Added to YB: 2026-10-13
Pitch date: 2026-10-09
NLST [neutral]
Netlist, Inc.
-6.19%
current return
Author Info
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Company Info
Netlist, Inc. designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally.
Market Cap
$2.4B
Pitch Price
$6.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
64.52
P/E
2.5K
EV/Sales
7.12
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
Netlist Is Already a Multibagger Since My Primer. How Much of Micron’s $600 Million Is in the Price?
NLST (monitor): Netlist has shifted from uncertain verdict collection to contracted licensing with Samsung and Micron: Micron will pay $600M, or $30M quarterly for 20 quarters through Q3 2031, for a five-year portfolio licence and releases. At $6.66 and a ~$2.4B market cap after a 600%+ YTD rise, the stock is no longer a cheap claim option; focus now turns to an SK Hynix renewal, ITC proceedings and the next 10-Q.
Read full article (5 min)