Nova Zukünftiges Wachstum
Future Kriterienprüfungen 4/6
Nova wird ein jährliches Gewinn- und Umsatzwachstum von 17.4% bzw. 14.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 14.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 26.3% betragen.
Wichtige Informationen
17.4%
Wachstumsrate der Gewinne
14.50%
EPS-Wachstumsrate
| Semiconductor Gewinnwachstum | 26.1% |
| Wachstumsrate der Einnahmen | 14.6% |
| Zukünftige Eigenkapitalrendite | 26.35% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 20 Feb 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
NVMI: Metrology Intensity And WFE Cycles Will Shape Future Free Cash Flow
Analysts have lifted their average price target for Nova to around the high $400s, citing multiple avenues of growth in metrology tools across both front and back-end wafer fab equipment as a key support for this shift. Analyst Commentary Recent research notes highlight a generally constructive stance on Nova, with price targets clustered in the mid to high US$400s and a focus on how the company executes against growing metrology needs across wafer fabrication.NVMI: Metrology Intensity And WFE Spend Will Support Future Free Cash Flow
Nova's analyst price targets have moved higher, with several firms lifting their views into the $450 to $465 range as analysts point to multiple growth avenues in metrology and broader wafer fab equipment spending. Analyst Commentary Recent research activity around Nova clusters around two main themes: growth tied to more metrology-intensive chipmaking, and how fully that growth is already reflected in the share price.Nova Ltd.: A Stretched Valuation Amid An Unpriced Geopolitical Storm
Apr 02NVMI: Metrology Intensity And Wafer Fab Spending Will Shape Future Free Cash Flow
Nova's updated analyst price target has edged down by about $5 to $497.25, as analysts factor in slightly refined assumptions on fair value, discount rate, and future P/E, while still highlighting the company’s multiple avenues of growth in metrology across both front and back-end wafer fab equipment spending. Analyst Commentary Recent Street research on Nova points to a generally constructive setup, with analysts focusing on how the business lines up with wafer fab equipment spending, execution history, and the balance between upside potential and execution risk.NVMI: Multi Year Metrology Demand Visibility Will Shape Future Free Cash Flow
NOVA’s analyst price target has moved higher into the low $450s, with firms citing in-line earnings, steady wafer fab equipment guidance and improving multi-year demand visibility as key reasons for the reset. Analyst Commentary Recent research reflects a cluster of higher price targets for Nova into the low US$450 range, with analysts largely focused on execution against wafer fab equipment trends and the durability of multi-year demand.NVMI: Multi Year Metrology Demand And Execution Risks Will Shape Future Free Cash Flow
Analysts have raised their implied fair value estimate for Nova by about $108 to approximately $502 per share, citing updated expectations for revenue growth, profit margins, and a higher future P/E multiple that is supported by a wave of recent price target increases across the Street. Analyst Commentary Recent Street research has clustered around higher price targets for Nova, with several firms lifting their valuation ranges and reiterating generally neutral to positive stances on the stock.NVMI: Stronger Demand Visibility And Diversified Customers Will Support Future Free Cash Flow
Analysts have raised their price target on Nova to $450 from $380, citing stronger multi year demand visibility, broader customer diversification, and the potential for higher free cash flow generation as key supports for the higher valuation range. Analyst Commentary Recent research highlights a more constructive stance on Nova, with the new US$450 price target framed around what bullish analysts see as clearer demand trends, a broader customer mix, and the potential for stronger free cash flow over the next cycle.
Advanced Packaging And AI Metrology Demand Will Support A Stronger Long Term Outlook
Catalysts About Nova Nova supplies process control and metrology tools that help semiconductor manufacturers improve yields in advanced logic, memory and packaging. What are the underlying business or industry changes driving this perspective?NVMI: Rising Multi Year Demand Expectations Will Likely Outrun Fundamentals
Narrative Update on Nova Analysts have raised their price target on Nova to $450 from $380, citing expectations of stronger multi-year demand, improving visibility, broader customer exposure and the potential for higher free cash flow in an upturn. Analyst Commentary Bullish analysts see the higher price target as a reflection of what they view as improving fundamentals around demand visibility, customer mix and potential cash generation, all of which they factor into their updated valuation work.NVMI: DRAM And AI Momentum Will Face Elevated 2026 WFE Expectations
Narrative Update on Nova The updated analyst price target for Nova moves from about $361 to roughly $369, as analysts factor in a slightly higher profit margin outlook, a modestly lower future P/E, and feedback from recent industry meetings that point to improving DRAM fab investment and AI computing positioning, while also flagging that 2026 WFE expectations already look high. Analyst Commentary Recent commentary around Nova centers on higher long term expectations for its role in DRAM and AI related spend, balanced against concerns that wafer fab equipment, or WFE, forecasts for 2026 may already be demanding.NVMI: Rising DRAM Fab Spending Will Strengthen Future AI Computing Position
Analysts have raised their price target on Nova to $390 from $300, citing improved visibility into DRAM fab investment, stronger positioning in AI computing, and slightly better long-term profitability despite modestly lower growth and a marginally higher discount rate. Analyst Commentary Recent research updates on Nova highlight a constructive outlook on the company’s positioning in memory and AI end markets, while also flagging areas of execution and cycle risk that could influence how the new valuation framework plays out.NVMI: Increased DRAM Fab Spending Will Strengthen Upcoming AI Market Position
Nova's analyst price target has been raised from $300 to $390. This change reflects an improved outlook and increased optimism among analysts following recent industry discussions and signs of stronger demand in the AI and DRAM sectors.NVMI: DRAM Investment Momentum Will Drive AI Market Leadership Ahead
Analysts have raised Nova's fair value estimate from $321.67 to $365.83, citing improved outlooks for DRAM investment as well as stronger positioning in AI computing technologies. Analyst Commentary Recent street research highlights notable shifts in sentiment toward Nova, with optimism focused on its enhanced position in the AI computing market and a more promising environment for DRAM investment.Returns On Capital Are A Standout For Nova (NASDAQ:NVMI)
Nov 04
NVMI: DRAM Fab Investment Trends And AI Demand Will Shape Future Performance
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.Global Digitization Trends Will Fuel Advanced Metrology Adoption
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.Global Digitization Trends Will Fuel Advanced Metrology Adoption
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.Nova Ltd.'s (NASDAQ:NVMI) Shares Climb 26% But Its Business Is Yet to Catch Up
Oct 02Global Digitization Trends Will Fuel Advanced Metrology Adoption
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.These 4 Measures Indicate That Nova (NASDAQ:NVMI) Is Using Debt Safely
Aug 04Nova Ltd.'s (NASDAQ:NVMI) Share Price Not Quite Adding Up
Jun 18Nova (NASDAQ:NVMI) Could Become A Multi-Bagger
May 19Nova: A New Trend May Have Presented Itself
Nov 19Nova: The Correlation With The Leading AI Play Is Starting To Weigh Heavy
Sep 08
Tactical Innovations And Global Demand Drive Exceptional Growth In Semiconductor Space
Nova's diverse involvement in cutting-edge technologies and global markets positions it for accelerated revenue growth amid rising demand for advanced tech.Nova: Continued Excellence Driving Share Gains
Jun 20Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 1,380 | 439 | N/A | N/A | 4 |
| 12/31/2027 | 1,234 | 384 | 344 | 379 | 7 |
| 12/31/2026 | 1,033 | 323 | 263 | 266 | 7 |
| 12/31/2025 | 881 | 259 | 218 | 246 | N/A |
| 9/30/2025 | 853 | 245 | 230 | 254 | N/A |
| 6/30/2025 | 807 | 235 | 206 | 230 | N/A |
| 3/31/2025 | 744 | 212 | 221 | 244 | N/A |
| 12/31/2024 | 672 | 184 | 218 | 235 | N/A |
| 9/30/2024 | 612 | 171 | 180 | 196 | N/A |
| 6/30/2024 | 562 | 154 | 180 | 196 | N/A |
| 3/31/2024 | 528 | 139 | 143 | 160 | N/A |
| 12/31/2023 | 518 | 136 | 106 | 124 | N/A |
| 9/30/2023 | 535 | 134 | 126 | 144 | N/A |
| 6/30/2023 | 550 | 136 | 109 | 129 | N/A |
| 3/31/2023 | 569 | 141 | 109 | 130 | N/A |
| 12/31/2022 | 571 | 140 | 98 | 120 | N/A |
| 9/30/2022 | 541 | 126 | 75 | 90 | N/A |
| 6/30/2022 | 510 | 122 | 100 | 111 | N/A |
| 3/31/2022 | 466 | 110 | 104 | 112 | N/A |
| 12/31/2021 | 416 | 93 | 127 | 132 | N/A |
| 9/30/2021 | 371 | 85 | 114 | 118 | N/A |
| 6/30/2021 | 328 | 68 | 82 | 87 | N/A |
| 3/31/2021 | 293 | 54 | 75 | 79 | N/A |
| 12/31/2020 | 269 | 48 | 54 | 60 | N/A |
| 9/30/2020 | 258 | 47 | 59 | 70 | N/A |
| 6/30/2020 | 241 | 41 | 41 | 57 | N/A |
| 3/31/2020 | 229 | 39 | 16 | 37 | N/A |
| 12/31/2019 | 225 | 35 | 19 | 41 | N/A |
| 9/30/2019 | 223 | 38 | N/A | 39 | N/A |
| 6/30/2019 | 234 | 43 | N/A | 33 | N/A |
| 3/31/2019 | 245 | 48 | N/A | 41 | N/A |
| 12/31/2018 | 251 | 54 | N/A | 37 | N/A |
| 9/30/2018 | 245 | 47 | N/A | 32 | N/A |
| 6/30/2018 | 236 | 46 | N/A | 38 | N/A |
| 3/31/2018 | 230 | 47 | N/A | 51 | N/A |
| 12/31/2017 | 222 | 46 | N/A | 62 | N/A |
| 9/30/2017 | 215 | 47 | N/A | 51 | N/A |
| 6/30/2017 | 205 | 30 | N/A | 40 | N/A |
| 3/31/2017 | 184 | 20 | N/A | 23 | N/A |
| 12/31/2016 | 164 | 10 | N/A | -4 | N/A |
| 9/30/2016 | 154 | 6 | N/A | 10 | N/A |
| 6/30/2016 | 150 | 17 | N/A | 19 | N/A |
| 3/31/2016 | 155 | 16 | N/A | 20 | N/A |
| 12/31/2015 | 149 | 16 | N/A | 26 | N/A |
| 9/30/2015 | 134 | 14 | N/A | 25 | N/A |
| 6/30/2015 | 121 | 12 | N/A | 24 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: NVMIDas prognostizierte Gewinnwachstum (17.4% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: NVMIDie Erträge des Unternehmens (17.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16% pro Jahr).
Hohe Wachstumserträge: NVMIDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: NVMIDie Einnahmen des Unternehmens (14.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.2% pro Jahr).
Hohe Wachstumseinnahmen: NVMIDie Einnahmen des Unternehmens (14.6% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: NVMIDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (26.3%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/06 02:01 |
| Aktienkurs zum Tagesende | 2026/05/05 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Nova Ltd. wird von 13 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Thomas O'Malley | Barclays |
| Michael Mani | BofA Global Research |
| Jonathan Dorsheimer | Canaccord Genuity |