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Neogen CorporationNasdaqGS:NEOG 주식 보고서

시가총액 US$1.8b
주가
US$8.83
US$12
26.4% 저평가 내재 할인율
1Y42.0%
7D1.6%
포트폴리오 가치
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Neogen Corporation

NasdaqGS:NEOG 주식 리포트

시가총액: US$1.8b

Neogen (NEOG) 주식 개요

네오젠은 미국 및 전 세계에서 식품 및 동물 안전을 위한 다양한 제품과 서비스를 개발, 제조 및 판매합니다. 자세히 보기

NEOG 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장0/6
과거 실적0/6
재무 건전성4/6
배당0/6

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Neogen Corporation 경쟁사

가격 이력 및 성과

Neogen 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$8.83
52주 최고가US$11.43
52주 최저가US$4.53
베타1.84
1개월 변동-8.31%
3개월 변동-19.58%
1년 변동41.96%
3년 변동-48.06%
5년 변동-80.85%
IPO 이후 변동3,355.16%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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

내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
Seeking Alpha Apr 15

Battered By M&A Integration Issues, Neogen Has To Rebuild Investor Trust

Summary Neogen's acquisition of 3M's food safety operations has done far more harm than good in the short term, as integration issues have undermined financial performance and credibility with investors. The company's disappointing FQ3'24 results and ongoing operating inefficiencies have led to another cut in guidance for revenue and EBITDA, and the shares are near a 52-week low. These integration challenges won't go on forever, and Neogen will emerge as a larger, stronger player in the global food safety market. I believe Neogen's shares should trade in the mid-teens, with further upside tied to a reversal of these disappointing revenue and margin trends, but rebuilding investor trust is key. Read the full article on Seeking Alpha

주주 수익률

NEOGUS Medical EquipmentUS 시장
7D1.6%4.0%-0.3%
1Y42.0%-18.6%26.7%

수익률 대 산업: NEOG은 지난 1년 동안 -18.6%의 수익을 기록한 US Medical Equipment 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: NEOG은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is NEOG's price volatile compared to industry and market?
NEOG volatility
NEOG Average Weekly Movement6.9%
Medical Equipment Industry Average Movement8.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: NEOG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: NEOG의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19812,974Mike Nassifwww.neogen.com

네오젠은 미국과 국제적으로 식품 및 동물 안전을 위한 다양한 제품과 서비스를 개발, 제조 및 판매합니다. 식품 안전과 동물 안전의 두 가지 부문으로 운영됩니다. 식품 안전 부문에서는 식품 매개 병원체, 부패 유기체, 천연 독소, 식품 알레르기 유발 물질, 반추 동물 부산물, 육류 종, 약물 잔류물, 살충제 잔류물, 일반적인 위생 문제, 식품 품질 및 영양 성분을 포함하여 인간 식품 및 동물 사료에서 위험하고 의도하지 않은 물질을 감지하는 진단 테스트 키트와 보완 제품을 제공합니다.

Neogen Corporation 기초 지표 요약

Neogen의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
NEOG 기초 통계
시가총액US$1.82b
순이익 (TTM)-US$608.84m
매출 (TTM)US$870.56m
2.2x
주가매출비율(P/S)
-3.2x
주가수익비율(P/E)

NEOG는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
NEOG 손익계산서 (TTM)
매출US$870.56m
매출원가US$476.99m
총이익US$393.58m
기타 비용US$1.00b
순이익-US$608.84m

최근 보고된 실적

Feb 28, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-2.80
총이익률45.21%
순이익률-69.94%
부채/자본 비율37.8%

NEOG의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 14:20
종가2026/05/20 00:00
수익2026/02/28
연간 수익2025/05/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Neogen Corporation는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paul KnightBrean Capital Historical (Janney Montgomery)
Robert LabickCJS Securities, Inc.
David WestenbergCL King & Associates, Inc.