Nova (NVMI) to Release Quarterly Earnings on Thursday

Nova (NASDAQ:NVMI) will likely be announcing its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to post earnings of $2.41 per share and revenue of $250.3280 million for the quarter. Nova has set its Q2 2026 guidance at 2.340-2.480 EPS. Parties are encouraged to explore the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:30 AM ET.

Nova (NASDAQ:NVMI) last issued its earnings results on Thursday, May 14th. The semiconductor company reported $2.33 EPS for the quarter, topping the consensus estimate of $2.20 by $0.13. The company had revenue of $235.31 million for the quarter, compared to analyst estimates of $227.02 million. Nova had a net margin of 29.21% and a return on equity of 21.77%. The business’s revenue was up 10.3% on a year-over-year basis. During the same period in the previous year, the firm earned $2.18 EPS. On average, analysts expect Nova to post $9 EPS for the current fiscal year and $12 EPS for the next fiscal year.

Nova Stock Up 0.7%

Shares of NVMI opened at $393.69 on Tuesday. The company has a 50-day simple moving average of $489.71 and a 200-day simple moving average of $476.96. The company has a market capitalization of $12.51 billion, a PE ratio of 49.09, a P/E/G ratio of 2.83 and a beta of 1.78. Nova has a 52-week low of $232.73 and a 52-week high of $615.99.

Insider Buying and Selling

In related news, Director Yaniv Garty sold 366 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $581.20, for a total value of $212,719.20. Following the completion of the transaction, the director owned 2,006 shares of the company’s stock, valued at approximately $1,165,887.20. The trade was a 15.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gabriel Waisman sold 2,966 shares of the business’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $501.30, for a total value of $1,486,855.80. Following the completion of the transaction, the chief executive officer owned 28,714 shares of the company’s stock, valued at $14,394,328.20. This trade represents a 9.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 7,798 shares of company stock worth $4,125,266. 1.00% of the stock is owned by company insiders.

Hedge Funds Weigh In On Nova

Institutional investors have recently added to or reduced their stakes in the business. Invesco Ltd. increased its stake in shares of Nova by 185.4% in the third quarter. Invesco Ltd. now owns 607,344 shares of the semiconductor company’s stock worth $194,144,000 after acquiring an additional 394,544 shares during the last quarter. Lazard Asset Management LLC boosted its position in Nova by 69.2% during the second quarter. Lazard Asset Management LLC now owns 359,221 shares of the semiconductor company’s stock valued at $98,857,000 after purchasing an additional 146,932 shares during the last quarter. Wasatch Advisors LP boosted its position in Nova by 4.9% during the second quarter. Wasatch Advisors LP now owns 2,200,948 shares of the semiconductor company’s stock valued at $605,701,000 after purchasing an additional 102,250 shares during the last quarter. Barclays PLC grew its stake in Nova by 54.4% in the fourth quarter. Barclays PLC now owns 271,485 shares of the semiconductor company’s stock valued at $89,153,000 after purchasing an additional 95,642 shares in the last quarter. Finally, Bamco Inc. NY grew its stake in Nova by 40.9% in the fourth quarter. Bamco Inc. NY now owns 154,511 shares of the semiconductor company’s stock valued at $50,740,000 after purchasing an additional 44,819 shares in the last quarter. 82.99% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have weighed in on NVMI shares. Zacks Research lowered shares of Nova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 14th. Needham & Company LLC increased their target price on shares of Nova from $500.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Weiss Ratings downgraded shares of Nova from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, July 7th. Barclays boosted their price target on Nova from $465.00 to $600.00 and gave the stock an “overweight” rating in a research note on Friday, May 15th. Finally, Wall Street Zen upgraded Nova from a “sell” rating to a “hold” rating in a report on Saturday, May 16th. Eight investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $556.67.

About Nova

Nova Measuring Instruments Ltd (NASDAQ: NVMI) develops and supplies advanced metrology and process control systems for the semiconductor manufacturing industry. The company’s core product line includes spectroscopic ellipsometry and scatterometry tools designed to measure film thickness, critical dimensions, overlay alignment and other key parameters that drive yield and performance in integrated circuit fabrication.

Founded in 1993 and headquartered in Rehovot, Israel, Nova Measuring Instruments has established itself as a critical partner to leading semiconductor foundries and device manufacturers.