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北京时间·🕒 发布 04:01:00时区推断·⟳ 抓取 12:45:07·⚡ 决策 08-05 15:58:16 +3h13m·83.5 天前

Atomera二季度收入15.8万美元、净亏损633.6万美元,仍未披露实质授权放量

二季度收入仅15.8万美元、净亏损633.6万美元,仍处MST技术前商业化阶段,没有披露可量化的royalty制造授权或客户量产收入。

📄 原文PR Newswire Technology↗ 原文
Atomera Provides Second Quarter 2026 Results
LOS GATOS, Calif., Aug. 4, 2026 /PRNewswire/ -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and tech…
不做 Atomera(ATOM.US)
二季度仍只有15.8万美元收入和633.6万美元净亏损,未披露具名客户、授权金额、royalty量产或收入指引;技术进展不可量化且盘前已涨,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 medium ↗

消息传播链

  1. 2026-08-04 16:01 ET首发Atomera / PRNewswire一手源原文 ↗
    公司盘后发布二季度财报和研发进展,披露收入15.8万美元、净亏损633.6万美元、现金及短投3840万美元。
  2. 2026-08-05 03:10 ET市场反应stock_quote/futu非一手
    ATOM.US最新价5.65美元,较前收5.29美元上涨6.81%,但行情历史返回partial,未用于形成交易。
    市场反应:ATOM.US +6.81%

关键理由

  • 二季度收入仅15.8万美元、净亏损633.6万美元,仍处MST技术前商业化阶段,没有披露可量化的royalty制造授权或客户量产收入。
  • 现金及短期投资增至3840万美元改善 runway,但39.0百万股流通股和持续亏损说明当前更多是融资支撑而非经营拐点。
  • GaN-on-Silicon、GAA客户和存储客户进展均为定性表述,无法形成短期收入、利润或订单增量测算。

主要风险

  • 若后续披露具名晶圆厂授权、量产royalty或重大JDA付款,当前不做判断需要重评。
  • 股价盘前显示上涨,说明市场可能短炒技术表述,但缺少商业化金额支撑,追涨风险高。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-08-05 · 影响 weakens
    内部库未命中能支持本次形成商业化拐点的客户金额或royalty数据,削弱做多。
    检索:Atomera ATOM Q2 2026 results MST licensing revenue customers losses cash
  • 做空前查反向 · 来源 filing · 日期 2026-08-04 · 影响 weakens
    现金及短期投资升至3840万美元且无违约、融资失败或正式指引下修,亏损扩大不足以构成强空催化。
    检索:Atomera Q2 2026 cash revenue loss licensing progress 原文 ↗
工具调用 · 历史记录,结果未知(6 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知
  • search_case_library · 结果未知
  • event_study · 结果未知
  • validate_order · 结果未知

原文全文

展开原文 · 10,130 字
LOS GATOS, Calif., Aug. 4, 2026 /PRNewswire/ -- Atomera Incorporated (NASDAQ: ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results for the second quarter ended June 30, 2026.
Recent Company Highlights
- Announced a new approach to GaN-on-Silicon that addresses a key performance barrier for RF applications
- Continued strong progress with GAA customers
- Growing interest from DRAM and flash memory providers
Management Commentary
"This quarter Atomera made excellent progress with customer engagements across our key target markets, in particular the advanced logic and memory segments where AI is creating the need for further performance improvements," said Scott Bibaud, president and CEO of Atomera. "In the past, RF designers have avoided using GaN for high volume applications because of the high cost and complexity of working with GaN on Silicon Carbide. Our breakthrough results with RF GaN on silicon have the potential to enable an entirely new class of RF devices which can now take advantage of the performance improvements GaN provides with the low cost of silicon substrates."
Financial Results
The Company incurred a net loss of ($6.3) million, or ($0.17) per basic and diluted share in the second quarter of 2026, compared to a net loss of ($5.0) million, or ($0.17) per basic and diluted share, for the second quarter of 2025. Adjusted EBITDA (a non-GAAP financial measure) in the second quarter of 2026 was a loss of ($5.0) million compared to an adjusted EBITDA loss of ($4.0) million in the second quarter of 2025.
The Company had $38.4 million in cash, cash equivalents, and short-term investment as of June 30, 2026 compared to $19.2 million of cash and cash equivalents as of December 31, 2025.
The total number of shares outstanding was 39.0 million as of June 30, 2026.
Second Quarter 2026 Results Webinar
Atomera will host a live video webinar today to discuss its financial results and recent progress.
Date: Tuesday, Aug. 4, 2026
Time: 2:00 p.m. PT (5:00 p.m. ET)
Webcast: Accessible at https://ir.atomera.com
Note about Non-GAAP Financial Measures
In addition to the unaudited results presented in accordance with generally accepted accounting principles, or GAAP, in this press release, Atomera presents adjusted EBITDA, which is a non-GAAP financial measure. Adjusted EBITDA is determined by taking net loss and eliminating the impacts of interest, depreciation, amortization and stock-based compensation. Our definition of adjusted EBITDA may not be comparable to the definitions of similarly-titled measures used by other companies. We believe that this non-GAAP financial measure, viewed in addition to and not in lieu of our reported GAAP results, provides useful information to investors by providing a more focused measure of operating results. This metric is used as part of the Company's internal reporting to evaluate its operations and the performance of senior management. A table reconciling this measure to the comparable GAAP measure is available in the accompanying financial tables below.
About Atomera Incorporated
Atomera Incorporated is a semiconductor materials and technology licensing company focused on deploying its proprietary, silicon-proven technology into the semiconductor industry. Atomera has developed Mears Silicon Technology™ (MST®), which increases performance and power efficiency in semiconductor transistors. MST can be implemented using equipment already deployed in semiconductor manufacturing facilities and is complementary to other nano-scaling technologies already in the semiconductor industry roadmap. More information can be found at www.atomera.com.
Safe Harbor
This press release contains forward-looking statements concerning Atomera Incorporated, including statements regarding the prospects for the semiconductor industry generally and the ability of our MST technology to significantly improve semiconductor performance. Those forward-looking statements involve known and unknown risks, uncertainties and other factors that could cause actual results to differ materially. Among those factors are: (1) the fact that, to date, we have only recognized minimal engineering services and licensing revenues thus subjecting us to all the risks inherent in an early-stage enterprise; (2) the risk that licensees or JDA customers do not advance to royalty-based manufacturing and distribution licenses; (3) our ability to add other licensees and/or JDA customers; (4) risks related to our ability to raise sufficient capital, as and when needed, to pursue the further development, licensing and commercialization of our MST technology; (5) our ability to protect our proprietary technology, trade secrets and know-how and (6) those other risks disclosed in the section "Risk Factors" included in our Annual Report on Form 10-K filed with the SEC on February 24, 2026. We caution readers not to place undue reliance on any forward-looking statements. We do not undertake, and specifically disclaim any obligation, to update or revise such statements to reflect new circumstances or unanticipated events as they occur.
-- Financial Tables Follow –
Atomera Incorporated |
||||||||
June 30, |
December 31, |
|||||||
2026 |
2025 |
|||||||
(Unaudited) |
||||||||
ASSETS |
||||||||
Current assets: |
||||||||
Cash and cash equivalents |
$ |
15,146 |
$ |
19,210 |
||||
Short-term investments |
23,206 |
– |
||||||
Interest receivable |
58 |
54 |
||||||
Prepaid expenses and other current assets |
542 |
338 |
||||||
Total current assets |
38,952 |
19,602 |
||||||
Property and equipment, net |
59 |
60 |
||||||
Security deposit |
14 |
14 |
||||||
Operating lease right-of-use asset |
1,128 |
884 |
||||||
Financing lease right-of-use-asset |
70 |
533 |
||||||
Total assets |
$ |
40,223 |
$ |
21,093 |
||||
LIABILITIES AND STOCKHOLDERS' EQUITY |
||||||||
Current liabilities: |
||||||||
Accounts payable |
$ |
569 |
$ |
608 |
||||
Accrued expenses |
297 |
168 |
||||||
Accrued payroll related expenses |
1,118 |
650 |
||||||
Current operating lease liability |
304 |
147 |
||||||
Current financing lease liability |
– |
420 |
||||||
Deferred Revenue |
– |
7 |
||||||
Total current liabilities |
2,288 |
2,000 |
||||||
Long-term operating lease liability |
860 |
712 |
||||||
Total liabilities |
3,148 |
2,712 |
||||||
Commitments and contingencies |
– |
– |
||||||
Stockholders' equity: |
– |
– |
||||||
Preferred stock $0.001 par value, authorized 2,500 shares; none issued and |
||||||||
Common stock: $0.001 par value, authorized 47,500 shares; 39,024 shares issued |
39 |
32 |
||||||
Additional paid in capital |
291,157 |
260,043 |
||||||
Other comprehensive income (loss) |
(18) |
– |
||||||
Accumulated deficit |
(254,103) |
(241,694) |
||||||
Total stockholders' equity |
37,075 |
18,381 |
||||||
Total liabilities and stockholders' equity |
$ |
40,223 |
$ |
21,093 |
Atomera Incorporated |
||||||||||||||||||||||||||||||||||||||||||||
Three Months Ended |
Six Months Ended |
|||||||||||||||||||||||||||||||||||||||||||
June 30, |
March 31, |
June 30, |
June 30, |
|||||||||||||||||||||||||||||||||||||||||
2026 |
2026 |
2025 |
2026 |
2025 |
||||||||||||||||||||||||||||||||||||||||
Revenue |
$ |
158 |
$ |
11 |
$ |
– |
$ |
169 |
$ |
4 |
||||||||||||||||||||||||||||||||||
Cost of revenue |
(26) |
(126) |
(62) |
(152) |
(62) |
|||||||||||||||||||||||||||||||||||||||
Gross margin |
132 |
(115) |
(62) |
17 |
(58) |
|||||||||||||||||||||||||||||||||||||||
Operating expenses |
||||||||||||||||||||||||||||||||||||||||||||
Research and development |
3,287 |
3,457 |
3,004 |
6,744 |
6,259 |
|||||||||||||||||||||||||||||||||||||||
General and administrative |
3,167 |
2,333 |
2,048 |
5,500 |
4,136 |
|||||||||||||||||||||||||||||||||||||||
Selling and marketing |
437 |
419 |
141 |
856 |
265 |
|||||||||||||||||||||||||||||||||||||||
Total operating expenses |
6,891 |
6,209 |
5,193 |
13,100 |
10,660 |
|||||||||||||||||||||||||||||||||||||||
Loss from operations |
(6,759) |
(6,324) |
(5,255) |
(13,083) |
(10,718) |
|||||||||||||||||||||||||||||||||||||||
Other income (expense) |
||||||||||||||||||||||||||||||||||||||||||||
Interest income |
172 |
197 |
234 |
369 |
504 |
|||||||||||||||||||||||||||||||||||||||
Accretion income |
178 |
57 |
– |
235 |
6 |
|||||||||||||||||||||||||||||||||||||||
Interest expense |
(1) |
(4) |
(18) |
(5) |
(39) |
|||||||||||||||||||||||||||||||||||||||
Other income, net |
74 |
1 |
72 |
75 |
71 |
|||||||||||||||||||||||||||||||||||||||
Total other income (expense), net |
423 |
251 |
288 |
674 |
542 |
|||||||||||||||||||||||||||||||||||||||
Net loss |
$ |
(6,336) |
$ |
(6,073) |
$ |
(4,967) |
$ |
(12,409) |
$ |
(10,176) |
||||||||||||||||||||||||||||||||||
Net loss per common share, basic and diluted |
$ |
(0.17) |
$ |
(0.17) |
$ |
(0.17) |
$ |
(0.34) |
$ |
(0.34) |
||||||||||||||||||||||||||||||||||
Weighted average number of common shares outstanding, basic and diluted |
38,647 |
35,256 |
30,397 |
36,961 |
30,321 |
Atomera Incorporated |
||||||||||||||||||||||||||||||||||||||||||
Three Months Ended |
Six Months Ended |
|||||||||||||||||||||||||||||||||||||||||
June 30, |
March 31, |
June 30, |
June 30, |
|||||||||||||||||||||||||||||||||||||||
2026 |
2026 |
2025 |
2026 |
2025 |
||||||||||||||||||||||||||||||||||||||
Net loss (GAAP) |
$ |
(6,336) |
$ |
(6,073) |
$ |
(4,967) |
$ |
(12,409) |
$ |
(10,176) |
||||||||||||||||||||||||||||||||
Depreciation and amortization |
6 |
9 |
12 |
15 |
24 |
|||||||||||||||||||||||||||||||||||||
Stock-based compensation |
1,741 |
1,406 |
1,278 |
3,147 |
2,287 |
|||||||||||||||||||||||||||||||||||||
Interest income |
(172) |
(197) |
(234) |
(369) |
(504) |
|||||||||||||||||||||||||||||||||||||
Accretion income |
(178) |
(57) |
– |
(235) |
(6) |
|||||||||||||||||||||||||||||||||||||
Interest expense |
1 |
4 |
18 |
5 |
39 |
|||||||||||||||||||||||||||||||||||||
Other income, net |
(74) |
(1) |
(72) |
(75) |
(71) |
|||||||||||||||||||||||||||||||||||||
Net loss non-GAAP EBITDA |
$ |
(5,012) |
$ |
(4,909) |
$ |
(3,965) |
$ |
(9,921) |
$ |
(8,407) |
SOURCE Atomera Incorporated

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