Nova (NVMI)
Measures semiconductor processes through dimensional, materials, and chemical metrology systems.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Needham | Reiterate | Rating: —Target: $500 | Target: $570 |
| Aug 7, 2026 | Evercore ISI | Target | Target: $600 | Target: $475 |
| Aug 6, 2026 | Jefferies | Reiterate | Rating: —Target: $640 | Target: $600 |
| Jul 14, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: — | Target: $600 |
| May 15, 2026 | Evercore ISI | Target | Target: $485 | Target: $600 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.02B · Total debt $803.5M · Total assets $2.49B · Shareholders' equity $1.47B
- Revenue
- $255.0M
- Operating income
- $76.2M
- Net income
- $75.0M
No dividends on record.
| Institutions | 66.98% | 21.29M ADS | |
|---|---|---|---|
| 371 holders · as of Jun 30, 2026 | |||
| Insiders | 6.64% | 2.11M ADS | |
| 11 holders · as of Sep 22, 2026 | |||
| Strategic holders | 11.58% | 3.68M ADS | |
| 2 holders · as of Sep 16, 2026 | |||
| Other | 14.80% | 4.70M ADS | |
| remainder | |||
31.78M ADS as of Sep 13, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Phoenix Financial Ltd.Strategic | 8.64% | 2.75M | filed Sep 16, 2026 |
FMR LLCInstitution | 8.41% | 2.67M ADS | as of Jun 30, 2026 |
Harel Insurance Investments & Financial Services Ltd.Institution | 6.69% | 2.13M ADS | as of Jun 30, 2026 |
Eduardo Sergio ElsztainInsider | 6.37% | 2.03M | filed Feb 14, 2019 |
Migdal Insurance & Financial Holdings Ltd.Institution | 5.10% | 1.62M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 21, 2026 | Shay Wolfing | officer: CTO | −3,864 | $363.28 |
| Sep 1, 2026 | Gabriel Waisman | officer: CEO & President | −1,500 | $342.27 |
| 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 |
- 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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nova | $369.95 | −0.08% | $11.53B | 45.1 | 29.8 | 12.3 | +15.9% |
| KLA | $188.08 | −0.13% | $240.32B | 50.2 | 34.1 | 17.7 | +15.2% |
| Onto Innovation | $282.50 | −0.50% | $13.73B | 103.8 | 27.7 | 12.3 | +35.3% |
| ASML (ADR) | $1,743.04 | −0.28% | $659.57B | 54.2 | 31.0 | 16.3 | +19.6% |
| Applied Materials | $472.14 | −0.07% | $368.59B | 40.0 | 26.9 | 12.0 | +24.8% |
| Lam Research | $310.15 | −0.24% | $378.02B | 52.5 | 32.7 | 16.3 | +30.0% |
| Camtek | $151.36 | −0.11% | $6.98B | 245.3 | 33.3 | 13.7 | +8.1% |
| Median | 53.3 | 31.9 | 15.0 | +22.2% |