Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$510.0M
23M shares
52-week range
$5.76 – $51.50
37% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $49.4M | $37.5M | $42.0M | $55.1M | $60.0M | $63.8M | $50.4M | $55.2M |
| Cost of revenue | $24.1M | $19.2M | $23.9M | $22.1M | $26.0M | $26.5M | $24.3M | $27.0M |
| Gross profit | $25.3M | $18.3M | $18.1M | $33.1M | $33.9M | $37.2M | $26.1M | $28.2M |
| Gross margin | 51.3% | 48.9% | 43.0% | 60.0% | 56.6% | 58.4% | 51.8% | 51.2% |
| R&D | $23.6M | $14.2M | $10.9M | $12.6M | $11.1M | $11.8M | $13.7M | $14.1M |
| Operating income | −$17.3M | −$14.4M | −$7.6M | $5.0M | $6.2M | $5.9M | −$7.1M | −$6.5M |
| EBITDA | −$15.4M | −$12.2M | −$5.6M | $6.3M | $7.4M | $10.3M | $2.5M | $2.8M |
| Net income | −$17.8M | −$14.7M | −$8.5M | $4.3M | $6.1M | $9.1M | $781.0K | −$586.0K |
| Net margin | -35.9% | -39.1% | -20.3% | 7.9% | 10.2% | 14.2% | 1.5% | -1.1% |
| EPS (diluted) | -1.08 | -0.92 | -0.45 | 0.22 | 0.29 | 0.42 | 0.04 | -0.03 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $69M | $0.03 | $0.02–$0.03 | 2 |
| 2027 | $78M | $0.15 | $0.11–$0.19 | 2 |
| 2028 | $85M | $0.27 | $0.24–$0.30 | 1 |
Forward consensus · source: Financial Modeling Prep
Everspin Technologies Inc is a manufacturer of Magnetoresistive Random Access Memory (MRAM) technology. The company manufactures MRAM products using both captive and third-party manufacturing capabilities. It purchases industry-standard complementary metal-oxide semiconductor (CMOS) wafers from semiconductor foundries and perform back end of line (BEOL) processing that includes magnetic-bit technology at leased 200mm fabrication facility in Chandler, Arizona. It also manufactures full-flow 300mm CMOS wafers with STT-MRAM magnetic-bit technology integrated in BEOL. The company's customers are in key markets, such as industrial, medical, automotive/transportation, aerospace, and data center.
www.everspin.comNo one on the platform currently holds MRAM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 334,367 | $2.9M |
No one on the platform has traded MRAM yet.
| $605167 |
| — |
| GSITGSI Technology, Inc. | $6.85 | +0.15% | $218M | — |
| KLTRKaltura, Inc. | $1.26 | -2.33% | $189M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at NaN× earnings vs its 37.8× historical median P/E.
Fair value ≈ $-0.58 · price $22.53 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$MRAM GOOGLE FACES AI CAPACITY CRUNCH AS DEMAND OUTSTRIPS SUPPLY: REPORT Google is reportedly struggling to keep up with surging demand for its AI services due to limited computing capacity. The supply constraints highlight the intense competition for AI infrastructure, with tech companies racing to expand data centers and secure high-performance chips to support growing enterprise and consumer adoption.
View on StockTwits ↗$MRAM any chance this get bought out by Samsung, SK Hynix or Micron?
View on StockTwits ↗$MRAM the Bull case here comes down to whether or not you believe that this durable chip has value beyond the Navy contract. I remain uncertain and trying to decide whether to dump my loss or ride it out through earnings. Calls suck right now as not much interest. Debating whether to eat it and put money elsewhere or ride out the technicals into earnings. The CEO dumped a chunk of shares so that’s a yellow flag as well. Not advice just musings. I am holding for now and counting on the fact that chip deflation is temporary
View on StockTwits ↗$MRAM time to cook. Slow and steady she goes back up. No fear
View on StockTwits ↗$MRAM Crazy we’ve had no news since earnings- hopefully something big is cooking 😎
View on StockTwits ↗$MRAM lets go to $17-18 then, then up to $50 and $200 by EoY!
View on StockTwits ↗$MRAM I’m thinking that we get the technical bounce tomorrow from Fridays inclusion. Index funds will drive the catalyst I hope cause I don’t think it’s priced in yet. We should see this rise on technicals through earnings in August. I was dead wrong the last time this appeared oversold and ate my calls. But I’m thinking this setup is better.
View on StockTwits ↗$MRAM Companies are directly linked to Everspin Technologies, either as its contract manufacturing partners, IP licensees, or fierce rivals.Because Everspin operates as a "fabless" semiconductor company, it designs the technology and owns a massive portfolio of over 600 MRAM patents, but it relies on major global foundries to actually build the chips. $MU $GFS
View on StockTwits ↗$MRAM Will slow bleed until earning probably settle around 17-18$. Earnings coupled with coming catalysts we’ll see 50 again
View on StockTwits ↗For my current subscribers and future subscribers: We have had some major winners from our alerts: $SATL alerted near $6 → ran to $12 $DRAM alerted near $54 → ran to $72 $MRAM alerted near $25 → ran to $52 $NBIS alerted near $113 → ran to $236 $EOSE alerted near $9.60 → ran to $20 Not every play works immediately. A few have not worked yet: LMND alerted near $85 → currently around $33 QS alerted near $15 → currently around $7 The goal is not to be perfect. The goal is to find asymmetric bets where the upside potential is much bigger than the downside risk. To my subscribers and future subscribers: When the next bull run starts, this is the type of portfolio performance we are working to build again. Are you going to miss out again?
View on StockTwits ↗$MRAM Doubt the memory stocks is in play atm. Don't worry though the "fear" will cycle to something else. Personally I feel institutional money has been playing a shift away and shift back once the sheep follow the drop....
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.