Everspin Technologies, Inc.

NasdaqGM:MRAM 株式レポート

時価総額:US$738.9m

Everspin Technologies バランスシートの健全性

財務の健全性 基準チェック /66

Everspin Technologiesの総株主資本は$70.2M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$83.2Mと$12.9Mです。

主要情報

0%

負債資本比率

US$0

負債

インタレスト・カバレッジ・レシオn/a
現金US$40.49m
エクイティUS$70.25m
負債合計US$12.95m
総資産US$83.19m

財務の健全性に関する最新情報

更新なし

Recent updates

Seeking Alpha May 15

Everspin Technologies: When Memory Upgrades To Strategic Infrastructure

Summary Everspin is being re-rated from a niche MRAM supplier into a potential strategic memory infrastructure company, supported by defense validation, Microchip second-source capacity, and long-term STT-MRAM/UNISYST optionality. The core thesis is that MRAM is not competing on the lowest cost per bit, but on mission-critical persistence in systems where data loss is unacceptable: defense, aerospace, DCs, and industrial automation. The valuation already reflects much of the strategic scarcity story, so the next leg requires proof through revenue growth, gross margin expansion, defense contract conversion, and repeatable design-win momentum. Read the full article on Seeking Alpha
ナラティブの更新 May 07

MRAM: Elevated Expectations Around Future P E Will Pressure Margin Resilience

Analysts now set a fair value estimate of $18.00 per share for Everspin Technologies, up from $12.50, reflecting updated assumptions around revenue growth, profit margins, discount rate, and future P/E, even as recent Street research includes a reduced $14 price target. Analyst Commentary Recent Street research sets a price target of $14 per share for Everspin Technologies, which sits below the updated $18 fair value estimate.
ナラティブの更新 Apr 20

MRAM: Onshore Capacity And Legal Risks Will Shape Future Margin Resilience

Analysts have trimmed their price target on Everspin Technologies to $14 from $15, reflecting updated assumptions around discount rate, profit margin and future P/E, while keeping their fundamental view intact. Analyst Commentary Recent updates suggest analysts are refining their assumptions rather than changing their overall stance on Everspin Technologies.
ナラティブの更新 Apr 05

MRAM: Reliability Demand And Margin Resilience Will Support Future Upside

Analysts have trimmed their 12 month price target for Everspin Technologies to $14 from $15, citing updated assumptions on discount rate, profit margin and future P/E that leave their fair value estimate steady at $12.50. Analyst Commentary Recent research keeps the fair value estimate for Everspin Technologies steady at US$12.50 while trimming the 12 month price target to US$14 from US$15.
ナラティブの更新 Mar 22

MRAM: Reliability Demand And Margin Resilience Will Support Bullish Expectations

Analysts have reduced their price target on Everspin Technologies to $14 from $15, reflecting updated views on the company’s margins, long-term P/E assumptions, and risk profile, while keeping the fair value estimate essentially unchanged. Analyst Commentary Recent research indicates that the lower US$14 price target largely reflects refreshed assumptions around margins, long term P/E, and risk, rather than a major shift in how the underlying business is viewed.
ナラティブの更新 Mar 07

MRAM: Future Reliability Demand Will Support Bullish Expectations Despite Legal Overhang

Analysts now see fair value for Everspin Technologies at $12.50, up from $10.50. Street research, such as the recent cut in the broader price target to $14 from $15, reflects updated assumptions around discount rates, growth, margins, and P/E multiples.
新しいナラティブ Mar 06

MRAM Adoption Across Data Center And Automotive Ecosystems Will Drive Long Term Upside

Catalysts About Everspin Technologies Everspin Technologies develops and sells MRAM memory products and related technology for use in data center, industrial, automotive, aerospace, defense and edge computing applications. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 21

MRAM: Legal Disputes And Reliability Demand Will Likely Balance Future Expectations

Analysts have modestly reduced their price target on Everspin Technologies to $10.50, citing slightly higher projected profit margins and a lower assumed future P/E multiple as the key drivers of this update. What's in the News On January 28, 2026, Avalanche Technology filed a patent infringement lawsuit against Everspin Technologies in the United States District Court for the District of Delaware, focusing on certain Spin-transfer Torque Magnetoresistive Random Access Memory products and four specified U.S. patents (Key Developments).
ナラティブの更新 Feb 05

MRAM: Legal Uncertainty And High Reliability Demand Will Likely Balance Future Expectations

Analysts have maintained their fair value estimate for Everspin Technologies at US$10.50, with only minor adjustments to profit margin assumptions and future P/E expectations contributing to the unchanged price target. What's in the News On January 28, 2026, Avalanche Technology filed a lawsuit in the U.S. District Court for the District of Delaware and a patent infringement complaint with the U.S. International Trade Commission alleging that Everspin's Spin-transfer Torque MRAM products infringe several Avalanche U.S. patents; Everspin states it believes it has strong arguments and plans to defend itself.
ナラティブの更新 Jan 22

MRAM: High Reliability Demand Will Likely Trail Rising Future P/E Expectations

Analysts have trimmed their price target on Everspin Technologies to US$10.50. They highlight slightly softer profit margin assumptions and a modestly higher future P/E multiple as the key drivers of the updated view.
ナラティブの更新 Jan 08

MRAM: High Reliability Demand Will Likely Lag Elevated Future P/E Expectations

Analysts have kept their price target for Everspin Technologies steady at US$10.50, citing largely unchanged assumptions for discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News Everspin introduced new high reliability EM064LX HR and EM128LX HR xSPI MRAM devices in its PERSYST line, aimed at aerospace, defense, automotive and high end industrial uses, with AEC-Q100 Grade 1 qualification for operation from -40°C to +125°C.
分析記事 Jan 07

Everspin Technologies, Inc.'s (NASDAQ:MRAM) Shares Climb 39% But Its Business Is Yet to Catch Up

Everspin Technologies, Inc. ( NASDAQ:MRAM ) shareholders would be excited to see that the share price has had a great...
ナラティブの更新 Dec 21

MRAM: Future High Reliability MRAM Will Drive Long Term Upside Potential

Analysts have modestly reduced their price target on Everspin Technologies to $10.50 per share, reflecting slightly higher discount-rate assumptions while maintaining largely unchanged views on the company’s long-term growth, profitability, and valuation profile. What's in the News Everspin introduced new high reliability EM064LX HR and EM128LX HR PERSYST xSPI MRAM devices, targeting aerospace, defense, automotive and high end industrial markets with extended temperature range and robust data retention.
ナラティブの更新 Dec 06

MRAM: Future High Reliability Margins Will Drive Upside Potential

Analysts have nudged their price target on Everspin Technologies slightly higher to approximately $10.50 per share, citing modest improvements in long term profit margin expectations and a marginally lower discount rate, even as fair value and growth assumptions remain essentially unchanged. What's in the News Launched new high reliability PERSYST MRAM parts, the EM064LX HR and EM128LX HR, targeting aerospace, defense, automotive and high end industrial markets with AEC Q100 Grade 1 qualification and 10 year data retention at 125degC (Key Developments) Independent radiation testing at the Berkeley Accelerator Space Effects Facility under a NASA JPL program showed the EM064LX HR experienced no single event latch up events up to an LET of 61 MeV cm2/mg, reinforcing its suitability for space and other extreme environments (Key Developments) Introduced 64 and 128 megabit xSPI MRAM devices with up to 90 Mbytes/sec sustained read and write bandwidth over more than a decade, leveraging a QSPI interface to support data intensive, safety critical systems that cannot tolerate data loss (Key Developments) Issued fourth quarter 2025 guidance, projecting revenue of $14 million to $15 million and GAAP net income per diluted share between $0.02 and $0.07, indicating expectations for continued profitability (Key Developments) Announced a strategic collaboration with Quintauris to integrate Everspin MRAM into RISC V based platforms for automotive, industrial and edge applications, with the goal of enhancing reliability, functional safety and data integrity in safety driven markets (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at approximately $10.50 per share, indicating no material shift in intrinsic value assessment.
ナラティブの更新 Nov 22

MRAM: Future Profit Margins And Reliability Will Drive Upside

Analysts have raised their price target for Everspin Technologies from $8.50 to $10.50. They cite significant improvements in projected profit margin and future price-to-earnings ratio, despite a slightly higher discount rate and moderated revenue growth expectations.
分析記事 Nov 15

Everspin Technologies, Inc. (NASDAQ:MRAM) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough

The Everspin Technologies, Inc. ( NASDAQ:MRAM ) share price has softened a substantial 30% over the previous 30 days...
分析記事 Sep 16

Everspin Technologies, Inc.'s (NASDAQ:MRAM) Shares Bounce 27% But Its Business Still Trails The Industry

The Everspin Technologies, Inc. ( NASDAQ:MRAM ) share price has done very well over the last month, posting an...
分析記事 Aug 14

There May Be Reason For Hope In Everspin Technologies' (NASDAQ:MRAM) Disappointing Earnings

NasdaqGM:MRAM 1 Year Share Price vs Fair Value Explore Everspin Technologies's Fair Values from the Community and...
分析記事 Jul 03

Everspin Technologies, Inc.'s (NASDAQ:MRAM) Price Is Right But Growth Is Lacking After Shares Rocket 25%

Despite an already strong run, Everspin Technologies, Inc. ( NASDAQ:MRAM ) shares have been powering on, with a gain of...
分析記事 May 15

Here's Why Shareholders May Want To Be Cautious With Increasing Everspin Technologies, Inc.'s (NASDAQ:MRAM) CEO Pay Packet

Key Insights Everspin Technologies will host its Annual General Meeting on 22nd of May Total pay for CEO Sanjeev...
分析記事 May 08

Everspin Technologies, Inc.'s (NASDAQ:MRAM) Shares Climb 28% But Its Business Is Yet to Catch Up

Everspin Technologies, Inc. ( NASDAQ:MRAM ) shares have had a really impressive month, gaining 28% after a shaky period...
分析記事 Apr 05

Calculating The Fair Value Of Everspin Technologies, Inc. (NASDAQ:MRAM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Everspin Technologies fair value estimate is US$3.90 Current...
Seeking Alpha Feb 27

Everspin Technologies: A Speculative Play With More Downside Than Upside

Summary Everspin Technologies, Inc. is a key player in MRAM, with strategic partnerships and government contracts, but faces significant scaling challenges and high investor expectations. Despite strong Q4 earnings, Everspin's margins and revenue have declined year-over-year, raising concerns about its ability to sustain growth. The company's high valuation and deteriorating cash flow, coupled with a lackluster Q1 2025 outlook, suggest near-term execution risks. Given the shrinking revenue, squeezed margins, and uninspiring future guidance, I recommend selling MRAM shares. Read the full article on Seeking Alpha
分析記事 Nov 06

Everspin Technologies' (NASDAQ:MRAM) Problems Go Beyond Weak Profit

The latest earnings report from Everspin Technologies, Inc. ( NASDAQ:MRAM ) disappointed investors. We did some digging...
分析記事 Oct 30

Everspin Technologies (NASDAQ:MRAM) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Oct 11

Everspin Technologies: Trying To Get Over The Hump

Summary MRAM has been trending lower, but what happens soon is likely to encourage either the bulls or, alternatively, the bears. The downturn remains due to sluggish demand, but the Q2 FY2024 results might have been the trough, to be followed by a gradual recovery. The trajectory of the recovery is subject to changes, which could delay MRAM’s ability to get out of the red. MRAM could soon make a move that could go against either the bulls or the bears, but which one is yet to be determined. Read the full article on Seeking Alpha
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新しいナラティブ Sep 28

Expanding In Electric Vehicles And Tech Sectors Despite Margin Pressures And Market Risks

Everspin's entry into the electric vehicle market through STT-MRAM products addresses growing demands for high-density, fast memory, potentially enhancing automotive revenue streams.
分析記事 Sep 20

At US$5.98, Is Everspin Technologies, Inc. (NASDAQ:MRAM) Worth Looking At Closely?

Everspin Technologies, Inc. ( NASDAQ:MRAM ), is not the largest company out there, but it saw a decent share price...
Seeking Alpha May 13

Everspin: Potential AI Buildout Beneficiary, With Giveaway Valuation

Summary Everspin Technologies is a leading semiconductor firm specializing in "electron spin" memory storage, offering advantages such as energy efficiency and data retention. The company experienced a dip in MRAM sales during early 2024, but has secured a major design win at IBM for its "hardened" inventions. A super-low enterprise valuation, especially measured against tangible book value, should reduce downside investment risk from $6 a share. Read the full article on Seeking Alpha
Seeking Alpha Apr 03

Everspin Technologies: At An Attractive Price Once More (Rating Upgrade)

Summary Everspin Technologies' share price has dropped 20% since the previous analysis, prompting an upgrade to a buy rating. The company has shown slow revenue growth but has improved margins and profitability. The outlook for Everspin includes expectations of subpar revenue growth in the first half of the year, but potential gains from new products and licensing. Read the full article on Seeking Alpha
分析記事 Mar 06

Everspin Technologies, Inc.'s (NASDAQ:MRAM) Shareholders Might Be Looking For Exit

Everspin Technologies, Inc.'s ( NASDAQ:MRAM ) price-to-earnings (or "P/E") ratio of 18.8x might make it look like a...

財務状況分析

短期負債: MRAMの 短期資産 ( $63.7M ) が 短期負債 ( $11.1M ) を超えています。

長期負債: MRAMの短期資産 ( $63.7M ) が 長期負債 ( $1.9M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: MRAMは負債がありません。

負債の削減: MRAM負債比率が41.1%であった 5 年前と比べて負債がありません。

債務返済能力: MRAMには負債がないため、営業キャッシュフロー でカバーする必要はありません。

インタレストカバレッジ: MRAMには負債がないため、利息支払い の負担は問題になりません。


貸借対照表


健全な企業の発掘

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2026/05/20 11:51
終値2026/05/20 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

Everspin Technologies, Inc. 2 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。4

アナリスト機関
Matthew RamsayCanaccord Genuity
Richard ShannonCraig-Hallum Capital Group LLC
Neil YoungNeedham & Company