Neonode, Inc. (NEON)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$0.92+2.45%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · NEON
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 0% of the last 1 guided quarters · -110.8% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on expanding the MultiSensing platform through increased license revenue and automotive customer production ramp-up.
Stated as a priority in 2 of last 2 quarters. License revenues increased from $0.36 million in 2025-Q2 to $0.4 million in 2026-Q2 (+9.2%), with MultiSensing license revenue growing more than fivefold year-over-year in Q2 2026. Management's focus on MultiSensing growth is delivering mixed results: strong license revenue growth in MultiSensing but overall revenue declined due to lower non-recurring engineering revenue.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“MultiSensing license revenue grew more than fivefold in the second quarter of 2026 compared with the same period in 2025.”
“We have transitioned from development to production with our MultiSensing automotive OEM customer, enabling us to begin generating new licensing revenue.”
Continue to advance engagements with automotive OEMs, tier 1 suppliers, and strategic partners to convert evaluations into commercial agreements.
Stated as a priority in 2 of last 2 quarters. While management emphasizes advancing automotive partnerships and converting evaluations into agreements, total revenues declined slightly from $0.6 million in 2026-Q1 to $0.5 million in 2026-Q2, reflecting mixed progress. The trajectory shows persistent focus but limited revenue growth from these partnerships so far.
“We advanced engagements with automotive OEMs, tier 1 suppliers and strategic partners to support expansion of the licensing business.”
“Our priorities remain to execute on existing projects, expand strategic partnerships within the automotive sector.”
Investigate opportunities in new markets like retail for loss prevention and customer analytics using Neonode technology.
Newly stated in 2026-Q1. Management identified retail as a new vertical opportunity but no specific financial impact or revenue from this segment is reported yet. The priority is early-stage with limited substantive delivery so far.
“A key area of focus is the retail segment, where we see opportunities in loss prevention and customer analytics solutions.”
Over the trailing year it converted 1.03x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
5 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.