Nova Ltd. is capitalizing on advanced-node metrology demand, with revenue accelerating 31% year-over-year to $880.6M TTM and operating margin expanding to 29.9% in 2026Q2. The company's specialized solutions for GAA architectures and consistent gross margins above 56% suggest durable competitive advantages.
Price trend, volume and key moving averages
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Revenue growth accelerated to 15.9% year-over-year in 2026Q2 with gross margin resilient at 56.5% and operating margin expanding to 29.9%, reflecting strong pricing power and operating leverage.
Nova Ltd. is recognized for its leadership in metrology, particularly with its Nova Metrion platform, which is adopted by global leaders in Memory and Logic device production for advanced manufacturing processes.
The company benefits from its exposure to Moore's Law-driven growth, as its technologies are critical for advancing semiconductor manufacturing and improving performance and yield.
The stock has appreciated significantly, with an 88.54% increase, as the investment thesis highlighting Nova's metrology leadership and growth potential continues to hold.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $2.86+3.2% vs $2.77 | $288M+2.0% vs $282M |
Q3 2026 Aug 6, 2026 | $2.51+4.1% vs $2.41 | $255M+1.8% vs $250M |
Q2 2026 May 14, 2026 | $2.33+6.4% vs $2.19 | $235M+3.7% vs $227M |
Q1 2026 Feb 12, 2026 | $2.14+0.5% vs $2.13 | $223M+0.8% vs $221M |
Nova NASDAQ: NVMI reported record third-quarter 2026 revenue of $287.8 million, exceeding its guidance as demand for semiconductor measurement tools rose in memory and advanced packaging. The company forecast further growth in the fourth quarter and said it expects to surpass $1 billion in annual revenue a year ahead of its strategic plan.
Nova Ltd. (NVMI) Q3 2026 Earnings Call Transcript
Nova Ltd. (NVMI) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.75 per share. This compares to earnings of $2.16 per share a year ago.
Isotope analysis by InnoTech Alberta confirms deep thermogenic gas across 17 kilometres of the Cumberland Basin; three additional target zones with thermogenic gas signatures within the seismic survey footprint, two of which also show coincident helium anomalies, join the clean natural hydrogen zones at West-Advocate and Bennett Hill, bringing the district to five defined target zones (natural hydrogen, helium and C1-C4 gas), all within the 63.7 line-kilometre 2D seismic program in processing at Earth Signal Processing Ltd. Seismic acquisition has also been completed on the Company's Québec and Ontario projects.
Benchmark NVMI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Nova Ltd. (NVMI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $313.18 | $9.95B | 39.34 | 30.96% | 29.44% | 23.08% | — | |
| $173.28 | $8.62B | 62.33 | 1.82% | 11.84% | 6.5% | — | |
| $192.27 | $12.99B | 44.00 | 9.62% | 10.12% | 15.83% | 0.45% | |
| $97.05 | $4.53B | 93.32 | 15.57% | 7.4% | 5.82% | — | |
| $38.49 | $1.82B | -24.21 | 12.74% | -3.97% | -2.9% | — | |
| $64.01 | $3.35B | 9999.00 | -7.38% | 12.18% | 13.55% | 1.59% |
Nova Ltd. (NVMI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Nova Ltd. (NVMI) stock FAQ — growth, dividends, profitability & financials explained
Nova Ltd. (NVMI) reported $937.5M in revenue over the trailing twelve months. Revenue was $880.6M in fiscal year 2025. That is 3093% more than the $27.6M of fiscal year 1999.
Nova Ltd. (NVMI) grew revenue by 31.0% in fiscal year 2025, compared with the prior fiscal year.
Yes. Nova Ltd. (NVMI) earned $270.4M in net income over the trailing twelve months (a 28.8% net margin).
Nova Ltd. (NVMI) had a return on equity (ROE) of 23.1% in fiscal year 2025. That is well above the market's typical 10-15%.
Nova Ltd. (NVMI) generated $189.8M in free cash flow over the trailing twelve months.
