Nova Ltd.

NasdaqGS:NVMI Rapport sur les actions

Capitalisation boursière : US$18.3b

Nova Gestion

Gestion contrôle des critères 2/4

Le PDG Nova est Gaby Waisman, nommé en Mar2023, a un mandat de 3.25 ans. détient directement 0.021% des actions de la société, d'une valeur de $ 3.86M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 6.7 ans.

Informations clés

Gaby Waisman

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur général3.3yrs
Propriété du PDG0.02%
Durée moyenne d'occupation des postes de direction3.3yrs
Durée moyenne du mandat des membres du conseil d'administration6.7yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse • Jun 18

Nova (NVMI) Stock Could Be 7% Below Fair Value After Semiconductor Pullback

Nova (NasdaqGS:NVMI) stock was hit by a sector wide pullback after survey data flagged semiconductors as the most crowded trade, prompting some investors to trim positions despite the company’s recent strong quarterly update. See our latest analysis for Nova. Even after the recent sector driven pullback, Nova’s 30 day share price return of 13.90% and year to date share price return of 59.62% point to strong momentum, supported by a 1 year total shareholder return of 138.92% and very large 3...
Seeking Alpha • Jun 14

Nova: Riding A Trillion‑Dollar Fab Capex Wave

Summary Nova is a specialized metrology vendor tied to wafer fab equipment capex, serving leading logic and memory fabs. I estimate Nova’s incremental addressable opportunity at roughly $1.8B to $2.7B over 5 years. Annually, this implies a 49% uplift on its current revenue base. Nova is positioned at the most metrology‑intensive inflections like GAA, hybrid bonding, 3D DRAM, and multi‑deck 3D NAND, supporting upside to market share and revenue intensity. Nova has grown optical CD metrology share from about 20% to nearly 29% over 3 years and aims to outgrow the WFE market with broad share gains across products. Despite relative undervaluation versus peers, NVMI's current price implies a 35% 5‑year earnings CAGR ask rate, making absolute valuation demanding even under optimistic market share and margin assumptions. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 06

NVMI: Advanced Packaging And Metrology Intensity Will Shape Future Cash Generation

Analysts have lifted the central price target for Nova to about $598 from roughly $497, citing stronger expectations around revenue growth, profit margins, and higher future P/E multiples supported by recent Q1 upside, advanced packaging momentum, and ongoing investment from key chip customers. Analyst Commentary Recent research points to a clear reset higher in valuation assumptions for Nova, with several firms lifting price targets into the US$590 to US$640 range after the Q1 report.
Mise à jour du récit • May 14

NVMI: Metrology Intensity And WFE Spending Will Shape Future Cash Generation

The analyst price target for Nova is updated to $497.25, reflecting ongoing interest in the stock as analysts highlight multiple potential growth avenues in metrology tools and recent upward revisions to Street targets related to wafer fab equipment spending. Analyst Commentary Recent Street research around Nova focuses on how the company is positioned within metrology tools and wafer fab equipment exposure, and how that setup ties back to valuation and execution risk.
Mise à jour du récit • Apr 25

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.
Mise à jour du récit • Apr 07

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.
Mise à jour du récit • Mar 24

NVMI: 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.
Mise à jour du récit • Mar 07

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.
Mise à jour du récit • Feb 19

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.
Mise à jour du récit • Feb 05

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.
Nouveau récit • Feb 04

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?
Mise à jour du récit • Jan 21

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.
Mise à jour du récit • Jan 06

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.
Mise à jour du récit • Dec 15

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.
Mise à jour du récit • Dec 01

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.
Mise à jour du récit • Nov 17

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.
Article d’analyse • Nov 04

Returns On Capital Are A Standout For Nova (NASDAQ:NVMI)

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Mise à jour du récit • Nov 02

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.
Mise à jour du récit • Oct 18

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.
Mise à jour du récit • Oct 04

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.
Article d’analyse • Oct 02

Nova Ltd.'s (NASDAQ:NVMI) Shares Climb 26% But Its Business Is Yet to Catch Up

Nova Ltd. ( NASDAQ:NVMI ) shareholders would be excited to see that the share price has had a great month, posting a...
Mise à jour du récit • Aug 08

Global 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.
Article d’analyse • Aug 04

These 4 Measures Indicate That Nova (NASDAQ:NVMI) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Nov 19

Nova: A New Trend May Have Presented Itself

Summary The latest report came in strong, as did guidance, but the stock could not break out of the downward spiral it seems to be in. The charts suggest the stock may be able to find support that could power a turnaround given the past, but the stock would need to move lower first. Nova has a shot at a strong FY2025 in terms of the top and the bottom line, but there is some uncertainty associated with this outlook. Long Nova has its strengths, but one cannot set aside the way the stock has been going down, something likely to continue in the short term. Read the full article on Seeking Alpha
Seeking Alpha • Sep 08

Nova: The Correlation With The Leading AI Play Is Starting To Weigh Heavy

Summary Nova has seen its stock do lately what it has not done much of for a long time, which is to go down instead of going up. The struggles in the stock come at a time when Nova is arguably doing better than ever in terms of growing the top and the bottom line. There are several issues that seem to be weighing on the stock, but one seems to stand out if the charts are any indication. Long Nova has its merits, but the stock has not struggled for no reason, especially with the root causes still around. Read the full article on Seeking Alpha
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Nouveau récit • Aug 28

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.
Seeking Alpha • Jun 20

Nova: Continued Excellence Driving Share Gains

Summary Nova is a top mid cap growth stock in the semiconductor equipment industry, with stock appreciation of 77% to date in 2024. Strong Q2 guidance with revenue growth, high margins, and growing services business, positioning Nova for continued success. Increased complexity in semiconductor applications driving higher metrology usage, with Nova investing in R&D and potential acquisitions for growth. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Gaby Waisman a-t-elle évolué par rapport aux bénéfices de Nova?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$264m

Dec 31 2025n/an/a

US$259m

Sep 30 2025n/an/a

US$245m

Jun 30 2025n/an/a

US$235m

Mar 31 2025n/an/a

US$212m

Dec 31 2024n/an/a

US$184m

Sep 30 2024n/an/a

US$171m

Jun 30 2024n/an/a

US$154m

Mar 31 2024n/an/a

US$139m

Dec 31 2023n/an/a

US$136m

Sep 30 2023n/an/a

US$134m

Jun 30 2023n/an/a

US$136m

Mar 31 2023n/an/a

US$141m

Dec 31 2022n/an/a

US$140m

Sep 30 2022n/an/a

US$126m

Jun 30 2022n/an/a

US$122m

Mar 31 2022n/an/a

US$110m

Dec 31 2021n/an/a

US$93m

Sep 30 2021n/an/a

US$85m

Jun 30 2021n/an/a

US$68m

Mar 31 2021n/an/a

US$54m

Dec 31 2020n/an/a

US$48m

Sep 30 2020n/an/a

US$47m

Jun 30 2020n/an/a

US$41m

Mar 31 2020n/an/a

US$39m

Dec 31 2019US$579kUS$318k

US$35m

Rémunération vs marché: Données insuffisantes pour établir si la rémunération totale de Gaby est raisonnable par rapport à des entreprises de taille similaire sur le marché US.

Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Gaby avec les performances de l'entreprise.

PDG

Gaby Waisman (55 yo)

3.3yrs
Titularisation
US$579,352
Compensation

Mr. Gabriel Waisman, also known as Gaby, serves as President and Chief Executive Officer at Nova Ltd. since March 31, 2023. He had been Chief Business Officer of Nova Ltd.(Nova Measuring Instruments Ltd.)...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Eitan Oppenhaim
Executive Chairman of the Board6.7yrsUS$2.11m0.0081%
$ 1.5m
Gabriel Waisman
President & CEO3.3yrsUS$579.35k0.021%
$ 3.9m
Gabi Sharon
Chief Operating Officer19.8yrsUS$523.38kpas de données
Shay Wolfling
Chief Technology Officer15.4yrsUS$621.48kpas de données
Guy Kizner
Chief Financial Officer1.9yrspas de données0.0052%
$ 949.0k
C. Larson
Vice President of Corporate Development4.4yrspas de donnéespas de données
Orly Ben-Hamu-Lahav
Chief Marketing & Strategy Officer1.4yrspas de donnéespas de données
Sharon Dayan
Chief Human Resources Officer8.4yrspas de donnéespas de données
Zohar Gil
Chief Business Officer1.4yrspas de donnéespas de données
Adrian Wilson
President of Nova Measuring Instrumentsno datapas de donnéespas de données
3.3yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de NVMI est considérée comme expérimentée (ancienneté moyenne 3.3 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Eitan Oppenhaim
Executive Chairman of the Board6.7yrsUS$2.11m0.0081%
$ 1.5m
Yaniv Garty
Independent Director3.2yrspas de données0.00058%
$ 106.1k
Raanan Cohen
Independent Director12.3yrspas de données0.0026%
$ 475.4k
Zehava Simon
Independent Director12yrspas de données0.0026%
$ 475.4k
Avi Cohen
Independent Director18.3yrspas de données0.0026%
$ 475.4k
Sarit Sagiv
Independent Director4.8yrspas de données0.0026%
$ 475.4k
Rami Hadar
Independent Directorless than a yearpas de donnéespas de données
6.7yrs
Durée moyenne de l'emploi
63.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de NVMI sont considérés comme expérimentés (ancienneté moyenne 6.7 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/19 04:38
Cours de l'action en fin de journée2026/06/18 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Nova Ltd. est couverte par 13 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Thomas O'MalleyBarclays
Michael ManiBofA Global Research
Jonathan DorsheimerCanaccord Genuity