Everspin Technologies NASDAQ: MRAM could be the next big AI winner because AI is driving applications at the edge, and the edge is where Everspin Technologies is best-suited. In fact, its products are not just best-suited for the edge; they are the best in their class for edge applications, and demand is accelerating.
Everspin Technologies, Inc. (MRAM) Q1 2026 Earnings Call Transcript
Everspin Technologies, Inc. appears expensive given modest 10% top-line growth and no meaningful profitability improvement in 2025. MRAM's niche technology targets specialty memory use cases, not mainstream DRAM or NAND replacement, limiting its total addressable market. The company is well-capitalized with $44.5m in cash, no debt, and solid operational cash flow, but remains only sporadically profitable.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Point72 Asset Management LP Point72 Asset Management LP | 36,666 | $340,260.5 | $887,317.2 | $547,056.7 | 160.78% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 11,570 | $107,717 | $279,994 | $172,277 | 159.93% |
| CJ Craig Johnsen Fortitude Advisory Group LLC | 11,290 | $99,239.1 | $271,863.2 | $172,624.1 | 173.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 33,661 | $312,374 | $814,596.2 | $502,222.2 | 160.78% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 24 | $150.96 | $580.8 | $429.84 | 284.74% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Sanjeev Aggarwal CEO | NASDAQ (NMS) Exchange | 30041T104 CUSIP |
| US Country | 86 Employees | - Last Dividend | - Last Split | 7 Oct 2016 IPO Date |
Everspin Technologies, Inc. is a pioneering company specializing in the development, manufacture, and sale of magnetoresistive random access memory (MRAM) products. With its headquarters based in Chandler, Arizona, the company has expanded its reach beyond the United States, establishing a strong presence in international markets including Japan, Hong Kong, Germany, Singapore, China, and Canada. Founded in 2008, Everspin Technologies has positioned itself as a key player in the MRAM industry, providing innovative solutions across various sectors such as industrial, medical, automotive/transportation, aerospace, and data center markets. The company's market strategy includes targeting original equipment manufacturers, contract manufacturers, and original design manufacturers, leveraging a combination of direct sales channels and a network of representatives and distributors to effectively reach its customers.
Everspin Technologies, Inc. offers a diverse portfolio of products and services designed to meet the evolving needs of the digital storage industry: