Q: Financial results are out - what do you think - Buy, Sell, or Hold ?
5i Research Answer:
EPS of $0.34 beat estimates of $0.185 and sales of $154.96M beat estimates of $127.86M. Sales grew 27% year-over-year, Adjusted EBITDA more than doubled, and it operates in an interesting space with AI applied to rare earth manufacturing - using production data, domain expertise, and in-house data scientists to optimize their process in real time. Management raised 2026 Adjusted EBITDA guidance driven by improved demand visibility and disciplined operational execution. Analyst estimates are trending higher and we think it looks fairly attractive here. We feel investors can slowly average in, but we would also give VNP the slight edge over NEO today.