Loading...
NEOG logo

Neogen CorporationNasdaqGS:NEOG 株式レポート

時価総額 US$1.9b
株価
US$8.90
US$12
25.8% 割安 内在価値ディスカウント
1Y44.7%
7D6.6%
1D
ポートフォリオ価値
表示

Neogen Corporation

NasdaqGS:NEOG 株式レポート

時価総額:US$1.9b

Neogen(NEOG)株式概要

ネオジェン・コーポレーションは、食品と動物の安全性に関する様々な製品とサービスを開発、製造し、米国内外で販売している。 詳細

NEOG ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績0/6
財務の健全性4/6
配当金0/6

NEOG Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Neogen Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Neogen
過去の株価
現在の株価US$8.90
52週高値US$11.43
52週安値US$4.53
ベータ1.84
1ヶ月の変化-6.71%
3ヶ月変化-21.24%
1年変化44.72%
3年間の変化-48.07%
5年間の変化-80.49%
IPOからの変化3,382.55%

最新ニュース

ナラティブの更新 May 25

NEOG: Raised 2026 Revenue Guidance And Higher P/E Expectation Will Support Upside

Analysts have raised their price target for Neogen to $11.00 from $10.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher expected future P/E multiple. What's in the News Neogen issued updated guidance for fiscal 2026, focusing on its outlook for full year revenue (Key Developments).
ナラティブの更新 Apr 30

NEOG: Updated 2026 Revenue Outlook Will Support Future Upside Potential

Analysts have nudged their price target on Neogen slightly higher to $12, reflecting updated assumptions around discount rate, profit margin and future P/E that keep fair value broadly in line with prior estimates. What's in the News Neogen updated full fiscal year 2026 guidance, with projected revenue now in a range of $857 million to $860 million.
ナラティブの更新 Apr 15

NEOG: Recall Response And Updated 2026 Guidance Will Support Future Upside

Analysts have raised their price target on Neogen from $11.67 to $12.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E of 32.21 compared with 28.61 previously. What's in the News Neogen updated full fiscal year 2026 guidance, indicating expected revenue in a range of $857 million to $860 million, compared with prior guidance of $845 million to $855 million (corporate guidance).

Recent updates

ナラティブの更新 May 25

NEOG: Raised 2026 Revenue Guidance And Higher P/E Expectation Will Support Upside

Analysts have raised their price target for Neogen to $11.00 from $10.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher expected future P/E multiple. What's in the News Neogen issued updated guidance for fiscal 2026, focusing on its outlook for full year revenue (Key Developments).
ナラティブの更新 Apr 30

NEOG: Updated 2026 Revenue Outlook Will Support Future Upside Potential

Analysts have nudged their price target on Neogen slightly higher to $12, reflecting updated assumptions around discount rate, profit margin and future P/E that keep fair value broadly in line with prior estimates. What's in the News Neogen updated full fiscal year 2026 guidance, with projected revenue now in a range of $857 million to $860 million.
ナラティブの更新 Apr 15

NEOG: Recall Response And Updated 2026 Guidance Will Support Future Upside

Analysts have raised their price target on Neogen from $11.67 to $12.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E of 32.21 compared with 28.61 previously. What's in the News Neogen updated full fiscal year 2026 guidance, indicating expected revenue in a range of $857 million to $860 million, compared with prior guidance of $845 million to $855 million (corporate guidance).
ナラティブの更新 Apr 01

NEOG: Earnings Outlook Will Benefit From Recall Actions And New Guidance

Analysts have raised their price target on Neogen from $8.17 to $11.67 per share, citing updated assumptions related to the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Neogen is voluntarily recalling all lots within expiry of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level due to microbial contamination identified in certain 10 mL / 50 mg vials.
ナラティブの更新 Mar 18

NEOG: Recall Resolution Will Shape Bullish View On 2026 Revenue Outlook

Analysts have kept Neogen's price target steady at $13.00, indicating only minor adjustments in assumptions for discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view of the stock's valuation. What's in the News Neogen is voluntarily recalling all lots of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level due to microbial contamination identified in certain 10 mL / 50 mg vials, and is extending the recall to 2 mL / 20 mg vials while its investigation continues (Key Developments).
ナラティブの更新 Mar 04

NEOG: 2026 Outlook Will Rely On Recall Resolution For Upside

Analysts are holding Neogen's fair value estimate at $13.00 while modestly adjusting their assumptions around the discount rate, long term revenue trends, profit margins, and future P/E. This reflects updated views on the company’s risk profile and earnings potential without changing the overall price target level.
ナラティブの更新 Feb 18

NEOG: 2026 Revenue Outlook Will Support Continued Bullish Thesis

Analysts have maintained Neogen's price target at $13.00, noting that only minor adjustments to assumptions around discount rate, revenue growth, profit margins, and future P/E were made, which do not materially change their valuation view. What's in the News Neogen is voluntarily recalling all lots of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level, after microbial contamination was identified in certain 10 mL/50 mg vials used via intraarticular injection, which is inconsistent with the product's labeled use (Key Developments).
Seeking Alpha Feb 16

Neogen Corporation Could Re-Rate As 3M Food Safety Integration Improves

Summary Neogen Corporation’s sizeable $11 billion food-and-animal safety TAM still has secular tailwinds with regulation, traceability, and disease-prevention trends. Management believes this market has an overall projected 6%–7% CAGR through 2030. In that context, NEOG’s Petrifilm anchors future recurring consumables and end-to-end testing ecosystem. NEOG’s 3M Food Safety combination expanded scale but introduced integration frictions, which, going forward, are an interesting opportunity for management. If NEOG executes on its turnaround plan with better supply chains, fulfillment, and systems, it could unlock long-term shareholder value. Read the full article on Seeking Alpha
ナラティブの更新 Feb 03

NEOG: Higher Forward P/E And 2026 Outlook Will Support Bullish Thesis

Analysts have raised their price target on Neogen by an implied $3 per share, pointing to adjustments in fair value, discount rate, revenue growth expectations, profit margin assumptions, and a higher forward P/E multiple as the key drivers behind the change. What's in the News Neogen is voluntarily recalling all lots within expiry of Neogen Vet HYCOAT Hyaluronate Sodium Sterile Solution for dogs, cats, and horses at the veterinarian level due to microbial contamination identified in certain 10 mL/50 mg vials, with an expanded recall to 2 mL/20 mg vials while the investigation continues (Key Developments).
分析記事 Feb 02

Improved Revenues Required Before Neogen Corporation (NASDAQ:NEOG) Stock's 46% Jump Looks Justified

Despite an already strong run, Neogen Corporation ( NASDAQ:NEOG ) shares have been powering on, with a gain of 46% in...
ナラティブの更新 Jan 20

NEOG: Future CFO Transition And 2026 Guidance Will Support Measured Outlook

Analysts have raised their fair value estimate for Neogen from US$6.50 to US$10.00, reflecting updated assumptions regarding discount rates, revenue trends, profit margins and a higher future P/E multiple. What's in the News Neogen issued earnings guidance for fiscal 2026, with revenue anticipated in the range of US$845 million to US$855 million, giving investors a sense of management’s current expectations for the business (Key Developments).
ナラティブの更新 Jan 05

NEOG: New CFO Appointment Will Support Confidence In Earnings Outlook

Analysts now place a higher implied value on Neogen, lifting their fair value estimate from US$8.00 to US$10.00, citing updated assumptions around discount rates, revenue trends, profit margins, and a richer future P/E multiple. What's in the News Neogen appointed Bryan Riggsbee as Chief Financial Officer, effective November 3, 2025.
分析記事 Dec 19

Neogen Corporation (NASDAQ:NEOG) Shares Fly 34% But Investors Aren't Buying For Growth

The Neogen Corporation ( NASDAQ:NEOG ) share price has done very well over the last month, posting an excellent gain of...
ナラティブの更新 Dec 17

NEOG: Future CFO Transition And Guidance Stability Will Support Measured Outlook

Analysts have raised their price target on Neogen from approximately $5.00 to $6.50 per share, citing a slightly lower discount rate, modestly improved revenue trajectory, better profit margin expectations, and a willingness to assign a higher future P/E multiple. What's in the News Neogen appointed Bryan Riggsbee as Chief Financial Officer effective November 3, 2025, with outgoing CFO David Naemura supporting the transition through year end.
ナラティブの更新 Dec 03

NEOG: CFO Transition And Alliance Renewal Will Support Future Earnings

Analysts have modestly raised their price target on Neogen by about $0.20 per share, citing a slightly higher assumed discount rate and marginally richer future valuation multiples that together offset minor tweaks to long term growth and margin expectations. What's in the News Reaffirmed fiscal 2026 earnings guidance, maintaining full-year revenue expectations of $820 million to $840 million (company guidance).
ナラティブの更新 Nov 19

NEOG: Profit Margin Expansion And CFO Transition Will Drive Earnings Potential

Analysts have raised their price target for Neogen modestly, citing improved profit margin projections and a slightly lower expected future price-to-earnings ratio as key factors behind the adjustment. What's in the News Neogen appointed Bryan Riggsbee as its new Chief Financial Officer, effective November 3, 2025.
ナラティブの更新 Oct 31

NEOG: Rising Profit Margins And New Partnerships Will Drive Future Expansion

Narrative Update: Neogen Analyst Price Target Revised Analysts have slightly raised their price target for Neogen, citing improvements in expected profit margins and a modest decline in projected future valuation multiples. This has resulted in a new estimated fair value of $8.17 per share.
ナラティブの更新 Oct 17

Food Safety Testing Advances Will Expand Global Opportunities

Neogen's analyst target price has risen from $7.67 to $8.17, as analysts point to improved revenue growth projections alongside a reduced discount rate, both supporting a higher valuation. What's in the News Neogen introduced Molecular Detection Assay: Listeria Right Now, a rapid, enrichment-free tool for detecting Listeria species with results in about two hours and streamlined workflow benefits (Product-Related Announcements).
ナラティブの更新 Oct 03

Food Safety Testing Advances Will Expand Global Opportunities

Analysts have raised their price target for Neogen from $6.50 to $7.67, citing a slightly lower discount rate and forward profit expectations. Revenue growth projections remain stable.
分析記事 Jul 10

Is Neogen (NASDAQ:NEOG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
新しいナラティブ May 27

Food Safety And Genomics Will Expand Global Markets

Resilient core businesses, strategic divestitures, and efficiency initiatives are expected to stabilize revenue and expand margins as macro and operational conditions improve.
分析記事 May 16

Improved Revenues Required Before Neogen Corporation (NASDAQ:NEOG) Stock's 33% Jump Looks Justified

Those holding Neogen Corporation ( NASDAQ:NEOG ) shares would be relieved that the share price has rebounded 33% in the...
Seeking Alpha Apr 23

Neogen: A Fair Divestment (Rating Upgrade)

Summary Neogen's merger with 3M Food Safety led to significant debt and operational struggles, causing shares to plummet and the CEO to be ousted. Following disappointing sales and earnings, the company is exploring asset sales and restructuring, offering potential upside if stabilization occurs. Neogen's current valuation appears modest relative to sales, presenting a speculative opportunity for investors willing to take on risk. I am cautiously optimistic about Neogen's future, considering the potential for above-average returns if divestments are executed at reasonable valuations. Read the full article on Seeking Alpha
分析記事 Apr 11

Here's Why Neogen (NASDAQ:NEOG) Is Weighed Down By Its Debt Load

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Jan 14

Neogen: Food Safety Play Is Far From A Safe Pay

Summary Neogen Corporation's merger with 3M Food Safety in 2022 led to significant challenges, including valuation compression, debt increase, and underperformance, causing shares to plummet. Neogen's financial performance has been disappointing, with sales and EBITDA falling short of expectations and net debt increasing. The company's guidance for 2025 remains modest, and recent results have shown minimal revenue growth and high leverage ratios, frustrating investors. Trading at $12, NEOG's future hinges on management's ability to execute and deliver on promised EBITDA improvements to reduce leverage and boost earnings. Read the full article on Seeking Alpha
分析記事 Dec 03

Risks To Shareholder Returns Are Elevated At These Prices For Neogen Corporation (NASDAQ:NEOG)

It's not a stretch to say that Neogen Corporation's ( NASDAQ:NEOG ) price-to-sales (or "P/S") ratio of 3.3x right now...
分析記事 Nov 07

Does Neogen (NASDAQ:NEOG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Oct 11

Neogen Stock: Expect Volatility To Continue Amid Weak Growth

Summary Neogen reported its Q1 earnings, which missed expectations. Weak demand trends across food and animal safety end markets have pressured the sales outlook. We expect shares to remain volatile until there is evidence of a growth rebound. Read the full article on Seeking Alpha
分析記事 Aug 28

Risks To Shareholder Returns Are Elevated At These Prices For Neogen Corporation (NASDAQ:NEOG)

Neogen Corporation's ( NASDAQ:NEOG ) price-to-sales (or "P/S") ratio of 4x may not look like an appealing investment...
分析記事 Jul 31

We Think Neogen (NASDAQ:NEOG) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha Jun 26

Neogen Corporation: Challenges Remain

Summary Today, we look at Neogen Corporation, which operates in the food and animal safety segments, offering diagnostic test kits, and other related products. The company is currently still integrating the food safety operations of 3M, Neogen's latest acquisition. That integration is proceeding apace, and there was some insider buying in the shares in April following quarterly results. An analysis around Neogen follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 May 21

There's Reason For Concern Over Neogen Corporation's (NASDAQ:NEOG) Price

It's not a stretch to say that Neogen Corporation's ( NASDAQ:NEOG ) price-to-sales (or "P/S") ratio of 3.2x right now...

株主還元

NEOGUS Medical EquipmentUS 市場
7D6.6%1.8%1.2%
1Y44.7%-17.9%28.7%

業界別リターン: NEOG過去 1 年間で-17.9 % の収益を上げたUS Medical Equipment業界を上回りました。

リターン対市場: NEOG過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。

価格変動

Is NEOG's price volatile compared to industry and market?
NEOG volatility
NEOG Average Weekly Movement7.0%
Medical Equipment Industry Average Movement8.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

安定した株価: NEOG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: NEOGの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19812,974Mike Nassifwww.neogen.com

ネオジェン・コーポレーションは、食品と動物の安全性に関する様々な製品とサービスを米国内外で開発、製造、販売している。食品安全部門と動物安全部門の2つの部門で事業を展開している。食品安全部門では、食中毒病原体、腐敗菌、天然毒素、食物アレルゲン、反芻動物副産物、食肉規格、残留薬物、残留農薬、一般的な衛生上の懸念、食品の品質や栄養成分など、ヒトの食品や動物飼料に含まれる危険な物質や意図しない物質を検出するための診断検査キットや補完的な製品を提供している。また、検査結果の分析・保存を支援するソフトウェアシステム、天然毒素検査、迅速衛生検査、培養・調製培地製品、水の微生物分析用フィルター検査、サンプル採取製品、食品安全分析ラボサービスも提供している。同セグメントは、製粉・穀物、食肉・鶏肉、調理済み食品、果物・野菜、水産物、乳製品、飲料、水、ヘルスケア、伝統的培地市場、フードサービス、栄養補助食品市場向けに製品を販売している。アニマルセーフティ部門は、免疫測定法、法医学、動物毒性学、ライフサイエンス研究用の試薬・検査キット、比色・化学発光基質、動物用器具・消耗品、消化補助剤や栄養補助食品を含む動物ケア・その他の製品、ネズミ・昆虫駆除剤、消毒剤、家畜・コンパニオンアニマル用のDNAジェノタイピング、シークエンシング、形質解析などのゲノミクスサービスを提供している。当セグメントは、コンパニオンアニマルの獣医師、家畜生産者、獣医師、品種協会、小売業者、育種・遺伝会社、診断研究所、大学、販売業者、その他メーカーや政府機関に製品を販売している。ネオジェン・コーポレーションは1981年に設立され、ミシガン州ランシングに本社を置いている。

Neogen Corporation 基礎のまとめ

Neogen の収益と売上を時価総額と比較するとどうか。
NEOG 基礎統計学
時価総額US$1.94b
収益(TTM)-US$608.84m
売上高(TTM)US$870.56m
2.2x
P/Sレシオ
-3.2x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NEOG 損益計算書(TTM)
収益US$870.56m
売上原価US$476.99m
売上総利益US$393.58m
その他の費用US$1.00b
収益-US$608.84m

直近の収益報告

Feb 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)-2.80
グロス・マージン45.21%
純利益率-69.94%
有利子負債/自己資本比率37.8%

NEOG の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 14:20
終値2026/05/22 00:00
収益2026/02/28
年間収益2025/05/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Neogen Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Paul KnightBrean Capital Historical (Janney Montgomery)
Robert LabickCJS Securities, Inc.
David WestenbergCL King & Associates, Inc.