semiconductor industry spanning strategy, business development and growth leadership. Prior to joining the company, he held leadership roles at Applied Materials, Lam Research and Micron Technology, where he has a proven track record of shaping and executing technical and business roadmaps, delivering measurable growth. Sinha holds an MBA from Columbia Business School, an MS in Chemical Engineering from Iowa State University, and a BS+MS from Indian Institute of Technology Kanpur. He holds 111 U.S.-issued patents and has published research across seven peer-reviewed journals.New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (27% average weekly change). Earnings have declined by 6.1% per year over the past 5 years. Revenue is less than US$1m (US$65k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$21m net loss next year). Shareholders have been diluted in the past year (22% increase in shares outstanding).お知らせ • Feb 25Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million.Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0.25 Transaction Features: Registered Direct Offering最新情報をもっと見るRecent updatesReported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.17 loss per share (in line with 1Q 2025). Net loss: US$6.07m (loss widened 17% from 1Q 2025). Revenue missed analyst estimates by 86%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 22Atomera Incorporated to Report Q1, 2026 Results on May 05, 2026Atomera Incorporated announced that they will report Q1, 2026 results After-Market on May 05, 2026お知らせ • Mar 18Atomera Incorporated, Annual General Meeting, May 12, 2026Atomera Incorporated, Annual General Meeting, May 12, 2026. Location: 750 university avenue, suite 280, los gatos, california 95032, (408) 442-5248, United Statesお知らせ • Feb 27Atomera Incorporated Appoints Nishant Sinha as Head of MarketingAtomera Incorporated announced the appointment of Nishant Sinha as its new Head of Marketing. As VP of Marketing, reporting to the CEO, Sinha will lead Atomera’s marketing, strategy and customer development focusing on expanding adoption of the company’s core Mears Silicon Technology™ (MST®). Sinha brings over 25 years of experience in the semiconductor industry spanning strategy, business development and growth leadership. Prior to joining the company, he held leadership roles at Applied Materials, Lam Research and Micron Technology, where he has a proven track record of shaping and executing technical and business roadmaps, delivering measurable growth. Sinha holds an MBA from Columbia Business School, an MS in Chemical Engineering from Iowa State University, and a BS+MS from Indian Institute of Technology Kanpur. He holds 111 U.S.-issued patents and has published research across seven peer-reviewed journals.New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (27% average weekly change). Earnings have declined by 6.1% per year over the past 5 years. Revenue is less than US$1m (US$65k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$21m net loss next year). Shareholders have been diluted in the past year (22% increase in shares outstanding).お知らせ • Feb 25Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million.Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0.25 Transaction Features: Registered Direct Offeringお知らせ • Feb 23Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $25 million.Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0.25 Transaction Features: Registered Direct OfferingRecent Insider Transactions Derivative • Feb 22Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of February. If the sale is conducted around the recent share price of US$7.25, it would amount to US$158k. Since March 2025, Francis' direct individual holding has decreased from 93.32k shares to 83.01k. Company insiders have collectively sold US$331k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.65 loss per share. Net loss: US$20.2m (loss widened 9.4% from FY 2024). Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 25%.New Risk • Feb 13New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 6.3% per year over the past 5 years. Revenue is less than US$1m (US$38k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$21m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$75.7m market cap).分析記事 • Feb 08Will Atomera (NASDAQ:ATOM) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although...お知らせ • Jan 30Atomera Incorporated to Report Q4, 2025 Results on Feb 12, 2026Atomera Incorporated announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026お知らせ • Oct 15Atomera Incorporated to Report Q3, 2025 Results on Oct 28, 2025Atomera Incorporated announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025分析記事 • Sep 19Is Atomera (NASDAQ:ATOM) In A Good Position To Invest In Growth?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...New Risk • Sep 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Revenue is less than US$1m (US$49k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Market cap is less than US$100m (US$97.6m market cap).Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (up US$4.36m from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.New Risk • Aug 06New major risk - Revenue and earnings growthEarnings have declined by 7.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 7.3% per year over the past 5 years. Revenue is less than US$1m (US$121k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Significant insider selling over the past 3 months (US$142k sold).お知らせ • Jul 23Atomera Incorporated to Report Q2, 2025 Results on Aug 05, 2025Atomera Incorporated announced that they will report Q2, 2025 results After-Market on Aug 05, 2025Recent Insider Transactions • Jun 06Key Executive recently sold US$66k worth of stockOn the 3rd of June, Francis Laurencio sold around 11k shares on-market at roughly US$6.08 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Francis has been a net seller over the last 12 months, reducing personal holdings by US$102k.Recent Insider Transactions Derivative • Jun 04Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 51k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of June. If the sale is conducted around the recent share price of US$2.68, it would amount to US$138k. Since September 2024, Francis' direct individual holding has decreased from 95.80k shares to 93.32k. Company insiders have collectively sold US$122k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 28Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $50 million.Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingMajor Estimate Revision • May 13Consensus revenue estimates fall by 56%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$900.0k to US$400.0k. Forecast losses increased from -US$0.53 to -US$0.56 per share. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target up from US$7.00 to US$8.00. Share price rose 42% to US$7.18 over the past week.分析記事 • May 09Here's Why Shareholders May Want To Be Cautious With Increasing Atomera Incorporated's (NASDAQ:ATOM) CEO Pay PacketKey Insights Atomera to hold its Annual General Meeting on 15th of May CEO Scott Bibaud's total compensation includes...Reported Earnings • May 07First quarter 2025 earnings released: US$0.17 loss per share (vs US$0.18 loss in 1Q 2024)First quarter 2025 results: US$0.17 loss per share. Net loss: US$5.21m (loss widened 8.0% from 1Q 2024). Revenue is forecast to grow 158% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US.お知らせ • Apr 23Atomera Incorporated to Report Q1, 2025 Results on May 06, 2025Atomera Incorporated announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Apr 02Atomera Incorporated to Present Advanced RF Innovation at the RF Workshop 2025Atomera Incorporated will present a talk at The Incize RF Workshop 2025: Shaping the Future of RF Technology, highlighting advancements in Radio-Frequency Silicon-on-Insulator (RF-SOI) devices driven by Oxygen- Inserted (OI) Epitaxy technology. The session will delve into how Atomera's Mears Silicon Technology™? (MST®?) OI technology enhances mobility, reduces power handling issues and optimizes performance of RF-SOI switches and also enables co-optimization of Low-Noise Amplifier (LNA) devices. As the RF industry continues to evolve, this innovative approach to dopant engineering enables the creation of unique doping profiles throughout the RF-SOI manufacturing process, offering superior RF performance and precise dopant engineering in semiconductor devices - further advancing device performance for next-gen applications, including 5G and future 6G technologies. In addition, Atomera will highlight its ongoing collaboration with Soitec to enable MST on RF-SOI substrates, facilitating faster adoption and scaling for production volumes.お知らせ • Mar 20Atomera Incorporated, Annual General Meeting, May 15, 2025Atomera Incorporated, Annual General Meeting, May 15, 2025.Major Estimate Revision • Feb 18Consensus revenue estimates decrease by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$2.90m to US$900.0k. EPS estimate unchanged from -US$0.53 per share at last update. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$7.00 unchanged from last update. Share price fell 29% to US$6.11 over the past week.New Risk • Feb 12New major risk - Revenue and earnings growthEarnings have declined by 8.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Earnings have declined by 8.1% per year over the past 5 years. Revenue is less than US$1m (US$135k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Shareholders have been diluted in the past year (18% increase in shares outstanding). Significant insider selling over the past 3 months (US$60k sold).お知らせ • Jan 29Atomera Incorporated to Report Q4, 2024 Results on Feb 11, 2025Atomera Incorporated announced that they will report Q4, 2024 results After-Market on Feb 11, 2025分析記事 • Jan 24We Think Atomera (NASDAQ:ATOM) Can Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...New Risk • Jan 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Revenue is less than US$1m (US$662k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Shareholders have been diluted in the past year (12% increase in shares outstanding). Significant insider selling over the past 3 months (US$60k sold).Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Suja Ramnath was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 16Atomera Incorporated to Report Q3, 2024 Results on Oct 29, 2024Atomera Incorporated announced that they will report Q3, 2024 results After-Market on Oct 29, 2024New Risk • Sep 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$640k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$14m net loss next year). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Market cap is less than US$100m (US$71.2m market cap).分析記事 • Aug 31Will Atomera (NASDAQ:ATOM) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...New Risk • Jul 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$568k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (US$98.9m market cap).お知らせ • Jul 17Atomera Incorporated to Report Q2, 2024 Results on Jul 30, 2024Atomera Incorporated announced that they will report Q2, 2024 results After-Market on Jul 30, 2024お知らせ • Jul 03+ 2 more updatesAtomera Incorporated(NasdaqCM:ATOM) dropped from Russell 3000 IndexAtomera Incorporated(NasdaqCM:ATOM) dropped from Russell 3000 IndexNew Risk • Jun 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$568k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (US$99.8m market cap).New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$568k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Share price has been volatile over the past 3 months (10.0% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding).分析記事 • Apr 26It's Unlikely That Atomera Incorporated's (NASDAQ:ATOM) CEO Will See A Huge Pay Rise This YearKey Insights Atomera to hold its Annual General Meeting on 1st of May Total pay for CEO Scott Bibaud includes US$417.7k...お知らせ • Apr 16Atomera Incorporated to Report Q1, 2024 Results on Apr 25, 2024Atomera Incorporated announced that they will report Q1, 2024 results After-Market on Apr 25, 2024お知らせ • Mar 09Atomera Incorporated, Annual General Meeting, May 01, 2024Atomera Incorporated, Annual General Meeting, May 01, 2024, at 11:00 Pacific Standard Time. Agenda: To elect five directors to serve as members of the Board of Directors of the Company until the next annual meeting of stockholders and until their successors are duly elected and qualified; to ratify the appointment of Marcum LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024; to approve, on an advisory basis, the compensation of named executive officers; and to discuss other matters.Reported Earnings • Feb 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: US$0.80 loss per share (further deteriorated from US$0.75 loss in FY 2022). Net loss: US$19.8m (loss widened 14% from FY 2022). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 106% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.お知らせ • Jan 31Atomera Incorporated to Report Q4, 2023 Results on Feb 13, 2024Atomera Incorporated announced that they will report Q4, 2023 results After-Market on Feb 13, 2024Major Estimate Revision • Jan 17Consensus revenue estimates increase by 67%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from US$300.0k to US$500.0k. Forecast losses expected to reduce from -US$0.63 to -US$0.62 per share. Semiconductor industry in the US expected to see average net income growth of 4.2% next year. Consensus price target of US$13.00 unchanged from last update. Share price fell 3.5% to US$6.68 over the past week.お知らせ • Jan 11Atomera Incorporated Revises Revenue Guidance for the Fourth Quarter of 2023Atomera Incorporated revised revenue guidance for the fourth quarter of 2023. for the quarter, the company expects revenues to be approximately $500,000, an increase from the prior guidance of $300,000 to $350,000.Recent Insider Transactions • Dec 07President recently sold US$53k worth of stockOn the 1st of December, Scott Bibaud sold around 8k shares on-market at roughly US$6.67 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$212k.分析記事 • Nov 25We're Not Very Worried About Atomera's (NASDAQ:ATOM) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...New Risk • Nov 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$5.0k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (8.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$88k sold).Price Target Changed • Nov 03Price target decreased by 24% to US$13.00Down from US$17.00, the current price target is provided by 1 analyst. New target price is 123% above last closing price of US$5.84. Stock is down 35% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$0.75 last year.お知らせ • Oct 19Atomera Incorporated to Report Q3, 2023 Results on Nov 01, 2023Atomera Incorporated announced that they will report Q3, 2023 results After-Market on Nov 01, 2023分析記事 • Aug 12Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...New Risk • Aug 04New major risk - Revenue and earnings growthEarnings have declined by 8.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 8.3% per year over the past 5 years. Revenue is less than US$1m (US$7.0k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$16m net loss next year). Shareholders have been diluted in the past year (9.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$118k sold).お知らせ • Jul 18Atomera Incorporated to Report Q2, 2023 Results on Aug 02, 2023Atomera Incorporated announced that they will report Q2, 2023 results After-Market on Aug 02, 2023Recent Insider Transactions • Jun 04President recently sold US$71k worth of stockOn the 1st of June, Scott Bibaud sold around 8k shares on-market at roughly US$9.00 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$237k.Price Target Changed • Apr 30Price target increased by 31% to US$17.00Up from US$13.00, the current price target is provided by 1 analyst. New target price is 115% above last closing price of US$7.90. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.65 next year compared to a net loss per share of US$0.75 last year.Reported Earnings • Apr 28First quarter 2023 earnings released: US$0.21 loss per share (vs US$0.18 loss in 1Q 2022)First quarter 2023 results: US$0.21 loss per share (further deteriorated from US$0.18 loss in 1Q 2022). Net loss: US$5.02m (loss widened 23% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 28Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. For example, although...Reported Earnings • Feb 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$0.75 loss per share (further deteriorated from US$0.70 loss in FY 2021). Net loss: US$17.4m (loss widened 11% from FY 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.お知らせ • Jan 27Atomera Incorporated to Report Q4, 2022 Results on Feb 15, 2023Atomera Incorporated announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 15, 2023分析記事 • Dec 20Companies Like Atomera (NASDAQ:ATOM) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...Recent Insider Transactions • Dec 03President recently sold US$52k worth of stockOn the 1st of December, Scott Bibaud sold around 6k shares on-market at roughly US$8.37 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$298k.Price Target Changed • Nov 16Price target decreased to US$13.00Down from US$28.00, the current price target is provided by 1 analyst. New target price is 35% above last closing price of US$9.61. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$0.64 next year compared to a net loss per share of US$0.70 last year.Reported Earnings • Nov 11Third quarter 2022 earnings released: US$0.20 loss per share (vs US$0.19 loss in 3Q 2021)Third quarter 2022 results: US$0.20 loss per share (further deteriorated from US$0.19 loss in 3Q 2021). Net loss: US$4.60m (loss widened 9.5% from 3Q 2021). Revenue is forecast to grow 79% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 21Atomera Incorporated to Report Q3, 2022 Results on Nov 09, 2022Atomera Incorporated announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2022Recent Insider Transactions • Sep 03President recently sold US$76k worth of stockOn the 1st of September, Scott Bibaud sold around 6k shares on-market at roughly US$12.33 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$464k.分析記事 • Aug 23Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Reported Earnings • Aug 03Second quarter 2022 earnings released: US$0.20 loss per share (vs US$0.17 loss in 2Q 2021)Second quarter 2022 results: US$0.20 loss per share (down from US$0.17 loss in 2Q 2021). Net loss: US$4.48m (loss widened 20% from 2Q 2021). Over the next year, revenue is forecast to grow 734%, compared to a 15% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 20Atomera Incorporated to Report Q2, 2022 Results on Aug 02, 2022Atomera Incorporated announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2022Seeking Alpha • Jun 18Atomera Now Has 2 Customers With A Joint Development AgreementAtomera now has a second JDA (joint development agreement), but production phase is still someway off. Progress is slow and there is no guarantee that royalty producing production phase will be reached by any of its customers within 6 quarters when finance becomes tight. The opportunity remains huge and the business model very attractive, but it will probably be a slower grind compared to say Aehr Test Systems.Recent Insider Transactions • Jun 04President recently sold US$71k worth of stockOn the 1st of June, Scott Bibaud sold around 6k shares on-market at roughly US$12.06 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$608k.分析記事 • May 19Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Major Estimate Revision • May 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$700.0k to US$600.0k. EPS estimate unchanged from -US$0.65 per share at last update. Semiconductor industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$22.00 unchanged from last update. Share price rose 30% to US$12.74 over the past week.Reported Earnings • Apr 28First quarter 2022 earnings released: US$0.18 loss per share (vs US$0.16 loss in 1Q 2021)First quarter 2022 results: US$0.18 loss per share (down from US$0.16 loss in 1Q 2021). Net loss: US$4.09m (loss widened 13% from 1Q 2021). Over the next year, revenue is forecast to grow 738%, compared to a 21% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Apr 27Price target decreased to US$22.00Down from US$28.00, the current price target is provided by 1 analyst. New target price is 138% above last closing price of US$9.26. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$0.65 next year compared to a net loss per share of US$0.70 last year.お知らせ • Apr 14Atomera Incorporated to Report Q1, 2022 Results on Apr 27, 2022Atomera Incorporated announced that they will report Q1, 2022 results After-Market on Apr 27, 2022Recent Insider Transactions Derivative • Mar 11Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$15.14, it would amount to US$53k. Since June 2021, Francis' direct individual holding has decreased from 65.94k shares to 63.52k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 05Atomera Incorporated Announces the Availability of Version 2.0 of Its MSTcad TechnologyAtomera Incorporated announced the availability of version 2.0 of its MSTcad (Mears Silicon Technology Transistor Computer-Aided Design) technology, a toolset that provides sophisticated analyses of how MST (Mears Silicon Technology) improves semiconductor processes. As new materials become increasingly critical to addressing the semiconductor industry’s challenges, the latest version of MSTcad allows semiconductor foundries, fabless IC vendors, and Integrated Device Manufacturing (IDM) companies to rapidly evaluate the improvements provided by MST. Like its preceding version 1.0, the new MSTcad version 2.0 remains tightly coupled with Synopsys Sentaurus TCAD Solution and allows users to model both the physical and electrical effects of MST using the Sentaurus Process and Sentaurus Device simulation packages, respectively. Semiconductor companies are constantly looking for new, innovative ways to quickly and inexpensively squeeze more capability and capacity out of today’s manufacturing processes, and new materials are playing an increasingly important role. The challenge is that material integration is conventionally an iterative process which requires many silicon trials to collect data and adjust parameters. This process is not only costly but can consume many months to execute " especially when trying to squeeze R&D wafers into today’s capacity-constrained fabs. This restricts IDMs in their evaluation of the different materials options available to them, such as MST. MSTcad 2.0 improves upon version 1.0 by offering silicon-verified modeling and improved TCAD integration of Atomera’s latest improved-manufacturability MST films. MSTcad provides valuable input for the detailed analyses of expected gross margin and die shrinkage benefits from MST for multiple process nodes, ranging from the most advanced gate-all-around (GAA) or nanosheets, to FinFETs, HKMG, and legacy planar nodes in both 300mm and 200mm wafer sizes. MSTcad version 2.0 introduces the following new capabilities: Widely expanded, silicon-verified modeling of interaction of MST with multiple dopant species and point defects (silicon self-interstitials and vacancies); Explicit models for improved thermal stability of latest MST improved-manufacturability films for both inert and oxidizing thermal anneals; Streamlined integration of MSTcad into existing Sentaurus TCAD projects, saving customer time and cost. MSTcad version 2.0 is available from Atomera. Current users of MSTcad version 1.0 can upgrade to version 2.0 at any time.Recent Insider Transactions • Mar 04President recently sold US$100k worth of stockOn the 1st of March, Scott Bibaud sold around 6k shares on-market at roughly US$15.95 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$694k.分析記事 • Feb 13We're Hopeful That Atomera (NASDAQ:ATOM) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...お知らせ • Feb 02Atomera Incorporated to Report Q4, 2021 Results on Feb 15, 2022Atomera Incorporated announced that they will report Q4, 2021 results After-Market on Feb 15, 2022Recent Insider Transactions Derivative • Dec 11Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$22.69, it would amount to US$79k. Since March 2021, Francis' direct individual holding has decreased from 71.09k shares to 55.65k. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Dec 05Founder & Chief Technology Officer exercised options and sold US$177k worth of stockOn the 1st of December, Robert Mears exercised 10k options at a strike price of around US$7.01 and sold these shares for an average price of US$24.75 per share. This trade did not impact their existing holding. Since March 2021, Robert's direct individual holding has decreased from 130.73k shares to 121.79k. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Dec 05President recently sold US$217k worth of stockOn the 1st of December, Scott Bibaud sold around 9k shares on-market at roughly US$24.24 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$782k.お知らせ • Dec 02Atomera Incorporated Announces the Availability of Mears Silicon Technology Smart Profile (MST-SP) TechnologyAtomera Incorporated announced the availability of its Mears Silicon Technology® Smart Profile™ (MST-SP®) technology. MST-SP, an implementation of MST designed for use on 5V power and analog electronics, is breathing new life into Moore’s Law. Through a combination of atomic level engineering and advanced material science, Atomera is squeezing more capability and capacity out of semiconductor processes. The resulting improvements in power, performance and area (PPA) — the standard measure of Moore’s Law — are effectively enabling the industry to get smaller die size using the same process node. While digital chip technologies have benefitted greatly from Moore’s Law, there is a significant market for Bipolar CMOS-DMOS (BCD semiconductors that are built in legacy nodes ranging from 40nm to 180nm. According to The McClean Report from IC Insights, the major user of BCD processes is the Power Management ICs (PMICs) sector, which had a market size of $14.6 billion in 2020 and is forecast to grow to $24.9 billion in 2025. The growth can be attributed to the projected increase in mobile and other devices that use sophisticated power management techniques. BCD technologies face more difficult scaling challenges than their digital counterparts and as a result have not seen the process node advances that digital chips have. While some market leaders have introduced advanced BCD processes at the 40nm nodes, most BCD devices are produced at older-generation process nodes. MST-SP enables BCD PMIC manufacturers to get up to 20% more die per wafer, enabling manufacturers to improve the profitability of existing fabs and/or improve the return on their investments in new processes and capacity. The challenge limiting the ability to transition BCD power devices to smaller nodes has been sufficiently improving the on-resistance for a given breakdown voltage while ensuring reliability isn’t compromised. MST-SP provides two fundamental benefits. One is on-state mobility, or higher Idlin, and the second is an ability to control the doping with a degree of precision that is not possible with other approaches. The doping benefits also translate into improvements in the breakdown voltage as well as the overall ability to scale the gate length lower without losing breakdown voltage. The net effect is a 20% improvement in Idlin for a given VDS max, a key reliability parameter for the lifetime of the device. The ability to scale the gate length while maintaining reliability also addresses the key challenge in moving BCD power devices to smaller nodes. By enabling a gate length shrink without compromising the reliability of the power device, manufacturers can take better advantage of a design rule shrink to reduce the overall device pitch. For 5V PMIC this enables up to 20% more die per wafer. MST-SP is currently available to license for 5V power devices, which is the predominant operating voltage for BCD PMIC devices today. MST-SP can be customized to both higher- and lower-voltages by Atomera’s engineering team.分析記事 • Nov 09We Think Atomera (NASDAQ:ATOM) Can Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Recent Insider Transactions Derivative • Sep 11Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$24.53, it would amount to US$86k. Since December 2020, Francis' direct individual holding has decreased from 69.05k shares to 60.79k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Sep 04President recently sold US$220k worth of stockOn the 1st of September, Scott Bibaud sold around 9k shares on-market at roughly US$24.40 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$630k.Recent Insider Transactions Derivative • Sep 04Founder & Chief Technology Officer exercised options and sold US$172k worth of stockOn the 1st of September, Robert Mears exercised 10k options at a strike price of around US$7.01 and sold these shares for an average price of US$24.18 per share. This trade did not impact their existing holding. Since December 2020, Robert's direct individual holding has decreased from 142.96k shares to 126.66k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jun 05Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of June. If the sale is conducted around the recent share price of US$17.89, it would amount to US$63k. Since September 2020, Francis' direct individual holding has decreased from 73.26k shares to 65.94k. Company insiders have collectively sold US$6.0m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 04President recently sold US$157k worth of stockOn the 1st of June, Scott Bibaud sold around 9k shares on-market at roughly US$17.55 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$497k.Executive Departure • May 12Independent Director has left the companyOn the 7th of May, Rolf Stadheim's tenure as Independent Director ended after 10.9 years in the role. As of December 2020, Rolf personally held 442.39k shares (US$7.1m worth at the time). A total of 2 executives have left over the last 12 months.Executive Departure • May 12Executive VP of Business Development & Director has left the companyOn the 8th of May, Erwin Trautmann's tenure as Executive VP of Business Development & Director ended after 9.7 years in the role. As of December 2020, Erwin personally held 97.74k shares (US$1.6m worth at the time). A total of 2 executives have left over the last 12 months.分析記事 • May 11We Think Atomera (NASDAQ:ATOM) Can Easily Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...株主還元ATOMUS SemiconductorUS 市場7D18.9%8.7%1.1%1Y32.8%110.0%26.7%株主還元を見る業界別リターン: ATOM過去 1 年間で110 % の収益を上げたUS Semiconductor業界を下回りました。リターン対市場: ATOM過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。価格変動Is ATOM's price volatile compared to industry and market?ATOM volatilityATOM Average Weekly Movement26.5%Semiconductor Industry Average Movement10.9%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.1%安定した株価: ATOMの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: ATOMの 週次ボラティリティ は、過去 1 年間で20%から26%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト200121Scott Bibaudatomera.comアトメラ・インコーポレイテッドは、北米と欧州の半導体産業向けに独自のプロセスや技術の開発、商業化、ライセンス供与を行っている。同社の主力技術はミアーズ・シリコン・テクノロジーで、CMOS型トランジスタのトランジスタ・チャネル強化として適用可能なリエンジニアリング・シリコンの薄膜である。同社の顧客には、ファウンドリ、集積デバイスメーカー、ファブレス半導体メーカー、相手先商標製品メーカー、ウェハメーカー、電子設計自動化企業などが含まれる。アトメラ・インコーポレーテッドは、以前はミアーズ・テクノロジーズ・インクとして知られていたが、2016年1月にアトメラ・インコーポレーテッドに社名を変更した。同社は2001年に法人化され、カリフォルニア州ロスガトスに本社を置いている。もっと見るAtomera Incorporated 基礎のまとめAtomera の収益と売上を時価総額と比較するとどうか。ATOM 基礎統計学時価総額US$382.91m収益（TTM）-US$21.04m売上高(TTM)US$72.00k5,178xP/Sレシオ-17.7xPER（株価収益率ATOM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ATOM 損益計算書（TTM）収益US$72.00k売上原価US$447.00k売上総利益-US$375.00kその他の費用US$20.66m収益-US$21.04m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.54グロス・マージン-520.83%純利益率-29,219.44%有利子負債／自己資本比率0%ATOM の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/14 04:28終値2026/05/14 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Atomera Incorporated 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Richard ShannonCraig-Hallum Capital Group LLCCody AcreeLoop Capital MarketsSuji DesilvaRoth Capital Partners
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.17 loss per share (in line with 1Q 2025). Net loss: US$6.07m (loss widened 17% from 1Q 2025). Revenue missed analyst estimates by 86%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 22Atomera Incorporated to Report Q1, 2026 Results on May 05, 2026Atomera Incorporated announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Mar 18Atomera Incorporated, Annual General Meeting, May 12, 2026Atomera Incorporated, Annual General Meeting, May 12, 2026. Location: 750 university avenue, suite 280, los gatos, california 95032, (408) 442-5248, United States
お知らせ • Feb 27Atomera Incorporated Appoints Nishant Sinha as Head of MarketingAtomera Incorporated announced the appointment of Nishant Sinha as its new Head of Marketing. As VP of Marketing, reporting to the CEO, Sinha will lead Atomera’s marketing, strategy and customer development focusing on expanding adoption of the company’s core Mears Silicon Technology™ (MST®). Sinha brings over 25 years of experience in the semiconductor industry spanning strategy, business development and growth leadership. Prior to joining the company, he held leadership roles at Applied Materials, Lam Research and Micron Technology, where he has a proven track record of shaping and executing technical and business roadmaps, delivering measurable growth. Sinha holds an MBA from Columbia Business School, an MS in Chemical Engineering from Iowa State University, and a BS+MS from Indian Institute of Technology Kanpur. He holds 111 U.S.-issued patents and has published research across seven peer-reviewed journals.
New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (27% average weekly change). Earnings have declined by 6.1% per year over the past 5 years. Revenue is less than US$1m (US$65k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$21m net loss next year). Shareholders have been diluted in the past year (22% increase in shares outstanding).
お知らせ • Feb 25Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million.Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0.25 Transaction Features: Registered Direct Offering
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: US$0.17 loss per share (in line with 1Q 2025). Net loss: US$6.07m (loss widened 17% from 1Q 2025). Revenue missed analyst estimates by 86%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 22Atomera Incorporated to Report Q1, 2026 Results on May 05, 2026Atomera Incorporated announced that they will report Q1, 2026 results After-Market on May 05, 2026
お知らせ • Mar 18Atomera Incorporated, Annual General Meeting, May 12, 2026Atomera Incorporated, Annual General Meeting, May 12, 2026. Location: 750 university avenue, suite 280, los gatos, california 95032, (408) 442-5248, United States
お知らせ • Feb 27Atomera Incorporated Appoints Nishant Sinha as Head of MarketingAtomera Incorporated announced the appointment of Nishant Sinha as its new Head of Marketing. As VP of Marketing, reporting to the CEO, Sinha will lead Atomera’s marketing, strategy and customer development focusing on expanding adoption of the company’s core Mears Silicon Technology™ (MST®). Sinha brings over 25 years of experience in the semiconductor industry spanning strategy, business development and growth leadership. Prior to joining the company, he held leadership roles at Applied Materials, Lam Research and Micron Technology, where he has a proven track record of shaping and executing technical and business roadmaps, delivering measurable growth. Sinha holds an MBA from Columbia Business School, an MS in Chemical Engineering from Iowa State University, and a BS+MS from Indian Institute of Technology Kanpur. He holds 111 U.S.-issued patents and has published research across seven peer-reviewed journals.
New Risk • Feb 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (27% average weekly change). Earnings have declined by 6.1% per year over the past 5 years. Revenue is less than US$1m (US$65k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$21m net loss next year). Shareholders have been diluted in the past year (22% increase in shares outstanding).
お知らせ • Feb 25Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million.Atomera Incorporated has completed a Follow-on Equity Offering in the amount of $25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0.25 Transaction Features: Registered Direct Offering
お知らせ • Feb 23Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $25 million.Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $25 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,000,000 Price\Range: $5 Discount Per Security: $0.25 Transaction Features: Registered Direct Offering
Recent Insider Transactions Derivative • Feb 22Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of February. If the sale is conducted around the recent share price of US$7.25, it would amount to US$158k. Since March 2025, Francis' direct individual holding has decreased from 93.32k shares to 83.01k. Company insiders have collectively sold US$331k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 15Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.65 loss per share. Net loss: US$20.2m (loss widened 9.4% from FY 2024). Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates by 25%.
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 6.3% per year over the past 5 years. Revenue is less than US$1m (US$38k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$21m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (US$75.7m market cap).
分析記事 • Feb 08Will Atomera (NASDAQ:ATOM) Spend Its Cash Wisely?We can readily understand why investors are attracted to unprofitable companies. For example, although...
お知らせ • Jan 30Atomera Incorporated to Report Q4, 2025 Results on Feb 12, 2026Atomera Incorporated announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Oct 15Atomera Incorporated to Report Q3, 2025 Results on Oct 28, 2025Atomera Incorporated announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025
分析記事 • Sep 19Is Atomera (NASDAQ:ATOM) In A Good Position To Invest In Growth?We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
New Risk • Sep 04New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Revenue is less than US$1m (US$49k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Market cap is less than US$100m (US$97.6m market cap).
Reported Earnings • Aug 06Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (up US$4.36m from 2Q 2024). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 38% per year, which means it is significantly lagging earnings.
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings have declined by 7.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 7.3% per year over the past 5 years. Revenue is less than US$1m (US$121k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Significant insider selling over the past 3 months (US$142k sold).
お知らせ • Jul 23Atomera Incorporated to Report Q2, 2025 Results on Aug 05, 2025Atomera Incorporated announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
Recent Insider Transactions • Jun 06Key Executive recently sold US$66k worth of stockOn the 3rd of June, Francis Laurencio sold around 11k shares on-market at roughly US$6.08 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Francis has been a net seller over the last 12 months, reducing personal holdings by US$102k.
Recent Insider Transactions Derivative • Jun 04Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 51k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of June. If the sale is conducted around the recent share price of US$2.68, it would amount to US$138k. Since September 2024, Francis' direct individual holding has decreased from 95.80k shares to 93.32k. Company insiders have collectively sold US$122k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 28Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $50 million.Atomera Incorporated has filed a Follow-on Equity Offering in the amount of $50 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Major Estimate Revision • May 13Consensus revenue estimates fall by 56%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$900.0k to US$400.0k. Forecast losses increased from -US$0.53 to -US$0.56 per share. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target up from US$7.00 to US$8.00. Share price rose 42% to US$7.18 over the past week.
分析記事 • May 09Here's Why Shareholders May Want To Be Cautious With Increasing Atomera Incorporated's (NASDAQ:ATOM) CEO Pay PacketKey Insights Atomera to hold its Annual General Meeting on 15th of May CEO Scott Bibaud's total compensation includes...
Reported Earnings • May 07First quarter 2025 earnings released: US$0.17 loss per share (vs US$0.18 loss in 1Q 2024)First quarter 2025 results: US$0.17 loss per share. Net loss: US$5.21m (loss widened 8.0% from 1Q 2024). Revenue is forecast to grow 158% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Semiconductor industry in the US.
お知らせ • Apr 23Atomera Incorporated to Report Q1, 2025 Results on May 06, 2025Atomera Incorporated announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Apr 02Atomera Incorporated to Present Advanced RF Innovation at the RF Workshop 2025Atomera Incorporated will present a talk at The Incize RF Workshop 2025: Shaping the Future of RF Technology, highlighting advancements in Radio-Frequency Silicon-on-Insulator (RF-SOI) devices driven by Oxygen- Inserted (OI) Epitaxy technology. The session will delve into how Atomera's Mears Silicon Technology™? (MST®?) OI technology enhances mobility, reduces power handling issues and optimizes performance of RF-SOI switches and also enables co-optimization of Low-Noise Amplifier (LNA) devices. As the RF industry continues to evolve, this innovative approach to dopant engineering enables the creation of unique doping profiles throughout the RF-SOI manufacturing process, offering superior RF performance and precise dopant engineering in semiconductor devices - further advancing device performance for next-gen applications, including 5G and future 6G technologies. In addition, Atomera will highlight its ongoing collaboration with Soitec to enable MST on RF-SOI substrates, facilitating faster adoption and scaling for production volumes.
お知らせ • Mar 20Atomera Incorporated, Annual General Meeting, May 15, 2025Atomera Incorporated, Annual General Meeting, May 15, 2025.
Major Estimate Revision • Feb 18Consensus revenue estimates decrease by 69%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$2.90m to US$900.0k. EPS estimate unchanged from -US$0.53 per share at last update. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target of US$7.00 unchanged from last update. Share price fell 29% to US$6.11 over the past week.
New Risk • Feb 12New major risk - Revenue and earnings growthEarnings have declined by 8.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (22% average weekly change). Earnings have declined by 8.1% per year over the past 5 years. Revenue is less than US$1m (US$135k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$20m net loss next year). Shareholders have been diluted in the past year (18% increase in shares outstanding). Significant insider selling over the past 3 months (US$60k sold).
お知らせ • Jan 29Atomera Incorporated to Report Q4, 2024 Results on Feb 11, 2025Atomera Incorporated announced that they will report Q4, 2024 results After-Market on Feb 11, 2025
分析記事 • Jan 24We Think Atomera (NASDAQ:ATOM) Can Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
New Risk • Jan 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Revenue is less than US$1m (US$662k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year). Shareholders have been diluted in the past year (12% increase in shares outstanding). Significant insider selling over the past 3 months (US$60k sold).
Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Director Suja Ramnath was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 16Atomera Incorporated to Report Q3, 2024 Results on Oct 29, 2024Atomera Incorporated announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
New Risk • Sep 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$640k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$14m net loss next year). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (7.8% increase in shares outstanding). Market cap is less than US$100m (US$71.2m market cap).
分析記事 • Aug 31Will Atomera (NASDAQ:ATOM) Spend Its Cash Wisely?Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
New Risk • Jul 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$98.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$568k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (US$98.9m market cap).
お知らせ • Jul 17Atomera Incorporated to Report Q2, 2024 Results on Jul 30, 2024Atomera Incorporated announced that they will report Q2, 2024 results After-Market on Jul 30, 2024
お知らせ • Jul 03+ 2 more updatesAtomera Incorporated(NasdaqCM:ATOM) dropped from Russell 3000 IndexAtomera Incorporated(NasdaqCM:ATOM) dropped from Russell 3000 Index
New Risk • Jun 16New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.8m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$568k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Share price has been volatile over the past 3 months (10% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (US$99.8m market cap).
New Risk • Jun 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$568k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Share price has been volatile over the past 3 months (10.0% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding).
分析記事 • Apr 26It's Unlikely That Atomera Incorporated's (NASDAQ:ATOM) CEO Will See A Huge Pay Rise This YearKey Insights Atomera to hold its Annual General Meeting on 1st of May Total pay for CEO Scott Bibaud includes US$417.7k...
お知らせ • Apr 16Atomera Incorporated to Report Q1, 2024 Results on Apr 25, 2024Atomera Incorporated announced that they will report Q1, 2024 results After-Market on Apr 25, 2024
お知らせ • Mar 09Atomera Incorporated, Annual General Meeting, May 01, 2024Atomera Incorporated, Annual General Meeting, May 01, 2024, at 11:00 Pacific Standard Time. Agenda: To elect five directors to serve as members of the Board of Directors of the Company until the next annual meeting of stockholders and until their successors are duly elected and qualified; to ratify the appointment of Marcum LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024; to approve, on an advisory basis, the compensation of named executive officers; and to discuss other matters.
Reported Earnings • Feb 14Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: US$0.80 loss per share (further deteriorated from US$0.75 loss in FY 2022). Net loss: US$19.8m (loss widened 14% from FY 2022). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 106% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings.
お知らせ • Jan 31Atomera Incorporated to Report Q4, 2023 Results on Feb 13, 2024Atomera Incorporated announced that they will report Q4, 2023 results After-Market on Feb 13, 2024
Major Estimate Revision • Jan 17Consensus revenue estimates increase by 67%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from US$300.0k to US$500.0k. Forecast losses expected to reduce from -US$0.63 to -US$0.62 per share. Semiconductor industry in the US expected to see average net income growth of 4.2% next year. Consensus price target of US$13.00 unchanged from last update. Share price fell 3.5% to US$6.68 over the past week.
お知らせ • Jan 11Atomera Incorporated Revises Revenue Guidance for the Fourth Quarter of 2023Atomera Incorporated revised revenue guidance for the fourth quarter of 2023. for the quarter, the company expects revenues to be approximately $500,000, an increase from the prior guidance of $300,000 to $350,000.
Recent Insider Transactions • Dec 07President recently sold US$53k worth of stockOn the 1st of December, Scott Bibaud sold around 8k shares on-market at roughly US$6.67 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$212k.
分析記事 • Nov 25We're Not Very Worried About Atomera's (NASDAQ:ATOM) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
New Risk • Nov 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (US$5.0k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$18m net loss next year). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (8.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$88k sold).
Price Target Changed • Nov 03Price target decreased by 24% to US$13.00Down from US$17.00, the current price target is provided by 1 analyst. New target price is 123% above last closing price of US$5.84. Stock is down 35% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$0.75 last year.
お知らせ • Oct 19Atomera Incorporated to Report Q3, 2023 Results on Nov 01, 2023Atomera Incorporated announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
分析記事 • Aug 12Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, although...
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings have declined by 8.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 8.3% per year over the past 5 years. Revenue is less than US$1m (US$7.0k revenue). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$16m net loss next year). Shareholders have been diluted in the past year (9.2% increase in shares outstanding). Significant insider selling over the past 3 months (US$118k sold).
お知らせ • Jul 18Atomera Incorporated to Report Q2, 2023 Results on Aug 02, 2023Atomera Incorporated announced that they will report Q2, 2023 results After-Market on Aug 02, 2023
Recent Insider Transactions • Jun 04President recently sold US$71k worth of stockOn the 1st of June, Scott Bibaud sold around 8k shares on-market at roughly US$9.00 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$237k.
Price Target Changed • Apr 30Price target increased by 31% to US$17.00Up from US$13.00, the current price target is provided by 1 analyst. New target price is 115% above last closing price of US$7.90. Stock is down 24% over the past year. The company is forecast to post a net loss per share of US$0.65 next year compared to a net loss per share of US$0.75 last year.
Reported Earnings • Apr 28First quarter 2023 earnings released: US$0.21 loss per share (vs US$0.18 loss in 1Q 2022)First quarter 2023 results: US$0.21 loss per share (further deteriorated from US$0.18 loss in 1Q 2022). Net loss: US$5.02m (loss widened 23% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 28Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. For example, although...
Reported Earnings • Feb 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: US$0.75 loss per share (further deteriorated from US$0.70 loss in FY 2021). Net loss: US$17.4m (loss widened 11% from FY 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 17%. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
お知らせ • Jan 27Atomera Incorporated to Report Q4, 2022 Results on Feb 15, 2023Atomera Incorporated announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 15, 2023
分析記事 • Dec 20Companies Like Atomera (NASDAQ:ATOM) Are In A Position To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
Recent Insider Transactions • Dec 03President recently sold US$52k worth of stockOn the 1st of December, Scott Bibaud sold around 6k shares on-market at roughly US$8.37 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$298k.
Price Target Changed • Nov 16Price target decreased to US$13.00Down from US$28.00, the current price target is provided by 1 analyst. New target price is 35% above last closing price of US$9.61. Stock is down 69% over the past year. The company is forecast to post a net loss per share of US$0.64 next year compared to a net loss per share of US$0.70 last year.
Reported Earnings • Nov 11Third quarter 2022 earnings released: US$0.20 loss per share (vs US$0.19 loss in 3Q 2021)Third quarter 2022 results: US$0.20 loss per share (further deteriorated from US$0.19 loss in 3Q 2021). Net loss: US$4.60m (loss widened 9.5% from 3Q 2021). Revenue is forecast to grow 79% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 21Atomera Incorporated to Report Q3, 2022 Results on Nov 09, 2022Atomera Incorporated announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 09, 2022
Recent Insider Transactions • Sep 03President recently sold US$76k worth of stockOn the 1st of September, Scott Bibaud sold around 6k shares on-market at roughly US$12.33 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by US$464k.
分析記事 • Aug 23Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationWe can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Reported Earnings • Aug 03Second quarter 2022 earnings released: US$0.20 loss per share (vs US$0.17 loss in 2Q 2021)Second quarter 2022 results: US$0.20 loss per share (down from US$0.17 loss in 2Q 2021). Net loss: US$4.48m (loss widened 20% from 2Q 2021). Over the next year, revenue is forecast to grow 734%, compared to a 15% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 20Atomera Incorporated to Report Q2, 2022 Results on Aug 02, 2022Atomera Incorporated announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Aug 02, 2022
Seeking Alpha • Jun 18Atomera Now Has 2 Customers With A Joint Development AgreementAtomera now has a second JDA (joint development agreement), but production phase is still someway off. Progress is slow and there is no guarantee that royalty producing production phase will be reached by any of its customers within 6 quarters when finance becomes tight. The opportunity remains huge and the business model very attractive, but it will probably be a slower grind compared to say Aehr Test Systems.
Recent Insider Transactions • Jun 04President recently sold US$71k worth of stockOn the 1st of June, Scott Bibaud sold around 6k shares on-market at roughly US$12.06 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$608k.
分析記事 • May 19Here's Why We're Not Too Worried About Atomera's (NASDAQ:ATOM) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Major Estimate Revision • May 04Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$700.0k to US$600.0k. EPS estimate unchanged from -US$0.65 per share at last update. Semiconductor industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$22.00 unchanged from last update. Share price rose 30% to US$12.74 over the past week.
Reported Earnings • Apr 28First quarter 2022 earnings released: US$0.18 loss per share (vs US$0.16 loss in 1Q 2021)First quarter 2022 results: US$0.18 loss per share (down from US$0.16 loss in 1Q 2021). Net loss: US$4.09m (loss widened 13% from 1Q 2021). Over the next year, revenue is forecast to grow 738%, compared to a 21% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Apr 27Price target decreased to US$22.00Down from US$28.00, the current price target is provided by 1 analyst. New target price is 138% above last closing price of US$9.26. Stock is down 58% over the past year. The company is forecast to post a net loss per share of US$0.65 next year compared to a net loss per share of US$0.70 last year.
お知らせ • Apr 14Atomera Incorporated to Report Q1, 2022 Results on Apr 27, 2022Atomera Incorporated announced that they will report Q1, 2022 results After-Market on Apr 27, 2022
Recent Insider Transactions Derivative • Mar 11Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$15.14, it would amount to US$53k. Since June 2021, Francis' direct individual holding has decreased from 65.94k shares to 63.52k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 05Atomera Incorporated Announces the Availability of Version 2.0 of Its MSTcad TechnologyAtomera Incorporated announced the availability of version 2.0 of its MSTcad (Mears Silicon Technology Transistor Computer-Aided Design) technology, a toolset that provides sophisticated analyses of how MST (Mears Silicon Technology) improves semiconductor processes. As new materials become increasingly critical to addressing the semiconductor industry’s challenges, the latest version of MSTcad allows semiconductor foundries, fabless IC vendors, and Integrated Device Manufacturing (IDM) companies to rapidly evaluate the improvements provided by MST. Like its preceding version 1.0, the new MSTcad version 2.0 remains tightly coupled with Synopsys Sentaurus TCAD Solution and allows users to model both the physical and electrical effects of MST using the Sentaurus Process and Sentaurus Device simulation packages, respectively. Semiconductor companies are constantly looking for new, innovative ways to quickly and inexpensively squeeze more capability and capacity out of today’s manufacturing processes, and new materials are playing an increasingly important role. The challenge is that material integration is conventionally an iterative process which requires many silicon trials to collect data and adjust parameters. This process is not only costly but can consume many months to execute " especially when trying to squeeze R&D wafers into today’s capacity-constrained fabs. This restricts IDMs in their evaluation of the different materials options available to them, such as MST. MSTcad 2.0 improves upon version 1.0 by offering silicon-verified modeling and improved TCAD integration of Atomera’s latest improved-manufacturability MST films. MSTcad provides valuable input for the detailed analyses of expected gross margin and die shrinkage benefits from MST for multiple process nodes, ranging from the most advanced gate-all-around (GAA) or nanosheets, to FinFETs, HKMG, and legacy planar nodes in both 300mm and 200mm wafer sizes. MSTcad version 2.0 introduces the following new capabilities: Widely expanded, silicon-verified modeling of interaction of MST with multiple dopant species and point defects (silicon self-interstitials and vacancies); Explicit models for improved thermal stability of latest MST improved-manufacturability films for both inert and oxidizing thermal anneals; Streamlined integration of MSTcad into existing Sentaurus TCAD projects, saving customer time and cost. MSTcad version 2.0 is available from Atomera. Current users of MSTcad version 1.0 can upgrade to version 2.0 at any time.
Recent Insider Transactions • Mar 04President recently sold US$100k worth of stockOn the 1st of March, Scott Bibaud sold around 6k shares on-market at roughly US$15.95 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$694k.
分析記事 • Feb 13We're Hopeful That Atomera (NASDAQ:ATOM) Will Use Its Cash WiselyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
お知らせ • Feb 02Atomera Incorporated to Report Q4, 2021 Results on Feb 15, 2022Atomera Incorporated announced that they will report Q4, 2021 results After-Market on Feb 15, 2022
Recent Insider Transactions Derivative • Dec 11Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$22.69, it would amount to US$79k. Since March 2021, Francis' direct individual holding has decreased from 71.09k shares to 55.65k. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Dec 05Founder & Chief Technology Officer exercised options and sold US$177k worth of stockOn the 1st of December, Robert Mears exercised 10k options at a strike price of around US$7.01 and sold these shares for an average price of US$24.75 per share. This trade did not impact their existing holding. Since March 2021, Robert's direct individual holding has decreased from 130.73k shares to 121.79k. Company insiders have collectively sold US$6.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Dec 05President recently sold US$217k worth of stockOn the 1st of December, Scott Bibaud sold around 9k shares on-market at roughly US$24.24 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$782k.
お知らせ • Dec 02Atomera Incorporated Announces the Availability of Mears Silicon Technology Smart Profile (MST-SP) TechnologyAtomera Incorporated announced the availability of its Mears Silicon Technology® Smart Profile™ (MST-SP®) technology. MST-SP, an implementation of MST designed for use on 5V power and analog electronics, is breathing new life into Moore’s Law. Through a combination of atomic level engineering and advanced material science, Atomera is squeezing more capability and capacity out of semiconductor processes. The resulting improvements in power, performance and area (PPA) — the standard measure of Moore’s Law — are effectively enabling the industry to get smaller die size using the same process node. While digital chip technologies have benefitted greatly from Moore’s Law, there is a significant market for Bipolar CMOS-DMOS (BCD semiconductors that are built in legacy nodes ranging from 40nm to 180nm. According to The McClean Report from IC Insights, the major user of BCD processes is the Power Management ICs (PMICs) sector, which had a market size of $14.6 billion in 2020 and is forecast to grow to $24.9 billion in 2025. The growth can be attributed to the projected increase in mobile and other devices that use sophisticated power management techniques. BCD technologies face more difficult scaling challenges than their digital counterparts and as a result have not seen the process node advances that digital chips have. While some market leaders have introduced advanced BCD processes at the 40nm nodes, most BCD devices are produced at older-generation process nodes. MST-SP enables BCD PMIC manufacturers to get up to 20% more die per wafer, enabling manufacturers to improve the profitability of existing fabs and/or improve the return on their investments in new processes and capacity. The challenge limiting the ability to transition BCD power devices to smaller nodes has been sufficiently improving the on-resistance for a given breakdown voltage while ensuring reliability isn’t compromised. MST-SP provides two fundamental benefits. One is on-state mobility, or higher Idlin, and the second is an ability to control the doping with a degree of precision that is not possible with other approaches. The doping benefits also translate into improvements in the breakdown voltage as well as the overall ability to scale the gate length lower without losing breakdown voltage. The net effect is a 20% improvement in Idlin for a given VDS max, a key reliability parameter for the lifetime of the device. The ability to scale the gate length while maintaining reliability also addresses the key challenge in moving BCD power devices to smaller nodes. By enabling a gate length shrink without compromising the reliability of the power device, manufacturers can take better advantage of a design rule shrink to reduce the overall device pitch. For 5V PMIC this enables up to 20% more die per wafer. MST-SP is currently available to license for 5V power devices, which is the predominant operating voltage for BCD PMIC devices today. MST-SP can be customized to both higher- and lower-voltages by Atomera’s engineering team.
分析記事 • Nov 09We Think Atomera (NASDAQ:ATOM) Can Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Recent Insider Transactions Derivative • Sep 11Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of September. If the sale is conducted around the recent share price of US$24.53, it would amount to US$86k. Since December 2020, Francis' direct individual holding has decreased from 69.05k shares to 60.79k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Sep 04President recently sold US$220k worth of stockOn the 1st of September, Scott Bibaud sold around 9k shares on-market at roughly US$24.40 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$630k.
Recent Insider Transactions Derivative • Sep 04Founder & Chief Technology Officer exercised options and sold US$172k worth of stockOn the 1st of September, Robert Mears exercised 10k options at a strike price of around US$7.01 and sold these shares for an average price of US$24.18 per share. This trade did not impact their existing holding. Since December 2020, Robert's direct individual holding has decreased from 142.96k shares to 126.66k. Company insiders have collectively sold US$6.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jun 05Key Executive notifies of intention to sell stockFrancis Laurencio intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of June. If the sale is conducted around the recent share price of US$17.89, it would amount to US$63k. Since September 2020, Francis' direct individual holding has decreased from 73.26k shares to 65.94k. Company insiders have collectively sold US$6.0m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 04President recently sold US$157k worth of stockOn the 1st of June, Scott Bibaud sold around 9k shares on-market at roughly US$17.55 per share. This was the largest sale by an insider in the last 3 months. Scott has been a seller over the last 12 months, reducing personal holdings by US$497k.
Executive Departure • May 12Independent Director has left the companyOn the 7th of May, Rolf Stadheim's tenure as Independent Director ended after 10.9 years in the role. As of December 2020, Rolf personally held 442.39k shares (US$7.1m worth at the time). A total of 2 executives have left over the last 12 months.
Executive Departure • May 12Executive VP of Business Development & Director has left the companyOn the 8th of May, Erwin Trautmann's tenure as Executive VP of Business Development & Director ended after 9.7 years in the role. As of December 2020, Erwin personally held 97.74k shares (US$1.6m worth at the time). A total of 2 executives have left over the last 12 months.
分析記事 • May 11We Think Atomera (NASDAQ:ATOM) Can Easily Afford To Drive Business GrowthEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
