Everspin Technologies Inc (MRAM)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-14
$14.73-9.19%
Close 2026-09-14 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-14
Research Workspace
Put MRAM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in supercycle. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve revenue growth to at least $16 million in Q2 2026: Q2 2026 revenue $18.7M vs $15.5M target.
View ThesisRevenue growth is accelerating — up about 21% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 42% growth a year, above the roughly 28% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 5% on a typical day and fell roughly 71% in its worst 12-month stretch.
View RiskEverspin Technologies must achieve revenue growth to justify its current valuation. Revenue grew 42% year over year, and the latest quarter beat expectations. MRAM trades at 49× P/E versus a peer median of 51×. The market is pricing in more growth than forecasted, indicating expectations look full. A specific risk is the 19% probability of a miss in the next quarter. Peer multiples imply a price about 48% below where it trades. The thesis is on watch due to pressure on revenue growth.
Trailing returns as of 2026-09-14. MRAM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering MRAM (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare MRAM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MRAM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put MRAM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand MRAM production with Microchip
Partnership expands MRAM production capabilities in key sectors.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve revenue growth
Growth plan aligns with revenue growth objective.
Advances: Achieve revenue growth
Analyst target raise indicates confidence in revenue growth.
Advances: Achieve revenue growth
Q3 revenue target supports growth objective.
Short seller report raises concerns about company fundamentals.
Advances: Achieve revenue growth
Surpassing EPS expectations indicates strong revenue growth.