MarketPulse

MRAM technology

2 articles
BenzingaBenzinga··Erica Kollmann

Short-Seller Questions Everspin's AI Rally: 300% Surge Lacks Fundamental Support

Kerrisdale Capital attacks $MRAM, claiming 300% rally driven by AI hype rather than fundamentals. Reports stagnant revenue and inflated valuations; targets $14 fair value, implying 60% downside.
MRAMsemiconductorvaluation concerns
Investing.comInvesting.com··Thomas Hughes

Everspin's AI Edge Play: Strong Momentum Meets Skeptical Street

Everspin Technologies posts 13.5% YoY Q1 growth and wins $40M defense contract, but analyst skepticism and government revenue concentration raise valuation concerns.
TSMHONMCHPMCHPPMRAMdefense contractscapacity expansion