NEOG Earnings

NEOG reported its earnings on 2026-01-08, showcasing a revenue of 224.69M against an estimate of 209.74M, resulting in a 7.13% surprise. The EPS was 0.08, surpassing the expected 0.05 by 60%. The stock experienced a 31.57% price change on the earnings day and a 24.53% change over the next five days, reflecting market reactions to the results.

Following NEOG's earnings announcement on 2026-01-08, the stock price moved by 31.57% on the day of the release. Over the subsequent five days, it saw a 24.53% change. Historically, NEOG's stock price tends to shift by an average of 8.98% in the 10 days leading up to earnings and -2.98% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate NEOG's annual revenue to reach 204.62M, while the EPS is projected at 0.05. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between NEOG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NEOG's stock price typically moves by 8.98% in the 10 days before its earnings and -2.98% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.05 and revenue of 204.62M.

The earnings call reveals strong financial performance with improved margins and EBITDA, alongside optimistic guidance. The Q&A section highlights effective management and strategic initiatives, such as the Petrifilm manufacturing process and commercial organization changes. Despite some conservative guidance and ongoing challenges, the overall sentiment is positive, with raised guidance and customer confidence in key product lines. Given the market cap, the stock price is likely to react positively, but not overwhelmingly so.