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NVEC Stock Analysis 2026 - NVE CORP /NEW/ AI Rating

NVEC Nasdaq Semiconductors & Related Devices MN CIK: 0000724910
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 NVEC Key Takeaways

Revenue: $18.7M
Net Margin: 55.0%
Free Cash Flow: $2.1M
Current Ratio: 34.84x
Debt/Equity: 0.00x
EPS: $2.12
AI Rating: HOLD with 65% confidence

Is NVEC a Good Investment? Thesis Analysis

Claude

NVE exhibits exceptional profitability margins and a fortress balance sheet with zero debt, but growth quality concerns warrant caution. Net income stalled despite explosive 1982% revenue growth while diluted EPS declined 12% YoY, signaling margin compression or substantial dilution as the company scales from a minimal base.

Why Buy NVEC? Key Strengths

Claude
  • + Exceptional profitability margins: 79% gross, 60% operating, 55% net margin
  • + Fortress balance sheet: debt-free with $58.3M equity, 34.8x current ratio, minimal liabilities
  • + Efficient capital deployment: 17.6% ROE and 17.1% ROA demonstrate strong operational efficiency

NVEC Investment Risks to Consider

Claude
  • ! Growth quality disconnect: net income flat YoY despite 1982% revenue surge indicates margin compression or scaling challenges
  • ! Shareholder dilution: EPS declined 12% YoY even with revenue explosion, suggesting significant share issuance
  • ! Unsustainable growth trajectory: extreme YoY revenue growth likely from depressed prior base; sustainability questionable

Key Metrics to Watch

Claude
  • * Net income and EPS growth trajectory relative to revenue growth
  • * Gross margin stability as production scales
  • * Free cash flow conversion and capex efficiency relative to operating cash flow

NVEC Financial Metrics

Revenue
$18.7M
Net Income
$10.3M
EPS (Diluted)
$2.12
Free Cash Flow
$2.1M
Total Assets
$60.0M
Cash Position
$3.4M

💡 AI Analyst Insight

Strong liquidity with a 34.84x current ratio provides a solid financial cushion.

NVEC Profitability Ratios

Gross Margin 79.2%
Operating Margin 59.9%
Net Margin 55.0%
ROE 17.6%
ROA 17.1%
FCF Margin 11.0%

NVEC vs Technology Sector

How NVE CORP /NEW/ compares to Technology sector averages

Net Margin
NVEC 55.0%
vs
Sector Avg 18.0%
NVEC Sector
ROE
NVEC 17.6%
vs
Sector Avg 22.0%
NVEC Sector
Current Ratio
NVEC 34.8x
vs
Sector Avg 2.5x
NVEC Sector
Debt/Equity
NVEC 0.0x
vs
Sector Avg 0.5x
NVEC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is NVEC Overvalued or Undervalued?

Based on fundamental analysis, NVE CORP /NEW/ appears fundamentally strong relative to the Technology sector in 2026.

Return on Equity
17.6%
Sector avg: 22%
Net Profit Margin
55.0%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

NVEC Balance Sheet & Liquidity

Current Ratio
34.84x
Quick Ratio
26.69x
Debt/Equity
0.00x
Debt/Assets
2.8%
Interest Coverage
N/A
Long-term Debt
N/A

NVEC 5-Year Financial Trend & Growth Analysis

NVEC 5-year financial data: Year 2021: Revenue $25.4M, Net Income $14.5M, EPS $3.00. Year 2022: Revenue $27.0M, Net Income $11.7M, EPS $2.42. Year 2023: Revenue $1.1M, Net Income $14.5M, EPS $3.00. Year 2024: Revenue $1.1M, Net Income $22.7M, EPS $4.70. Year 2025: Revenue $1.2M, Net Income $17.1M, EPS $3.54.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NVE CORP /NEW/'s revenue has declined by 95% over the 5-year period, indicating business contraction. The most recent EPS of $3.54 reflects profitable operations.

NVEC Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.0%
Free cash flow / Revenue

NVEC Quarterly Performance

Quarterly financial performance data for NVE CORP /NEW/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $102.6K $3.0M $0.63
Q2 2026 $208.2K $3.3M $0.68
Q1 2026 $167.4K $3.6M $0.74
Q3 2025 $102.6K $3.0M $0.63
Q2 2025 $16.2K $4.0M $0.83
Q1 2025 $131.3K $4.1M $0.85
Q3 2024 $201.3K $4.1M $0.87
Q2 2024 $16.2K $4.1M $0.98

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

NVEC Capital Allocation

Operating Cash Flow
$12.2M
Cash generated from operations
Capital Expenditures
$10.1M
Investment in assets
Dividends Paid
$14.5M
Returned to shareholders

NVEC SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for NVE CORP /NEW/ (CIK: 0000724910)

📋 Recent SEC Filings

Date Form Document Action
Jan 29, 2026 4 xslF345X05/primary_doc.xml View →
Jan 21, 2026 10-Q nvec-20251231_10q.htm View →
Jan 21, 2026 8-K nvec-20260121_8k.htm View →
Oct 22, 2025 10-Q nvec-20250930_10q.htm View →
Oct 22, 2025 8-K nvec-20251022_8k.htm View →

Frequently Asked Questions about NVEC

What is the AI rating for NVEC?

NVE CORP /NEW/ (NVEC) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are NVEC's key strengths?

Claude: Exceptional profitability margins: 79% gross, 60% operating, 55% net margin. Fortress balance sheet: debt-free with $58.3M equity, 34.8x current ratio, minimal liabilities.

What are the risks of investing in NVEC?

Claude: Growth quality disconnect: net income flat YoY despite 1982% revenue surge indicates margin compression or scaling challenges. Shareholder dilution: EPS declined 12% YoY even with revenue explosion, suggesting significant share issuance.

What is NVEC's revenue and growth?

NVE CORP /NEW/ reported revenue of $18.7M.

Does NVEC pay dividends?

NVE CORP /NEW/ pays dividends, with $14.5M distributed to shareholders in the trailing twelve months.

Where can I find NVEC SEC filings?

Official SEC filings for NVE CORP /NEW/ (CIK: 0000724910) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NVEC's EPS?

NVE CORP /NEW/ has a diluted EPS of $2.12.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NVEC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NVE CORP /NEW/ has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NVEC stock overvalued or undervalued?

Valuation metrics for NVEC: ROE of 17.6% (sector avg: 22%), net margin of 55.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy NVEC stock in 2026?

Our dual AI analysis gives NVE CORP /NEW/ a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NVEC's free cash flow?

NVE CORP /NEW/'s operating cash flow is $12.2M, with capital expenditures of $10.1M. FCF margin is 11.0%.

How does NVEC compare to other Technology stocks?

Vs Technology sector averages: Net margin 55.0% (avg: 18%), ROE 17.6% (avg: 22%), current ratio 34.84 (avg: 2.5).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI