Atomera Reports Q4 Earnings Shortfall Amid Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy ATOM?
Source: seekingalpha
Atomera Inc's stock surged by 40.59% as it crossed above the 5-day SMA, reflecting a significant price movement.
The company's Q4 earnings report revealed a GAAP EPS of -$0.14, missing expectations by $0.01, despite a remarkable 150% year-over-year revenue growth to $0.05 million. This shortfall in earnings may raise concerns among investors about profitability, prompting them to closely monitor future market dynamics and strategic adjustments.
The mixed results indicate that while revenue growth is promising, the company faces challenges in meeting profitability expectations, which could affect its long-term sustainability and investor confidence.
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Analyst Views on ATOM
Wall Street analysts forecast ATOM stock price to fall
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 5.480
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Current: 5.480
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About ATOM
Atomera Incorporated is engaged in the business of developing, commercializing and licensing processes and technologies for the semiconductor industry. The Company’s lead technology, named Mears Silicon Technology (MST) is a thin film of reengineered silicon, typically 100 to 300 angstroms (approximately 20 to 60 silicon atomic unit cells) thick. MST consists of layers of a non-semiconductor, such as oxygen, inserted into a semiconductor material, such as silicon, so that epitaxial growth is preserved. These layers can be used to modify or enhance the basic semiconductor properties and device attributes in a number of ways, including diffusion blocking, variability, mobility, gate leakage, and reliability, among others. MST can be used to create doping profiles. Its MSTcad is a Mathematical Model for the Synopsys Sentaurus Device Platform. MSTcad is available for Sentaurus Process and Device simulation packages, for physical and electrical characterization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cosmos Blockchain Project Sees New Opportunities
- Market Performance Volatility: Cosmos's native token ATOM has lost nearly 50% of its value over the past year, primarily influenced by negative commentary from Anoma co-founder Christopher Goes, who believes Cosmos has entered maintenance mode, impacting investor confidence.
- Recent Price Rebound: Despite challenges, ATOM surged 7.6% in the past 24 hours, reflecting investor optimism towards the Cosmos team's update on its 2026 roadmap, indicating market expectations for future developments.
- Technological Advancements: The Cosmos team's update highlights improved network performance, with transaction speeds doubling and enhanced connectivity expected to attract more networks to join the Cosmos ecosystem, thereby strengthening its market competitiveness.
- Enterprise Investment Potential: The introduction of a proof-of-authority mechanism in the new roadmap aims to encourage enterprise investment and use cases, potentially bringing new growth opportunities to Cosmos and attracting developers to build new projects on this blockchain.
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Atomera Q4 2025 Earnings Call Insights
- Technical Breakthroughs: Atomera has made significant advancements in Gate-All-Around transistor technology, with expectations to implement its MST technology with four global customers in the coming quarters, enhancing market adoption and competitive positioning.
- Financial Performance Overview: The company reported a GAAP net loss of $20.2 million for 2025, translating to a loss of $0.65 per share, which reflects ongoing investment pressures during the technology development phase compared to a loss of $18.4 million in 2024.
- Future Outlook: Revenue expectations for Q1 2026 are projected between $50,000 and $100,000, indicating positive progress in new customer development and technology validation, although no guidance beyond this quarter was provided.
- Market Opportunity Analysis: Management highlighted new opportunities for MST FETs in optimizing energy efficiency in AI data centers, indicating a strategic focus on high-growth markets aimed at driving future commercial success through technological innovation.
See More
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- Earnings Report Shortfall: Atomera's Q4 GAAP EPS of -$0.14 misses expectations by $0.01, indicating challenges in profitability that could undermine investor confidence.
- Significant Revenue Growth: Despite a 150% year-over-year revenue increase to $0.05 million, the figure still falls short of market expectations, highlighting the need for improved sales capabilities to meet investor demands.
- Market Reaction Analysis: The failure to meet earnings expectations may put downward pressure on Atomera's stock price, prompting investors to closely monitor subsequent market dynamics and potential strategic adjustments by the company.
- Uncertain Future Outlook: Given the current financial performance, Atomera must develop effective growth strategies to enhance profitability and strengthen its competitive position in the market, ensuring long-term sustainability.
See More
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- Earnings Announcement Schedule: Atomera is set to announce its Q4 earnings on February 12 after market close, with market participants keenly awaiting its performance following two years of volatility.
- Earnings Expectations Analysis: The consensus EPS estimate stands at -$0.14, reflecting a staggering 187.5% year-over-year decline, indicating significant profitability challenges that may impact investor confidence.
- Revenue Growth Expectations: Despite the poor EPS outlook, the consensus revenue estimate is projected at $0.1 million, representing a remarkable 400% year-over-year increase, showcasing the company's strong growth potential in specific areas.
- Historical Performance Review: Over the past two years, Atomera has only beaten EPS estimates 13% of the time and revenue estimates 38% of the time, highlighting uncertainty in the company's performance forecasts, necessitating cautious evaluation by investors.
See More
Atomera Announces Q4 and FY 2025 Financial Results Release Plan
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- Live Webinar: The company will host a live video Zoom webinar on the same day at 2:00 PM Pacific Time (5:00 PM Eastern Time), providing investors with direct access to understand financial performance, thereby enhancing investor relations.
- Technology Overview: Atomera focuses on semiconductor materials and technology licensing, with its Mears Silicon Technology™ (MST®) aimed at improving performance and power efficiency in semiconductor transistors, showcasing the company's ongoing efforts in technological innovation.
- Market Application Potential: MST technology is compatible with existing semiconductor manufacturing equipment and complements other nano-scaling technologies in the industry roadmap, indicating Atomera's strategic positioning and future growth potential in the semiconductor sector.
See More
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Financial Performance: The company reported a GAAP net loss of $5.6 million for Q3 2025, with increased operating expenses attributed to R&D and administrative costs. Cash reserves decreased to $20.3 million, and the company raised approximately $2 million through its ATM facility during the quarter.
Outlook and Strategy: Atomera anticipates recognizing $75,000 to $125,000 in NRE revenue in Q4 2025, with a focus on rapid revenue opportunities through MST starting wafers. The appointment of a new VP of Sales aims to enhance commercial growth and license conversions.
Risks and Concerns: The loss of immediate revenue visibility from STMicroelectronics poses challenges, alongside the risks associated with customer transitions and the variability in revenue recognition due to iterative testing processes. Management is prioritizing MST products and strategic partnerships to mitigate these risks.
See More
Cosmos Blockchain Project Sees New Opportunities
- Market Performance Volatility: Cosmos's native token ATOM has lost nearly 50% of its value over the past year, primarily influenced by negative commentary from Anoma co-founder Christopher Goes, who believes Cosmos has entered maintenance mode, impacting investor confidence.
- Recent Price Rebound: Despite challenges, ATOM surged 7.6% in the past 24 hours, reflecting investor optimism towards the Cosmos team's update on its 2026 roadmap, indicating market expectations for future developments.
- Technological Advancements: The Cosmos team's update highlights improved network performance, with transaction speeds doubling and enhanced connectivity expected to attract more networks to join the Cosmos ecosystem, thereby strengthening its market competitiveness.
- Enterprise Investment Potential: The introduction of a proof-of-authority mechanism in the new roadmap aims to encourage enterprise investment and use cases, potentially bringing new growth opportunities to Cosmos and attracting developers to build new projects on this blockchain.
See More
Atomera Q4 2025 Earnings Call Insights
- Technical Breakthroughs: Atomera has made significant advancements in Gate-All-Around transistor technology, with expectations to implement its MST technology with four global customers in the coming quarters, enhancing market adoption and competitive positioning.
- Financial Performance Overview: The company reported a GAAP net loss of $20.2 million for 2025, translating to a loss of $0.65 per share, which reflects ongoing investment pressures during the technology development phase compared to a loss of $18.4 million in 2024.
- Future Outlook: Revenue expectations for Q1 2026 are projected between $50,000 and $100,000, indicating positive progress in new customer development and technology validation, although no guidance beyond this quarter was provided.
- Market Opportunity Analysis: Management highlighted new opportunities for MST FETs in optimizing energy efficiency in AI data centers, indicating a strategic focus on high-growth markets aimed at driving future commercial success through technological innovation.
See More
Atomera Q4 Earnings Report Analysis
- Earnings Report Shortfall: Atomera's Q4 GAAP EPS of -$0.14 misses expectations by $0.01, indicating challenges in profitability that could undermine investor confidence.
- Significant Revenue Growth: Despite a 150% year-over-year revenue increase to $0.05 million, the figure still falls short of market expectations, highlighting the need for improved sales capabilities to meet investor demands.
- Market Reaction Analysis: The failure to meet earnings expectations may put downward pressure on Atomera's stock price, prompting investors to closely monitor subsequent market dynamics and potential strategic adjustments by the company.
- Uncertain Future Outlook: Given the current financial performance, Atomera must develop effective growth strategies to enhance profitability and strengthen its competitive position in the market, ensuring long-term sustainability.
See More
Atomera Set to Announce Q4 Earnings on February 12
- Earnings Announcement Schedule: Atomera is set to announce its Q4 earnings on February 12 after market close, with market participants keenly awaiting its performance following two years of volatility.
- Earnings Expectations Analysis: The consensus EPS estimate stands at -$0.14, reflecting a staggering 187.5% year-over-year decline, indicating significant profitability challenges that may impact investor confidence.
- Revenue Growth Expectations: Despite the poor EPS outlook, the consensus revenue estimate is projected at $0.1 million, representing a remarkable 400% year-over-year increase, showcasing the company's strong growth potential in specific areas.
- Historical Performance Review: Over the past two years, Atomera has only beaten EPS estimates 13% of the time and revenue estimates 38% of the time, highlighting uncertainty in the company's performance forecasts, necessitating cautious evaluation by investors.
See More
Atomera Announces Q4 and FY 2025 Financial Results Release Plan
- Earnings Release Schedule: Atomera plans to release its fourth quarter and fiscal year 2025 financial results after market close on February 12, 2026, indicating the company's commitment to transparency and investor communication.
- Live Webinar: The company will host a live video Zoom webinar on the same day at 2:00 PM Pacific Time (5:00 PM Eastern Time), providing investors with direct access to understand financial performance, thereby enhancing investor relations.
- Technology Overview: Atomera focuses on semiconductor materials and technology licensing, with its Mears Silicon Technology™ (MST®) aimed at improving performance and power efficiency in semiconductor transistors, showcasing the company's ongoing efforts in technological innovation.
- Market Application Potential: MST technology is compatible with existing semiconductor manufacturing equipment and complements other nano-scaling technologies in the industry roadmap, indicating Atomera's strategic positioning and future growth potential in the semiconductor sector.
See More
Atomera announces updated MST implementation and revised collaboration with STMicroelectronics as it speeds up customer evaluations in power and memory sectors.
Management Insights: Atomera's collaboration with STMicroelectronics faced setbacks due to reliability issues, leading to a shift in focus to a 300-millimeter platform and a loss of near-term royalty revenue. However, a new MST implementation was validated, promising significant performance improvements and potential for broader market applications.
Financial Performance: The company reported a GAAP net loss of $5.6 million for Q3 2025, with increased operating expenses attributed to R&D and administrative costs. Cash reserves decreased to $20.3 million, and the company raised approximately $2 million through its ATM facility during the quarter.
Outlook and Strategy: Atomera anticipates recognizing $75,000 to $125,000 in NRE revenue in Q4 2025, with a focus on rapid revenue opportunities through MST starting wafers. The appointment of a new VP of Sales aims to enhance commercial growth and license conversions.
Risks and Concerns: The loss of immediate revenue visibility from STMicroelectronics poses challenges, alongside the risks associated with customer transitions and the variability in revenue recognition due to iterative testing processes. Management is prioritizing MST products and strategic partnerships to mitigate these risks.
See More
