Nova Ltd Stock Price, News & Analysis

Nova (NASDAQ: NVMI) reported record third-quarter 2025 results for the period ended Sept. 30, 2025. Revenue was $224.6 million, up 25% YoY and at the high end of guidance. GAAP net income was $61.4 million or $1.90 per diluted share, and non-GAAP net income was $70.0 million or $2.16 per diluted share. Management cited record sales in memory and advanced logic metrology driven by DRAM, HBM and Gate-All-Around demand. For Q4 2025 management provided guidance of $215M–$225M revenue, GAAP EPS $1.77–$1.95 and non-GAAP EPS $2.02–$2.20.

Nova (NASDAQ: NVMI) will release its third quarter 2025 financial results before the Nasdaq market opens on Thursday, November 6, 2025. A conference call to review Q3 2025 results will be hosted by Gaby Waisman, President and CEO, and Guy Kizner, CFO, on November 6, 2025 at 8:30 a.m. Eastern Time (5:30 a.m. Pacific).

Investors can join via U.S. toll-free, Israel toll-free, international dial-in or a live webcast on Nova's Investor Relations site. A replay will be available from November 6 to November 13, 2025 with provided replay dial-in numbers and pin.

Nova (Nasdaq: NVMI) announced on October 6, 2025 that its ELIPSON® materials metrology solution was selected as Tool of Record by a leading global foundry for advanced Gate‑All‑Around (GAA) manufacturing processes. Nova said it has received orders and delivered several ELIPSON® tools for high‑volume production use. The ELIPSON® platform uses Raman spectroscopy for non‑destructive, in‑die nanoscale material characterization and aims to provide precise, repeatable measurements required by next‑generation device architectures. The announcement complements a recent adoption of Nova's Metrion® platform by another GAA customer, expanding the company's presence in advanced logic node production.

Nova (NASDAQ: NVMI) has announced the pricing of $650 million in 0.00% Convertible Senior Notes due 2030, upsized from the initially planned $500 million. The offering includes an option for purchasers to buy an additional $100 million in notes.

The notes will mature on September 15, 2030, with an initial conversion rate of 3.1234 ordinary shares per $1,000 principal amount, equivalent to a conversion price of approximately $320.16 per share. Nova has also entered into capped call transactions to reduce potential dilution, with a cap price of $415.03 per share.

The company expects net proceeds of approximately $631.5 million (or $729.0 million if the additional purchase option is exercised), which will be used for general corporate purposes, including potential M&A, business development, and new product development.

Nova (NASDAQ: NVMI), a semiconductor metrology solutions provider, has announced plans to offer $500 million in 0.00% Convertible Senior Notes due 2030 through a private offering to qualified institutional buyers. The initial purchasers will have an option to buy an additional $75 million in notes.

The Notes will mature on September 15, 2030, with conversion options available under certain conditions. Nova plans to enter into capped call transactions to reduce potential dilution. The company intends to use the proceeds for general corporate purposes, including potential M&A activities and new product development.

Nova (NASDAQ: NVMI) has unveiled the Nova WMC, a next-generation modular optical metrology platform designed for advanced semiconductor packaging applications. The platform features exceptional versatility, handling various wafer sizes and forms while supporting multiple metrology technologies.

The Nova WMC has already secured adoption by a leading memory manufacturer for High Bandwidth Memory applications, with additional orders from logic, advanced memory, and power device manufacturers. The platform addresses key challenges including high warpage, non-symmetric shapes, and varying surface conditions with high throughput and nanometer-level precision.

The company has recognized revenue for the first system and received multiple orders expected to generate revenue by the end of 2025.

Nova (NASDAQ: NVMI), a leading provider of metrology and process control solutions for semiconductor manufacturing, has announced its participation in six major investor conferences during August and September 2025.

Key events include the Needham Virtual Semiconductor Conference (Aug 20), Jefferies Technology Summit (Aug 26), Evercore ISI Conference (Aug 27), Benchmark TMT Conference (Sept 3), Citi Global Technology Conference (Sept 4), and Jefferies Israel Tech Trek (Sept 10). CEO Gaby Waisman and CFO Guy Kizner will represent the company at various events, with a notable fireside chat scheduled at the Citi Conference on September 4 at 3:30 pm ET, which will be available via webcast.

Nova (NASDAQ: NVMI) reported exceptional Q2 2025 financial results, achieving record quarterly revenue of $220 million, marking a 40% increase year-over-year. The company posted record GAAP net income of $68.3 million ($2.14 per diluted share) and non-GAAP net income of $70.4 million ($2.20 per diluted share), representing increases of 52% and 37% YoY respectively.

The company demonstrated strong performance in Foundry/Logic segment and chemical metrology sales, driven by demand for advanced node solutions and HBM applications. Gross margin stood at 57.8%. For Q3 2025, Nova projects revenue between $215-227 million and non-GAAP EPS of $2.02-2.22.

Nova (NASDAQ: NVMI), a leading provider of metrology and process control solutions for semiconductor manufacturing, will release its Q2 2025 financial results on Thursday, August 7, 2025, before the Nasdaq market opens.

The company will host a conference call at 8:30 a.m. Eastern Time on the same day, featuring President and CEO Gaby Waisman and CFO Guy Kizner. The call will be accessible via toll-free numbers for U.S. and Israel participants, an international dial-in number, and a live webcast through Nova's Investor Relations website. A replay will be available until August 14, 2025.