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Neo Performance Materials Inc. Stock Price

TSX:NEO Community·CA$1.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 135 Fair Values set on narratives written by author

NEO Share Price Performance

CA$34.46
21.97 (175.90%)
CA$39.63
Fair Value
CA$34.46
21.97 (175.90%)
13.0% undervalued intrinsic discount
CA$39.63
Fair Value
Price CA$34.46
AnalystConsensusTarget CA$39.63
OOO97 CA$25.33
AnalystHighTarget CA$29.91

NEO Community Narratives

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Fair Value CA$39.63 13.0% undervalued intrinsic discount

European Magnet Facility Expansion Will Support Clean Energy Demand

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Fair Value
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Fair Value CA$25.33 36.0% overvalued intrinsic discount

Undervalued Key Player in Magnets/Rare Earth

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Fair Value CA$29.91 15.2% overvalued intrinsic discount

European Magnet Expansion And Clean Energy Demand Will Drive Long-Term Upside Potential

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Neo Performance Materials

Undervalued Key Player in Magnets/Rare Earth

Thesis: Downstream leverage. Growth is tied to the European automotive supply chain and the new sintered magnet plant in Estonia.Read more

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CA$25.33
36.0% overvalued intrinsic discount
Fair Value
Profit Margin
12%
Future PE
12x
Price in 2031
CA$35.16
CA$29.91
15.2% overvalued intrinsic discount
Profit Margin
8.56%
Future PE
20.76x
Price in 2028
CA$36.41

Trending Discussion

Updated Narratives

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Undervalued Key Player in Magnets/Rare Earth

Fair Value: CA$25.33 36.0% overvalued intrinsic discount
81 users have set this as their fair value
0 users have commented on this narrative
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NEO: Rare Earth Magnet Bottleneck And European Supply Shift Will Support Upside

Fair Value: CA$39.63 13.0% undervalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
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Electrification And Rare Earth Volatility Will Challenge Magnet Ramp Yet Eventually Support Earnings

Fair Value: CA$20.86 65.2% overvalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Reasonable growth potential with adequate balance sheet.

1 Risk
2 Rewards

Neo Performance Materials Inc. Key Details

US$512.1m

Revenue

US$350.7m

Cost of Revenue

US$161.5m

Gross Profit

US$171.6m

Other Expenses

-US$10.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.24
31.53%
-1.98%
40.4%
View Full Analysis

About NEO

Founded
1994
Employees
1547
CEO
Rahim Suleman
WebsiteView website
www.neomaterials.com

Neo Performance Materials Inc. engages in the manufacture and sale of rare earth, magnetic powders, magnets, and rare metal-based functional materials in China, Japan, Thailand, South Korea, North America, Europe, and internationally. It operates in three segments: Magnequench, Chemicals & Oxides, and Rare Metals. The company offers magnetic materials, such as bonded neo powders, compression molded magnets, and product comparison tool for automotive, residential and appliance, and media storage applications; chemicals and oxides, including advanced industrial materials, lanthanide element and water purification products for automotive emissions control, consumer electronics, petroleum refining, hybrid and electric vehicles, wastewater treatment applications; rare metals, comprising tantalum, niobium, rhenium products, hafnium, gallium, and indium products for rare metals applications, superalloys for aerospace, medical imaging, flat panel displays, wireless technologies, LED lighting, CIGS solar, steel additives, batteries, electronics applications, superconductive, and catalysts applications. Neo Performance Materials Inc. was founded in 1994 and is headquartered in Toronto, Canada.

Recent NEO News & Updates

Narrative Update Jun 07

NEO: Rare Earth Magnet Bottleneck And European Supply Shift Will Support Upside

Analysts have lifted the blended price target for Neo Performance Materials to about CA$40 from about CA$28, reflecting updated views on revenue growth, profitability, and a lower assumed future P/E multiple, supported by recent target hikes from CA$26 to CA$44 across several firms. Analyst Commentary Recent target changes for Neo Performance Materials point to a reassessment of the stock's risk and reward profile, with several firms lifting their price targets into the high C$30s and low C$40s while maintaining positive ratings.

Recent updates

No updates