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Neogenomics Inc

Neogenomics Inc

NEO
$17.32USD↓-1.65%-0.29 today

MARKET CAP

2.2B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$17 – $18

52W RANGE

$7
$20

AI Summary

Stalk
TrimMedium

NEO exhibits a classic Blow-Off Top at recent highs, signaling exhaustion after a parabolic rally. While the long-term trend remains intact above the rising 200-day SMA, medium-term directional asymmetry has turned bearish due to the unsustained spike and heavy volume exhaustion. In the short term, price is pulling back into the 9-day EMA without a clear breakdown, indicating that selling should be deferred until rallies into structural resistance near the prior spike high.

  • ↑Q2 revenue of $201.7M rose 11% YoY, beating guidance
  • ↑NGS revenue surged 26% YoY, now ~33% of clinical revenue
  • ↓Non-clinical pharma revenue fell 26% YoY, pressuring mix
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

NeoGenomics, Inc. (NASDAQ: NEO) operates as a leading oncology diagnostics provider, specializing in cancer-focused testing services across the United States and the United Kingdom. Positioned primarily in the community oncology sector, NeoGenomics aims to strengthen its market presence through advanced diagnostic solutions in therapy selection and minimal residual disease (MRD) testing. The company is strategically targeting high-value growth areas, capitalizing on changing dynamics within cancer diagnostics as patient care shifts to community settings, projecting solid revenue growth in key markets.

Bull says

  • ↑Q2 revenue of $201.7M rose 11% YoY, beating guidance
  • ↑NGS revenue surged 26% YoY, now ~33% of clinical revenue
  • ↑Adjusted gross margin up 260 bps YoY to 48.1%
  • ↑RadarST launch targets $20B MRD testing market
  • ↑Sales force to expand by 25 reps for deeper market reach
  • ↑2026 revenue guidance raised to $802–806M

Bear says

  • ↓Non-clinical pharma revenue fell 26% YoY, pressuring mix
  • ↓FDA approval and reimbursement delays pose material risks
  • ↓Volatility score near 2 signals high share-price swings
  • ↓Intense NGS competition may erode margins and share
  • ↓Pathline integration and sales ramp introduce execution risk
  • ↓Weak profitability metrics and non-clinical reliance risk sustainability

Investment themes with NEO

Health Care Providers↓ -0.37%

UNH · CVS · HCA

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-01-2026neutral

Transcript signals

Bull points

  • We had a solid second quarter in the core clinical business, posting significant volume in share gains in key segments.
  • Revenue for Q2 was $181 million, slightly below our second quarter guidance range, though still representing double-digit growth of 10% year over year.
  • Our clinical business continues to expand with organic growth of 13%.

Bear points

  • I acknowledge that our delivery this quarter was below expectations.
  • our non-clinical revenue was below expectations.
  • We're projecting lower-than-planned revenue from pharma customers for the remainder of the year, as well as a negative impact to revenue associated with lower-than-planned volumes for Pantracer Liquid Biopsy and NGS Mix.
Read full transcript analysis ›