Netlist has delivered explosive 262% YoY sales growth, driven by AI data center demand and memory supply bottlenecks, with a current $1B market cap. NLST's revenue surge is heavily reliant on third-party memory product resales, particularly SK Hynix, making future growth dependent on contract renewals and spot pricing. The company's patent portfolio is validated by ongoing litigation and settlements with SK Hynix, Samsung, and Micron, offering significant licensing potential if agreements materialize.
Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and NLST.
Netlist OTCMKTS: NLST reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance.
Netlist (NLST) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Netlist, Inc. (NLST) Q1 2026 Earnings Call Transcript
Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and NLST.
Netlist, Inc. (NLST) Q4 2025 Earnings Call Transcript
Netlist, Inc. (NLST) came out with a quarterly loss of $0.01 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.05 per share a year ago.
Netlist, Inc. (OTCQB:NLST) Q3 2025 Earnings Call November 6, 2025 12:00 PM EST Company Participants Michael Smargiassi - Investor Relations Officer Chuck Hong - Co-Founder, President, CEO & Executive Chairman Gail Sasaki - Executive VP, CFO & Corporate Secretary Conference Call Participants Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Presentation Operator Good day, and welcome to the Netlist Third Quarter 2025 Earnings Conference Call and Webcast, [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Mike Smargiassi, Investor Relations.
Netlist, Inc. (NLST) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.04 per share a year ago.
Netlist, Inc. (OTCQB:NLST) Q2 2025 Earnings Conference Call August 7, 2025 12:00 PM ET Company Participants Chun K. Hong - Co-Founder, President, CEO & Executive Chairman Gail M.
Netlist, Inc. (NLST) came out with a quarterly loss of $0.02 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.06 per share a year ago.