NLST · Netlist, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on NLST. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About NLST · Netlist, Inc.
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 component products, including solid state drive (SSD), dynamic random-access memory, NAND flash, and dual inline memory module (DIMM) to storage customers, appliance customers, system builders, and cloud and datacenter customers; and sells component inventory to distributors and other users of memory integrated circuits. The company markets and sells its products through a direct sales force and a network of independent sales representatives. Netlist, Inc. was incorporated in 2000 and is headquartered in Irvine, California.
Live Quote
HOLD (score +3) · 12-1 mom 318.8% · RSI 49.4 · above_both · -22.0% from high
Targets blend Wall Street consensus (1 analysts: low $5.00 / mean $5.00 / high $5.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Netlist reported a landmark Q1 2026 (ended March 28) — $104.9M revenue (+262% YoY), net income of $8.65M ($0.03 EPS), reversing years of losses — driven by surging DRAM/resale demand and tight memory supply conditions. The June 5, 2026 Form 4 cluster that triggered this investigation (CEO +3 directors, all with RSU grants at $0 exercise price) is NOT open-market buying; it represents equity compensation vesting schedules. CEO Hong did sell 40,000 shares on June 8 at ~$2.72. The company has won major patent verdicts vs Samsung totaling ~$421M in damages (appeals pending), making litigation cost a major operating expense ($9M in Q1 alone). No listed options exist — the stock trades OTC on QB tier, eliminating standard structured-income strategies. While Q1's turnaround is operationally significant, it was driven by favorable memory pricing cycles and opportunistic SK hynix component resale — both highly cyclical — and the stock has already run ~220% YTD with no clear near-term asymmetric catalyst beyond ongoing litigation collection.