Despite a substantial overall revenue increase, concerns are mounting as semiconductor revenues drop, indicating potential profitability challenges ahead. Investor sentiment remains optimistic about NEO and Veil, yet the disparity between enthusiasm and impending valuation adjustments suggests a turbulent market correction could be on the horizon.
“NEO is trading at a fraction of its fair value, especially with future guidance included.”
“Right now, this is undervalued. So, there's quite a bit of potential here on the table for NEO.”
“that is essentially our price target for the year just based on a standardized number. That doesn't even include future growth or future guides. Typically, you see stocks trading at a forward multiple that are much higher than NEO. All things considered, based on future guidance, based on the current guidance, the trailing 12 month and their tailwinds of their growth right now, we are sitting around $10.64 with some price targets that reached as high as $20.”
“70 to 80% of all revenue at the moment, down from 100% is coming from vehicles.”
“I think their margins are going to keep expanding to something more like 12, 13, 14% from the 11% it's at today.”
“Its revenue increased by nearly 70% in the most recently completed quarter.”
“the second quarter results now mean the company has posted solid profitability for three consecutive quarters.”
“Yes, it grew 69% year-over-year, but only 3% sequentially.”
“an incredible growth of 30.9% for veil in the last 5 years”
“the average intrinsic value for Veil is around $16”
“And this rapid growth in assets under management is directly resulting in rapid growth in its fee income.”
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