Atomera Inc
ATOM · Semiconductors & Related Devices · 38.7M shares · +7%/yr ↑ dilution · EDGAR filings ↗
Reference price $9.46 · est. market cap ~$366M — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
F22Pre-revenue semiconductor-licensing micro-cap with catastrophic margins and ongoing cash burn.
Strengths
- Cash-rich relative to size — current ratio 9.80 (91st)
Risks
- Effectively pre-revenue — gross margin -394%, operating margin -32497% on negligible revenue
- Cash burn — FCF -$14.9M
- Capital-dependent, speculative licensing model — per 10-K
Notable findings
- Cash burnNegative free cash flow (-14.9M)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Net lossNet loss (net margin -31036.9%)
- Insider sellingInsider selling — 37 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$2M, last 6mo) Form 4 ↗
- Notable holderHeld by 5 notable fund(s): CITADEL ADVISORS LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- Revenue declineRevenue -78.0% YoY
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
-393.8%
Operating margin
-32496.9%
Net margin
-31036.9%
Return on equity
-109.8%
Return on assets
-95.6%
Revenue growth (QoQ)
-78.0%
Current ratio
9.8×
Free cash flow
-$15M
EBITDA
-$21M
Tangible book value
$18M
Cash & investments
$19M
Cash runway
5q
Stock comp / revenue
7635.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Laurencio Francis | Option exercise | 1.5K | $3.90 |
| 2026-06-15 | Mears Robert J | Sell | 8.2K | $9.46 |
| 2026-06-15 | Laurencio Francis | Sell | 1.5K | $9.44 |
| 2026-06-15 | Mears Robert J | Option exercise | 10K | $7.65 |
| 2026-06-15 | Laurencio Francis | Option exercise | 6.4K | $5.64 |
| 2026-06-15 | Laurencio Francis | Sell | 6.4K | $9.44 |
| 2026-06-15 | Laurencio Francis | Option exercise | 12K | $7.01 |
| 2026-06-15 | Laurencio Francis | Sell | 12K | $9.44 |
| 2026-06-15 | BIBAUD SCOTT A. | Option exercise | 50K | $7.01 |
| 2026-06-15 | BIBAUD SCOTT A. | Sell | 50K | $9.37 |
| 2026-06-09 | Mears Robert J | Sell | 8.0K | $8.75 |
| 2026-06-09 | Mears Robert J | Option exercise | 10K | $7.01 |
| 2026-06-09 | Mears Robert J | Sell | 10K | $8.75 |
| 2026-06-09 | Mears Robert J | Option exercise | 10K | $7.01 |
| 2026-06-08 | Mears Robert J | Option exercise | 8.1K | $7.65 |
| 2026-06-08 | Mears Robert J | Sell | 7.3K | $8.50 |
| 2026-06-08 | Mears Robert J | Sell | 10.0K | $8.20 |
| 2026-06-08 | Mears Robert J | Sell | 1.0K | $8.20 |
| 2026-06-08 | Mears Robert J | Option exercise | 10K | $7.01 |
| 2026-06-08 | Mears Robert J | Sell | 10K | $8.20 |
| 2026-06-08 | Mears Robert J | Option exercise | 10K | $7.01 |
| 2026-06-08 | Mears Robert J | Sell | 8.9K | $8.20 |
| 2026-06-01 | BIBAUD SCOTT A. | Sell | 5.5K | $9.52 |
| 2026-06-01 | BIBAUD SCOTT A. | Sell | 4.6K | $9.52 |
| 2026-06-01 | BIBAUD SCOTT A. | Sell | 2.0K | $9.52 |
| 2026-06-01 | BIBAUD SCOTT A. | Sell | 1.8K | $9.52 |
| 2026-06-01 | Mears Robert J | Sell | 783 | $9.52 |
| 2026-06-01 | Mears Robert J | Sell | 2.2K | $9.52 |
| 2026-06-01 | Mears Robert J | Sell | 1.5K | $9.52 |
| 2026-06-01 | Mears Robert J | Sell | 904 | $9.51 |
| 2026-06-01 | Laurencio Francis | Sell | 899 | $9.51 |
| 2026-06-01 | Laurencio Francis | Sell | 2.6K | $9.52 |
| 2026-06-01 | Laurencio Francis | Sell | 2.1K | $9.52 |
| 2026-06-01 | Laurencio Francis | Sell | 1.0K | $9.51 |
| 2026-05-12 | LE DUY LOAN T | Grant | 14K | — |
| 2026-05-12 | Gerber John | Grant | 14K | — |
| 2026-05-12 | SHEVICK STEVEN K | Grant | 14K | — |
| 2026-05-12 | Ramnath Suja | Grant | 14K | — |
| 2026-03-02 | Mears Robert J | Sell | 426 | $4.95 |
| 2026-03-02 | Mears Robert J | Sell | 863 | $4.95 |
| 2026-03-02 | Mears Robert J | Sell | 995 | $4.95 |
| 2026-03-02 | Mears Robert J | Sell | 1.7K | $4.95 |
| 2026-03-02 | Mears Robert J | Grant | 57K | — |
| 2026-03-02 | Mears Robert J | Grant | 29K | — |
| 2026-03-02 | Mears Robert J | Grant | 29K | — |
| 2026-03-02 | Laurencio Francis | Sell | 438 | $4.95 |
| 2026-03-02 | Laurencio Francis | Sell | 1.1K | $4.95 |
| 2026-03-02 | Laurencio Francis | Sell | 967 | $4.95 |
| 2026-03-02 | Laurencio Francis | Sell | 2.3K | $4.95 |
| 2026-03-02 | Laurencio Francis | Grant | 29K | — |
| 2026-03-02 | Laurencio Francis | Grant | 57K | — |
| 2026-03-02 | Laurencio Francis | Grant | 29K | — |
| 2026-03-02 | BIBAUD SCOTT A. | Grant | 62K | — |
| 2026-03-02 | BIBAUD SCOTT A. | Grant | 124K | — |
| 2026-03-02 | BIBAUD SCOTT A. | Grant | 62K | — |
| 2026-03-02 | BIBAUD SCOTT A. | Sell | 2.0K | $4.95 |
| 2026-03-02 | BIBAUD SCOTT A. | Sell | 4.9K | $4.95 |
| 2026-03-02 | BIBAUD SCOTT A. | Sell | 991 | $4.95 |
| 2026-03-02 | BIBAUD SCOTT A. | Sell | 2.2K | $4.95 |
| 2026-02-20 | Laurencio Francis | Option exercise | 22K | $5.70 |
| 2026-02-20 | Laurencio Francis | Sell | 22K | $7.25 |
| 2025-12-01 | Mears Robert J | Sell | 386 | $2.39 |
| 2025-12-01 | Mears Robert J | Sell | 784 | $2.39 |
| 2025-12-01 | Mears Robert J | Sell | 904 | $2.39 |
| 2025-12-01 | Mears Robert J | Sell | 1.5K | $2.39 |
| 2025-12-01 | Laurencio Francis | Sell | 405 | $2.39 |
| 2025-12-01 | Laurencio Francis | Sell | 897 | $2.39 |
| 2025-12-01 | Laurencio Francis | Sell | 1.0K | $2.39 |
| 2025-12-01 | Laurencio Francis | Sell | 2.1K | $2.39 |
| 2025-12-01 | BIBAUD SCOTT A. | Sell | 2.0K | $2.39 |
| 2025-12-01 | BIBAUD SCOTT A. | Sell | 4.6K | $2.39 |
| 2025-12-01 | BIBAUD SCOTT A. | Sell | 918 | $2.39 |
| 2025-12-01 | BIBAUD SCOTT A. | Sell | 1.8K | $2.39 |
| 2025-06-12 | BIBAUD SCOTT A. | Sell | 58K | $5.94 |
| 2025-06-12 | BIBAUD SCOTT A. | Option exercise | 70K | $5.70 |
| 2025-06-12 | BIBAUD SCOTT A. | Sell | 70K | $5.94 |
| 2025-06-12 | BIBAUD SCOTT A. | Option exercise | 58K | $5.70 |
| 2025-06-11 | Mears Robert J | Sell | 4.2K | $6.13 |
| 2025-06-03 | Laurencio Francis | Option exercise | 37K | $3.90 |
| 2025-06-03 | Laurencio Francis | Sell | 37K | $6.14 |
| 2025-06-03 | Laurencio Francis | Option exercise | 8.0K | $3.90 |
| 2025-06-03 | Laurencio Francis | Sell | 8.0K | $6.14 |
| 2025-06-03 | Laurencio Francis | Sell | 6.5K | $6.14 |
| 2025-06-02 | BIBAUD SCOTT A. | Sell | 2.0K | $6.00 |
| 2025-06-02 | BIBAUD SCOTT A. | Sell | 4.5K | $6.00 |
| 2025-06-02 | Mears Robert J | Sell | 767 | $6.00 |
| 2025-06-02 | Mears Robert J | Sell | 885 | $6.00 |
| 2025-06-02 | Mears Robert J | Sell | 378 | $6.00 |
| 2025-06-02 | Mears Robert J | Sell | 1.5K | $6.00 |
| 2025-06-02 | Laurencio Francis | Sell | 1.0K | $6.00 |
| 2025-06-02 | Laurencio Francis | Sell | 878 | $6.00 |
| 2025-06-02 | Laurencio Francis | Sell | 397 | $6.00 |
| 2025-06-02 | Laurencio Francis | Sell | 2.1K | $6.00 |
| 2025-06-02 | BIBAUD SCOTT A. | Sell | 900 | $6.00 |
| 2025-06-02 | BIBAUD SCOTT A. | Sell | 1.8K | $6.00 |
| 2025-05-15 | LE DUY LOAN T | Grant | 20K | — |
| 2025-05-15 | SHEVICK STEVEN K | Grant | 20K | — |
| 2025-05-15 | Ramnath Suja | Grant | 20K | — |
| 2025-05-15 | Gerber John | Grant | 20K | — |
| 2025-03-04 | Mears Robert J | Sell | 2.7K | $5.13 |
| 2025-03-03 | Laurencio Francis | Sell | 392 | $5.91 |
| 2025-03-03 | Mears Robert J | Sell | 755 | $5.91 |
| 2025-03-03 | Mears Robert J | Sell | 871 | $5.91 |
| 2025-03-03 | Mears Robert J | Sell | 372 | $5.91 |
| 2025-03-03 | Mears Robert J | Sell | 176 | $5.91 |
| 2025-03-03 | Laurencio Francis | Sell | 204 | $5.91 |
| 2025-03-03 | Laurencio Francis | Sell | 997 | $5.91 |
| 2025-03-03 | Laurencio Francis | Sell | 864 | $5.91 |
| 2025-03-03 | BIBAUD SCOTT A. | Sell | 1.9K | $5.91 |
| 2025-03-03 | BIBAUD SCOTT A. | Sell | 577 | $5.91 |
| 2025-03-03 | BIBAUD SCOTT A. | Sell | 886 | $5.91 |
| 2025-03-03 | BIBAUD SCOTT A. | Sell | 1.8K | $5.91 |
| 2025-02-19 | Thomas Shawn G | Grant | 30K | — |
| 2025-02-19 | Thomas Shawn G | Grant | 10K | — |
| 2025-02-19 | Thomas Shawn G | Grant | 10K | — |
| 2025-02-19 | Thomas Shawn G | Grant | 10K | — |
| 2025-02-19 | Mears Robert J | Grant | 40K | — |
| 2025-02-19 | Mears Robert J | Grant | 13K | — |
| 2025-02-19 | Mears Robert J | Grant | 13K | — |
| 2025-02-19 | Mears Robert J | Grant | 13K | — |
| 2025-02-19 | Laurencio Francis | Grant | 47K | — |
| 2025-02-19 | Laurencio Francis | Grant | 16K | — |
| 2025-02-19 | Laurencio Francis | Grant | 16K | — |
| 2025-02-19 | Laurencio Francis | Grant | 16K | — |
| 2025-02-19 | BIBAUD SCOTT A. | Grant | 103K | — |
| 2025-02-19 | BIBAUD SCOTT A. | Grant | 34K | — |
| 2025-02-19 | BIBAUD SCOTT A. | Grant | 34K | — |
| 2025-02-19 | BIBAUD SCOTT A. | Grant | 34K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-13 | 2026-05-12 | 0001683168-26-003815 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001683168-26-003493 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001683168-26-003501 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001683168-26-001291 ↗ |
| 8-K | 2026-02-24 | 2026-02-23 | 0001683168-26-001269 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0001683168-26-001242 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001683168-26-000962 ↗ |
| 8-K | 2026-02-11 | 2026-02-05 | 0001683168-26-000919 ↗ |
| 10-Q | 2025-10-29 | 2025-09-30 | 0001683168-25-007840 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001683168-25-007810 ↗ |
| 8-K | 2025-10-21 | 2025-10-21 | 0001683168-25-007691 ↗ |
| 8-K | 2025-08-05 | 2025-08-05 | 0001683168-25-005671 ↗ |