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Everspin Technologies, Inc.NasdaqGM:MRAM 주식 보고서

시가총액 US$628.7m
주가
US$39.86
US$18
121.4% 고평가 내재 할인율
1Y553.4%
7D112.6%
포트폴리오 가치
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Everspin Technologies, Inc.

NasdaqGM:MRAM 주식 리포트

시가총액: US$628.7m

Everspin Technologies (MRAM) 주식 개요

는 미국, 일본, 홍콩, 독일, 싱가포르, 캐나다 및 전 세계에서 자기저항 랜덤 액세스 메모리(MRAM) 기술을 제조 및 판매하는 회사입니다. 자세히 보기

MRAM 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장4/6
과거 실적3/6
재무 건전성6/6
배당0/6

MRAM Community Fair Values

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Everspin Technologies, Inc. 경쟁사

가격 이력 및 성과

Everspin Technologies 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$39.86
52주 최고가US$44.67
52주 최저가US$5.49
베타1.76
1개월 변동288.50%
3개월 변동249.04%
1년 변동553.44%
3년 변동443.05%
5년 변동681.57%
IPO 이후 변동397.01%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Apr 09

Everspin Technologies: A Little Expensive For What It Is

Summary Everspin Technologies, Inc. appears expensive given modest 10% top-line growth and no meaningful profitability improvement in 2025. MRAM's niche technology targets specialty memory use cases, not mainstream DRAM or NAND replacement, limiting its total addressable market. The company is well-capitalized with $44.5m in cash, no debt, and solid operational cash flow, but remains only sporadically profitable. Capacity expansion with Microchip signals readiness for a possible demand ramp in 2027-2028, but I am waiting for consistent profitability before considering an MRAM position. Read the full article on Seeking Alpha

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Apr 09

Everspin Technologies: A Little Expensive For What It Is

Summary Everspin Technologies, Inc. appears expensive given modest 10% top-line growth and no meaningful profitability improvement in 2025. MRAM's niche technology targets specialty memory use cases, not mainstream DRAM or NAND replacement, limiting its total addressable market. The company is well-capitalized with $44.5m in cash, no debt, and solid operational cash flow, but remains only sporadically profitable. Capacity expansion with Microchip signals readiness for a possible demand ramp in 2027-2028, but I am waiting for consistent profitability before considering an MRAM position. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새 내러티브 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?
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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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새 내러티브 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.
분석 기사 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
분석 기사 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...
Seeking Alpha Jan 15

Everspin Technologies: Fair Price Point With An Exciting Market Opportunity

Summary Everspin Technologies is a small-cap company in the semiconductor space focusing on spintronics and related products. Everspin offers a diverse range of MRAM solutions for various industries, including industrial, medical, automotive, aerospace, and data centers. Despite a slight decrease in sales, MRAM has achieved a positive bottom line and is positioned for growth, with a price target of $11.7. Read the full article on Seeking Alpha

주주 수익률

MRAMUS SemiconductorUS 시장
7D112.6%13.1%2.6%
1Y553.4%117.4%26.2%

수익률 대 산업: MRAM은 지난 1년 동안 117.4%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: MRAM은 지난 1년 동안 26.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is MRAM's price volatile compared to industry and market?
MRAM volatility
MRAM Average Weekly Movement21.9%
Semiconductor Industry Average Movement10.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

안정적인 주가: MRAM의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.

시간에 따른 변동성: MRAM의 주간 변동성은 지난 1년간 14%에서 22%로 증가했습니다.

회사 소개

설립직원 수CEO웹사이트
200885Sanjeev Aggarwalwww.everspin.com

는 미국, 일본, 홍콩, 독일, 싱가포르, 캐나다 및 전 세계에서 자기저항 랜덤 액세스 메모리(MRAM) 기술을 제조 및 판매합니다. 토글 MRAM, 스핀-전달 토크 MRAM, 터널 자기 저항 센서 제품뿐만 아니라 MRAM 제품 및 자기 터널 접합(MTJ) 기반 센서를 위한 파운드리 서비스를 제공합니다. 이 회사는 산업, 의료, 자동차/운송, 항공우주 및 데이터 센터 시장을 포함한 애플리케이션을 위한 제품을 제공합니다.

Everspin Technologies, Inc. 기초 지표 요약

Everspin Technologies의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
MRAM 기초 통계
시가총액US$628.72m
순이익 (TTM)US$284.00k
매출 (TTM)US$56.94m
3,269x
주가수익비율(P/E)
16.3x
주가매출비율(P/S)

MRAM는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
MRAM 손익계산서 (TTM)
매출US$56.94m
매출원가US$27.60m
총이익US$29.33m
기타 비용US$29.05m
순이익US$284.00k

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.012
총이익률51.52%
순이익률0.50%
부채/자본 비율0%

MRAM의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:16
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Everspin Technologies, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew RamsayCanaccord Genuity
Richard ShannonCraig-Hallum Capital Group LLC
Neil YoungNeedham & Company