$NLST

Netlist shares rose about 14% after the company filed a new complaint with the U.S. International Trade Commission over DDR5 memory patent infringement, naming Micron, Supermicro, HPE, and Lenovo, and seeking exclusion and cease-and-desist orders. Netlist also filed a separate federal lawsuit against Micron. Analysts cited a recent Samsung settlement as precedent.

Netlist Inc. (OTCQB:NLST) shares rose 14.5% after the company filed a U.S. International Trade Commission complaint against Micron and others for alleged patent infringement. Netlist seeks exclusion and cease-and-desist orders, citing four patents tied to DDR5 RDIMMs and MRDIMMs, and also sued Micron in federal court for two patents.

Netlist Inc (NLST) reported 2Q 2026 net sales of $109.85M, up from $41.71M a year earlier, and net income of $1.4M versus a $6.08M loss. Diluted EPS was $0 versus -$0.02. The company cited higher RDIMM and discrete memory sales and improved pricing tied to AI demand, plus a new Samsung five-year supply agreement that could support up to $300M per year.

Netlist (NLST) reported net sales of $109.8M for Q2 2026 and $214.7M for the first half, versus $41.7M and $70.7M a year earlier, driven by third-party resales and modular memory subsystem sales. It returned to profitability with $10.0M net income for six months. Management expects liquidity for 12 months, including a $200M upfront Samsung patent cross-license payment in Aug 2026.

Simply Wall St reports Netlist (NLST) announced a five-year alliance with Samsung covering a patent cross-license, product supply arrangements, and settlement of all legal disputes. The article cites NLST’s recent share gains, including 60.23% over 7 days and 285.27% YTD. It says NLST trades at a 3.8x P/S versus 2.9x industry and 2.8x peers, below an estimated fair 4.1x.

Netlist (NLST) reported Q2 2026 revenue of $109.8 million, above the Zacks Consensus estimate of $90 million, and break-even EPS in line with consensus. Management attributed results to tight DRAM supply, execution, and profitability. It also discussed Lightning DDR5 traction, CXL NVvault sampling, and ongoing Samsung and Micron patent/ITC litigation milestones.

The article highlights three stocks it says could benefit from AI data-center demand following Nebius (NASDAQ: NBIS), whose shares have more than doubled year to date. It focuses on Netlist (OTC: NLST) and its Samsung licensing deal ($239 million upfront plus up to $32.9 million quarterly fees), Cipher Digital (NASDAQ: CIFR) and its Black Pearl site delivering capacity to Amazon (NASDAQ: AMZN), and Hut 8 (NASDAQ: HUT) with contracted capacity and projected net operating income.

Netlist (USOTC: NLST) said it signed a five-year strategic alliance with Samsung covering patent cross-licensing, technology collaboration, and DRAM and NAND supply. The deal also settles pending litigation. Samsung plans to buy 10 million Netlist shares and gain access to Netlist’s server DIMM and HBM patent portfolio, according to the company.

Samsung Electronics said the US PTAB ruled Netlist Inc.’s related memory chip module patent claims unpatentable, giving Samsung a favorable position in their dispute. The article also notes a US jury in Texas found against Samsung, awarding Netlist about $300 million, and that a US appeals court reversed a prior ruling involving Samsung.

Netlist said it signed five-year agreements with Samsung covering a patent portfolio cross-license, memory product supply, and technology cooperation. Samsung gets access to Netlist patents and will supply DRAM and NAND to Netlist. The parties settled pending legal actions. Reuters said a US trade regulator probe followed Netlist’s infringement complaint. Samsung will buy 10 million Netlist shares.