Insider Activity
$0.00 buy / $1.9M sell
NLST
NETLIST INC
$5.67 ▼ -0.18%
Prev close $5.6812-mo target$15.00 (+164.6%)
Insider Selling Cluster (3 insiders)High Impact Filing (8/10) Semiconductors
Snapshot
The big-picture read on NLST right now — valuation, ownership and activity at a glance.
Insider Net $
-$1.9M
Social Sentiment
50° Neutral
SEC Reports
7
Price chart 30d +2.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 4, 2026 ftd
FTD: NLST — 221,582 shares ($1.2M) failed to deliver
Settlement: 20260904, Price: $5.56, FTD Value: $1,231,995.92, NETLIST, INC. COM STK
Aug 17, 2026 Insider
SASAKI GAIL M sold 100,000 shares
EVP and CFO @ $6.91 ($690.7K)
Aug 12, 2026 Insider
Aug 5, 2026 SEC SASAKI GAIL M sold 25,000 shares
EVP and CFO @ $4.49 ($112.3K)
Netlist entered into a comprehensive strategic alliance with Samsung, including a patent cross-license agreement with an
8-K — Impact 8/10
Aug 5, 2026 Insider
Jul 30, 2026 SEC SASAKI GAIL M sold 25,000 shares
EVP and CFO @ $3.99 ($99.8K)
Netlist reported Q2 2026 revenue of $109.8M (+163% YoY, +22% above $90M consensus), but net income fell sharply to $1.4M
8-K — Impact 5/10
Netlist reported Q1 2026 results with net sales of $104.9M, a 262% YoY increase, and net income of $8.6M ($0.03 per shar
8-K — Impact 7/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 30, 2024 | Roth MKM | MAINTAIN | Buy | 52% |
| Jul 2, 2021 | Roth Capital | MAINTAIN | Buy | 56% |
| Apr 7, 2021 | Roth Capital | MAINTAIN | Buy | 56% |
| May 31, 2018 | Roth Capital | UPGRADE | Buy | 56% |
| Apr 17, 2018 | Roth Capital | DOWNGRADE | Neutral | 56% |
| Aug 24, 2017 | Roth Capital | INITIATE | Buy | 56% |
| Sep 30, 2016 | Benchmark | INITIATE | Speculative Buy | 54% |
| Sep 22, 2016 | B. Riley Securities | INITIATE | Buy | 54% |
| Jan 17, 2014 | Needham | UPGRADE | Hold | 50% |
| Dec 2, 2013 | Craig-Hallum | INITIATE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Aug 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jul 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jun 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Price targets
Where 1 covering analysts think NLST trades over the next 12 months.
$15.00 +164.6% upside Strong Buy
Current$5.67 Low$15.00 Median$15.00 High$15.00 1 analysts
$15.00$15.00
Analyst rating Strong Buy· 1.0/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
What is your position and support for NLST at the moment?
▲ 1 · 💬 1· ⚡ 0.5
NLST Sept 9th Oral Arguments: Anyone else plan to take profits into the pre-court hype?
▲ 1 · 💬 1· ⚡ 0.5
Netlist (NLST) - Samsung settlement (8/5/26) and what comes next
▲ 1 · 💬 6· ⚡ 0.5
Wallstreetbets moderators are stupid! Look at what they cost their members!
▲ 1 · 💬 1· ⚡ 0.5
Netlist vs Samsung trial results!!!!!!!
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 2 bearish, 1 mixed, 2 neutral · avg impact 5.6/10.
BULLISH8-K8/10
Netlist entered into a comprehensive strategic alliance with Samsung, including a patent cross-licen
Aug 5, 2026
MIXED8-K5/10
Netlist reported Q2 2026 revenue of $109.8M (+163% YoY, +22% above $90M consensus), but net income f
Jul 30, 2026
BULLISH8-K7/10
Netlist reported Q1 2026 results with net sales of $104.9M, a 262% YoY increase, and net income of $
May 12, 2026
NEUTRALCLUSTER3/10
Two Netlist directors, Welch Blake and Cho Jun, sold shares in a coordinated cluster totaling $95K o
Apr 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 4, 2026
ftd
FTD: NLST — 221,582 shares ($1.2M) failed to deliver
Settlement: 20260904, Price: $5.56, FTD Value: $1,231,995.92, NETLIST, INC. COM STK
Aug 31, 2026
ftd
FTD: NLST — 220,926 shares ($1.5M) failed to deliver
Settlement: 20260831, Price: $6.63, FTD Value: $1,464,739.38, NETLIST, INC. COM STK
Aug 28, 2026
ftd
FTD: NLST — 223,564 shares ($1.4M) failed to deliver
Settlement: 20260828, Price: $6.08, FTD Value: $1,359,269.12, NETLIST, INC. COM STK
Aug 19, 2026
ftd
FTD: NLST — 275,407 shares ($1.8M) failed to deliver
Settlement: 20260819, Price: $6.40, FTD Value: $1,762,604.8, NETLIST, INC. COM STK
Aug 18, 2026
ftd
FTD: NLST — 236,162 shares ($1.4M) failed to deliver
Settlement: 20260818, Price: $6.03, FTD Value: $1,424,056.86, NETLIST, INC. COM STK
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.60 | $0.60–$0.60 | 3100.0% | +0.0% | 1↑ 0↓ | $0.3B | 1 |
| Next Q | $0.15 | $0.15–$0.15 | 1600.0% | +0.0% | 1↑ 0↓ | $0.2B | 1 |
| Current FY | $0.79 | $0.79–$0.79 | 977.8% | +0.0% | 1↑ 0↓ | $0.7B | 1 |
| Next FY | $0.60 | $0.60–$0.60 | -24.0% | +0.0% | 1↑ 0↓ | $0.8B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.600 | — |
| 7d ago | $0.600 | — |
| 30d ago | $0.600 | — |
| 60d ago | $0.010 | +0.590 |
| 90d ago | $0.000 | +0.600 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
4 insiders, 21 transactions. Net -$1.9M — $0.00 bought, $1.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | SASAKI GAIL M | EVP and CFO | SELL | 100,000 | $6.91 | $690.7K |
| Aug 12, 2026 | SASAKI GAIL M | EVP and CFO | SELL | 25,000 | $4.49 | $112.3K |
| Aug 5, 2026 | SASAKI GAIL M | EVP and CFO | SELL | 25,000 | $3.99 | $99.8K |
| Jul 16, 2026 | Hong Chun K | President, CEO and Chairman | AWARD | 4,000,000 | — | — |
| Jun 8, 2026 | Hong Chun K | President, CEO and Chairman | SELL | 40,000 | $2.72 | $108.8K |
| Jun 5, 2026 | SASAKI GAIL M | EVP and CFO | AWARD | 200,000 | — | — |
| Jun 5, 2026 | Cho Jun | Director | AWARD | 100,000 | — | — |
| Jun 5, 2026 | WELCHER BLAKE | Director | AWARD | 100,000 | — | — |
| Jun 5, 2026 | Hong Chun K | President, CEO and Chairman | AWARD | 856,500 | — | — |
| May 15, 2026 | SASAKI GAIL M | EVP and CFO | SELL | 8,876 | $2.63 | $23.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NLST.
Shares short
15,942,154
Settlement Sep 15, 2026
Change vs prior
-5.2%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume
All NLST filing & press-release reports (7)
- 8-K reportAug 5, 2026
- 8-K reportJul 30, 2026
- 8-K reportMay 12, 2026
- CLUSTER reportApr 25, 2026
- 144 reportApr 22, 2026
- CLUSTER reportMar 19, 2026
- CLUSTER reportMar 17, 2026