Atomera (ATOM)
NASDAQ:ATOM
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Earnings Data
Report Date
Aug 04, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.13Last Year’s EPS
-0.17Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple meaningful technical validations (measured silicon for gate-all-around, a promising GaN parasitic-channel breakthrough, confirmed RF SOI results) and strengthened liquidity from a sizable equity raise, which materially improves runway. However, commercial revenue remains negligible ($11k Q1), net losses continue, and operating expenses rose YoY and materially sequentially (largely due to bonus timing and hiring). Customer adoption timelines and legal/commercial conversions remain uncertain and could take many months. On balance, technical momentum and a strong cash position outweigh the near-term financial constraints and timing risks, giving the company a positive outlook contingent on converting validations into licenses/JDAs.Company Guidance
Technical Validation in Gate-All-Around
Measured silicon results demonstrate MST provides a significant improvement for a critical source strain liner application in gate-all-around (GAA) transistors versus an industry-standard diffusion-control approach. Atomera is actively running demonstrations with wafers from 2 target GAA customers and is in discussions with the other major GAA developers (TSMC, Samsung, Intel, Rapidus). Structural (TEM) analysis can ship back quickly; full electrical qualification may take ~6 months as customer fabs run the wafers.
Breakthrough in GaN on Silicon (RF & Power)
Preliminary data indicates MST can dramatically reduce the parasitic sheet charge at the GaN–silicon interface, potentially addressing a 20+-year industry problem. An industry veteran called the measured sheet-charge data the best he has seen in 20 years. Atomera is engaging on both 200 mm and 300 mm wafers and expanding GaN efforts from power into RF, which may enable faster commercial decisions.
Expanded Strategic and Ecosystem Partnerships
Expanded collaboration with a long-term strategic epi tool partner (weekly co-development), deeper engagement with Synopsys (MST modeling expanded into GaN workflows), and interactions with Incize, Texas State University, Sandia and others to accelerate technical validation and customer-translatable data.
Confirmed RF SOI and Power Device Progress
RF SOI technical results (power switch and LNA) have been confirmed through customer silicon runs. Development work shows potential for MST in TrenchFET and HVT transistors for high-frequency, high-speed and high-voltage applications. Wafers continue to move forward with a second JDA partner toward production pathways.
Significantly Strengthened Cash Position
Cash, cash equivalents and short-term investments increased to $41.1 million at 3/31/26 from $19.2 million at 12/31/25, an increase of $21.9 million (+114%). Financing included a $25.0 million registered direct offering (5.0M shares at $5; net proceeds $23.6M) and ~$3.2M via ATM sales (average $2.47). Current shares outstanding: 38.7M.
Operational Focus and 2026 Expense Guidance Maintained
Company reaffirmed 2026 annual non-GAAP operating expense guidance of ~$18.5 million and emphasized cost discipline. Non-GAAP operating expense for Q1 2026 was $4.8M, up modestly YoY as investment activity increased to support wafer runs and commercial work.
ATOM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ATOM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $10.56 | $9.13 | -13.54% |
Feb 12, 2026 | $2.39 | $3.92 | +64.02% |
Oct 28, 2025 | $3.25 | $3.17 | -2.46% |
Aug 05, 2025 | $4.66 | $3.60 | -22.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Atomera (ATOM) report earnings?
Atomera (ATOM) is schdueled to report earning on Aug 04, 2026, TBA (Confirmed).
What is Atomera (ATOM) earnings time?
Atomera (ATOM) earnings time is at Aug 04, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ATOM EPS forecast?
ATOM EPS forecast for the fiscal quarter 2026 (Q2) is -0.13.