Monitor customer engagement conversions to licensing revenue and cash burn rate; the JDA with IQE may provide a commercialization path for GaN-on-silicon but near-term revenue visibility remains low.
Price Chart
Executive Summary
Atomera reported Q3 2026 net loss of $6.0M ($0.15/share), wider than the $5.6M loss a year ago and above the $-0.12 EPS consensus. Revenue was $0, missing the $100K consensus estimate. The company highlighted three GAA customer engagements and a JDA with IQE for RF GaN, but remains pre-revenue with cash burn accelerating.
Key Financial Metrics
Key Facts
- Net loss of $6.0M in Q3 2026 vs $5.6M in Q3 2025
- EPS of -$0.15 vs consensus -$0.12 (miss)
- Revenue of $0 vs consensus $100K (miss)
- Cash, equivalents and short-term investments $34.8M as of Sept 30, 2026, up from $19.2M at Dec 31, 2025
- Three customer engagements in gate-all-around; signed JDA with IQE for RF GaN
- Adjusted EBITDA loss of $4.6M vs $4.4M in Q3 2025
Financial Impact
Net loss widened by $0.4M YoY; EPS missed consensus by $0.03; revenue $100K below consensus
Risk Factors
- Pre-revenue stage with widening losses and no near-term revenue catalyst
- Cash burn of ~$6M/quarter implies ~5.8 quarters of runway at current pace
- Dependence on licensing deals and JDA outcomes for future revenue
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302924164 |
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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