US · Technology · Semiconductor Equipment & Materials
EPS came in at 2.35 against a street estimate of 2.23 — a beat of 5.4%.
Analysts rate Nova Ltd a buy (6 buy, 2 hold, 0 sell out of 8) with an average price target of $515.12.
CONFIDENT Nova delivered record Q2 revenue of $255M (+16% YoY) with non-GAAP EPS of $2.51, beating guidance. Advanced logic and advanced packaging drove growth. Guidance for Q3 implies continued momentum; management sees 2027 as growth year with unprecedented customer visibility. Q2 2026 Call did not provide regional breakdown of revenue. Analysts pressed on memory weakness, WFE intensity, and component cost inflation. Management emphasized DRAM strength, muted 3D NAND (upgrade-driven), and stable gross margins despite BOM pressures. On advanced packaging, emphasized hybrid bonding as long-term structural driver; on greenfield fabs (Terafab reference), noted higher initial metrology intensity vs. mature operations. 2026-08-06…
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| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • No third-quarter 2026 financial results or operating figures are included in this filing. • Nova expects to release its third-qua | 2026-10-15 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Nova’s board authorized a share repurchase program of up to $200 million of ordinary shares. • The authorization was announced on | 2026-09-02 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Nova Ltd. (Nasdaq: NVMI; TASE) announced participation in three investor conferences during August and September 2026. • The fili | 2026-08-11 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue reached a record $254.958 million, up 8% QoQ and 16% YoY. • GAAP net income was a record $75.010 million, or $2.2 | 2026-08-06 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Nova announced that it expects to release its second-quarter 2026 financial results before the Nasdaq market opens on Thursday, Au | 2026-07-06 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Nova Ltd. filed its annual Form 20-F for the fiscal year ended December 31, 2025, using U.S. GAAP. • The company had 31,780,111 o | 2026-02-17 |
| Annual report FY2024 (20-F) | 2025-02-20 |
| Annual report FY2023 (20-F) | 2024-02-20 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.