Atomera (ATOM)
Licenses MST transistor-enhancement technology, MSTcad software, and integration services to chipmakers.
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Develops and licenses MST, a thin-film transistor-enhancement technology, alongside MSTcad simulation software and integration engineering. Revenue remains service- and software-heavy while the royalty model depends on customers qualifying MST for manufacturing.
Licenses Mears Silicon Technology, a reengineered-silicon thin film used to improve transistor performance and power efficiency. MSTcad lets engineers simulate MST on Synopsys Sentaurus TCAD, while integration engineering and wafer-delivery services support customer evaluations.
Based in Los Gatos, the business sells process IP to foundries, IDMs, fabless manufacturers, wafer companies, equipment OEMs, and EDA software partners rather than selling chips or running fabs.
The model aims for license fees and future royalties, but recent revenue has come from MSTcad, consulting, R&D licenses, and engineering services. Adoption depends on customers qualifying MST in manufacturing; ST installed and accepted MST, then stopped the targeted qualification after shifting development to larger wafers.
Company facts
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No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $38.4M · Total debt $1.2M · Total assets $40.2M · Shareholders' equity $37.1M
- Revenue
- $158.0K
- Operating income
- −$6.8M
- Net income
- −$6.3M
No dividends on record.
| Institutions132 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 53.82% | 21.00M shares | |
| Insiders8 holders · as of Aug 4, 2026 | 4.99% | 1.95M shares | |
| Otherremainder | ≈ 41.19% | 16.08M shares |
39.02M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
BlackRock, Inc.Institution | 7.66% | 2.99M | 13Fas of Jun 30, 2026 |
D. E. Shaw & Co., Inc.Institution | 4.84% | 1.89M | 13Fas of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.27% | 1.66M | 13Fas of Jun 30, 2026 |
Avenir CorpInstitution | 3.76% | 1.47M | 13Fas of Jun 30, 2026 |
Baird Financial Group, Inc.Institution | 3.44% | 1.34M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Robert J. Mears | officer: Chief Technology Officer | −1,000 | $5.05 |
| Jul 1, 2026 | Robert J. Mears | officer: Chief Technology Officer | −1,000 | $8.40 |
| Jun 15, 2026 | Scott A. Bibaud | director, officer: CEO and President | −50,000 | $9.37 |
| Jun 15, 2026 | Francis Laurencio | officer: CFO | −12,500 | $9.44 |
| Jun 15, 2026 | Robert J. Mears | officer: Chief Technology Officer | −8,182 | $9.46 |
- Applied Materials
Materials-engineering route to transistor performance gains
- Silvaco Group
TCAD and semiconductor IP alternative to MSTcad workflows
- Synopsys
Sentaurus TCAD and design IP anchor process-development choices
- GlobalFoundries
Foundry process platforms for low-power and RF devices
- Adeia
Semiconductor IP licensing for bonding and process-node upgrades
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atomera | $4.00 | +0.25% | $154.9M | — | — | 673.3 | — |
| Applied Materials | $433.80 | −1.06% | $348.12B | 37.8 | 24.9 | 11.3 | +24.8% |
| Silvaco Group | $6.49 | +3.67% | $204.4M | — | 43.5 | 2.8 | +47.8% |
| Synopsys | $415.50 | −0.11% | $79.65B | 72.7 | 24.6 | 8.5 | +42.4% |
| GlobalFoundries | $43.96 | −0.04% | $24.13B | 34.4 | 20.6 | 3.5 | +5.8% |
| Adeia | $24.99 | +0.04% | $2.76B | 23.1 | 17.3 | 5.9 | +12.1% |
| Median | 36.1 | 24.6 | 5.9 | +24.8% |