Atomera Incorporated (ATOM)

Atomera's stock price has been impacted by several events over the past six months. The Q1 2025 Earnings Call highlighted strategic partnerships and technological advancements, leading to an increase in the stock price. Atomera and Incize announced a strategic collaboration to advance GaN-on-silicon technology in July 2025. The Q2 2025 earnings call highlighted strong demand and strategic partnerships, but the stock price decreased due to a GAAP net loss per share of $(0.17) and GAAP revenue was $0. Atomera joined the National Semiconductor Technology Center to help accelerate U.S. chip development. STMicroelectronics decided not to proceed with MST for their BCD110 product, which meant no immediate line of sight to royalties from this specific project. A preview of Atomera Inc (ATOM) Q3 2025 Earnings Report was published on October 27, 2025, ahead of the official announcement on October 28, 2025.

Specific detailed information on the demand seasonality for Atomera, Inc.'s products and services is not explicitly provided. Atomera's website indicates that it displays mean and median monthly returns for ATOM to identify seasonal patterns, suggesting that such patterns may exist. The adoption of MST in niche markets like power electronics (GaN) could occur at lower performance improvement thresholds if it reduces costs or simplifies scaling, and industry demand for GaN is growing rapidly, serving automotive, power electronics, and data center markets.

Atomera, Inc. develops, commercializes, and licenses processes and technologies for the semiconductor industry, with its core offering being Mears Silicon Technology (MST). MST enhances the performance and power efficiency of semiconductor transistors and is applicable across various segments of the industry. The technology aims to make transistors smaller, faster, and more energy-efficient, benefiting applications such as analog and power devices, DRAM, and RF products. Atomera's business model relies on licensing MST to major semiconductor manufacturers, with the goal of earning royalties as MST is integrated into mass production.

Atomera Incorporated is headquartered in Los Gatos, California. The company develops, commercializes, and licenses its technologies for the semiconductor industry in North America and Europe.

Atomera's brand reputation has been influenced by strategic collaborations, such as the partnership with Incize, and joining the National Semiconductor Technology Center. The company also reached a milestone of 400 issued and pending patents. However, STMicroelectronics' decision not to integrate MST into their BCD110 product could be perceived negatively, as it means no immediate royalty revenue from this project.

Major institutional owners of Atomera, Inc. include BlackRock, Inc., The Vanguard Group, Inc., and Robert W. Baird & Co. Incorporated. Top mutual fund holders include Vanguard Index Funds - Vanguard Total Stock Market ETF and iShares Trust - iShares Russell 2000 ETF. Insiders own 6.27% of the company, while institutions own 35.83%.