Market Cap 1.31B
Revenue (ttm) 188.63M
Net Income (ttm) -24.82M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE 4.84
Profit Margin -13.16%
Debt to Equity Ratio 0.28
Volume 2,489,800
Avg Vol 1,478,412
Day's Range N/A - N/A
Shares Out 333.89M
Stochastic %K 86%
Beta 1.23
Analysts Sell
Price Target $10.00

Company Profile

Netlist, Inc. designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally. The company portfolio of proprietary technologies and design techniques includes planar design, alternative packaging techniques, and custom semiconductor logic to deliver memory subsystems; and sells specialty memory modules and flash-based products for use in data center and industrial applications. It resells compon...

Industry: Electronics & Computer Distribution
Sector: Technology
Phone: 949 435 0025
Fax: 949 435 0031
Address:
111 Academy, Suite 100, Irvine, United States
MyStockHarbor
MyStockHarbor Aug. 9 at 10:26 PM
Samsung just paid $NLST up to $897M to settle a patent fight. Bought equity, thew in a supply deal too. $MU's still fighting its own $445M netlist judgment (separate case) Samsung put a fair number on AI memory Patents. What does that do to Micron's Leverage?
2 · Reply
independence001
independence001 Aug. 9 at 10:25 PM
$NLST Am I missing something here? I believe that in the CAFC appeal for EDTX #463 ($303M win) and the five patents with the oral hearing from early March, we’ll still see a ruling on the patents—not on the DC judgment—even though all Samsung/Netlist litigation is supposed to be concluded. This is related to the stay in EDTX #203 with Micron, since the same patents are being litigated there. As things stand now, a jury has ruled that none of the asserted claims is invalid, whereas the PTAB under Vidal had ruled that they were unpatentable. A favorable CAFC ruling should be in Netlist’s best interest. Is that a stretch? There's so much going on here these days. Which is actually really great.
1 · Reply
ratatouille420
ratatouille420 Aug. 9 at 10:11 PM
$NLST Is it just me or does anyone else get aroused......er......I mean excited for Monday morning on Sunday night???? 😃😂🤣
2 · Reply
Coachedde1
Coachedde1 Aug. 9 at 10:09 PM
$NLST had a great week. But look what is to come. •SK agreement similar to Google •CAFC in September •Micron never had a license •OEM customer • Fecken Google BILLONS! • 37 million shorted shares that will be covering. •Sammy’s secrets that they will be telling NLST •Vegas for all the longs! Looking forward to the end of 2026!!!
0 · Reply
Smogii
Smogii Aug. 9 at 10:05 PM
0 · Reply
Jeffinaz
Jeffinaz Aug. 9 at 9:37 PM
$NLST It’s awesome to see so much optimism and activity here even on the weekend. Should be very exciting times for longs in the next few weeks and months! If CAFC comes through for Netty on some of these patents, and I believe they will, we are golden.
0 · Reply
RIPshortiesX
RIPshortiesX Aug. 9 at 9:31 PM
$NLST I was surprised as you with the Samsung deal ! WOW WOW Great new last Wednesday ! Let the good new continue.
0 · Reply
Netlisting
Netlisting Aug. 9 at 9:26 PM
$NLST that last trade on Friday for 145,567 shares formt....was that one trade? Wow!
2 · Reply
DuffelBagChad
DuffelBagChad Aug. 9 at 9:15 PM
$NLST 📢 I think I've posted 1x on the weekend in the last half a decade. Reviewing the conference call caused me to want to bring serious attention to something that Chun Hong said. CEO Chun (Chuck) said, "I think we are making good progress across the board with all of these discussions." NOTE: Progress is seemingly being made "ACROSS THE BOARD. " Of course he said that details are privileged and cannot be disclosed, however, the worst of infringers (Samsung) signed a mega-deal a few days later that no one expected. ALSO: This statement was made directly after he informed Suji from Roth Capital - "We conduct discussions with our licensees as well as potential licensees on a regular basis." Take what you will from these remarks. I personally know what I have. I believe we will be overwhelmed w good news & success, soon! All of the court wins, the new pro American admin, performances @ the CAFC & The Markman ITC hearing(where I expected great results) are bearing fruit.✊🏼✌🏼🤑📝
2 · Reply
flyinFish
flyinFish Aug. 9 at 9:04 PM
$NLST eating Publix fried chicken and enjoying some potato salad along side... Got to tell you, you really don't need to overthink this.. add, hold, prosper. it doesn't get much more complicated than that..
1 · Reply
Latest News on NLST
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MyStockHarbor
MyStockHarbor Aug. 9 at 10:26 PM
Samsung just paid $NLST up to $897M to settle a patent fight. Bought equity, thew in a supply deal too. $MU's still fighting its own $445M netlist judgment (separate case) Samsung put a fair number on AI memory Patents. What does that do to Micron's Leverage?
2 · Reply
independence001
independence001 Aug. 9 at 10:25 PM
$NLST Am I missing something here? I believe that in the CAFC appeal for EDTX #463 ($303M win) and the five patents with the oral hearing from early March, we’ll still see a ruling on the patents—not on the DC judgment—even though all Samsung/Netlist litigation is supposed to be concluded. This is related to the stay in EDTX #203 with Micron, since the same patents are being litigated there. As things stand now, a jury has ruled that none of the asserted claims is invalid, whereas the PTAB under Vidal had ruled that they were unpatentable. A favorable CAFC ruling should be in Netlist’s best interest. Is that a stretch? There's so much going on here these days. Which is actually really great.
1 · Reply
ratatouille420
ratatouille420 Aug. 9 at 10:11 PM
$NLST Is it just me or does anyone else get aroused......er......I mean excited for Monday morning on Sunday night???? 😃😂🤣
2 · Reply
Coachedde1
Coachedde1 Aug. 9 at 10:09 PM
$NLST had a great week. But look what is to come. •SK agreement similar to Google •CAFC in September •Micron never had a license •OEM customer • Fecken Google BILLONS! • 37 million shorted shares that will be covering. •Sammy’s secrets that they will be telling NLST •Vegas for all the longs! Looking forward to the end of 2026!!!
0 · Reply
Smogii
Smogii Aug. 9 at 10:05 PM
0 · Reply
Jeffinaz
Jeffinaz Aug. 9 at 9:37 PM
$NLST It’s awesome to see so much optimism and activity here even on the weekend. Should be very exciting times for longs in the next few weeks and months! If CAFC comes through for Netty on some of these patents, and I believe they will, we are golden.
0 · Reply
RIPshortiesX
RIPshortiesX Aug. 9 at 9:31 PM
$NLST I was surprised as you with the Samsung deal ! WOW WOW Great new last Wednesday ! Let the good new continue.
0 · Reply
Netlisting
Netlisting Aug. 9 at 9:26 PM
$NLST that last trade on Friday for 145,567 shares formt....was that one trade? Wow!
2 · Reply
DuffelBagChad
DuffelBagChad Aug. 9 at 9:15 PM
$NLST 📢 I think I've posted 1x on the weekend in the last half a decade. Reviewing the conference call caused me to want to bring serious attention to something that Chun Hong said. CEO Chun (Chuck) said, "I think we are making good progress across the board with all of these discussions." NOTE: Progress is seemingly being made "ACROSS THE BOARD. " Of course he said that details are privileged and cannot be disclosed, however, the worst of infringers (Samsung) signed a mega-deal a few days later that no one expected. ALSO: This statement was made directly after he informed Suji from Roth Capital - "We conduct discussions with our licensees as well as potential licensees on a regular basis." Take what you will from these remarks. I personally know what I have. I believe we will be overwhelmed w good news & success, soon! All of the court wins, the new pro American admin, performances @ the CAFC & The Markman ITC hearing(where I expected great results) are bearing fruit.✊🏼✌🏼🤑📝
2 · Reply
flyinFish
flyinFish Aug. 9 at 9:04 PM
$NLST eating Publix fried chicken and enjoying some potato salad along side... Got to tell you, you really don't need to overthink this.. add, hold, prosper. it doesn't get much more complicated than that..
1 · Reply
el_torero2
el_torero2 Aug. 9 at 9:01 PM
$NLST Getting ready for the new week🍿💪🏼💯🐂 love playing domino, who else? 👉 And of course the last week's recap: Boil It Down - Hours of Debate. Minutes of Clarity.⚡ https://youtube.com/shorts/hD6tcTyDmFc
1 · Reply
KylaGPS10x
KylaGPS10x Aug. 9 at 8:56 PM
$NLST can’t wait to buy more tomorrow I bet in a year we are over !10 and headed to Nasdaq
2 · Reply
Traderbel1968
Traderbel1968 Aug. 9 at 8:52 PM
$NLST Since NLST now formed a strategic alliance with Sansung - what about our partner SKH? Wouldn‘t they be our natural partner?
1 · Reply
Mattukdec92025
Mattukdec92025 Aug. 9 at 7:59 PM
$NLST Netlist’s U.S. Patent No. 7,619,912 (the ’912 patent), titled “Memory Module Decoder,” is a foundational patent covering rank multiplication technology for server memory modules (DIMMs). What the ’912 patent covers At a high level, it solves a long-standing limitation in computer memory systems: • Memory controllers and industry standards (JEDEC) historically limited how many “ranks” of DRAM chips a system could address. • A rank is a set of memory chips that the system accesses together. • The patent describes a memory module that includes a decoder / logic circuit. This circuit receives the system’s control signals (chip-selects, bank address signals, etc.) and intelligently routes or multiplies them so the module can physically contain more ranks of lower-density (cheaper) DRAM chips while appearing to the host system as a smaller number of higher-density ranks. This is called rank multiplication. It lets manufacturers put more memory capacity on a standards-compliant module without forcing the CPU or memory controller to change. Why it has been so hard to defeat and repeatedly upheld Claim 16 (a key independent claim) has an unusually long and resilient litigation history: • It survived multiple inter partes reexaminations started by Google, Smart Modular, and Inphi that stretched over roughly a decade. • Those proceedings involved numerous office actions, briefs, PTAB appeals, and an appeal to the Federal Circuit, which affirmed the validity decision. • The patent office and courts adopted a claim construction requiring that a “rank” contain two or more memory devices (consistent with industry standards at the time). That construction made it much harder for challengers to map prior art onto the claim. • Later PTAB decisions (in IPRs filed by Samsung and Micron) found Claim 16 unpatentable. Those decisions are on appeal to the Federal Circuit (oral arguments were scheduled in the September 2026 timeframe in recent reports). Netlist and others have argued that the later PTAB panels applied a different claim construction and that the serial challenges themselves are an example of process abuse. Juries in the Eastern District of Texas have also found the patent infringed (and in some cases willfully infringed) by major memory makers, resulting in large damages awards that included significant portions attributed to the ’912. Why it is considered a keystone for AI data-center memory and Nvidia systems Modern AI training and inference in data centers require very high memory capacity and bandwidth next to the GPUs. High-capacity server DIMMs (especially Load-Reduced DIMMs / LRDIMMs and high-rank modules) are critical because: • GPUs like Nvidia’s are extremely memory-hungry. If the system cannot supply enough capacity or bandwidth efficiently, the expensive GPU sits under-utilized. • Rank multiplication is one of the practical ways to deliver higher capacity on a module while staying within the electrical and standards constraints of the server platform. • Many of the high-capacity memory modules used in hyperscale data centers (Google and others) and in systems that pair with Nvidia GPUs have been accused of practicing this technology. In short, the more efficiently and densely you can pack usable DRAM capacity next to the GPU, the better the overall system efficiency and economics of AI infrastructure. Netlist has positioned the ’912 (along with related patents) as covering important implementations of that capability. Why it is viewed as unique and original Before Netlist’s approach (priority dates going back to 2004–2005 provisional applications), the industry largely accepted the rank limitations imposed by the memory controller and standards. Adding more ranks usually required either: • Higher-density (more expensive) chips, or • Changes on the host side that broke compatibility. Netlist’s contribution was putting the intelligence (the decoder/logic) on the module itself so that more physical ranks of lower-cost chips could be controlled while the module still looked standard to the system. That combination of rank multiplication + per-device addressability + standards compliance was novel at the time and has proven durable through years of challenges. Current status note: Netlist and Samsung reached a multi-year patent license and supply agreement in early August 2026 that settles their disputes. Litigation and appeals involving other parties (and the validity of Claim 16) continue. The patent remains a central asset in Netlist’s portfolio for high-performance server and AI-related memory technology. This is a technical and legal summary based on publicly available patent, PTAB, court, and company materials. Patent strength and coverage ultimately depend on claim construction, specific product implementations, and final court rulings The ptab errored in stating point 26 was unoatebtable as argued by Samsung and micron ! Now Samsung admits it is patentable abd will help nlst defeat on appeal again inky mu in Demosthenes . 912 will bevuohejdcas oatentable .( 90.% sure ) . RPM I continue to urge you to buy as many shares as reasonable and affordable under 5 dollars. Add when you can and know where the price is going by Dec 2028 and buy . Rpm August 9 2026 9 pm bst I continue to pray tge lord leads me in tge tight direct for all our sajes ! Amen
0 · Reply
Netlisting
Netlisting Aug. 9 at 7:36 PM
$NLST tell you one thing....it's been a long drawn out legal process and Hong hired the best legal team to represent NLST....gotta give it to Hong....he did it....shortly we will all be nicely rewarded. No worries here.
1 · Reply
Pugarious
Pugarious Aug. 9 at 7:22 PM
$NLST What I find most interesting about the Samsung–Netlist deal is Samsung acquiring 10M NLST shares for just $1M, or $0.10/share, with a 5-year lock-up. At first glance, that looks like a massive discount. But this shouldn’t be viewed as a standalone stock sale. The equity likely helps align Samsung’s interests with Netlist throughout the full 5-year partnership. For Netlist, the goal is to turn a former litigation opponent into a strategic partner tied to Netlist’s IP and future value. For Samsung, it removes patent risk, restores supply and technology cooperation, and provides upside if Netlist’s IP and business grow in value. The key is the combination of 10M shares + 5-year lock-up + 5-year strategic partnership.
3 · Reply
Camelinvesting
Camelinvesting Aug. 9 at 7:16 PM
$NLST raise your hand 🙋‍♂️ if you’re here for +40-50$ …
6 · Reply
Timsplace
Timsplace Aug. 9 at 7:09 PM
$NLST Hong should put the pressure on NVDVIA for infringement if they haven’t already to push Micron to settle since they are buying infringed products ! You can only be nice so long ! Hammer down Mr. Hong !
1 · Reply
pappas_23
pappas_23 Aug. 9 at 7:06 PM
$NLST was thinking about the 912. Say the oral hearing goes bad for Micron and they decide to settle as a result. Then our friend Google is shit out of luck. No more PTAB bs to try and invalidate. Claim construction already occured in Cali court and it's the version we want around rank. Good luck buddy
1 · Reply
Gobbaghoull
Gobbaghoull Aug. 9 at 6:51 PM
$NLST From 2022–2025, quarterly EPS was consistently negative, generally around -$0.01 to -$0.07. In 2026, estimates turn positive, including a large $0.60 Q3 estimate, before settling around $0.15 per quarter in 2027. The key takeaway is that analysts aren’t just expecting a one-time improvement—they’re projecting sustained profitability of roughly $0.60 EPS annually after years of losses. At a 20×–40× earnings multiple, $0.60 EPS alone could support roughly $12$24/share, without assigning additional value to future litigation or licensing upside. WITHOUT ASSIGNING VALUE TO FUTURE LITIGATION OR LICENSING UPSIDE. At .15/Q, we’re worth $12-24….
4 · Reply
WillieGraff
WillieGraff Aug. 9 at 6:27 PM
$NLST Please could you tell me: if the Lightning product range is the fastest server memory available, is it already being used in high-frequency trading and quantitative trading on the Chicago Mercantile Exchange and in New York NYSE? 💁🏼‍♂️ Or, having passed qualification with one of the world’s top two server manufacturers, alongside perhaps half a dozen other major systems integrators, are there delays because Dell, HPE and Cisco simply cannot allocate the tender resources for delivery? 💁🏼‍♂️ Is it a battle for market renewal, or are supplies determined by a government tender, and is there a conflict over standardisation? 😁
1 · Reply
Azzurri2021
Azzurri2021 Aug. 9 at 6:14 PM
$NLST help me out here, my long friends. why was Zacks, showing only $90 million for Q3, and Stocktwits’ is showing $308.6M. Are they setting us up for a huge miss? not worried just trying to understand my investment?
2 · Reply