NVEC NVE Corporation Loading... : Bullish and Bearish Analyst Opinions
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14:27
Sep 01
Sep 01
NVEC product adoption praised, no position stated
NVEC is highlighted as continuing product innovation and adoption across new and existing customers, with excitement expressed but no explicit position; reward is conditioned on the environment turning.
MED
20:01
Aug 28
Aug 28
Author confirms holding NVEC without selling but adds shorts in semis.
Author confirms holding NVEC without selling but adds shorts in semis, leaving NVEC direction unstated while semis are shorted without specific tickers.
LOW
21:36
Aug 25
Aug 25
NVEC co-mentioned in MRAM technology research.
The author co-mentions NVEC as a peer in the MRAM space while researching the potential investment opportunity, noting the technology is confusing but interesting.
MED
15:45
Aug 24
Aug 24
NVEC long: high margins, 81% growth, robotics upside
Author initiated a new long position in NVEC, citing exceptional profitability (60% net margins), 81% YoY growth across defense and non-defense segments, and multiple future growth drivers including robotics and 800V data center power semiconductors.
HIGH
21:36
Aug 23
Aug 23
"NVEC disliked through 2027"
"Author expresses a negative intermediate-term view on NVEC through 2027 but provides no catalyst or mechanism."
LOW
17:35
Aug 21
Aug 21
Stocks to rally as summer liquidity subsides
Anticipates a strong upward move for the stocks once summer liquidity conditions subside and market participation increases.
MED
15:33
Aug 21
Aug 21
Adds to VPG, PENG, and NVEC positions
Author discloses adding to positions in VPG, PENG, and NVEC with specific weightings, framing it as a contrarian dip-buying trade.
HIGH
17:37
Aug 20
Aug 20
AI implantables expand NVEC content and revenue
Long NVEC: machine learning in implantable medical devices creates high-frequency noise and miniaturization constraints; NVEC's spintronic isolators and new nanopower sensor expand content per device, sustaining 81% revenue growth.
HIGH
23:51
Aug 17
Aug 17
New product drives profitable speculative growth opportunity.
This small spintronics company is surprisingly profitable and experiencing a major breakout thanks to strong sales of a new magnetic switch sensor, making it an interesting speculative buy.
MED
11:59
Aug 17
Aug 17
Highlights robot stocks for a watchlist
Highlights a broad basket of robot-related stocks for a watchlist without a specific directional thesis.
LOW
11:00
Aug 17
Aug 17
Author discloses existing long position
Author discloses an existing long position in the stock.
MED
10:47
Aug 17
Aug 17
Author expresses enthusiasm for NVEC after a write-up but stops short of stating a position.
Author expresses enthusiasm for NVEC after a write-up but stops short of stating a position or forward-looking call, so it is indexed as watch.
LOW
00:08
Aug 17
Aug 17
Under-the-radar humanoid proxy with broader bull case.
Notes as an under-the-radar humanoid proxy with a broader bull case beyond physical AI.
MED
23:44
Aug 16
Aug 16
Humanoid volumes drive material growth for company
Author selects the stock because early humanoid production volumes can act as a material growth driver given its size and design wins.
MED
23:40
Aug 16
Aug 16
Author lists sensor/robotics tickers as a thematic watchlist in reply to a robot-related post.
Author lists sensor/robotics tickers as a thematic watchlist in reply to a robot-related post, without stating any position or directional call.
LOW
19:22
Aug 14
Aug 14
Notes multiple robotics design wins
Notes the sub-$1B market cap stock has multiple robotics design wins that are beginning to contribute to revenue.
MED
19:20
Aug 14
Aug 14
NVEC robotics wins not yet priced in
Buy NVEC as the market has not yet priced in existing robotics design wins that are already beginning to contribute to revenue, creating a potential re-rating catalyst.
MED
18:32
Aug 14
Aug 14
Author explicitly tells the parent to get them into NVEC.
Author explicitly tells the parent to get them into NVEC, endorsing it as a bullish addition to the Physical AI portfolio.
17:11
Aug 13
Aug 13
Highlights NVEC MRAM IP relevance
Highlights NVEC's MRAM IP relevance to SRAM-heavy AI architectures from AMD and INTC, and defense applications.
MED
23:38
Aug 12
Aug 12
NVEC winning humanoid sensor design share
Buy NVEC as it is winning design wins in humanoid position feedback sensors, positioning it to take market share from Allegro MicroSystems in a high-growth segment, despite limited disclosure transparency.
MED
16:20
Aug 11
Aug 11
NVEC long: robotics wins, 2x capacity, unmodeled
Buy NVEC — author initiated long citing unannounced production design wins in humanoid robotics, management-confirmed 2x+ manufacturing capacity headroom off a $44M run rate (path to $100M+ revenue), near-zero incremental capex ($57K last quarter), and a 3.5% dividend yield providing downside support; none of this is in any existing model.
HIGH
14:25
Aug 11
Aug 11
NVEC long: robotics pipeline, rare-earth edge
Buy NVEC as author initiates long on spintronics-based sensor company with a robotics-focused product pipeline, rare-earth-free sensor advantage (ferrite-compatible) that becomes structural during supply chain stress, 2x capacity expansion, new medical/robotics product launches, and a 3.5% dividend yield providing downside cushion.
MED
14:06
Aug 11
Aug 11
NVEC physics moat drives high gross margins
Author highlights NVEC's physics moat in Spintronics as the primary driver for its sustained high gross margins, supporting their long position.
MED
13:58
Aug 11
Aug 11
Long NVEC on strong growth and valuation
Author initiates a new long position in NVEC, citing strong growth, high margins, multiple sector tailwinds, and an attractive valuation with a dividend yield.
HIGH
13:56
Aug 11
Aug 11
NVEC: zero-coverage spintronic moat, 81% growth
Buy NVEC, a zero-coverage spintronic semiconductor company trading at ~20x earnings with 81% gross margins, 81% YoY revenue growth driven by broad-based demand across robotics, factory automation, medical, and defense — with unannounced humanoid robot design wins and a physics-level technology moat that silicon cannot replicate.
HIGH
20:21
Jul 23
Jul 23
Speaker notes NVE's strong sequential growth, CEO's bullish robotics commentary.
Speaker notes NVE's strong sequential growth, CEO's bullish robotics commentary, and management transition, but does not commit to a current position.
LOW
19:37
Jul 23
Jul 23
The author credits a team member for the NVEC idea and highlights strong earnings growth.
The author credits a team member for the NVEC idea and highlights strong earnings growth, but does not state a current position or forward call.
LOW
19:32
Jul 23
Jul 23
Buy NVEC despite the 50% single-day surge — earnings grew fast enough (EPS +78%, revenue +81%.
Buy NVEC despite the 50% single-day surge — earnings grew fast enough (EPS +78%, revenue +81%, 66% operating margin) that the stock is cheaper on annualized run-rate than pre-pop, and the original defense ramp thesis hasn't yet appeared in the numbers, leaving a second catalyst intact.
HIGH
17:53
Jul 23
Jul 23
The author celebrates past winners AEHR, PENG, and NVEC but does not state a current position.
The author celebrates past winners AEHR, PENG, and NVEC but does not state a current position or forward call, so the tickers are watch only.
LOW
17:45
Jul 23
Jul 23
Buy NVEC as a profitable spintronics sensor company embedded in humanoid robot end-effectors.
Buy NVEC as a profitable spintronics sensor company embedded in humanoid robot end-effectors; Q1 earnings showed 81% revenue growth and 79% net income growth with the core robotics catalyst (humanoid hands) not yet contributing — factory doubled, capex rolling off, sub-30x PE with a free call option on the humanoid revolution.
HIGH
About NVEC Analyst Coverage
Buzzberg tracks NVEC (NVE Corporation) across 8 sources. 15 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (41%). 37 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: thematictrader, temple_eight, Jim Cramer.