TickerTalks
Browse all tickers →
TickerTalks›$NEOG
NENEOG

Neogen Corporation

$NEOG·$2.0B·Medical - Diagnostics & Research·Healthcare
$9.19-1.6%YTD+34.8%1Y+72.3%
Mentions · last 7 days
2026-07-20: 1 posts2026-07-21: 0 posts2026-07-22: 1 posts2026-07-23: 1 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts3
Price updated 10m ago·X counts updated 2d ago
NENEOG
$NEOGNeogen Corporation
$9.19-1.61%3 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

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

Neogen Corporation, including its affiliated companies, is a global leader in creating, manufacturing, and distributing a wide range of products crucial for maintaining food quality and animal health. The enterprise is structured into two primary divisions: Food Safety and Animal Safety. The Food Safety segment delivers advanced diagnostic test kits and associated solutions to identify detrimental or unintended contaminants in food and animal feed. This extensive detection capability covers threats such as foodborne pathogens, spoilage-causing organisms, naturally occurring toxins, food allergens, genetically modified ingredients, ruminant by-products, specific meat identification, residual drugs and pesticides, and overall sanitation issues. A key product is the AccuPoint Advanced rapid sanitation test, which quickly spots adenosine triphosphate (ATP), indicating the presence of living cells, to verify cleanliness. Customers for this segment are diverse, encompassing producers and processors of food and feed, grain operations, manufacturers of processed foods like cookies, crackers, candy, and ice cream, as well as those handling meat, poultry, seafood, fruits, vegetables, and dairy. It also serves laboratories and producers of pharmaceuticals, cosmetics, and veterinary vaccines. The Animal Safety division provides a comprehensive portfolio for the animal health market. Offerings include veterinary instruments, pharmaceuticals, vaccines, topical medications, parasiticides, diagnostic products, rodenticides, cleaning agents, disinfectants, insecticides, and genomics testing services. This segment also supplies specialized products for researchers investigating biologically active substances. Its immunoassay test kits are vital for detecting illicit and therapeutic drugs in farm and racing animals, identifying drug residues in meat and meat products, and assisting in human forensic toxicology drug screenings. Moreover, products from this division are instrumental in upholding hygienic conditions and minimizing the risks posed by bacteria, fungi, and viruses. Neogen Corporation was established in 1981 and is headquartered in Lansing, Michigan.

Industry overviewAI analysisGenerated by AI from underlying data

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

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

17-name peer basket
+26.1%YTD
+48.0%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-3.4How 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
-1.1%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
-4.4%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
2.0%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
2.4Same 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
-29.0%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
42.6%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
0.4Total 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
Q1 2026Apr 9, 2026$0.09$0.04+125.0%
Q4 2025Jan 8, 2026$0.10$0.07+42.9%
Q3 2025Oct 9, 2025$0.04$-0.07+154.1%
Q2 2025Jul 29, 2025$0.05$0.08-37.5%
Next earningsThu, Jul 30·consensus EPS $0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$211.2M-4.4%46.9%-1.6%$-0.08$11.1M
Q2 FY26$224.7M-2.8%47.5%-2.4%$-0.07$43.4M
Q1 FY26$209.2M-3.6%34.4%-7.6%$0.17$-13.1M
Q4 FY25$225.5M-4.8%41.2%-5.9%$-2.82$406K

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$857.5M$856.0M – $859.0M$0.37$0.34 – $0.384
FY27$849.1M$835.5M – $861.7M$0.30$0.25 – $0.384
FY28$843.0M$843.0M – $843.0M$0.35$0.32 – $0.383
FY29$809.1M$783.7M – $826.0M$0.46$0.44 – $0.471
FY30$831.9M$805.8M – $849.3M$0.50$0.48 – $0.511

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.1.3×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.70%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.+1.0%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.+8.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 216.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.795-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

BuyFeb 17Mikheal NassifCEO23 sh$252BuyFeb 2Mikheal NassifCEO24 sh$240
+ 6 other (3 inkinds · 2 exempts · 1 award) in window

See when $NEOG 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
Free, forever. No credit card.

Recent news

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

Neogen to Release Fourth-Quarter Fiscal Year 2026 Financial Results on July 30, 2026businesswire.com·9d agoNeogen Gains 101.1% in a Year: What's Driving the Rally?zacks.com·32d agoIs it Worth Retaining NEOG Stock in Your Portfolio for Now?zacks.com·33d agoNeogen® Committed to Helping Ranchers, Livestock Producers, and Horse Owners Fight Against New World Screwwormgurufocus.com·41d agoNeogen® Committed to Helping Ranchers, Livestock Producers, and Horse Owners Fight Against New World Screwwormbusinesswire.com·41d ago

More in Medical - Diagnostics & Research

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$DHR$PSNL$TMO$MEDP$A$DGX$STIM$TWST
Voices on X · last 7 days

No standout posts about $NEOG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport