Northern Technologies stock rating reiterated at Outperform by Northland

Published 11/07/2025, 12:40
Northern Technologies stock rating reiterated at Outperform by Northland

Investing.com - Northland has reiterated an Outperform rating on Northern Technologies International Corp. (NASDAQ:NTIC) with a price target of $13.00, representing a 47% upside from current levels. According to InvestingPro data, NTIC is currently trading slightly below its Fair Value, with a ’GOOD’ overall financial health score.

The company reported earnings of $0.02 per share on revenue of $21.5 million, compared to Northland’s estimates of $0.04 per share on $20.7 million in revenue. The revenue upside was primarily driven by ZERUST performance, particularly in China. InvestingPro data shows the company maintains healthy financials with a current ratio of 2.18 and operates with moderate debt levels.

The earnings per share miss was attributed to higher taxes and increased interest expense, according to Northland. ZERUST Oil & Gas revenue fell short of expectations, prompting the firm to trim its forecast for this product line.

Northland noted that new Natur-Tec food applications appear promising over the next couple of years. The firm is reducing its fourth-quarter estimate due to lower ZERUST Oil & Gas revenue.

Despite the quarterly adjustment, Northland is raising its fiscal year 2026 estimate based on higher gross margin assumptions for Northern Technologies. InvestingPro reveals additional insights through its comprehensive analysis, with over 8 key ProTips available for subscribers, including metrics on profitability trends and valuation multiples. Get access to the full NTIC Pro Research Report, part of our coverage of 1,400+ US stocks, for detailed analysis and actionable insights.

In other recent news, Northern Technologies reported a significant earnings shortfall for its third quarter of fiscal year 2025. The company disclosed an earnings per share (EPS) of $0.02, which was notably below the forecasted $0.18, resulting in an 88.89% negative surprise. Revenue also did not meet expectations, totaling $21.5 million compared to the anticipated $23.2 million, despite a 4% year-over-year increase. The company’s net income saw a sharp decline to $122,000 from $977,000 in the previous year. Northern Technologies is focusing on strategic investments and debt reduction, with an eye on growth in the oil and gas sector. Analysts noted that despite the disappointing earnings, there is optimism for future growth, particularly in the Chinese market, which showed a 27.4% increase in net sales. The firm expects improvements in the fourth quarter and fiscal 2026, driven by strategic investments and geographical expansion. However, guidance revisions for the upcoming quarters suggest ongoing challenges, with modest EPS forecasts.

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