Shared on 02 Nov 25
Analysts have raised their price target for Nova from $300 to $390, citing optimism due to improved trends in DRAM fab investment and stronger positioning in AI computing following recent industry discussions. Analyst Commentary Bullish analysts have identified several factors supporting Nova's upward price target revision and positive growth outlook.
Shared on 18 Oct 25
Fair value Increased 4.89%Narrative Update: Nova Price Target Revision Analysts have raised Nova's fair value estimate from $306.67 to $321.67, citing improved near-term demand in semiconductor markets and stronger positioning in AI computing as key drivers of the higher outlook. Analyst Commentary Recent updates from Street research highlight both supportive and cautious perspectives regarding Nova's latest price target revision.
Shared on 04 Oct 25
Fair value Increased 2.79%Nova's fair value price target has been raised by analysts from $298.33 to $306.67. This change reflects updated expectations on company performance and refined market assumptions.
Shared on 08 Aug 25
Fair value Increased 8.88%Driven by stronger adoption of materials metrology solutions, increased leading-edge WFE demand, and ongoing market share gains, Nova’s consensus analyst price target has been raised from $274 to $290. Analyst Commentary Leverage to leading-edge technology driving upside potential Increased adoption of Materials Metrology solutions Strong wafer fab equipment (WFE) demand, particularly in leading-edge segments Ongoing market share gains in dimensional and chemicals segments Greenfield expansion supporting growth in Materials Metrology What's in the News Nova Ltd.
Shared on 30 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 23 Apr 25
Fair value Increased 1.98%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
Fair value Decreased 3.13%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Increased 18%AnalystConsensusTarget has increased revenue growth from 12.3% to 15.6%, increased future PE multiple from 36.3x to 41.7x and increased shares outstanding growth rate from 0.0% to 0.0%.
Shared on 19 Mar 25
Fair value Decreased 0.75%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Increased 7.17%AnalystConsensusTarget has increased discount rate from 9.3% to 11.4%.