Atomera Stock Earnings Reports

Atomera reported progress across multiple high-value markets in Q1 2026, with technical and commercial momentum highlighted in advanced logic (gate-all-around), memory, RF SOI, power devices, and GaN on silicon. The company has measured silicon results for MST in gate-all-around structures (generated in partnership with a strategic tool vendor) that outperform alternative dopant-diffusion control approaches, and is running demonstrations with two target gate-all-around customers (expected multi-month cycles including customer fab runs). Momentum in memory engagements continues but lags logic. In GaN on silicon, Atomera disclosed preliminary data indicating MST can dramatically reduce the parasitic sheet charge at the GaN/Si interface—potentially a major RF and power advantage—and is validating this with partners and targeting both 200 mm and 300 mm workflows. Strategic relationships (tool partner, Synopsys, universities and national labs) are deepening to accelerate validation and customer adoption. Financially, Q1 GAAP net loss was $6.1M ($0.17/share) and non-GAAP net loss $4.9M ($0.14/share). Cash and equivalents rose to $41.1M after a $25M registered direct offering plus ATM proceeds; the company reiterated full-year 2026 non-GAAP OpEx guidance of ~$18.5M. Near-term revenue remains minimal (Q1 revenue $11k; Q2 expected $50k–$100k), and Atomera is focused on converting technical validation into commercial, royalty-bearing agreements.