NVE Corp. (NVEC)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$100.40+1.87%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · NVEC
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.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to increase product sales and overall revenue driven by new product sales and strong semiconductor market demand.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $6.10 million in 2026-Q1 to $11.0 million in 2027-Q1, an 81% increase, driven by an 82% increase in product sales. The 5% revenue growth in 2026-Q4 compared to prior year also supports this focus. The trajectory is delivering strong growth.
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 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Total revenue for the first quarter of fiscal 2027 increased 81% to $11.0 million from $6.10 million for the prior-year quarter.”
“Total revenue for the fourth quarter of fiscal 2026 increased 5% to $7.65 million from $7.27 million for the prior-year quarter.”
Continue paying a quarterly cash dividend of $1.00 per share to shareholders as a capital allocation priority.
Stated as a priority in 3 of last 3 quarters. The company consistently declared and paid a quarterly dividend of $1.00 per share from 2026-Q1 through 2027-Q1. This demonstrates steady capital allocation discipline with no change in dividend amount.
“Announced quarterly cash dividend to shareholders of $1.00 per share payable August 31, 2026.”
“Announced quarterly cash dividend to shareholders of $1.00 per share payable May 29, 2026.”
“Announced quarterly cash dividend to shareholders of $1.00 per share payable May 29, 2026.”
Manage orderly CEO succession with Peter G. Eames appointed as new President and CEO effective August 6, 2026.
Newly stated in 2026-06-22 press release. The company announced an orderly CEO transition with Peter G. Eames appointed effective August 6, 2026. This is a one-time leadership change priority with no direct financial metrics but important for governance continuity.
NVE Corp. has amended its Supplier Partnering Agreement to increase pricing for 2026 and 2027.
Over the trailing year it converted 1.16x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.