NVE Corporation

Informe acción NasdaqCM:NVEC

Capitalización de mercado: US$461.2m

NVE Crecimiento futuro

Future controles de criterios 0/6

Actualmente no disponemos de suficiente cobertura de analistas para prever el crecimiento y los ingresos de NVE.

Información clave

n/a

Tasa de crecimiento de los beneficios

n/a

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor26.0%
Tasa de crecimiento de los ingresosn/a
Rentabilidad financiera futuran/a
Cobertura de analistas

None

Última actualizaciónn/a

Actualizaciones recientes sobre el crecimiento futuro

No hay actualizaciones

Recent updates

Artículo de análisis • Jan 25

NVE (NASDAQ:NVEC) Has Announced A Dividend Of $1.00

The board of NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend on the 27th of February, with...
Artículo de análisis • Dec 24

NVE Corporation's (NASDAQ:NVEC) Share Price Could Signal Some Risk

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Seeking Alpha • Oct 16

NVE Corporation: Promising Applications With Spintronics Miniaturization

Summary NVE Corporation’s spintronics deliver ultra-low-power sensors and isolators. This is how they can sustain high margins and a steady dividend. NVE has also focused on CAPEX for its WLCSP capacity. The new WLCSP ADLxxx-20E nanoswitches open several new potential use cases. For example, new revenue verticals could come with medical, IoT, and robotics niches for its WLCSP family line. NVE has an overall diverse portfolio across GMR/TMR sensors, magnetic isolators, and MRAM IP. Its valuation is compelling given its potential revenue growth over time if it sustains its high margins. Thus, I rate NVE stock a viable speculative “Buy”. Read the full article on Seeking Alpha
Artículo de análisis • Aug 01

Most Shareholders Will Probably Agree With NVE Corporation's (NASDAQ:NVEC) CEO Compensation

Key Insights NVE to hold its Annual General Meeting on 7th of August CEO Daniel Baker's total compensation includes...
Artículo de análisis • Jul 25

A Look At The Intrinsic Value Of NVE Corporation (NASDAQ:NVEC)

Key Insights The projected fair value for NVE is US$56.36 based on 2 Stage Free Cash Flow to Equity With US$63.74 share...
Artículo de análisis • May 28

NVE Corporation's (NASDAQ:NVEC) 27% Share Price Surge Not Quite Adding Up

NVE Corporation ( NASDAQ:NVEC ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis • May 11

NVE (NASDAQ:NVEC) Is Paying Out A Dividend Of $1.00

NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend of $1.00 per share on the 30th of May. Based...
Artículo de análisis • Oct 27

NVE (NASDAQ:NVEC) Is Due To Pay A Dividend Of $1.00

NVE Corporation's ( NASDAQ:NVEC ) investors are due to receive a payment of $1.00 per share on 29th of November. This...
Artículo de análisis • Jul 22

NVE (NASDAQ:NVEC) Has Affirmed Its Dividend Of $1.00

The board of NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend of $1.00 per share on the 30th...
Seeking Alpha • Jan 20

NVE Corporation: Needs To Increase Sales And Production Capacity In 2024

Summary NVE Corporation achieved high marginal growth in Q3 2024 with net margins increasing to 62% and almost zero debt. NVEC is advancing sensor architecture with electric fields, improving computing and memory, and upgrading isolation technology. Despite a drop in revenue, NVEC is attracting new customers, growing its patented technology, and has a fair valuation. Read the full article on Seeking Alpha
Artículo de análisis • Oct 22

NVE (NASDAQ:NVEC) Is Due To Pay A Dividend Of $1.00

The board of NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend of $1.00 per share on the 30th...
Artículo de análisis • Jul 23

NVE (NASDAQ:NVEC) Has Announced A Dividend Of $1.00

The board of NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend on the 31st of August, with...
Seeking Alpha • Oct 19

NVE GAAP EPS of $1.26, revenue of $10.7M

NVE press release (NASDAQ:NVEC): Q2 GAAP EPS of $1.26. Revenue of $10.7M (+56.9% Y/Y).  The increase in revenue was due to a 59% increase in product sales and a 5% increase in contract research and development revenue.  Net income for the second quarter of fiscal 2023 increased 67% to $6.09 million
Seeking Alpha • Sep 09

NVE Corp.: Low Growth, But Highly Profitable And Has The Cash To Pay Dividends

Summary NVE Corp. uses spintronic technology to make some of the world's smallest sensors to fit in the tiniest medical or industrial robots. On the other end of the spectrum, its profitability and cash flow metrics are higher than the median for the IT sector. I assess prospects for revenue growth in light of supply chain constraints and low Capex spent as a percentage of sales. I also elaborate on those enticing dividend yields. The stock is a buy in view of the tightening of monetary policy. In my quest to look for companies that are better positioned to navigate through the period of acute tightening of monetary policy period which lies ahead, I came across NVE Corporation (NVEC). As seen in the table below, it has profitability metrics that, in some cases are superior to the median for the IT sector by more than 1000% as well as good free cash flow margins. Profitability and Cash Metrics (www.seekingalpha.com) On the other hand, its Capex to Sales ratio which is the percentage of revenue spent on capital expense is lower than the sector median implying that it may not be investing sufficiently for growth. In this respect, I noted that revenue growth has decelerated in Q1-2023 (which ended in June 2022) to 2.56% compared to 14.6% in the March quarter. Thus, in addition to shedding some light on growth, this thesis also aims to assess the ability of the company at sustaining its profitability. I start by providing some insights as to what differentiates NVEC as a semiconductor play. Spintronics Vs Electronics Most of you will have already been across the word electronics which is all about using the ability of electrons to charge and discharge rapidly in order to transport data in computers. Instead, spintronics, which is also known as magneto electronics uses the spin of the electron and the associated magnetic field it creates to transfer data. Now, the fact that this can be done in solid-state devices makes spintronics perfect for applications like sensors and couplers in robots and the Internet of Things (IoT). The company also manufactures some of the highest quality sensors used in MRI machines and pacemakers. These devices are available in semiconductor format and are more stable (nonvolatile) with respect to charge-based electronics. With so many qualities, it is not surprising to see other companies commercializing related products, with prominent industry plays like Intel (NASDAQ:INTC) and International Business Machines (IBM) collaborating with academia for research purposes. Here, one key factor which explains NVEC's high profitability is that, in addition to selling products, it also performs contract research, a segment that saw a 32% revenue increase in Q1-2023 (Q1) compared to last year. In comparison product sales increased by only 3%, but still accounted for 96.4% of total revenues. The reason for this is just like many other industry peers, the company's operations were impacted by supply chain shortages as from the second quarter of 2021, with gross margins falling to 75% for the June 2021 quarter as shown in the table below. Quarterly revenues (www.seekingalpha.com) There have been signs of improvement as per the management during Q1's earnings call. Noteworthily, gross margins have been increasing steadily and should improve further as the company has been raising prices since the beginning of this year to offset the higher cost of revenues. Continuing on Profitability, Cash, and Growth In order to mitigate against supply chain challenges, inventories have been scaled up to above $5 million as per the table below, or 20% more than at the beginning of 2021. This is the reason the cash position has deteriorated slightly. Balance Sheet - Quarterly figures (www.seekingalpha.com) However, these higher inventories should deliver more cash from operations and therefore more growth in the coming quarters. Here, thanks to its ability to pass on costs to customers, NVEC should see higher gross margins, provided it can control operating expenses. In this respect, most probably due to its smaller size with employees being relatively more multi-skilled, the company appears to have some flexibility in moving them from one department to another. In this way, there was a 26% reduction in R&D expenses as staff dedicated more time to revenue-generating activities in Q1. As a result, operating income margins actually increased to 64.4%. Now, this was also due to the timing of some staff incentive compensation, but, any future employee-related expenses should be offset by the uptrend in gross margins. Another factor that can potentially bring more growth is an associated field of electron spinning research called MRAM (Magnetoresistive Random Access Memories) which can be envisioned as the next-generation memory technology, about 600 times faster than conventional ones. This technology should produce a faster and denser all-in-one single memory chip that can hold the data contained in several conventional ones used today. This is the reason NVEC has licensed it to Motorola (MSI), Cypress, and Honeywell International (HON). However, it faces competition from Everspin Technologies (NASDAQ:MRAM) with a market cap of $135 million and which grew revenues by 24% in the June quarter. Risks and Valuations Here, one of the risks for NVEC as a $232 million market cap company is a large billion dollar semiconductor play acquiring Everspin, or another competitor, thereby constituting a direct competitive threat for NVEC. Moreover, with technology evolving rapidly, there could be more competition from lower-priced sensors in a field where continuous development in PCB (printed circuit board) technology is leading to miniaturization or fewer components per square inch. In response, in addition to quality, NVEC can rely on its rapidly evolving product pipeline which recently saw the introduction of a new Ultra miniature version of TMR (Tunneling Magnetoresistance) sensors which are two times smaller in size than the previous generation. Thus, the aim is to constantly innovate and maintain its niche status as a manufacturer of the smallest sensors to equip the tiniest medical or industrial robots, while keeping competitors at bay. Consequently, the ingredients are present, not only to maintain but also to accelerate sales but, at a trailing price to sales of 8.59x, the growth metric has already been priced in. In this case and in line with the profitability rationale guiding this thesis, NVEC remains undervalued by around 30% when considering the trailing P/E of 15.5x. Adjusting accordingly, I obtain a target of about $61-62 (48.3 x 1.3) based on the current share price of $48.5. Valuation metrics (www.seekingalpha.com)
Artículo de análisis • Jul 24

NVE's (NASDAQ:NVEC) Dividend Will Be $1.00

The board of NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend of $1.00 per share on the 31st...
Seeking Alpha • Jul 20

NVE declares $1.00 dividend

NVE (NASDAQ:NVEC) declares $1.00/share quarterly dividend, in line with previous. Forward yield 8.23% Payable Aug. 31; for shareholders of record Aug. 1; ex-div July 29. See NVEC Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Jun 27

Rare 8% Dividend Yield From Growing, Made-In-America Semiconductor Leader: NVE Corp.

NVE Corp. may be throwing off one of the smartest/safest dividend yields (above 8%) available to income investors in June 2022. The kicker is business prospects are strong, with the company seeing higher demand for its domestic production during the pandemic semiconductor shortages of 2021-22. Perhaps the lowest valuation of the stock in at least 15 years is now open to investors willing to step up to the plate.
Artículo de análisis • May 08

NVE (NASDAQ:NVEC) Has Affirmed Its Dividend Of US$1.00

NVE Corporation's ( NASDAQ:NVEC ) investors are due to receive a payment of US$1.00 per share on 31st of May. Based on...
Artículo de análisis • Jan 23

NVE (NASDAQ:NVEC) Will Pay A Dividend Of US$1.00

NVE Corporation ( NASDAQ:NVEC ) has announced that it will pay a dividend of US$1.00 per share on the 28th of February...
Seeking Alpha • Dec 29

NVE Corp.: The Only Practical Spintronics Player In Town - 6% Dividend Yield And Plenty Of Growth Optionality - 125% Upside

NVE Corp. is a high-quality spintronics player focused on the growth markets in industrial robots and medical devices. Trading at only 14x earnings, potential growth is not factored in by Mr. Market. The company pays a large dividend of $4 per share each year, currently giving it a 6% dividend yield.
Artículo de análisis • Oct 24

NVE (NASDAQ:NVEC) Has Re-Affirmed Its Dividend Of US$1.00

NVE Corporation ( NASDAQ:NVEC ) will pay a dividend of US$1.00 on the 30th of November. This makes the dividend yield...
Seeking Alpha • Oct 17

The Bottom Fishing Club: NVE Corp. - American Made Semiconductors

NVE may be on the cusp of better growth, filling the gap caused by overseas chip shortages (after a decade of stagnation in company sales). Highly profitable, domestic manufacturing of sensors/couplers is ready to expand capacity to meet the needs of customers unable to source products from foreign suppliers. The stock's valuation does not seem to discount any growth in the business during calendar 2022, opening a buy proposition. Technical momentum indicators are signaling a swing into a rising stock quote trend could be next.
Artículo de análisis • Jul 30

We Discuss Why NVE Corporation's (NASDAQ:NVEC) CEO Will Find It Hard To Get A Pay Rise From Shareholders This Year

The disappointing performance at NVE Corporation ( NASDAQ:NVEC ) will make some shareholders rather disheartened. At...

En esta sección solemos presentar previsiones de crecimiento de ingresos y beneficios basadas en las estimaciones por consenso de analistas profesionales para ayudar a los inversores a comprender la capacidad de la empresa para generar beneficios. Pero como NVE no ha proporcionado suficientes datos anteriores y no dispone de previsiones de analistas, sus beneficios futuros no pueden calcularse de forma fiable extrapolando datos anteriores o utilizando las previsiones de los analistas.

Es una situación poco común, ya que el 97% de las empresas disponibles en SimplyWall St sí disponen de datos financieros anteriores.

Previsiones de crecimiento de beneficios e ingresos

NasdaqCM:NVEC - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
3/31/202626151417N/A
12/31/202526141215N/A
9/30/202525141314N/A
6/30/202525151214N/A
3/31/202526151314N/A
12/31/202426151415N/A
9/30/202427161516N/A
6/30/202428171819N/A
3/31/202430171818N/A
12/31/202336221919N/A
9/30/202336221920N/A
6/30/202340232021N/A
3/31/202338231819N/A
12/31/202232181718N/A
9/30/202231181515N/A
6/30/202227151213N/A
3/31/202227151213N/A
12/31/202126141414N/A
9/30/202126141414N/A
6/30/202124131313N/A
3/31/202121121313N/A
12/31/202022121212N/A
9/30/202022121414N/A
6/30/202024131415N/A
3/31/202025151616N/A
12/31/20192514N/A15N/A
9/30/20192514N/A13N/A
6/30/20192614N/A14N/A
3/31/20192615N/A14N/A
12/31/20182916N/A16N/A
9/30/20183016N/A16N/A
6/30/20182915N/A15N/A
3/31/20183014N/A15N/A
12/31/20172913N/A13N/A
9/30/20172913N/A14N/A
6/30/20172913N/A13N/A
3/31/20172813N/A12N/A
12/31/20162813N/A13N/A
9/30/20162612N/A12N/A
6/30/20162612N/A13N/A
3/31/20162812N/A14N/A
12/31/20152913N/A16N/A
9/30/20152914N/A16N/A
6/30/20153014N/A16N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Datos insuficientes para determinar si el crecimiento previsto de los beneficios de NVEC es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Datos insuficientes para determinar si se prevé que los beneficios de NVEC crezcan más rápidamente que el mercado US

Beneficios de alto crecimiento: Datos insuficientes para determinar si se espera que los beneficios de NVEC crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: No hay datos suficientes para determinar si se prevé que los ingresos de NVEC crezcan más rápidamente que el mercado de US.

Ingresos de alto crecimiento: No hay datos suficientes para determinar si se prevé que los ingresos de NVEC crezcan a un ritmo superior a 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de NVEC se prevé que sea elevada dentro de 3 años.

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/12 15:57
Precio de las acciones al final del día2026/05/12 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

NVE Corporation está cubierta por 1 analistas. 0 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Steven CrowleyCraig-Hallum Capital Group LLC