Atomera (NASDAQ:ATOM) Issues Quarterly Earnings Results

Atomera (NASDAQ:ATOM) posted its quarterly earnings results on Tuesday. The technology company reported ($0.17) EPS for the quarter, missing the consensus estimate of ($0.13) by ($0.04), Zacks reports. The business had revenue of $0.01 million during the quarter, compared to analysts’ expectations of $0.08 million.

Here are the key takeaways from Atomera’s conference call:

• Measured silicon results show MST outperforms an industry-standard approach for a critical Gate-All-Around source/drain liner; Atomera is running wafer demonstrations with two target customers (deposition turnaround 2–3 months, electrical results potentially ~6 months) supported by an expanded strategic partner relationship.
• Atomera reported a GaN-on-Silicon breakthrough — preliminary data indicate MST dramatically reduces the parasitic channel in RF GaN, which could accelerate adoption in RF and power markets and is being validated with ecosystem partners (Synopsys, research labs, test partners).
• The company says its pipeline is active across advanced logic, memory (DRAM/HBM), RF SOI, and power devices with multiple IDM and foundry engagements (including STMicro and a large unnamed IDM), but converting technical validation into license/JDA agreements remains timing-uncertain.
• Q1 results showed a GAAP net loss of $6.1M (non‑GAAP loss $4.9M) and minimal revenue ($11k); Atomera raised $25M in a February registered direct offering (cash + short-term investments $41.1M) to fund operations, which reduces near-term funding risk but involves dilution and ongoing operating expense guidance of about $18.5M for 2026.

Atomera Price Performance

Shares of ATOM traded down $0.90 during mid-day trading on Thursday, reaching $8.23. The company had a trading volume of 1,932,897 shares, compared to its average volume of 2,569,867. Atomera has a twelve month low of $1.89 and a twelve month high of $11.48. The company’s 50-day moving average is $5.33 and its 200-day moving average is $3.69. The company has a market capitalization of $318.51 million, a P/E ratio of -12.71 and a beta of 2.00.

Analyst Ratings Changes

Separately, Wall Street Zen raised Atomera from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. One research analyst has rated the stock with a Sell rating, According to MarketBeat.com, the company currently has an average rating of “Sell”.

Hedge Funds Weigh In On Atomera

A number of hedge funds have recently modified their holdings of the stock. Virtu Financial LLC raised its holdings in shares of Atomera by 273.3% in the 4th quarter. Virtu Financial LLC now owns 46,830 shares of the technology company’s stock worth $103,000 after buying an additional 34,286 shares in the last quarter. XTX Topco Ltd acquired a new position in shares of Atomera in the 4th quarter worth approximately $213,000. AQR Capital Management LLC grew its position in Atomera by 25.2% during the 4th quarter. AQR Capital Management LLC now owns 22,210 shares of the technology company’s stock worth $49,000 after acquiring an additional 4,475 shares during the last quarter. Jain Global LLC bought a new stake in Atomera during the 4th quarter worth approximately $69,000. Finally, Barclays PLC grew its position in Atomera by 12.5% during the 4th quarter. Barclays PLC now owns 47,051 shares of the technology company’s stock worth $104,000 after acquiring an additional 5,220 shares during the last quarter. 30.79% of the stock is owned by institutional investors and hedge funds.

Atomera Company Profile

Atomera Inc is a materials engineering company that develops and licenses advanced thin film technologies for the semiconductor industry. Its flagship offering, Mears Silicon Technology (MST), is designed to enhance transistor performance, improve power efficiency and boost device yields. Atomera’s solutions are integrated into existing fabrication processes without major changes to equipment or materials flows, enabling foundries and integrated device manufacturers to adopt the technology with minimal disruption.

At the core of Atomera’s business model is the licensing and patent-licensing of MST.