Monitor for any customer licensing agreements or royalty revenue that would validate MST adoption. The JDA with IQE and engagement with three GAA customers are positive signals but have not yet translated into revenue.
Price Chart
Executive Summary
Atomera reported Q3 2026 results with zero revenue, a net loss of $6.0M ($0.15 per share), and an adjusted EBITDA loss of $4.6M. The company highlighted increased customer engagement in gate-all-around transistors, a joint development agreement with IQE for RF GaN, and a demonstration of MST for next-generation DRAM. Cash and short-term investments stood at $34.8M, down from $41.1M at the end of Q1 2026.
Key Financial Metrics
Key Facts
- Q3 2026 revenue was $0, compared to $11K in Q3 2025 and $158K in Q2 2026.
- Net loss was $6.0M ($0.15 per share) vs $5.6M ($0.17 per share) in Q3 2025.
- Adjusted EBITDA loss was $4.6M vs $4.4M in Q3 2025.
- Cash, cash equivalents and short-term investments were $34.8M as of Sept. 30, 2026, down from $41.1M as of March 31, 2026.
- Shares outstanding were 39.1 million as of Sept. 30, 2026.
- Engaged with three of four gate-all-around customers.
- Signed a Joint Development Agreement with IQE for RF GaN-on-silicon solutions.
- Demonstrated MST technology for next-generation DRAM transistors.
Financial Impact
Pre-revenue company with $34.8M cash burn rate of approximately $6M per quarter; no revenue generated in Q3 2026.
Risk Factors
- Zero revenue in Q3 2026 highlights continued pre-commercialization stage.
- Cash burn of ~$6M per quarter implies roughly 5-6 quarters of runway at current cash levels.
- No guidance provided; forward-looking statements are qualitative only.
- document contains text addressed to automated readers
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001683168-26-008161 |
| Document: atomera_8k.htm | 0001683168-26-008161 |
| Document: atomera_ex9902.htm | 0001683168-26-008161 |
| Document: 0001683168-26-008161-index-headers.html | 0001683168-26-008161 |
| Document: 0001683168-26-008161-index.html | 0001683168-26-008161 |
| Document: 0001683168-26-008161.txt | 0001683168-26-008161 |
| 8-K Data (Synthetic) | 0001683168-26-008161 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+20 | awaiting T+20 | No price |
Oct 29, 2026 3d ago | Press Release | $3.31 | awaiting T+20 | awaiting T+20 | $3.35 (−1.21%) |
Oct 19, 2026 13d ago | Press Release | $3.06 | awaiting T+20 | awaiting T+20 | $3.35 (+9.48%) |
Jul 21, 2026 14w ago | Press Release | $5.78 $4.73 | ▼ −18.17% | ▼ −21.06% | $3.35 (−42.04%) |
Jun 17, 2026 19w ago | Insider Cluster | $9.00 $5.69 | ▼ −36.78% | ▼ −37.31% | $3.35 (−62.78%) |
Jun 11, 2026 20w ago | Institutional Cluster | $8.75 $6.83 | ▼ −21.94% | ▼ −23.83% | $3.35 (−61.71%) |
Jun 2, 2026 21w ago | Insider Cluster | $9.10 $7.41 | ▼ −18.57% | ▼ −17.57% | $3.35 (−63.19%) |
May 5, 2026 25w ago | 8-K | $9.13 $9.10 | ▼ −0.33% | ▼ −3.11% | $3.35 (−63.31%) |
Mar 27, 2026 31w ago | DEFA14A | $3.58 $7.31 | ▲ +104.19% | ▲ +91.59% | $3.35 (−6.42%) |
Mar 2, 2026 34w ago | Insider Cluster | $5.24 $3.58 | ▼ −31.68% | ▼ −23.74% | $3.35 (−36.07%) |
US Market Status
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