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Upturn AI Summary - About
NeoVolta Inc. Common Stock(NEOV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NEOV
10/07/2026: NEOV (1-star) is currently NOT-A-BUY. Pass it for now.
NeoVolta Inc. is a small-cap clean energy company that designs and manufactures residential battery storage systems, primarily the NV14 and NV24 units. Its main strength lies in utilizing safe battery chemistry and developing proprietary software to optimize energy use for homeowners. The company’s primary growth story centers on the increasing adoption of solar-plus-storage systems, though it faces stiff competition from well-capitalized incumbents like Tesla and Enphase. Key risks include significant price competition, supply chain dependence, and the impact of evolving utility policies. This stock is best suited for growth-oriented investors who can tolerate high volatility and should monitor distribution partnership growth and regional policy changes.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to the residential storage trend but requires proof of sustainable, profitable scaling. |
| Momentum investor | Mixed fit | Fits only when the stock shows technical uptrends consistent with positive sector sentiment for renewable energy. |
| Value investor | Weak fit | The company is in an early-growth stage and does not currently fit traditional value metrics like consistent earnings or dividends. |
| Dividend investor | Weak fit | NeoVolta is a growth-oriented company that does not pay dividends. |
| Low-risk investor | Weak fit | High volatility associated with small-cap renewable energy stocks makes this unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap stock liquidity and sector sentiment lead to significant price swings. |
| Valuation risk | Medium / high | Growth expectations are often priced in, leaving little room for error if revenue targets are missed. |
| Competition risk (Energy storage) | High | Competition from industry giants with larger marketing and manufacturing budgets is intense. |
| Business quality | Medium | The company provides a useful product, but the business is still building critical mass and operational resilience. |
| Dividend income | Low / none | Investors should not expect any income from this stock. |
| Execution risk | Medium / high | Successfully scaling manufacturing and distribution partnerships is essential for long-term viability. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -24.25% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/07/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 168.19M USD | Price to earnings Ratio - | 1Y Target Price 9.75 |
Price to earnings Ratio - | 1Y Target Price 9.75 | ||
Volume (30-day avg) 1.8M shares | Beta -0.34 | 52 Weeks Range 1.36 - 7.13 | Updated Date 10/07/2026 |
52 Weeks Range 1.36 - 7.13 | Updated Date 10/07/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Residential Energy Storage | Sale of NV14 and NV24 battery systems and integrated energy management hardware. | Revenue is earned primarily through selling specialized hardware to certified solar installers for home use. |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 176.57M | Price to Sales(TTM) 12.61 |
Enterprise Value 176.57M | Price to Sales(TTM) 12.61 | ||
Enterprise Value to Revenue 9.77 | Enterprise Value to EBITDA -41.04 | Shares Outstanding 59.01M | Shares Floating 51.52M |
Shares Outstanding 59.01M | Shares Floating 51.52M | ||
Percent Insiders 16.28 | Percent Institutions 26.23 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About NeoVolta Inc. Common Stock
Exchange NASDAQ | Headquarters Poway, CA, United States | ||
IPO Launch date 2020-05-20 | Chairman & CEO Mr. Henry Ardes Johnson | ||
Sector Industrials | Industry Electrical Equipment & Parts | Full time employees 17 | Website https://www.neovolta.com |
Full time employees 17 | Website https://www.neovolta.com | ||
NeoVolta Inc. engages in the design, manufacture, and sale of energy storage systems in the United States. The company provides NV14, NV24, NVPlus, and NV7600 energy storage systems, which stores and uses energy through batteries and an inverter at residential, commercial and industrial, and utility-scale customer products and markets; and NV16 kW AC. It markets and sells its products directly to certified solar installers and regional and national distributors. The company was founded in 2018 and is headquartered in Poway, California.
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