Everspin Technologies (MRAM) Aandelenoverzicht
Everspin Technologies, Inc. produceert en verkoopt magnetoresistieve random access memory (MRAM)-technologieën in de Verenigde Staten, Japan, Hong Kong, Duitsland, Singapore, Canada en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
MRAM Community Fair Values
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Analyst Price Targets
Everspin Technologies, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$14.53 |
| 52 Week Hoogtepunt | US$51.50 |
| 52 Week Laag | US$5.76 |
| Bèta | 1.89 |
| 1 maand verandering | -34.96% |
| 3 maanden verandering | -32.39% |
| 1 Jaar Verandering | 141.76% |
| 3 jaar verandering | 44.00% |
| 5 jaar verandering | 158.54% |
| Verandering sinds IPO | 81.17% |
Recent nieuws en updates
Narratiefupdate • Jul 21
MRAM: Index Inclusions And Defense Contracts Will Support Future Upside
The analyst price target for Everspin Technologies has been revised from $18.00 to about $24.67. Analysts attribute the change to updated fair value estimates, modest adjustments to discount rate, revenue growth and profit margin assumptions, and reference to recent Street research, including a new $38 target.
Nieuw narratief • Jul 12
Long Defense Contract And New MRAM Capacity Will Shape Returns Over The Next Decade
Catalysts About Everspin Technologies Everspin Technologies develops and supplies MRAM based memory and sensor products for applications across industrial, transportation, data center and aerospace and defense end markets. What are the underlying business or industry changes driving this perspective?
Narratiefupdate • Jul 07
MRAM: Defense Contract And Index Additions Will Shape A Balanced Outlook
Analysts have raised their fair value estimate for Everspin Technologies from $14.00 to $18.50, based on updated assumptions that include a revised revenue growth outlook, a lower profit margin expectation, an adjusted discount rate, and a higher future P/E multiple. What’s in the News for Everspin Technologies Everspin Technologies secured a US$40,000,000 subcontract over 2.5 years with a U.S. prime contractor to provide Toggle MRAM process technology and engineering services for U.S. Defense Industrial Base customers, according to company announcements.Recent updates
Narratiefupdate • Jul 21
MRAM: Index Inclusions And Defense Contracts Will Support Future Upside
The analyst price target for Everspin Technologies has been revised from $18.00 to about $24.67. Analysts attribute the change to updated fair value estimates, modest adjustments to discount rate, revenue growth and profit margin assumptions, and reference to recent Street research, including a new $38 target.Nieuw narratief • Jul 12
Long Defense Contract And New MRAM Capacity Will Shape Returns Over The Next Decade
Catalysts About Everspin Technologies Everspin Technologies develops and supplies MRAM based memory and sensor products for applications across industrial, transportation, data center and aerospace and defense end markets. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Jul 07
MRAM: Defense Contract And Index Additions Will Shape A Balanced Outlook
Analysts have raised their fair value estimate for Everspin Technologies from $14.00 to $18.50, based on updated assumptions that include a revised revenue growth outlook, a lower profit margin expectation, an adjusted discount rate, and a higher future P/E multiple. What’s in the News for Everspin Technologies Everspin Technologies secured a US$40,000,000 subcontract over 2.5 years with a U.S. prime contractor to provide Toggle MRAM process technology and engineering services for U.S. Defense Industrial Base customers, according to company announcements.Narratiefupdate • Jun 23
MRAM: Speculative AI Hype And Index Flows Will Pressure Future Returns
The latest narrative update on Everspin Technologies keeps the analyst fair value estimate steady at $18.00. Analysts point to only minimal adjustments in the discount rate, projected revenue growth, profit margin, and future P/E assumptions as the basis for maintaining this price target.Narratiefupdate • Jun 07
MRAM: Speculative AI Hype And Short Selling Will Pressure Future Returns
Analysts have maintained their $18.00 price target for Everspin Technologies, citing only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their updated model. What's in the News Kerrisdale Capital issued a research note stating it is short Everspin Technologies, describing the company as a US$900 million niche industrial memory chipmaker and highlighting a recent share price move that it characterized as being driven by speculative trading linked to AI related memory stocks.Narratiefupdate • May 24
MRAM: Elevated P E And Speculative Short Interest Will Pressure Future Returns
Analysts have lowered their price target for Everspin Technologies stock to $14 from $15, reflecting updated assumptions around discount rates and valuation multiples, while core growth and margin expectations remain essentially unchanged. Analyst Commentary Bullish analysts view the revised US$14 price target as still supportive of upside potential, given that core growth and margin expectations remain essentially unchanged.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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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
Nieuw narratief • 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.Analyse-artikel • 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 AlphaRendement voor aandeelhouders
| MRAM | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -3.7% | -3.8% | 1.0% |
| 1Y | 141.8% | 54.4% | 19.1% |
Rendement versus industrie: MRAM overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 54.4 % opleverde.
Rendement versus markt: MRAM overtrof de US markt, die het afgelopen jaar een rendement opleverde van 19.1 %.
Prijsvolatiliteit
| MRAM volatility | |
|---|---|
| MRAM Average Weekly Movement | 23.2% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van MRAM is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit van MRAM is het afgelopen jaar gestegen van 16% naar 23%.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2008 | 85 | Sanjeev Aggarwal | www.everspin.com |
Everspin Technologies, Inc. produceert en verkoopt magnetoresistieve random access memory (MRAM)-technologieën in de Verenigde Staten, Japan, Hong Kong, Duitsland, Singapore, Canada en internationaal. Het bedrijf biedt MRAM voor Toggle, spin-transfer torque MRAM en tunnelmagneetweerstandssensorproducten, evenals gieterijdiensten voor MRAM-producten en magnetische tunneljunctie (MTJ)-gebaseerde sensoren. Het bedrijf levert zijn producten voor toepassingen in de industrie, de medische sector, de auto- en transportindustrie, de ruimtevaart en datacenters.
Everspin Technologies, Inc. Samenvatting
| MRAM fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$339.05m |
| Inkomsten(TTM) | US$284.00k |
| Inkomsten(TTM) | US$56.94m |
1,200x
Koers/Winstverhouding6.0x
P/S-verhoudingIs MRAM overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| MRAM resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$56.94m |
| Kosten van inkomsten | US$27.60m |
| Brutowinst | US$29.33m |
| Overige uitgaven | US$29.05m |
| Inkomsten | US$284.00k |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 05, 2026
| Winst per aandeel (EPS) | 0.012 |
| Brutomarge | 51.52% |
| Nettowinstmarge | 0.50% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde MRAM op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/31 15:29 |
| Aandelenkoers aan het einde van de dag | 2026/07/31 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Everspin Technologies, Inc. wordt gevolgd door 5 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Matthew Ramsay | Canaccord Genuity |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Joshua Sullivan | JonesTrading Institutional Services, LLC |