Atomera (NASDAQ:ATOM) Announces Earnings Results, Misses Estimates By $0.04 EPS

Posted by Geri Gentry on Aug 5th, 2026

Atomera (NASDAQ:ATOM – Get Free Report) released its 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 company had revenue of $0.16 million for the quarter, compared to analysts’ expectations of $0.10 million.

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

Atomera cleared a significant manufacturability milestone with one of its two active Gate-All-Around customers, potentially leading to licensing discussions after additional electrical testing. Management cautioned that customer qualification could still take until late 2026 or longer.
The company introduced a new value proposition for next-generation 4F² DRAM and said multiple customers have validated the concept, supported by a favorable TCAD study. Work developed for DRAM’s planar periphery may also apply to NAND flash, potentially more than doubling Atomera’s total addressable market.
New RF data showed MST-enabled GaN-on-silicon delivering effectively lossless RF and harmonic-distortion performance roughly 1,000 times better than a reference wafer at benchmark power levels. The results generated industry interest at IMS and led to evaluations with several potential customers, opening a possible market for integrated RF front ends and power amplifiers.
Second-quarter revenue was only $158,000, while the GAAP net loss widened to $6.3 million from $5.0 million a year earlier; cash and short-term investments fell to $38.4 million. Atomera also expects 2026 non-GAAP operating expenses near the high end of its $18.25 million–$18.75 million range as outsourced engineering, tool leases, metrology, and fabrication costs rise.

Atomera Stock Performance

Shares of Atomera stock opened at $5.65 on Wednesday. The firm has a market cap of $218.77 million, a P/E ratio of -8.69 and a beta of 2.11. The firm’s 50-day simple moving average is $7.40 and its 200-day simple moving average is $6.01. Atomera has a twelve month low of $1.89 and a twelve month high of $12.36.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Wall Street Zen downgraded shares of Atomera from a “hold” rating to a “sell” rating in a report on Saturday. Weiss Ratings restated a “sell (e+)” rating on shares of Atomera in a research note on Friday, May 15th. One research analyst has rated the stock with a Sell rating, Based on data from MarketBeat.com, Atomera presently has a consensus rating of “Sell”.

Check Out Our Latest Research Report on ATOM

Insider Transactions at Atomera

In other Atomera news, CFO Francis Laurencio sold 20,400 shares of the firm’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $9.44, for a total transaction of $192,576.00. Following the completion of the transaction, the chief financial officer owned 253,353 shares in the company, valued at $2,391,652.32. This trade represents a 7.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 8.10% of the stock is owned by company insiders.

Hedge Funds Weigh In On Atomera

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

About Atomera

(Get Free Report)

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.