Atomera Incorporated (ATOM)

Atomera's stock price has declined significantly over the past six months. Key events impacting the stock include Q1 2025 financial results with a net loss of $5.2 million, an insider sale in June 2025, a strategic collaboration with Incize in July 2025, Q2 2025 financial results with zero revenue and a net loss of $4.97 million, Q3 2025 financial results with revenue of $22,000 and a GAAP net loss of $5 million, and new research findings highlighting the limitations of node scaling for AI's compute and energy needs.

Demand for Atomera's products and services is tied to the cyclical nature of the semiconductor industry. Demand is driven by the need for higher performance and lower power consumption in advanced semiconductor nodes, the increasing complexity of RF front-ends for 5G/6G, and the critical need for efficiency in power solutions for data centers and AI applications. The information provided does not explicitly detail specific seasonal fluctuations in demand for Atomera's products and services.

Atomera, Inc. is a materials engineering company focused on developing, commercializing, and licensing proprietary processes for the semiconductor industry. Their flagship product, Mears Silicon Technology (MST®), enhances transistor performance and power efficiency. Atomera licenses its MST technology to various semiconductor manufacturers and offers R&D services to optimize MST implementation.

Atomera, Inc. is headquartered in Los Gatos, California, and operates in North America and Europe. The company is actively expanding its presence in Asia, a key hub for semiconductor manufacturing.

Atomera has focused on strengthening its brand through strategic collaborations and technological advancements. The company announced a strategic collaboration with Incize to advance GaN-on-Si technology and joined the National Semiconductor Technology Center. Atomera has reached a new high watermark on customer wafer runs and surpassed 400 issued and pending patents. Wei Na joined Atomera as the new Vice President of Sales to drive growth in advanced materials.

Atomera Incorporated's ownership is a mix of institutional, insider, and retail investors. Institutional investors hold approximately 6.27% to 37.77% of the stock, insiders hold 5.69%, and retail investors and other non-institutional holders hold around 62% to 71.79%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Baird Financial Group, Inc.