Everspin Technologies (MRAM)
Coverage summary
Aardvark Labs Capital Research has covered Everspin Technologies (MRAM) since August 7, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 29, 2026. The current rating is Outperform, unchanged since the Q1 2026 Earnings Recap of April 30, 2026. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All MRAM reports
Recap: Q3 2026
MRAM Demand Is Delivering, but the Cash Payoff Is Further Away
Recap: Q2 2026
Product Growth Delivers; Cash Costs Temper the Defense Upside
Recap: Q1 2026
$40M Defense Subcontract Lands Alongside Q1 Beat — Product +28% YoY, Gross Margin 52.7%, Stock +38.6% T+1 on Historic 30x Volume; Upgrading to Outperform
Recap: Q4 2025
Product +22% YoY, 238 Design Wins, NOR Flash Tailwind Emerging — But Flat Q1 Guide + Litigation Overhang Drive -8.5% T+1 Sell-Off; Maintaining Hold
Recap: Q3 2025
MRAM Product +22% YoY With LEO Strength, Licensing Normalizes, Stock Reverses -17% on Crowded Long Positioning — Maintaining Hold
Recap: Q2 2025
Revenue +24% YoY at Guide High End, Non-GAAP Profitable, $45M Cash — Initiating at Hold on Design-Win-Ramp Timing