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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
11/04/2026: NEOV (1-star) is currently NOT-A-BUY. Pass it for now.
NeoVolta Inc. is a small-cap participant in the residential energy storage market, providing integrated battery systems that pair with solar installations. The company is known for its proprietary power management software, which aims to optimize residential energy consumption and backup reliability. Its primary growth story is tied to the accelerating demand for energy independence and grid-tied storage. However, the company faces substantial execution and competitive risks from well-capitalized incumbents like Tesla and Enphase. Investors should consider that this stock is highly volatile and currently lacks consistent profitability, making it most suitable for growth-focused investors who can tolerate significant risk.
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 provides exposure to the high-growth energy storage sector but faces significant scaling challenges. |
| Momentum investor | Strong fit while signal remains positive | This stock may experience high volatility, which can create conditions suitable for momentum strategies during positive trend cycles. |
| Value investor | Weak fit | NeoVolta's lack of consistent profitability and negative cash flows make it a poor fit for traditional value-based analysis. |
| Dividend investor | Weak fit | The company does not pay a dividend and is in a capital-intensive growth phase. |
| Low-risk investor | Weak fit | The high volatility and early-stage business profile present significant risks to capital preservation. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a small-cap stock, NEOV is subject to extreme price fluctuations based on market sentiment. |
| Valuation risk | Medium / high | Difficulty in predicting future cash flows creates uncertainty in determining intrinsic value. |
| Competition risk (Energy Storage) | High | Large, established competitors can aggressively price or out-innovate a smaller firm. |
| Business quality | Medium | The company is still proving its ability to maintain margins and scale production efficiently. |
| Dividend income | Low / none | Investors should expect zero income generation from this holding. |
| Execution risk | High | Success depends heavily on supply chain reliability and the ability to expand distribution channels. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -7.49% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2026 |
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 122.75M USD | Price to earnings Ratio - | 1Y Target Price 9.75 |
Price to earnings Ratio - | 1Y Target Price 9.75 | ||
Volume (30-day avg) 1.3M shares | Beta -0.31 | 52 Weeks Range 1.36 - 7.13 | Updated Date 11/04/2026 |
52 Weeks Range 1.36 - 7.13 | Updated Date 11/04/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Residential Energy Storage Systems | Sale of NV14 and NV24 battery systems. | The company earns revenue primarily through the direct sale of its proprietary home battery hardware. |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 103.26M | Price to Sales(TTM) 9.21 |
Enterprise Value 103.26M | Price to Sales(TTM) 9.21 | ||
Enterprise Value to Revenue 7.74 | Enterprise Value to EBITDA -41.04 | Shares Outstanding 59.01M | Shares Floating 47.70M |
Shares Outstanding 59.01M | Shares Floating 47.70M | ||
Percent Insiders 11.71 | Percent Institutions 28.5 |
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.
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