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Nve Corp. /New/ (NVEC) Fundamental Analysis & AI Grade 2026

NVEC Nasdaq Semiconductors & Related Devices MN CIK: 0000724910
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
A
70% Confidence
AGREEMENT
B
68% Conf
A
72% Conf

📊 NVEC Key Takeaways

Revenue: $26.3M
Net Margin: 57.7%
Free Cash Flow: $14.5M
Current Ratio: 28.21x
Debt/Equity: 0.00x
EPS: $3.14
AI Grade: B with 68% confidence
Nve Corp. /New/ (NVEC) receives a A fundamental grade with 70% confidence from our AI analysis based on SEC 10-K filings. With revenue of $26.3M, net profit margin of 57.7%, and return on equity (ROE) of 26.1%, Nve Corp. /New/ demonstrates strong fundamentals in the Technology sector. Below is our complete NVEC stock analysis for 2026.

Is Nve Corp. /New/ (NVEC) a Good Investment?

Claude

NVE Corp demonstrates exceptional operational efficiency with 60.5% operating margins and fortress balance sheet leverage, but the critical disconnect between explosive revenue growth (+2273.7% YoY) and flat net income (-0.0% YoY) raises sustainability concerns. Strong free cash flow generation ($14.5M, 54.9% margin) and zero debt provide stability, but the earnings growth must materialize to validate the business model at scale.

ChatGPT

Exceptional profitability (≈80% gross, 60% operating margins) and a debt-free, highly liquid balance sheet signal strong fundamental quality. Solid operating cash flow and recent capex suggest investment for future growth, though earnings volatility tempers conviction. Monitor whether the revenue surge is durable and margins remain elevated.

Nve Corp. /New/ Key Strengths (NVEC)

Claude
  • + Exceptional profit margins (78.7% gross, 60.5% operating, 57.7% net) demonstrating pricing power and operational efficiency
  • + Strong free cash flow generation of $14.5M with 54.9% FCF margin, exceeding net income conversion
  • + Fortress balance sheet with zero long-term debt, minimal liabilities (3.5% of assets), and excellent liquidity ratios
ChatGPT
  • + Elite margins and returns indicating strong moat/price power
  • + Debt-free balance sheet with extremely high liquidity
  • + Consistent operating cash generation despite small scale

NVEC Stock Risks: Nve Corp. /New/ Investment Risks

Claude
  • ! Massive revenue growth (+2273.7% YoY) not translating to earnings growth (net income flat YoY) signals either one-time revenue or margin compression on incremental sales
  • ! Extremely small revenue base ($26.3M) with limited scale creates concentration risk and sustainability questions
  • ! Minimal cash position ($1.7M) relative to operating scale despite high profitability raises capital adequacy concerns
ChatGPT
  • ! Revenue volatility and possible customer/segment concentration
  • ! EPS down and net income flat YoY despite revenue spike, indicating mix/one-offs
  • ! Elevated capex compressing FCF; execution and utilization risk

Key Metrics to Watch

Claude
  • * Quarterly revenue sustainability—confirm whether 2273% growth is recurring or one-time event
  • * Operating expense trends relative to revenue growth—identify root cause of flat earnings despite revenue spike
  • * Free cash conversion and cash balance accumulation—validate ability to fund growth without external capital
ChatGPT
  • * Sustained gross margin (≥75%)
  • * Recurring revenue growth ex one-offs and FCF conversion (OCF/NI)

Nve Corp. /New/ (NVEC) Financial Metrics & Key Ratios

Revenue
$26.3M
Net Income
$15.2M
EPS (Diluted)
$3.14
Free Cash Flow
$14.5M
Total Assets
$60.4M
Cash Position
$1.7M

💡 AI Analyst Insight

The 54.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. Strong liquidity with a 28.21x current ratio provides a solid financial cushion.

NVEC Profit Margin, ROE & Profitability Analysis

Gross Margin 78.7%
Operating Margin 60.5%
Net Margin 57.7%
ROE 26.1%
ROA 25.2%
FCF Margin 54.9%

NVEC vs Technology Sector: How Nve Corp. /New/ Compares

How Nve Corp. /New/ compares to Technology sector averages

Net Margin
NVEC 57.7%
vs
Sector Avg 18.0%
NVEC Sector
ROE
NVEC 26.1%
vs
Sector Avg 22.0%
NVEC Sector
Current Ratio
NVEC 28.2x
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 Nve Corp. /New/ Stock Overvalued? NVEC Valuation Analysis 2026

Based on fundamental analysis, Nve Corp. /New/ appears fundamentally strong relative to the Technology sector in 2026.

Return on Equity
26.1%
Sector avg: 22%
Net Profit Margin
57.7%
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.

Nve Corp. /New/ Balance Sheet: NVEC Debt, Cash & Liquidity

Current Ratio
28.21x
Quick Ratio
22.00x
Debt/Equity
0.00x
Debt/Assets
3.5%
Interest Coverage
N/A
Long-term Debt
N/A

NVEC Revenue & Earnings Growth: 5-Year Financial Trend

NVEC 5-year financial data: 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. Year 2026: Revenue $1.2M, Net Income $15.1M, EPS $3.11.
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 $3.11 reflects profitable operations.

NVEC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
54.9%
Free cash flow / Revenue

NVEC Quarterly Earnings & 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.

Nve Corp. /New/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$16.7M
Cash generated from operations
Capital Expenditures
$2.2M
Investment in assets
Dividends Paid
$19.3M
Returned to shareholders

NVEC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nve Corp. /New/ (CIK: 0000724910)

📋 Recent SEC Filings

Date Form Document Action
May 18, 2026 4 xslF345X06/primary_doc.xml View →
May 6, 2026 10-K nvec-20260331_10k.htm View →
May 6, 2026 8-K nvec-20260506_8k.htm View →
Jan 29, 2026 4 xslF345X05/primary_doc.xml View →
Jan 21, 2026 10-Q nvec-20251231_10q.htm View →

Frequently Asked Questions about NVEC

What is the AI rating for NVEC?

Nve Corp. /New/ (NVEC) has a Combined AI Grade of A from Claude (B) and ChatGPT (A) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NVEC's key strengths?

Claude: Exceptional profit margins (78.7% gross, 60.5% operating, 57.7% net) demonstrating pricing power and operational efficiency. Strong free cash flow generation of $14.5M with 54.9% FCF margin, exceeding net income conversion. ChatGPT: Elite margins and returns indicating strong moat/price power. Debt-free balance sheet with extremely high liquidity.

What are the risks of investing in NVEC?

Claude: Massive revenue growth (+2273.7% YoY) not translating to earnings growth (net income flat YoY) signals either one-time revenue or margin compression on incremental sales. Extremely small revenue base ($26.3M) with limited scale creates concentration risk and sustainability questions. ChatGPT: Revenue volatility and possible customer/segment concentration. EPS down and net income flat YoY despite revenue spike, indicating mix/one-offs.

What is NVEC's revenue and growth?

Nve Corp. /New/ reported revenue of $26.3M.

Does NVEC pay dividends?

Nve Corp. /New/ pays dividends, with $19.3M 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 $3.14.

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 grade reflects both perspectives for balanced insights.

What is NVEC's fundamental grade?

Based on our AI fundamental analysis in May 2026, Nve Corp. /New/ has a A grade with 70% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is NVEC stock overvalued or undervalued?

Valuation metrics for NVEC: ROE of 26.1% (sector avg: 22%), net margin of 57.7% (sector avg: 18%). Higher ROE suggests strong returns relative to peers.

What is NVEC's AI grade for 2026?

Our dual AI analysis gives Nve Corp. /New/ a combined A grade 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 $16.7M, with capital expenditures of $2.2M. FCF margin is 54.9%.

How does NVEC compare to other Technology stocks?

Vs Technology sector averages: Net margin 57.7% (avg: 18%), ROE 26.1% (avg: 22%), current ratio 28.21 (avg: 2.5).

Why is NVEC's return on equity (ROE) so high?

Nve Corp. /New/ has a return on equity of 26.1%, significantly above the Technology sector average of 22%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 57.7% net margin.

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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: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI