SASAKI GAIL M sold $691K of NLST

Netlist (NLST) reported Q2 2026 revenue of $109.8M, up 163% YoY, with gross profit rising 1,544% to $22.9M. The company expects Q3 revenue to be similar to Q2. Netlist also highlighted growth in its Lightning product line and continued development of new technologies. The company ended Q2 with $40.7M in cash and minimal debt. Competitors like SanDisk (SNDK) and Micron (MU) also reported strong demand and growth prospects.

Netlist (NLST) shares fell 22% after a U.S. appeals court upheld rulings invalidating five of its memory patents in a dispute with Micron. Roth Capital maintained a 'Buy' rating and $15 price target, citing newer patents and potential licensing deals. The stock has gained 481% year-to-date, partly due to a Samsung alliance.

Netlist Inc (NLST) fell 21.2% to $5.24 after a U.S. appeals court ruled its core memory patent unpatentable, benefiting Micron. The decision impacts Netlist's IP litigation strategy, with insider selling adding pressure. Broader markets rose, isolating the decline to Netlist.

Netlist Inc. (NLST) shares dropped 10% following a court's dismissal of its patent appeal against Micron Technology (MU). The ruling was unfavorable to Netlist, impacting its ongoing IP dispute with the larger chipmaker.

The U.S. Court of Appeals for the Federal Circuit upheld Netlist Inc. (NLST) memory module patents, rejecting Micron Technology Inc.'s (MU) appeal. Micron must pay $445M in patent infringement verdicts. NLST shares rose 20%, MU shares gained 2.5% on Friday.

Micron Technology (MU) shares fell 3.26% due to concerns over memory chip demand, pricing, and a patent dispute with Netlist. The company reports strong fundamentals, including 65.7% EBIT margin and $37.4B revenue. Netlist's legal actions could impact MU's DDR5 product sales, adding to market uncertainty. MU trades at 21.9x earnings and 12.1x sales, with recent volatility driven by legal and macroeconomic factors.