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AnalystConsensusTarget updated the narrative for NVMI

Update shared on 04 Oct 2025

Fair value Increased 2.79%
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AnalystConsensusTarget's Fair Value
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1Y
64.6%
7D
-8.9%

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.

What's in the News

  • Nova Ltd. has been added to the PHLX Semiconductor Sector Index (Key Developments)
  • The company launched its new optical metrology platform, Nova WMC, designed for advanced packaging in semiconductor manufacturing. The company is already shipping systems, with recognition of first orders and revenues (Key Developments)
  • Nova issued Q3 2025 earning guidance with expected revenue of $215 million to $227 million and diluted GAAP EPS of $1.77 to $1.97 (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has risen from $298.33 to $306.67. This reflects a modest upward adjustment.
  • Discount Rate has increased slightly from 13.01% to 13.16%.
  • Revenue Growth projections remain virtually unchanged at approximately 9.77%.
  • Net Profit Margin estimates are largely stable, shifting from 27.45% to 27.45%.
  • Future P/E ratio outlook has risen from 45.55x to 47.00x. This indicates a minor increase in valuation expectations.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.