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NENEO

NeoGenomics, Inc.

$NEO·$426M·Medical - Diagnostics & Research·Healthcare
$15.94-2.7%YTD+37.1%1Y+157.1%
Mentions · last 7 days
2026-08-08: 105 posts2026-08-09: 67 posts2026-08-10: 69 posts2026-08-11: 66 posts2026-08-12: 51 posts2026-08-13: 22 posts2026-08-14: 36 posts417+15%
Price updated 1d ago·X counts updated 1d ago
NENEO
$NEONeoGenomics, Inc.
$15.94-2.75%417 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NEO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-15

The move is getting stronger, with heavier trading behind it.

Cancer diagnostics quietly hitting 52-week highs — and the X chatter under $NEO is about the Neo blockchain, not this equity.

NeoGenomics is a specialty cancer diagnostics company — comprehensive-genomic-profiling tests, minimal-residual-disease monitoring, and pharma-services clinical trial support. It's a mid-cap healthcare-services name that's hit 52-week highs on execution acceleration. The X chatter under $NEO is entirely about the Neo blockchain, not this equity.

Where the actual equity stands:

  • Q2 was a clean beat: revenue of $201.7M grew 11% year-over-year with EPS of $0.05 beating $0.03 by 49% — pharma-services is compounding faster than clinical services, and gross margin expanded to 45.6% from 39.8% two quarters ago, the operating-leverage flip that turns diagnostics from slow-growth into a compounding story.
  • The valuation looks stretched but the growth math supports it: 54x trailing EV/EBITDA is high, but consensus models revenue growing from $800M this year to $965M by 2028 with EPS from $0.18 to $0.46 — the multiple has to come in through earnings compounding rather than expansion.
  • The executive-departure signal is worth watching: an unnamed officer departure disclosed August 11 plus a settlement disclosed July 20 — combined with insider selling from officer Greg Aunan ($321K on August 4), the C-suite is showing ambient signal that deserves attention alongside 52-week-high enthusiasm.

The story extends as long as Q3 pharma-services growth stays above 15% and gross margin holds above 44%. What flips it: a large pharma-services customer loss, or the executive-departure pattern extending to CFO/CEO transition. Ignore the Neo blockchain chatter.

Differs from X sentimentDisagree — the promotional chatter about Neo blockchain's 10-year mainnet milestone, Neo X EVM upgrades, GovPaymaster free txs, and Proof of Working rewards is about the Neo cryptocurrency network, not NeoGenomics the cancer-diagnostics company. The actual equity is a clean-beat pharma-services diagnostics story at 52-week highs; the X signal here is pure ticker collision.

What to watch: October 27 Q3 earnings — pharma-services growth above 15% and gross margin holding above 44% confirms the compounding setup. A large pharma-services customer loss or the executive-departure pattern extending to CFO/CEO transition is what breaks the run and pulls back the 54x EV/EBITDA multiple.

On the calendar: 2026-10-27 — Q3 2026 earnings

sentiment ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment18 posts analyzed · as of 2026-08-14

$NEO chatter is entirely about the Neo blockchain (not NeoGenomics). Posts are uniformly promotional: 10-year mainnet milestone, Neo X EVM upgrades including a GovPaymaster for free txs, developer 'Proof of Working' rewards, and ecosystem AMAs. Community narrative frames it as superior to ETH/SOL in 2026.

Read the AI verdict + X sentiment for $NEO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cancer genetics testing laboratory providing molecular diagnostics, genomic profiling, and pathology services to oncologists nationwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $NEO.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

Industry benchmark

21-name peer basket
+35.5%YTD
+75.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.05$0.03+49.0%
Q1 2026Apr 28, 2026$0.01$0.01+73.0%
Q4 2025Feb 17, 2026$0.06$0.04+50.0%
Q3 2025Oct 28, 2025$0.03$0.02+50.0%
Next earningsTue, Oct 27·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$201.7M+11.2%45.6%-4.8%$0.10$11.7M
Q1 FY26$186.7M+11.1%43.3%-9.8%$-0.65$-13.1M
Q4 FY25$190.2M+10.6%39.8%-5.9%$-0.38$-6.5M
Q3 FY25$187.8M+11.9%42.8%-14.4%$-1.05$570K

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$804.2M$803.7M – $804.6M$0.18$0.15 – $0.209
FY27$884.8M$879.2M – $889.2M$0.34$0.31 – $0.399
FY28$965.6M$952.3M – $977.2M$0.46$0.05 – $0.946
FY29$1.0B$1.0B – $1.0B$0.69$0.68 – $0.705
FY30$1.1B$1.1B – $1.1B$0.81$0.80 – $0.823

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+43.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.735-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 4Greg D AunanChief Accounting Officer20.0K sh$321KSellJun 15Lynn A. TetraultDirector5.3K sh$59KSellJun 9Lynn A. TetraultDirector5.3K sh$60K
+ 27 other (12 exempts · 9 awards · 6 inkinds) in window

See when $NEO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 118-K — Item 5.02: Officer or director change
AI summary

NeoGenomics (NEO) filed an 8-K on August 12, 2026 (event date August 7) under Item 5.02, specifically reporting the departure of an officer. The excerpt is the cover page; the departing officer's identity and circumstances are in the body. NeoGenomics is a specialty oncology diagnostics laboratory company. Senior departures in clinical diagnostics can signal strategic pivots, cost restructuring, or leadership transitions.

8-K/APress release / Reg FD (amended)Jul 228-K/A — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

NEO (NEO) filed a 8-K/A on 2026-07-22. 01, which incorrectly referred to the date “June 20, 2026.” The correct date in each instance is July 20, 2026, consistent with the date of the earliest event reported set forth on the cover page of the Original Form 8-K and the date of the press release furnished as Exhibit 99.1 to the Original Form 8-K. This Amendment is being filed solely to cor Materiality depends on the specific content of this filing.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

NEO (NEO) filed an 8-K under Reg FD (Item 7.01) on 2026-07-20, posting a press release to its website or furnishing it to the SEC. On June 20, 2026, NeoGenomics, Inc. (the “Company”) issued a press release in connection with the settlement agreement described in Item 8.01 below. The information in Item 7.01 of this Current Report and in Exhibit 99.1 attached hereto is being furn This is an informational disclosure furnished (not filed) and does not create new liability under the Exchange Act. Materiality depends on the content of the presentation.

3New insider — initial holdingsJun 253
AI summary

An insider (Amount or Number of Shares Explanation of Responses: Remarks:) at NEO (NEO) filed a Form 3 on 2026-06-25 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

NEO (NEO) disclosed a leadership departure/resignation of Board from nine to ten in an 8-K filed on 2026-06-25. On June 23, 2026, the Board of Directors (the "Board") of NeoGenomics, Inc. (the "Company") increased the size of the Board from nine to ten directors and appointed Carolyn S. Starrett as a director to fill the newly created vacancy, effective immediately. Ms. Starrett will serve as a member of the This is largely an administrative personnel disclosure with limited direct financial impact.

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

NEO (NEO) entered into a material indenture valued at $275.0 million, $41.25 million, $316.25 million on 2026-06-22. Indenture and Notes On June 22, 2026, NeoGenomics, Inc. (the “Company”) completed its previously announced offering of $275.0 million in aggregate principal amount of 0.75% Convertible Senior Notes due 2032 (the “Initial Notes”). On June 17, 2026, the initial purchasers in such offering exercised their option to purchase an additional $41.25 millio. Additional items: 2.03, 3.02, 8.01. This is a material event requiring 8-K disclosure.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
3New insider — initial holdingsMar 23
+ 20 other (9 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NeOnc's NEO100 Phase 2a Brain Cancer Study Beats Historical Benchmark by Nearly 2.5xnewsfilecorp.com·4d agoNeOnc Technologies Reports Positive Topline Phase 2a Results for Intranasal NEO100 in Recurrent IDH1-Mutant High-Grade Gliomaglobenewswire.com·4d agoNeo Performance Materials Q2 Earnings Call Highlightsmarketbeat.com·4d agoNeOnc Technologies to Host Investor Conference Call to Discuss Topline Phase 2a Results for Intranasal NEO100 in Recurrent IDH1-Mutant High-Grade Gliomaglobenewswire.com·6d agoNeoGenomics, Inc. (NEO) Hit a 52 Week High, Can the Run Continue?zacks.com·12d ago

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