Netlist Gears Up for Q2 Earnings Release: Here's What to Expect
NLST heads into Q2 with revenues seen up 116%, backed by favorable pricing tailwinds and AI-driven demand.
Netlist: $866M In Verdicts, $1B Market Cap, And A Business That Just Inflected
Netlist delivered record Q1 results, with revenue up 262% YoY and its first quarterly profit in years. NLST's $866M in jury-awarded damages nearly matches its $1B market cap; collection probability and appellate outcomes are key valuation drivers. The June 2026 ITC complaint against Samsung, Google, Nvidia, and Broadcom introduces a high-leverage, multi-year litigation tail option.
Netlist: A Speculative Risky Play
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.
3 Storage Devices Stocks to Buy as the Industry Gains Momentum
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 Q1 Earnings Call Highlights
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) Upgraded to Buy: Here's What You Should Know
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
Netlist, Inc. (NLST) Q1 2026 Earnings Call Transcript
3 Storage Devices Stocks to Buy as the Industry Gains Momentum
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) Q4 2025 Earnings Call Transcript
Netlist, Inc. (NLST) Reports Q4 Loss, Tops Revenue Estimates
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. (NLST) Q3 2025 Earnings Call Transcript
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) Reports Q3 Loss, Beats Revenue Estimates
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.
