Nova

NVMI

Market cap $16.2B

Nova Ltd. continues to justify its premium valuation through robust revenue growth, high margins, and strong Q2 guidance. NVMI delivered Q1 2026 revenue of $235.3M (+10% YoY), a gross margin of 57.7%, and EPS of $2.04, signaling quality growth and profitability. Diversified demand across memory, logic/foundry, and advanced packaging supports NVMI's resilience, while its strong balance sheet enhances financial flexibility.

Nova NASDAQ: NVMI reported record first-quarter 2026 revenue and profitability, with management citing strong demand from advanced DRAM, advanced packaging and gate-all-around applications as key drivers of the quarter's performance.

Nova Ltd. (NVMI) Q1 2026 Earnings Call Transcript

Nova Ltd. (NVMI) came out with quarterly earnings of $2.33 per share, beating the Zacks Consensus Estimate of $2.2 per share. This compares to earnings of $2.18 per share a year ago.

Semiconductor equipment firm Nova beat expectations for the first quarter and with its Q2 guidance. Nova stock rose.

REHOVOT, Israel, May 14, 2026 /PRNewswire/ -- Nova (NASDAQ: NVMI) today announced financial results for the first quarter, the three-month period ended March 31, 2026. First Quarter 2026 Highlights: Record quarterly revenue of $235.3 million, a 6% increase QoQ, exceeding the Company guidance.

Conference call to be held on the same day at 8:30 a.m. Eastern Time Rehovot, Israel, April 13, 2026 /PRNewswire/ -- Nova (Nasdaq: NVMI), a leading innovator and a key provider of advanced metrology and process control solutions used in semiconductor manufacturing, today announced that it expects to release its financial results for the first quarter of 2026 before the Nasdaq market opens on Thursday, May 14, 2026.

Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could have been worse if not for the prospect of something that may not be attainable. Q2 2026 is likely to see increased volatility, unless a resolution is found to the Middle East and the uncertainty hanging over semis is lifted.

Nova is in a consolidation with its all-time high of 507.27 as a buy point. Nova makes metrology tools for the chip industry.

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