US · Technology · Semiconductor Equipment & Materials
EPS came in at 2.35 against a street estimate of 2.23 — a beat of 5.4%.
Analysts rate Nova Ltd a strong buy (7 buy, 1 hold, 0 sell out of 8) with an average price target of $532.00.
CONFIDENT Nova delivered record Q2 revenue of $255M (+16% YoY) with non-GAAP EPS of $2.51, beating guidance. Advanced logic and advanced packaging drove growth. Guidance for Q3 implies continued momentum; management sees 2027 as growth year with unprecedented customer visibility. Q2 2026 Call did not provide regional breakdown of revenue. Analysts pressed on memory weakness, WFE intensity, and component cost inflation. Management emphasized DRAM strength, muted 3D NAND (upgrade-driven), and stable gross margins despite BOM pressures. On advanced packaging, emphasized hybrid bonding as long-term structural driver; on greenfield fabs (Terafab reference), noted higher initial metrology intensity vs. mature operations. 2026-08-06…
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Google PlayApp StoreData updated 2026-09-18.