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NASDAQ · Israel · Semiconductor Equipment & Materials

NVMI Nova

Dimensional and materials metrology

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$318.4
+2.27% today
1W
−0.2%
1M
−13.5%
3M
−20.9%
YTD
−3.0%
1Y
−7.7%
Off 52w high
−47.4%
Next earnings (est.): 2026-11-05
Market cap$9.90B
P/E (trailing)38.9Forward 22.8
EV / sales10.3×EV/EBITDA 32.5×
Revenue (TTM)$937MGrowth 15.9% y/y
Margins57.1%gross · op 29.9%
Free cash flow$117MCash $1.02B · debt $803M
Analyst target$515.1+61.8% upside · 8 analysts · none
Riskβ 1.78Short 5.0% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

NVMI · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-06EarningsBeat / raise

    Reported EPS 2.51 vs 2.41 expected (+4.1% surprise).

  2. 7
    2026-05-14EarningsBeat / raise

    Reported EPS 2.33 vs 2.2 expected (+6.0% surprise).

  3. 6
    2026-02-12EarningsBeat / raise

    Reported EPS 2.14 vs 2.12 expected (+0.7% surprise).

  4. 5
    2025-11-06EarningsBeat / raise

    Reported EPS 2.16 vs 2.15 expected (+0.5% surprise).

  5. 4
    2025-08-07EarningsBeat / raise

    Reported EPS 2.2 vs 2.06 expected (+6.5% surprise).

  6. 3
    2025-05-08EarningsBeat / raise

    Reported EPS 2.18 vs 2.09 expected (+4.4% surprise).

  7. 2
    2025-02-13EarningsBeat / raise

    Reported EPS 1.94 vs 1.82 expected (+6.6% surprise).

  8. 1
    2024-11-07EarningsBeat / raise

    Reported EPS 1.74 vs 1.68 expected (+3.8% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-062.412.51+4.1%
2026-05-142.22.33+6.0%
2026-02-122.122.14+0.7%
2025-11-062.152.16+0.5%
2025-08-072.062.2+6.5%
2025-05-082.092.18+4.4%
2025-02-131.821.94+6.6%
2024-11-071.681.74+3.8%
2024-08-081.361.61+18.7%
2024-05-091.281.39+9.0%
2024-02-151.241.36+10.1%
2023-11-091.091.23+13.0%
2023-08-031.01.06+5.5%
2023-05-111.051.23+17.7%
2023-02-151.251.28+2.0%
2022-11-031.171.24+5.7%
2022-08-041.191.24+4.6%
2022-05-121.041.3+24.6%
2022-02-241.051.08+3.0%
2021-11-040.921.16+26.4%
2021-08-050.730.9+24.1%
2021-05-060.620.7+13.0%
2021-02-180.520.55+5.9%
2020-11-120.490.57+16.3%

About Nova

Website ↗

Nova Ltd. engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally. The company's product portfolio includes a set of metrology platforms for dimensional, films, and materials and chemical metrology measurements for process control for various semiconductor manufacturing process steps, such as lithography, Etch, chemical mechanical planarization, deposition, electrochemical plating, and advanced packaging. It serves various sectors of the integrated circuit manufacturing industry, including logic, foundry, memory, and packaging sectors, as well as process equipment manufacturers. Nova Ltd. was formerly known as Nova Measuring Instruments Ltd. and changed its name to Nova Ltd. in July 2021. Nova Ltd. was incorporated in 1993 and is headquartered in Rehovot, …

1,612 employees · Rehovot, Israel

Gate-all-around transistors, backside power and HBM stacking add process steps. More steps per wafer means more tool spend per unit of capacity.

Deposition→Etch→Inspection→Yield

What would prove us wrong. Weakens if WFE growth stalls while leading-node and HBM capacity keep expanding — tools would not be the gate.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
AMAT
Applied Materials
Deposition and materials engineering across logic, DRAM and packaging $391.6+3.81%−19.3%+52.9%
LRCX
Lam Research
Etch and deposition critical for GAA and HBM $239.8+4.22%−23.9%+40.5%
KLAC
KLA
Process control and inspection at leading nodes $150.4+3.27%−20.0%+24.2%
8035.T
Tokyo Electron
Coater/developer, etch and deposition tools ¥9,110.0−3.68%−12.5%+38.7%
ASM.AS
ASM International
ALD/epitaxy for gate-all-around transistors €707.8+1.14%−16.2%+37.3%
ONTO
Onto Innovation
Advanced-packaging metrology and lithography $205.6+3.48%−28.5%+30.2%
CAMT
Camtek
Inspection for HBM and advanced packaging $124.9+3.09%−15.1%+17.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.