NETLIST INC
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No SEC Form 4 filings for $NLST in the last 30 days.
See all $NLST insider activity →Netlist (NLST) reported a 163% year-over-year revenue increase in Q2, driven by strong demand and tight DRAM supply. Its share price is up 384% year-to-date but has pulled back 20% in the last 30 days. The company's P/S ratio of 5.5x is higher than peers and the industry average, raising valuation concerns.
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) announced a five-year alliance with Samsung, including patent cross-licensing, memory product supply, technology collaboration, and Samsung's purchase of 10 million shares for $40.7 million. The deal provides Netlist with funding visibility and reduces supply risk, supporting its focus on AI-centric data centers. Analysts note execution challenges remain, with fair value estimates ranging from $1.44 to $15 per share.
Over the past 7 days, AlphAI's AI scored 3 news stories mentioning NLST (NETLIST INC). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent NLST coverage spans market movers, earnings and technology.
Strong revenue growth may support price appreciation but valuation appears stretched.
Earnings beat with explosive top‑line growth and improving profitability.
The partnership provides Netlist with funding, supply security and technology collaboration, potentially improving its cash position and market visibility.
The court decision removes key patents, increasing litigation risk and reducing licensing revenue potential.
The court's decision weakens Netlist's IP position, likely pressuring the stock lower.
AlphAI scores every news story that mentions NLST with an AI model for sentiment and relevance, and aggregates insider trades from NETLIST INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Netlist (NLST) reported a 163% year-over-year revenue increase in Q2, driven by strong demand and tight DRAM supply. Its share price is up 384% year-to-date but has pulled back 20% in the last 30 days. The company's P/S ratio of 5.5x is higher than peers and the industry average, raising valuation concerns.
2 min readNetlist (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.
2 min readNetlist (NLST) announced a five-year alliance with Samsung, including patent cross-licensing, memory product supply, technology collaboration, and Samsung's purchase of 10 million shares for $40.7 million. The deal provides Netlist with funding visibility and reduces supply risk, supporting its focus on AI-centric data centers. Analysts note execution challenges remain, with fair value estimates ranging from $1.44 to $15 per share.
3 min readNetlist (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.
2 min readNetlist 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.
1 min readThe 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.
2 min readMicron 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.
2 min readSASAKI GAIL M (EVP and CFO) sold 100,000 shares of NETLIST INC (NLST) at $6.91 ($0.69M total) on 2026-08-17 under a Rule 10b5-1 trading plan.
1 min readSamsung Electronics ended a six-year patent dispute with U.S. NPE Netlist by signing a five-year cross-license deal, according to industry sources. Samsung will pay about ₩1.3 trillion (about $920.7 million). The agreement covers patent cross-licensing, DRAM and NAND supply, and tech collaboration, and pending litigation will be dismissed.
4 min readIn early August 2026, Netlist filed new patent infringement complaints with the US ITC and a federal court against Hewlett Packard Enterprise and others over DDR5 memory modules. HPE also appeared at industry events. Morgan Stanley upgraded HPE to Overweight, citing AI-driven server and storage demand. The article cites HPE forecasts of $55.8B revenue and $4.8B earnings by 2029.
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