Nova
Measures semiconductor processes through dimensional, materials, and chemical metrology systems.
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Profile
Supplies dimensional, materials, and chemical metrology systems plus software and support to semiconductor manufacturers. Direct customer relationships span process development through production, with customers centered in Asian chipmaking markets and operations shaped by industry spending, export controls, and a limited group of large customers.
Measures semiconductor wafers with dimensional, materials, and chemical metrology systems, alongside modeling and fleet-management software. Inline and stand-alone tools support logic, foundry, memory, and advanced-packaging production.
Direct relationships with chipmakers connect process development to high-volume production support, while related services complement product sales. Customers are concentrated across Taiwan, Japan, South Korea, China, and the United States, and manufacturing spans Israel, the United States, and Germany.
Growth beyond optical dimensional measurement came through materials and chemical capabilities, then modular platforms for advanced packaging. The business depends on semiconductor capital spending, a limited group of large customers, export controls, regional conditions in Israel, and principal facilities and suppliers for each product line.
Company facts
Key statistics
Year to date +0.6% · Average volume (30d) 517.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 7, 2026 | Needham | Reiterate | Buy | $500 | $570 |
| Aug 7, 2026 | Evercore ISI | Target | $600 | $475 | |
| Aug 6, 2026 | Jefferies | Reiterate | Buy | $640 | $600 |
| Jul 14, 2026 | Cantor Fitzgerald | Reiterate | Overweight | $600 | |
| May 15, 2026 | Evercore ISI | Target | $485 | $600 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $2.41 | $2.51 | +4.1% | $250.3M | $255.0M | +1.8% | −5.23% |
| May 14, 2026Q1 FY26 | $2.20 | $2.33 | +5.9% | $227.0M | $235.3M | +3.7% | −8.44% |
| Feb 12, 2026Q4 FY25 | $2.13 | $2.14 | +0.5% | $220.9M | $222.6M | +0.8% | +0.05% |
| Nov 6, 2025Q3 FY25 | $2.15 | $2.16 | +0.5% | $222.2M | $224.6M | +1.1% | −2.05% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $213.4M | $220.0M | $224.6M | $222.6M | $235.3M | $255.0M | |
| Gross profit | $122.3M | $127.2M | $127.4M | $128.2M | $135.7M | $144.2M | |
| Operating income | $63.2M | $65.6M | $63.9M | $60.7M | $70.8M | $76.2M | |
| Net income | $64.8M | $68.3M | $61.4M | $64.7M | $69.3M | $75.0M | |
| Diluted EPS | $2.03 | $2.14 | $1.90 | $1.94 | $2.01 | $2.20 | |
| Gross margin | 57.3% | 57.8% | 56.7% | 57.6% | 57.7% | 56.5% | |
| Operating margin | 29.6% | 29.8% | 28.4% | 27.3% | 30.1% | 29.9% |
Fiscal years (4-quarter sums)FY21 $416.1M · FY22 $570.7M · FY23 $517.9M · FY24 $672.4M · FY25 $880.6M
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $1.02B · Total debt $803.5M · Total assets $2.49B · Shareholders' equity $1.47B
Dividends
No dividends on record.
Ownership
Shares outstanding 31.78M · Float 31.72M · 99.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 2.67M | 8.41% | 13F | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | 2.13M | 6.69% | 13F | Jul 29, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | 1.62M | 5.10% | 13F | Aug 10, 2026 |
| Menora Mivtachim Holdings Ltd. | 1.21M | 3.79% | 13F | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | 1.21M | 3.79% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 2, 2026 | Gabriel Waisman | officer: CEO & President | −2,966 | $501.30 |
| Jun 22, 2026 | Yaniv Garty | director | −366 | $581.20 |
| Jun 22, 2026 | Eitan Oppenhaim | director | −1,290 | $581.20 |
| Jun 23, 2026 | Sarit Sagiv | director | −454 | $536.52 |
| Jun 22, 2026 | Sarit Sagiv | director | −366 | $581.20 |
Peers
- KLA
Direct rival across dimensional, film, chemical, and packaging metrology
- Onto Innovation
Direct rival in OCD, thin-film, integrated, and packaging metrology
- ASML (ADR)
Lithography-linked optical and e-beam metrology overlap
- Applied Materials
Process-control and packaging tools with optical and e-beam measurement
- Lam Research
In-line and integrated measurement embedded in wafer-processing tools
- Camtek
Advanced-packaging and specialty-wafer inspection and metrology rival
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nova | $353.89 | +1.33% | $11.09B | 43.4 | 28.1 | 12.7 | +15.9% |
| KLA | $176.16 | +0.38% | $229.30B | 47.9 | 31.8 | 16.9 | +15.2% |
| Onto Innovation | $272.00 | +0.48% | $13.47B | 101.8 | 26.4 | 12.0 | +35.3% |
| ASML (ADR) | $1,704.99 | +0.49% | $653.73B | 53.1 | 29.8 | 16.3 | +18.4% |
| Applied Materials | $462.35 | +0.16% | $366.55B | 39.8 | 26.2 | 11.9 | +24.8% |
| Lam Research | $303.48 | +0.51% | $377.55B | 52.4 | 31.9 | 16.3 | +30.0% |
| Camtek | $136.20 | +0.58% | $6.33B | 222.2 | 29.8 | 12.4 | +8.1% |
| Median | 52.8 | 29.8 | 14.3 | +21.6% |