Added to YB: 2026-03-19
Pitch date: 2026-03-16
NLST [neutral]
Netlist, Inc.
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
$506.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-48.82
P/E
-12.95
EV/Sales
3.40
Sector
Electronic Equipment, Instruments and Components
Category
special_situation
NLST up another 10% today
NLST (holding update): Memory patent holder crucial for HBM/MRDIMM; litigations vs SK/MU/Samsung/Google ongoing 15yrs, district court awarded $1B, final resolution expected 2025. SK Hynix partnership renewal imminent. Q4 product rev ramping (Lightning DDR5 qualified at global server OEM). ITC ruling could block Samsung imports. Up 2.7x in 2 months; author may add at $1-1.2 on dip.
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