NeoVolta Inc. Common Stock logo

NeoVolta Inc. Common Stock(NEOV)

upturn advisory logo
ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL RECENCY
1-STAR RATING
SELL
SELL for 1 day
PROFIT SINCE LAST BUY
+14.03%
LAST CLOSE
$3.17
09/23/2026
(24-hour delay)

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)
Upturn Stock price based on last close iconStock price based on last close

Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for NEOV

09/23/2026: NEOV (1-star) is a SELL. SELL for 1 day. Simulated Profits (14.03%). Updated daily EoD!

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.

Price Behavior

Steep Decline
PRICE PATH

Steep Decline

The stock price has dropped sharply with strong downward pressure.

Extreme Price Shocks
PRICE STABILITY

Extreme Price Shocks

The stock has experienced exceptionally large and disruptive price movements during the period.

Analysis of Past Performance

Type Stock
Historic Profit -12.44%
Avg. Invested days 33
Today’s Advisory SELL
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/23/2026

Upturn Scorecard

Upturn Star Rating

NEOV receives a 2-star rating, supported by available scored pillars. The rating is constrained by weak unit economics, soft quantitative characteristics, and weak price momentum.

Company Fundamentals

NEOV has moderate overall fundamentals (3 stars), with soft financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong revenue growth (+218.6%) is partially offset by negative earnings growth (-118.6%), soft cash generation (FCF margin -52.5%), soft profitability (net margin -59.7%).

Financial Health Rating

NEOV's financial health is supported by solid liquidity, including working-capital and asset support (WC/assets 46.3%). Profitability is weak (1 stars), which helps explain the 2-star overall score.

Growth Momentum Score

Revenue growth is NEOV's strongest growth driver at +218.6% FY2025 versus FY2024 (strong, 5 stars). By comparison, while earnings growth (-118.6%, negative) and free-cash-flow growth (-335.5%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 28.0% and approximately 63.6% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 17.50% supports management-shareholder alignment.

Top 5 Institutional Investors

Legacy Wealth Managment, LLC/ID 9.05%
Vanguard Capital Management, LLC 2.86%
BlackRock Inc 0.83%
Davidson Kempner Capital Management LP 0.68%
Geode Capital Management, LLC 0.63%

Unit Economics (Per $1K Revenue)

NEOV generates approximately $179 of gross profit, $-560 of operating income, and $-525 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: 0.00%

Quantitative Style Profile

NEOV has a liquid, relatively low-volatility profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Low VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 197.78M USD
Price to earnings Ratio -
1Y Target Price 9.75
Price to earnings Ratio -
1Y Target Price 9.75
Volume (30-day avg) 1.7M shares
Beta -0.4
52 Weeks Range 1.36 - 7.13
Updated Date 09/23/2026
52 Weeks Range 1.36 - 7.13
Updated Date 09/23/2026
Dividends yield (FY) -
Basic EPS (TTM) -0.32
Advertisement

Valuation

Trailing PE -
Forward PE -
Enterprise Value 190.40M
Price to Sales(TTM) 10.95
Enterprise Value 190.40M
Price to Sales(TTM) 10.95
Enterprise Value to Revenue 10.54
Enterprise Value to EBITDA -41.04
Shares Outstanding 58.86M
Shares Floating 37.43M
Shares Outstanding 58.86M
Shares Floating 37.43M
Percent Insiders 17.5
Percent Institutions 27.98

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon 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)

Information icon 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)

Information icon 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
Full time employees 17

NeoVolta Inc. designs, manufactures, and sells energy storage systems in the United States. The company provides NV14, NV14-K, and NV 24 energy storage systems, which stores and uses energy through batteries and an inverter at residential or commercial sites; and NV16KAC. It markets and sells its products directly to certified solar installers and solar equipment distributors. The company was founded in 2018 and is headquartered in Poway, California.