Neogen (NEOG): Reassessing Valuation After Investor Lawsuit Over 3M Integration Disclosures

Simply Wall St.12-17 13:19

Neogen (NEOG) is back in the spotlight after a pending investor lawsuit accused the company of downplaying integration problems tied to its large 3M deal and potentially skewing how investors viewed ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592696426?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/6022000-choice2-main-header/1585186808155","is_english":true,"pubTime":"2025-12-17 13:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592696426","market":"sg","top_or_hot":-1,"title":"Neogen (NEOG): Reassessing Valuation After Investor Lawsuit Over 3M Integration Disclosures","media":"Simply Wall St.","content":"<div>\n<p>Neogen (NEOG) is back in the spotlight after a pending investor lawsuit accused the company of downplaying integration problems tied to its large 3M deal and potentially skewing how investors viewed ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nasdaq-neog/neogen/news/neogen-neog-reassessing-valuation-after-investor-lawsuit-ove\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Neogen (NEOG): Reassessing Valuation After Investor Lawsuit Over 3M Integration Disclosures</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNeogen (NEOG): Reassessing Valuation After Investor Lawsuit Over 3M Integration Disclosures\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 13:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/healthcare/nasdaq-neog/neogen/news/neogen-neog-reassessing-valuation-after-investor-lawsuit-ove><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Neogen (NEOG) is back in the spotlight after a pending investor lawsuit accused the company of downplaying integration problems tied to its large 3M deal and potentially skewing how investors viewed ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/healthcare/nasdaq-neog/neogen/news/neogen-neog-reassessing-valuation-after-investor-lawsuit-ove\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MMM","symbol_name":"3M","start_time":0,"source_url":"https://simplywall.st/stocks/us/healthcare/nasdaq-neog/neogen/news/neogen-neog-reassessing-valuation-after-investor-lawsuit-ove","article_id":"2592696426","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6022000-choice2-main-header/1585186808155"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/healthcare/nasdaq-neog/neogen/news/neogen-neog-reassessing-valuation-after-investor-lawsuit-ove","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592696426","pubTimestamp":1765948786,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Neogen (NEOG) is back in the spotlight after a pending investor lawsuit accused the company of downplaying integration problems tied to its large 3M deal and potentially skewing how investors viewed its financial health.\nSee our latest analysis for Neogen.\nDespite the legal overhang, traders have leaned into the story recently. A 90 day share price return of about 29 percent has partly clawed back a year to date share price return of around negative 41 percent, so momentum is improving off a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"MMM":"3M","NEOG":"纽尔真检测","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4512":"苹果概念","BK4588":"碎股","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","BK4198":"医疗保健用品","BK4534":"瑞士信贷持仓","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4585":"ETF&股票定投概念","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","BK4206":"工业集团企业","SG9999002224.SGD":"Allianz Global High Payout SGD"},"translate_title":"Neogen(NEOG)：投资者就3M Integration披露提起诉讼后重新评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NEOG":1.5,"MMM":1.5},"content_text":"Neogen (NEOG) is back in the spotlight after a pending investor lawsuit accused the company of downplaying integration problems tied to its large 3M deal and potentially skewing how investors viewed its financial health. See our latest analysis for Neogen. Despite the legal overhang, traders have leaned into the story recently. A 90 day share price return of about 29 percent has partly clawed back a year to date share price return of around negative 41 percent, so momentum is improving off a still weak long term total shareholder return base. If this kind of volatility has you thinking more broadly about healthcare exposure, it could be worth exploring other healthcare stocks that might offer stronger momentum or sturdier fundamentals. With the stock still deeply underwater over three and five years but now rebounding and trading below the average analyst target, are investors looking at a genuine value reset here, or is the market already factoring in a smoother integration and stronger growth? Most Popular Narrative Narrative: 13.8% Undervalued With Neogen last closing at $7.04 against a narrative fair value near $8.17, the story assumes a material recovery in profitability and valuation multiples ahead.  Operational improvements and automation at the new Petrifilm production facility, alongside targeted actions to reduce inefficiencies in sample collection and inventory management, are expected to drive gross margin and EBITDA margin improvements over the coming quarters as execution stabilizes and overhead absorption rates improve.  Read the complete narrative. Curious how an unprofitable business today ends up with healthy margins and a mid teens earnings multiple tomorrow? Want to see the exact roadmap those projections rely on? Dive into the narrative to unpack the revenue glide path, margin reset, and share count assumptions that are doing the heavy lifting behind that fair value. Result: Fair Value of $8.17 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent 3M integration setbacks and prolonged macro softness could delay margin recovery and challenge the pace of any valuation reset investors are banking on. Find out about the key risks to this Neogen narrative.  Build Your Own Neogen Narrative If you see things differently or want to stress test the assumptions yourself, you can spin up a custom narrative in just a few minutes: Do it your way A great starting point for your Neogen research is our analysis highlighting 1 important warning sign that could impact your investment decision. Ready for more high conviction ideas? Before you move on, put your capital to work by scanning fresh opportunities on Simply Wall St's powerful screener, where data backed ideas update every day.  Target reliable income streams by reviewing these 13 dividend stocks with yields > 3% that can help anchor your portfolio with steady cash returns. Capitalize on misunderstood opportunities by checking these 909 undervalued stocks based on cash flows where market prices trail underlying cash flow strength. Ride the next wave of innovation by assessing these 25 AI penny stocks at the intersection of software, data, and intelligent automation.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechValuation is complex, but we're here to simplify it.Discover if Neogen might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592696426","isCrawlerRequest":true}