Major Estimate Revision • May 15
Consensus revenue estimates increase by 15% The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$275.0m to US$315.3m. EPS estimate unchanged from US$1.90 at last update. Electronic industry in Israel expected to see average net income growth of 35% next year. Consensus price target up from ₪376 to ₪387. Share price fell 4.7% to ₪287 over the past week. Live News • May 12
NextVision Projects $315m 2026 Revenue With Strong Growth and North American Demand NextVision Stabilized Systems reported first quarter 2026 revenue growth of 86%, supported mainly by demand in North America.
The company updated its 2026 revenue target to about $315m, which represents 87% year-over-year growth.
Management plans to double production capacity by the end of 2026 and reports a strong order backlog and closer relationships with key customers in the Aerospace & Defense sector.
The combination of high growth targets, capacity expansion and a solid order backlog suggests that management has clear visibility on current demand, particularly from North America.
Investors may want to monitor how efficiently the company ramps up production and whether orders convert to revenue in line with the updated 2026 target, since execution risks can increase when capacity is expanded quickly. Announcement • May 11
Nextvision Stabilized Systems, Ltd. Updates Revenue Guidance for the Year 2026 NextVision Stabilized Systems, Ltd. updated revenue guidance for the year 2026. For the year, the company expects revenue target for 2026 to $315 million, compared with the previous target of $275 million. The updated target reflects an increase of 15% over the previous forecast and growth of 87% over 2025 revenue, driven by continued strong demand, deeper engagement with strategic customers, and a significant expansion of the Company's production and operational capabilities. Announcement • Apr 23
NextVision Stabilized Systems, Ltd. to Report Q1, 2026 Results on May 11, 2026 NextVision Stabilized Systems, Ltd. announced that they will report Q1, 2026 results at 9:46 AM, Israel Standard Time on May 11, 2026 Major Estimate Revision • Mar 18
Consensus EPS estimates fall by 35% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$2.67 to US$1.74. Revenue forecast unchanged from US$275.0m at last update. Net income forecast to grow 57% next year vs 30% growth forecast for Electronic industry in Israel. Consensus price target up from ₪314 to ₪404. Share price rose 5.5% to ₪375 over the past week. Declared Dividend • Mar 15
Dividend of US$0.57 announced Shareholders will receive a dividend of US$0.57. Ex-date: 23rd March 2026 Payment date: 31st March 2026 Dividend yield will be 0.2%, which is lower than the industry average of 4.2%. Payout Ratios Payout ratio: 46%. Cash payout ratio: 62%. Reported Earnings • Mar 12
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: US$1.24 (up from US$0.83 in FY 2024). Revenue: US$168.4m (up 47% from FY 2024). Net income: US$103.7m (up 56% from FY 2024). Profit margin: 62% (up from 58% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has increased by 214% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 11
NextVision Stabilized Systems, Ltd. Approves A Dividend Distribution for 2025 NextVision Stabilized Systems, Ltd.'s Board of Directors approved a dividend distribution of approximately $51.8 million from 2025 profits, in accordance with the Company's dividend policy of distributing up to 50% of net income. Announcement • Feb 27
NextVision Stabilized Systems, Ltd. to Report Fiscal Year 2025 Results on Mar 11, 2026 NextVision Stabilized Systems, Ltd. announced that they will report fiscal year 2025 results on Mar 11, 2026 Valuation Update With 7 Day Price Move • Jan 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₪230, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 20x in the Electronic industry in Asia. Total returns to shareholders of 2,775% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪161 per share. Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to ₪184, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 20x in the Electronic industry in Asia. Total returns to shareholders of 2,092% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪118 per share. Buy Or Sell Opportunity • Dec 10
Now 21% overvalued Over the last 90 days, the stock has fallen 9.4% to ₪143. The fair value is estimated to be ₪118, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 60% over the last 3 years. Earnings per share has grown by 67%. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 74% in the next 2 years. Buy Or Sell Opportunity • Nov 24
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 8.0% to ₪145. The fair value is estimated to be ₪121, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 60% over the last 3 years. Earnings per share has grown by 67%. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 74% in the next 2 years. Reported Earnings • Nov 11
Third quarter 2025 earnings released: EPS: US$0.34 (vs US$0.23 in 3Q 2024) Third quarter 2025 results: EPS: US$0.34 (up from US$0.23 in 3Q 2024). Revenue: US$47.3m (up 62% from 3Q 2024). Net income: US$28.2m (up 56% from 3Q 2024). Profit margin: 60% (down from 62% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has increased by 165% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 29
NextVision Stabilized Systems, Ltd. to Report Q3, 2025 Results on Nov 10, 2025 NextVision Stabilized Systems, Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025 Buy Or Sell Opportunity • Oct 29
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 1.1% to ₪141. The fair value is estimated to be ₪116, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Buy Or Sell Opportunity • Sep 18
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 24% to ₪151. The fair value is estimated to be ₪119, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Announcement • Sep 16
NextVision Stabilized Systems, Ltd. has filed a Follow-on Equity Offering in the amount of ILS 1.387 billion. NextVision Stabilized Systems, Ltd. has filed a Follow-on Equity Offering in the amount of ILS 1.387 billion.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 9,500,000
Price\Range: ILS 146 Buy Or Sell Opportunity • Sep 03
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 39% to ₪147. The fair value is estimated to be ₪122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 63% over the last 3 years. Earnings per share has grown by 72%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Reported Earnings • Aug 12
Second quarter 2025 earnings released: EPS: US$0.29 (vs US$0.20 in 2Q 2024) Second quarter 2025 results: EPS: US$0.29 (up from US$0.20 in 2Q 2024). Revenue: US$37.1m (up 32% from 2Q 2024). Net income: US$23.2m (up 46% from 2Q 2024). Profit margin: 63% (up from 57% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has increased by 137% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 01
NextVision Stabilized Systems, Ltd. to Report Q2, 2025 Results on Aug 11, 2025 NextVision Stabilized Systems, Ltd. announced that they will report Q2, 2025 results on Aug 11, 2025 Announcement • Jul 09
NextVision Stabilized Systems, Ltd., Annual General Meeting, Aug 14, 2025 NextVision Stabilized Systems, Ltd., Annual General Meeting, Aug 14, 2025. Location: co. offices, Israel New Risk • Jun 26
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Israeli stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.2% average weekly change). High level of non-cash earnings (63% accrual ratio). Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₪122, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 16x in the Electronic industry in Israel. Total returns to shareholders of 1,496% over the past three years. New Risk • Jun 02
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 63% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (63% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.9% average weekly change). Announcement • Apr 28
NextVision Stabilized Systems, Ltd. to Report Q1, 2025 Results on May 19, 2025 NextVision Stabilized Systems, Ltd. announced that they will report Q1, 2025 results on May 19, 2025 Reported Earnings • Mar 12
Full year 2024 earnings released: EPS: US$0.83 (vs US$0.35 in FY 2023) Full year 2024 results: EPS: US$0.83 (up from US$0.35 in FY 2023). Revenue: US$114.9m (up 121% from FY 2023). Net income: US$66.4m (up 141% from FY 2023). Profit margin: 58% (up from 53% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has increased by 110% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₪85.00, the stock trades at a trailing P/E ratio of 31.7x. Average trailing P/E is 14x in the Electronic industry in Israel. Total returns to shareholders of 859% over the past three years. Announcement • Feb 20
NextVision Stabilized Systems, Ltd. to Report Fiscal Year 2024 Results on Mar 10, 2025 NextVision Stabilized Systems, Ltd. announced that they will report fiscal year 2024 results on Mar 10, 2025 Valuation Update With 7 Day Price Move • Feb 09
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₪75.65, the stock trades at a trailing P/E ratio of 28.7x. Average trailing P/E is 14x in the Electronic industry in Israel. Total returns to shareholders of 831% over the past three years. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₪58.40, the stock trades at a trailing P/E ratio of 21.5x. Average trailing P/E is 14x in the Electronic industry in Israel. Total returns to shareholders of 573% over the past three years. Reported Earnings • Nov 12
Third quarter 2024 earnings released: EPS: US$0.23 (vs US$0.079 in 3Q 2023) Third quarter 2024 results: EPS: US$0.23 (up from US$0.079 in 3Q 2023). Revenue: US$29.1m (up 129% from 3Q 2023). Net income: US$18.0m (up 187% from 3Q 2023). Profit margin: 62% (up from 49% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth. Announcement • Oct 22
NextVision Stabilized Systems, Ltd. to Report Q3, 2024 Results on Nov 11, 2024 NextVision Stabilized Systems, Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024 Reported Earnings • Aug 13
Second quarter 2024 earnings released: EPS: US$0.20 (vs US$0.078 in 2Q 2023) Second quarter 2024 results: EPS: US$0.20 (up from US$0.078 in 2Q 2023). Revenue: US$28.1m (up 131% from 2Q 2023). Net income: US$15.9m (up 159% from 2Q 2023). Profit margin: 57% (up from 50% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has increased by 98% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 29
NextVision Stabilized Systems, Ltd. to Report Q2, 2024 Results on Aug 12, 2024 NextVision Stabilized Systems, Ltd. announced that they will report Q2, 2024 results on Aug 12, 2024 Announcement • May 18
NextVision Stabilized Systems, Ltd., Annual General Meeting, Jun 24, 2024 NextVision Stabilized Systems, Ltd., Annual General Meeting, Jun 24, 2024. Location: co. offices, Israel Reported Earnings • May 18
First quarter 2024 earnings released: EPS: US$0.18 (vs US$0.052 in 1Q 2023) First quarter 2024 results: EPS: US$0.18 (up from US$0.052 in 1Q 2023). Revenue: US$27.2m (up 219% from 1Q 2023). Net income: US$14.5m (up 257% from 1Q 2023). Profit margin: 53% (up from 48% in 1Q 2023). The increase in margin was driven by higher revenue. Announcement • May 03
NextVision Stabilized Systems, Ltd. to Report Q1, 2024 Results on May 16, 2024 NextVision Stabilized Systems, Ltd. announced that they will report Q1, 2024 results on May 16, 2024 Reported Earnings • Mar 11
Full year 2023 earnings released: EPS: US$0.35 (vs US$0.14 in FY 2022) Full year 2023 results: EPS: US$0.35 (up from US$0.14 in FY 2022). Revenue: US$51.9m (up 99% from FY 2022). Net income: US$27.6m (up 147% from FY 2022). Profit margin: 53% (up from 43% in FY 2022). The increase in margin was driven by higher revenue. Announcement • Feb 12
NextVison Stabilized Systems, Ltd. to Report Fiscal Year 2023 Results on Mar 11, 2024 NextVison Stabilized Systems, Ltd. announced that they will report fiscal year 2023 results on Mar 11, 2024 Buy Or Sell Opportunity • Feb 08
Now 22% undervalued Over the last 90 days, the stock has risen 51% to ₪39.90. The fair value is estimated to be ₪51.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 86% over the last year. Earnings per share has grown by 151%. Valuation Update With 7 Day Price Move • Jan 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₪35.86, the stock trades at a trailing P/E ratio of 36.2x. Average trailing P/E is 9x in the Electronic industry in Israel. Total returns to shareholders of 330% over the past year. Reported Earnings • Nov 18
Third quarter 2023 earnings released: EPS: US$0.079 (vs US$0.035 in 3Q 2022) Third quarter 2023 results: EPS: US$0.079 (up from US$0.035 in 3Q 2022). Revenue: US$12.7m (up 93% from 3Q 2022). Net income: US$6.27m (up 131% from 3Q 2022). Profit margin: 49% (up from 41% in 3Q 2022). The increase in margin was driven by higher revenue. Reported Earnings • Aug 17
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: US$12.2m (up 86% from 2Q 2022). Net income: US$6.13m (up 176% from 2Q 2022). Profit margin: 50% (up from 34% in 2Q 2022). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₪14.23, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 14x in the Electronic industry in Israel. Total returns to shareholders of 66% over the past year.