Everspin Technologies (MRAM) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
9 Sep, 2026Company overview and market position
Leading provider of MRAM technology with over 20 years in production and more than 200 million units shipped.
Serves mission-critical applications in data center, industrial, automotive, IoT, and aerospace sectors.
Holds over 700 patents and serves 2,000+ customers globally.
Operates through partnerships with major foundries and maintains global sales and support offices.
Investment highlights
Only domestic supplier of MRAM for mission-critical uses.
Diversified blue-chip customer base across multiple end markets.
Addressable market projected to exceed $4.3B by 2029, with a 31% CAGR.
Strong financials: zero debt, expanding margins, and positive free cash flow.
MRAM technology and value proposition
MRAM combines non-volatility, high endurance, reliability, and SRAM/DRAM-like performance.
Superior for harsh environments, including high-radiation and high-temperature applications.
Used in NASA Mars 2020 rover and other aerospace, automotive, and defense systems.
Latest events from Everspin Technologies
- Strong MRAM growth, new NOR flash products, and record revenues drive a $100M target by 2029.MRAM
H.C. Wainwright 28th Annual Global Investment Conference - Strong MRAM demand and new product launches drive record growth and strategic market expansion.MRAM
Lytham Partners 2026 Consumer & Technology Investor Summit - Aiming for $100M revenue by 2029, driven by MRAM innovation and new UNISYST product ramp.MRAM
Oppenheimer 29th Annual Technology, Internet & Communications Conference - Record Q2 revenue and improved margins driven by MRAM growth, but litigation costs widened losses.MRAM
Q2 2026 - MRAM is set to disrupt memory markets with rapid growth, innovation, and expanding applications.MRAM
RedChip Future Tech Investor Conference - All proposals, including director elections and equity plan amendment, were approved.MRAM
AGM 2026 - Q1 revenue up 13%–14% to $14.9M, gross margin 52.7%, $40M defense contract secured.MRAM
Q1 2026 - Annual meeting to vote on directors, auditor, compensation, and equity plan share increase.MRAM
Proxy filing - Annual meeting to vote on directors, auditor, executive pay, and equity plan expansion.MRAM
Proxy filing