Neogen Corp NEOG

Neogen Corporation es un desarrollador, fabricante y comercializador de una variedad de productos y servicios dedicados a la seguridad alimentaria y animal. La empresa opera a través de dos segmentos: Seguridad Alimentaria y Seguridad Animal. El segmento de Seguridad Alimentaria está principalmente dedicado al desarrollo, producción y comercialización de kits de pruebas diagnósticas, medios de cultivo y productos relacionados utilizados por productores y procesadores de alimentos para detectar toxinas naturales dañinas, bacterias transmitidas por los alimentos, alérgenos y niveles de higiene general. El segmento de Seguridad Animal está principalmente dedicado al desarrollo, producción y comercialización de productos dedicados a la seguridad animal, incluidos productos consumibles comercializados a veterinarios y distribuidores de productos para la salud animal. Este segmento también ofrece servicios de identificación genómica y bioinformática interpretativa relacionada. Además, el segmento de Seguridad Animal produce y comercializa rodenticidas, desinfectantes e insecticidas.

NEOG hizo una división de acciones (split) de 2:1 el 7 de junio de 2021: cada acción se convirtió en 2. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 1 oct

  Neogen Stock Rallies 83% YTD: What's Driving the Surge?

  Neogen (NEOG) shares have surged 83% year-to-date, outperforming the S&P 500, driven by strong Food Safety segment growth with core revenue increases of 5.8% in Q4 fiscal 2026. The company is expanding manufacturing capabilities following its 3M Food Safety acquisition, planning a 50% increase in R&D spending for fiscal 2027 focused on pathogen detection and sanitation platforms. However, fiscal 2027 EPS is projected to decline 3.1% before recovering with 17.2% growth in fiscal 2028.

  

• Zacks Investment Research 30 sept

  PBH vs. NEOG: Which Stock Is the Better Value Option?

  A comparison of two Medical-Products stocks reveals that Prestige Consumer Healthcare (PBH) offers superior value compared to Neogen (NEOG). While both companies share a Zacks Rank #2 (Buy) rating with improving earnings outlooks, PBH demonstrates significantly better valuation metrics with a forward P/E of 10.26 versus NEOG's 41.51, a PEG ratio of 1.47 versus 4.15, and a Value grade of A versus D.

  

• GlobeNewswire Inc. 28 sept

  Veterinary Diagnostics Market Size to Soar to USD 30.78 Billion by 2035 at a CAGR of 10.1% - SNS Insider

  The global veterinary diagnostics market is projected to grow from USD 11.76 billion in 2025 to USD 30.78 billion by 2035, driven by increasing pet ownership, zoonotic disease surveillance, and advancements in point-of-care testing and molecular diagnostics. North America leads with 39% market share, while Asia-Pacific shows the fastest growth. Reagents & kits dominate products, while companion animals represent 61% of the market.

  

• Zacks Investment Research 14 sept

  Kestra Medical Technologies, Ltd. (KMTS) Reports Q1 Loss, Tops Revenue Estimates

  Kestra Medical Technologies reported a Q1 loss of $0.75 per share, missing EPS expectations of $0.61 by 22.95%, though it exceeded revenue estimates with $30.97 million (6.66% above consensus). The company has underperformed the S&P 500 by 25.7% year-to-date and carries a Zacks Rank #3 (Hold) rating, with mixed estimate revisions ahead.

  

• Zacks Investment Research 31 ago

  Neogen Surges 102.8% in a Year: What's Driving the Rally?

  Neogen Corporation (NEOG) has demonstrated strong performance with shares rising 102.8% over the past year, outperforming the industry. The company's Food Safety division achieved its highest quarterly core growth rate since fiscal 2023 at 5.8%, while planning a 50% increase in fiscal 2027 R&D spending focused on innovation and pathogen detection. However, the company faces headwinds from foreign currency exposure affecting 51.2% of revenues and intense competition from larger corporations.