EVERSPIN TECHNOLOGIES INC. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Everspin reported Q3 2026 total revenue of $20.6M (vs. $14.1M YoY), with MRAM product sales of $16.9M and licensing/other revenue of $3.7M. GAAP net loss was $7.2M ($0.29/share) driven by $6.0M litigation expenses and $2.7M regulatory provision; non-GAAP net income was $3.1M ($0.12/share). Cash position: $43.0M as of Sept 30, 2026. Q4 2026 guidance: revenue $21.5–$22.5M; GAAP loss $(0.13)–$(0.08)/share; non-GAAP EPS $0.13–$0.18.
Why this rating
Revenue growth 47% YoY is positive and core operations profitable (non-GAAP), but $8.7M one-time charges mask underlying performance. Litigation and regulatory costs are material (6.5% of market cap), duration unclear. Cash burn modest. Moderate for a $134M company.
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