As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...

Shares of NVE Corporation (NVEC) have gained 11.5% since reporting results for the fourth quarter of fiscal 2025. This compares with the S&P 500 index’s 0.5% rise over the same time frame. Over the past month, however, the stock has declined 6.5% against the S&P 500’s 9.7% rally, underperforming the broader market despite short-term post-earnings momentum.Q4 Performance: Marginal Growth Amid Sequential ReboundNVEC posted fiscal fourth-quarter revenues of $7.27 million, a 3% year-over-year increase from $7.0 ...

NVE (NVEC) Q4 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Daniel A. Baker - Director, President & CEODaniel Nelson - Controller & Principal Financial OfficerJeffrey Bernstein - Partner Daniel A. Baker Good afternoon, and welcome to the NVE Corporation conference call for the quarter and fiscal year ended 03/31/2025. I'm Dan Baker, NVE's President and CEO. I'm joined as usual by Controller and Principal Financial Officer, Daniel Nelson. This call is being webcast live via YouTube and Ama ...

NVE (NVEC) Q4 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the NVE Corporation conference call for the quarter and fiscal year ended 03/31/2025. I'm Dan Baker, NVE's President and CEO. I'm joined as usual by Controller and Principal Financial Officer, Daniel Nelson. This call is being webcast live via YouTube and Amazon Chime and being recorded. A replay will be available through our website, nve.com, and our YouTube channel, youtube.com/nvecorporation. All participant ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____________________to____________________ Commission file number 000-12196 NVE CORPORATION (Exact name of registrant as specified in its charter) Min ...

Shares of NVE Corporation (NVEC) have declined 16% since the company reported its earnings results for the third quarter of fiscal 2025. This compares to the S&P 500 index’s 0.9% growth over the same time frame. Over the past month, the stock has fallen 15.1% against the S&P 500’s 3.4% growth.Key Performance MetricsNVE Corp reported third-quarter fiscal 2025 earnings of 63 cents per diluted share, declining from 87 cents in the prior-year quarter.The company’s total quarterly revenues dropped 25.1% to $5.06 ...

NVE Corporation (NASDAQ:NVEC) Q3 2025 Earnings Conference Call January 22, 2025 5:00 PM ET Company Participants Dan Baker - President and CEO Daniel Nelson - Principal Financial Officer Conference Call Participants Jeff Bernstein - Silverberg Bernstein Capital Dan Baker Good afternoon and welcome to the NVE Corporation Conference Call for the Quarter Ended December 31, 2024. I'm Dan Baker, NVE's President and CEO. I'm joined by Controller and Principal Financial Officer, Daniel Nelson. This call is being We ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-12196 NVE CORPORATION (Exact name of registrant as specified in its charter) Minnesota 41-1424202 (State or other jurisdicti ...

NVE Corporation’s (NVEC) second-quarter fiscal 2025 performance highlights the company's adaptive shift toward research-driven growth amid evolving market conditions. Facing headwinds in product sales, NVEC has leaned into contract research and development (R&D), capitalizing on partnerships to diversify revenue sources.While operating income was tempered by heightened expenses tied to innovation and overhead, the company’s improved gross margin reflects cost efficiencies in production. Despite a mixed quar ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 decreased by 5% due to a 14% decrease in product sales, partially offset by a 3,950% increase in contract R&D revenue [3][4] - Gross profit increased by 5% year-over-year, with gross margin percentage rising to 86% from 78% in the prior year quarter [4][6] - Net income decreased by 15% compared to the prior year quarter, primarily due to decreased revenue and increased expenses [6][7] Business Line Data and Key Metrics Changes - Product sales decreased by 14%, attributed to inventory clots in distributor channels due to weak chip demand [3][4] - Contract R&D revenue saw a significant increase of 3,950%, indicating a shift towards more contract-based projects [3][7] - Research and development expenses increased by 24%, reflecting heightened investment in new product development [4][5] Market Data and Key Metrics Changes - The semiconductor industry is experiencing a slower recovery than anticipated, impacting overall sales [3][4] - Despite the downturn, end customer sales remain strong, suggesting resilience in direct sales channels [19][20] Company Strategy and Development Direction - The company is focusing on increasing R&D investment, spending 13% of revenue on R&D in the past quarter [8] - New product introductions, such as the ALT521-10E Tunneling Magnetoresistance Rotation sensor, are aimed at expanding market presence in various applications [8][9] - Capital expenditures are planned at $4 million to $5 million over the next two fiscal years to enhance manufacturing capabilities [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth markets in the Industrial Internet of Things and electrification despite current challenges [3][4] - The company is hopeful that inventory levels in distribution channels will normalize, leading to increased sales [20] Other Important Information - The company successfully participated in major trade shows, generating numerous leads for potential sales [25] - A strong balance sheet allows the company to maintain dividends while investing in growth initiatives [26][27] Q&A Session Summary Question: What was the completed project related to the uptick in contract R&D? - The contract R&D is primarily related to defense business, focusing on developing new systems, particularly anti-tamper systems [14] Question: Could the contract R&D lead to product sales in the next 12 to 18 months? - It is possible, but timelines depend on procurement cycles, which can vary [15] Question: How is the unclonable functions business performing? - The business has been strong, but sales can be volatile based on procurement schedules [16][17] Question: Can you elaborate on the revenue mix shift towards direct sales? - The semiconductor industry slowdown has led to increased distributor inventories, but end customer sales remain strong, positively impacting margins [18][19] Question: What were the outcomes of the recent trade shows? - The company received positive responses and leads from the trade shows, which are being followed up by the sales team [25] Question: How are capital expenditures affecting cash flow? - Cash flow tends to lead capital expenditures, with down payments made for custom equipment [25][26]