Reported Earnings • May 20
First quarter 2026 earnings released: EPS: US$2.18 (vs US$2.22 in 1Q 2025) First quarter 2026 results: EPS: US$2.18. Revenue: US$235.3m (up 10% from 1Q 2025). Net income: US$69.3m (up 6.8% from 1Q 2025). Profit margin: 29% (down from 30% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Germany. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Director Rami Hadar was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • May 16
Nova Ltd., Annual General Meeting, Jun 18, 2026 Nova Ltd., Annual General Meeting, Jun 18, 2026. Location: co. offices, Israel Tillkännagivande • May 15
Nova Ltd. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026 Nova Ltd. provided earnings guidance for the second quarter ending June 30, 2026. For the period, the company expects revenue to be in the range of $245 million to $255 million and diluted GAAP EPS to be in the range of $2.10 to $2.24. Tillkännagivande • Apr 13
Nova Ltd. to Report Q1, 2026 Results on May 14, 2026 Nova Ltd. announced that they will report Q1, 2026 results Pre-Market on May 14, 2026 Tillkännagivande • Feb 12
Nova Ltd. Provides Earning Guidance for the First Quarter Ending March 31, 2026 Nova Ltd. provided earning guidance for the First quarter ending March 31, 2026. For the quarter, Based on current estimates, management expects: 222 million to $232 million in revenue, $1.90 to $2.02 in diluted GAAP EPS. Tillkännagivande • Jan 07
Nova Ltd. to Report Q4, 2025 Results on Feb 12, 2026 Nova Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 12, 2026 Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €329, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 23x in the Semiconductor industry in Germany. Total returns to shareholders of 302% over the past three years. Tillkännagivande • Dec 31
Nova Ltd. Appoints Rami Hadar as Director, Effective December 24, 2025 Nova Ltd. announced the appointment of Rami Hadar to its Board of Directors, effective as of December 24, 2025. Rami Hadar is a highly accomplished executive with over 25 years of executive and investment experience in the high-tech industry. Hadar is a Managing Partner at Claridge Israel, a leading growth fund focused on innovative Israeli technology companies. He brings extensive board and executive experience across prominent tech firms throughout his career. Hadar has driven strategic transformations, guided M&A activities, and fostered innovation across multiple technology ventures. Tillkännagivande • Nov 06
Nova Ltd. Provides Earning Guidance for the Fourth Quarter Ending December 31, 2025 Nova Ltd. provided earning guidance for the fourth quarter ending December 31, 2025. For the quarter, Based on current estimates, management expects: $215 million to $225 million in revenue. $1.77 to $1.95 in diluted GAAP EPS. Tillkännagivande • Oct 15
Nova Ltd. to Report Q3, 2025 Results on Nov 06, 2025 Nova Ltd. announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025 Tillkännagivande • Aug 27
Nova Ltd. Announces the Release of Nova Wmc Nova Ltd. announced the release of its latest optical metrology solution, the Nova WMC. This next-generation modular platform has been specifically designed to address the complex requirements of the most advanced packaging applications in semiconductor manufacturing. The Nova WMC represents a breakthrough in optical metrology, designed from the ground up as a completely new proprietary system. This platform stands out for its exceptional versatility, enabling it to seamlessly handle a wide range of wafer sizes and forms - including traditional and framed wafers while supporting multiple metrology technologies in a modular manner. Thanks to this adaptability, WMC is well-positioned to meet the evolving needs of 2.5D and 3D advanced packaging processes and is uniquely equipped to deliver robust solutions for significant industry inflection points, such as hybrid bonding. With its comprehensive capabilities, WMC empowers manufacturers to solve emerging challenges, cementing its potential as a cornerstone tool for next-generation packaging applications. The strong demand for Nova WMC stems from the platform's unique ability to address major challenges such as high warpage, non-symmetric shapes, and different surface conditions in a single tool, with high throughput, and fast, repeatable scanning with large-area mapping at nanometer fidelity. The company has already recognized revenue for the first system and received orders for multiple systems, for which it expects to recognize revenue by the end of 2025. Nova's product portfolio, which combines high-precision hardware and cutting-edge software, provides its customers with deep insight into developing and producing the most advanced semiconductor devices. Nova's unique capability to deliver innovative solutions enables its customers to improve performance, enhance product yields, and accelerate time to market. Nova acts as a partner to semiconductor manufacturers from its offices worldwide. Tillkännagivande • Aug 07
Nova Ltd. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025 Nova Ltd. provided earning guidance for the third quarter ending September 30, 2025. For the quarter, Based on current estimates, management expected: $215 million to $227 million in revenue and $1.77 to $1.97 in diluted GAAP EPS. Tillkännagivande • Jul 10
Nova Ltd. to Report Q2, 2025 Results on Aug 07, 2025 Nova Ltd. announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025 Tillkännagivande • May 14
Nova Ltd., Annual General Meeting, Jun 18, 2025 Nova Ltd., Annual General Meeting, Jun 18, 2025. Location: 5 david fikes st., 7632805., rehovot Israel Tillkännagivande • May 09
Nova Ltd. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025 Nova Ltd. provided earnings guidance for the second quarter ending June 30, 2025. For the period, the company expects $210 million to $220 million in revenue and $1.70 to $1.88 in diluted GAAP EPS. Tillkännagivande • Apr 10
Nova Ltd. to Report Q1, 2025 Results on May 08, 2025 Nova Ltd. announced that they will report Q1, 2025 results Pre-Market on May 08, 2025 Tillkännagivande • Feb 13
Nova Ltd. Provides Earnings Guidance for the First Quarter Ending March 31, 2025 Nova Ltd. provided earnings guidance for the first quarter ending March 31, 2025. Based on current estimates, management expects: $205 million to $215 million in revenue. $1.75 to $1.91 in diluted GAAP EPS. Tillkännagivande • Feb 04
Nova Ltd. (NasdaqGS:NVMI) acquired Sentronics Metrology GmbH for approximately $60 million. Nova Ltd. (NasdaqGS:NVMI) entered into a definitive agreement to acquire Sentronics Metrology GmbH for approximately $60 million on November 27, 2024. The acquisition is subject to customary closing and regulatory conditions and approvals and is expected to close within the first quarter of 2025. The Company expects the acquisition to be accretive on a non-GAAP basis within 12 months of closing. The company is now focusing on post-merger integration execution.
Nova Ltd. (NasdaqGS:NVMI) completed the acquisition of Sentronics Metrology GmbH on February 3, 2025. Tillkännagivande • Jan 13
Nova Ltd. to Report Q4, 2024 Results on Feb 13, 2025 Nova Ltd. announced that they will report Q4, 2024 results Pre-Market on Feb 13, 2025 Tillkännagivande • Nov 28
Nova Ltd. (NasdaqGS:NVMI) entered into a definitive agreement to acquire sentronics metrology GmbH for approximately $60 million. Nova Ltd. (NasdaqGS:NVMI) entered into a definitive agreement to acquire sentronics metrology GmbH for transaction valued at approximately $60 million on November 27, 2024. The acquisition is subject to customary closing and regulatory conditions and approvals and is expected to close within the first quarter of 2025. The Company expects the acquisition to be accretive on a non-GAAP basis within 12 months of closing. Tillkännagivande • Nov 21
Nova Ltd. Expands Innovative Nova Fit Machine Learning Capabilities to Enhance Veraflex Platform Nova Ltd. announced that a Materials Metrology version of the highly successful Nova Fit machine learning solution is now available to work in conjunction with the Nova VeraFlex IV platform. This new version supports customers' need for enhanced throughput and precision in high-volume manufacturing of advanced logic and memory semiconductor devices. The solution has already been successfully deployed at a customer's site, demonstrating its capability for Gate-All-Around (GAA) applications. This new Materials Metrology centric Nova Fit, a machine learning hub, offers a versatile suite of machine learning productivity and yield enhancement modules for VeraFlex IV. For example, Nova Fit enables VeraFlex IV customers to significantly shorten the acquisition time while maintaining high levels of precision and yield. The scalable nature of Nova Fit allows customers to continually deploy new modules over time, addressing emerging challenges, and combining robust accuracy with minimized time to solution, driving metrology performance, and expanding the metrology envelope for enhanced process control. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €191, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €156 per share. Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: US$1.76 (vs US$1.17 in 3Q 2023) Third quarter 2024 results: EPS: US$1.76 (up from US$1.17 in 3Q 2023). Revenue: US$179.0m (up 39% from 3Q 2023). Net income: US$51.3m (up 52% from 3Q 2023). Profit margin: 29% (up from 26% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year. Buy Or Sell Opportunity • Nov 08
Now 27% overvalued Over the last 90 days, the stock has fallen 5.0% to €190. The fair value is estimated to be €149, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. Tillkännagivande • Nov 08
Nova Ltd. Provides Earnings Guidance for the Fourth Quarter, the Period Ending December 31, 2024 Nova Ltd. provided earnings guidance for the fourth quarter, the period ending December 31, 2024. Based on current estimates, management expects: $181 million to $191 million in revenue. $1.51 to $1.70 in diluted GAAP EPS. Valuation Update With 7 Day Price Move • Oct 21
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €171, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €134 per share. Tillkännagivande • Oct 08
Nova Ltd. to Report Q3, 2024 Results on Nov 07, 2024 Nova Ltd. announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024 Buy Or Sell Opportunity • Aug 09
Now 37% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to €200. The fair value is estimated to be €146, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: US$1.55 (vs US$1.04 in 2Q 2023) Second quarter 2024 results: EPS: US$1.55 (up from US$1.04 in 2Q 2023). Revenue: US$156.9m (up 28% from 2Q 2023). Net income: US$45.1m (up 51% from 2Q 2023). Profit margin: 29% (up from 24% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Aug 08
Nova Ltd. Provides Earnings Guidance for Third Quarter Ending September 30, 2024 Nova Ltd. provided earnings guidance for third quarter ending September 30, 2024. For the quarter, the company expects $168 million to $176 million in revenue. $1.39 to $1.52 in diluted GAAP EPS. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to €146, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €86.02 per share. New Risk • Aug 03
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €187, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €82.38 per share. Tillkännagivande • Jul 11
Nova Ltd. to Report Q2, 2024 Results on Aug 08, 2024 Nova Ltd. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 08, 2024 Tillkännagivande • May 12
Nova Ltd., Annual General Meeting, Jun 20, 2024 Nova Ltd., Annual General Meeting, Jun 20, 2024. Location: 5 david fikes st, rehovot 7632805, israel Canada Tillkännagivande • May 10
Nova Ltd. Provides Earnings Guidance for Second Quarter the Period Ending June 30, 2024 Nova Ltd. provided earnings guidance for second quarter the period ending June 30, 2024. For the quarter, the company expects $144 million to $152 million in revenue. $1.07 to $1.21 in diluted GAAP EPS. Reported Earnings • May 10
First quarter 2024 earnings released: EPS: US$1.27 (vs US$1.21 in 1Q 2023) First quarter 2024 results: EPS: US$1.27 (up from US$1.21 in 1Q 2023). Revenue: US$141.8m (up 7.3% from 1Q 2023). Net income: US$36.9m (up 6.4% from 1Q 2023). Profit margin: 26% (in line with 1Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Apr 12
Nova Ltd. to Report Q1, 2024 Results on May 09, 2024 Nova Ltd. announced that they will report Q1, 2024 results Pre-Market on May 09, 2024 Tillkännagivande • Apr 11
Nova Ltd. Reiterates Earnings Guidance for the First Quarter of 2024 Nova Ltd. reiterated earnings guidance for the first quarter of 2024. For the period, the company reiterated its guidance for the first quarter of 2024. Tillkännagivande • Apr 09
Nova Announces Chief Financial Officer Changes Nova announced the promotion of Mr. Guy Kizner to the position of Chief Financial Officer, effective July 1st, 2024. Joining the leadership team, Mr. Kizner will succeed Mr. Dror David, who joined Nova in 1998 and has served as Nova's CFO since 2005. Following years of dedicated service, Dror David will retire from the Company after he facilitates a smooth transition until July 1st, 2024. Guy Kizner's tenure with Nova began in 2010, and since then, he has showcased his expertise and proficiency in various financial roles within the Company, the latest of which as the Corporate VP of Finance. Reported Earnings • Feb 16
Full year 2023 earnings released: EPS: US$4.73 (vs US$4.89 in FY 2022) Full year 2023 results: EPS: US$4.73 (down from US$4.89 in FY 2022). Revenue: US$517.9m (down 9.3% from FY 2022). Net income: US$136.3m (down 2.8% from FY 2022). Profit margin: 26% (up from 25% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 29% per year. Tillkännagivande • Feb 15
Nova Ltd. Provides an Earnings Guidance for the First Quarter of the Period Ending March 31, 2024 Nova Ltd. provided an earnings guidance for the first quarter of the period ending March 31, 2024. For the period, the company expected $134 million to $140 million in revenue, $1.00 to $1.12 in diluted GAAP EPS. Tillkännagivande • Jan 16
Nova Ltd. Announces Second-Generation Metrion® for In-Line Secondary Ion Mass Spectrometry Nova Ltd. announced the second-generation Nova Metrion® system for in-line secondary ion mass spectrometry (SIMS). The new Metrion® incorporates key improvements, including increased sensitivity and enhanced charge compensation, and is now available for shipment to customers. The Metrion® system introduces a unique in-line composition profiling capability for key process control measurements, including contamination, residues, and diffusion, which cannot be obtained by other measurement techniques. This latest version also delivers faster time to results, improved dopant uniformity control, and better depth resolution. The new Metrion® has gone through extensive customer demonstrations in 2023. Based on existing purchase orders and evaluation agreements, the platform will be installed at several leading customers to undergo a qualification process in production lines for the most advanced memory and logic devices. The company expects to recognize initial revenues from the second-generation Nova Metrion® in the latter half of 2024. Nova Metrion® enables advanced materials profile measurements by bringing secondary ion mass spectrometry into semiconductor production lines. It is designed from the ground up for high-volume manufacturing, seamlessly integrating wafer-level analysis into an automated factory workflow and eliminating the need to send wafer coupons to an external laboratory. The system deploys a novel detection technology that allows simultaneous acquisition of multiple material species, resulting in higher data density, better depth resolution, and greater sensitivity to small changes in concentration. Tillkännagivande • Jan 10
Nova Ltd. to Report Q4, 2023 Results on Feb 15, 2024 Nova Ltd. announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024 Valuation Update With 7 Day Price Move • Nov 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €108, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.64 per share. Tillkännagivande • Nov 10
Nova Ltd. Provides Earnings Guidance for the Fourth Quarter of December 31, 2023 Nova Ltd. provided earnings guidance for the fourth quarter of December 31, 2023. For the quarter, the company expects revenue of $123 million to $132 million and $0.96 to $1.11 in diluted GAAP EPS. Reported Earnings • Nov 10
Third quarter 2023 earnings released: EPS: US$1.17 (vs US$1.22 in 3Q 2022) Third quarter 2023 results: EPS: US$1.17 (down from US$1.22 in 3Q 2022). Revenue: US$128.8m (down 11% from 3Q 2022). Net income: US$33.7m (down 4.0% from 3Q 2022). Profit margin: 26% (up from 24% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Oct 11
Nova Ltd. to Report Q3, 2023 Results on Nov 09, 2023 Nova Ltd. announced that they will report Q3, 2023 results Pre-Market on Nov 09, 2023 Tillkännagivande • Aug 04
Nova Ltd. Provides Earning Guidance for Third Quarter, the Period Ending September 30, 2023 Nova Ltd. provided earning guidance for third quarter, the period ending September 30, 2023. For the period, the company expects $119 million to $126 million in revenue and $0.83 to $0.94 in diluted GAAP EPS. Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$1.04 (vs US$1.22 in 2Q 2022) Second quarter 2023 results: EPS: US$1.04 (down from US$1.22 in 2Q 2022). Revenue: US$122.7m (down 13% from 2Q 2022). Net income: US$29.9m (down 14% from 2Q 2022). Profit margin: 24% (in line with 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jul 12
Nova Ltd. to Report Q2, 2023 Results on Aug 03, 2023 Nova Ltd. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023 Reported Earnings • May 12
First quarter 2023 earnings released: EPS: US$1.21 (vs US$1.20 in 1Q 2022) First quarter 2023 results: EPS: US$1.21 (up from US$1.20 in 1Q 2022). Revenue: US$132.2m (down 1.3% from 1Q 2022). Net income: US$34.6m (up 1.4% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Tillkännagivande • May 12
Nova Ltd. Provides Earnings Outlook for the Second Quarter Ended March 31, 2023 Nova Ltd. provided earnings outlook for the second quarter ended March 31, 2023. For the quarter, Based on current estimates, management expects $117 million to $125 million in revenue and $0.75 to $0.89 in diluted GAAP EPS. Tillkännagivande • Feb 16
Nova Ltd. Provides Earnings Guidance for the First Quarter Ending March 31, 2023 Nova Ltd. provided earnings guidance for the first quarter ending March 31, 2023. The management expects $125 million to $135 million in revenue and $0.77 to $0.98 in diluted GAAP EPS. Reported Earnings • Feb 16
Full year 2022 earnings released: EPS: US$4.89 (vs US$3.28 in FY 2021) Full year 2022 results: EPS: US$4.89 (up from US$3.28 in FY 2021). Revenue: US$570.7m (up 37% from FY 2021). Net income: US$140.2m (up 51% from FY 2021). Profit margin: 25% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jan 10
Nova Ltd. to Report Q4, 2022 Results on Feb 15, 2023 Nova Ltd. announced that they will report Q4, 2022 results Pre-Market on Feb 15, 2023 Tillkännagivande • Dec 21
Nova Ltd. Selects Nova ELIPSON for Next-Generation Integrated Circuit Nova Ltd. announced that it selected Nova ELIPSON(TM) for next-generation integrated circuit (IC) development. Nova ELIPSON(TM) was chosen for its ability to perform in-die characterization of stress, strain and defectivity in next-generation devices, rapidly and with unparalleled sensitivity. The solution utilizes advanced Raman spectroscopy technology to extract materials properties of in-die structures, by fast and non-destructive means. The platform has consistently proven its ability to solve a wide range of materials metrology challenges in various segments and steps. Tillkännagivande • Dec 18
Nova Ltd. Announces Board Changes Nova Ltd. (Nova) announced that the Board of Directors of Nova has appointed Avi Cohen,member of the Board, as the interim chairperson of the Board while Dr. Micha Brunstein is out on leave forhealth reasons. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Sarit Sagiv was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 04
Third quarter 2022 earnings released: EPS: US$1.22 (vs US$1.07 in 3Q 2021) Third quarter 2022 results: EPS: US$1.22 (up from US$1.07 in 3Q 2021). Revenue: US$143.9m (up 28% from 3Q 2021). Net income: US$35.1m (up 16% from 3Q 2021). Profit margin: 24% (down from 27% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Nov 04
Nova Ltd. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2022 Nova Ltd. provided earnings guidance for the fourth quarter ending December 31, 2022. For the quarter, the company expects $142 million to $152 million in revenue and $0.99 to $1.16 in diluted GAAP EPS. Board Change • Nov 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Sarit Sagiv was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €74.45, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.15 per share. Tillkännagivande • Oct 12
Nova Ltd. to Report Q3, 2022 Results on Nov 03, 2022 Nova Ltd. announced that they will report Q3, 2022 results Pre-Market on Nov 03, 2022 Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: US$1.22 (vs US$0.81 in 2Q 2021) Second quarter 2022 results: EPS: US$1.22 (up from US$0.81 in 2Q 2021). Revenue: US$141.6m (up 45% from 2Q 2021). Net income: US$34.9m (up 52% from 2Q 2021). Profit margin: 25% (up from 24% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 9.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Aug 05
Nova Ltd. Provides Earnings Guidance for the Third Quarter Ending September 30, 2022 Nova Ltd. provided earnings guidance for the third quarter ending September 30, 2022. For the quarter, the company expects revenue to be in the range of $137 million to $147 million and GAAP diluted EPS to be in the range of $0.89 to $1.08. Tillkännagivande • Jul 13
Nova Ltd. to Report Q2, 2022 Results on Aug 04, 2022 Nova Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022 Tillkännagivande • May 20
Nova Ltd., Annual General Meeting, Jun 23, 2022 Nova Ltd., Annual General Meeting, Jun 23, 2022, at 10:00 US Eastern Standard Time. Location: 5 David Fikes St Rehovot 7632805 Rehovot Israel Agenda: To consider Approval of the re-election of each of Dr. Michael Brunstein, Mr. Eitan Oppenhaim, Mr. Avi Cohen, Mr. Raanan Cohen, Ms. Dafna Gruber and Ms. Zehava Simon and the election of Ms. Sarit Sagiv, as a director of the Company to hold office until the close of the next annual general meeting; to consider Approval of the Company's compensation policy for directors and officers; to discuss Approval of employment terms of Mr. Eitan Oppenhaim, the President and Chief Executive Officer of the Company; and to discuss Approval of amendments to the compensation terms of non-executive directors. Reported Earnings • May 14
First quarter 2022 earnings released: EPS: US$1.20 (vs US$0.62 in 1Q 2021) First quarter 2022 results: EPS: US$1.20 (up from US$0.62 in 1Q 2021). Revenue: US$134.0m (up 59% from 1Q 2021). Net income: US$34.2m (up 94% from 1Q 2021). Profit margin: 26% (up from 21% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • May 13
Nova Ltd. Provides Earnings Guidance for the Second Quarter Ending June 30, 2022 Nova Ltd. provided earnings guidance for the second quarter ending June 30, 2022. for the quarter, the company expects revenue in the range of $133 million to $141 million in revenue, GAAP diluted EPS in the range of $0.82 to $0.96. Tillkännagivande • Apr 15
Nova Ltd. to Report Q1, 2022 Results on May 12, 2022 Nova Ltd. announced that they will report Q1, 2022 results Pre-Market on May 12, 2022 Reported Earnings • Feb 25
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: US$3.28 (up from US$1.71 in FY 2020). Revenue: US$416.1m (up 55% from FY 2020). Net income: US$93.1m (up 94% from FY 2020). Profit margin: 22% (up from 18% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 21%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Feb 25
Nova Ltd. Provides Earnings Guidance for the First Quarter, the Period Ending March 31, 2022 Nova Ltd. provides earnings guidance for the first quarter, the period ending March 31, 2022. For the year, the company expects $122 million to $132 million in revenue and $0.78 to $0.96 in diluted GAAP EPS. Tillkännagivande • Feb 18
Nova Introduces Unique Portfolio to Address Next-Generation Logic Fabrication Challenges Nova announced its metrology portfolio for advanced gate-all-around. To enhance its market-leading portfolio, the Company is unveiling multiple advanced solutions uniquely equipped to address the manufacturing challenges of next-generation logic devices. As the semiconductors industry transitions toward advanced technology nodes, process challenges increase dramatically. Time to yield becomes a critical parameter, conflicting with an increasing number of process steps, higher sampling and design rule shrinkage. This clash is further complicated by the need to measure on-device and in-die, as the test structures are no longer representative of the actual process. Moreover, an abundance of new materials necessitates inline control of parameters, such as thickness, composition, stress, and local variations within the device. To address these needs, process control solutions must be more accurate and applicable for complex 3D structures and new materials, applied to more layers and utilized to more physical and chemical inline parameters. In logic manufacturing, the most significant transition is from fin field-effect transistor to gate-all-around transistor, which complicates the fabrication process. Nanosheet transistors set new constraints, dictating a complete characterization of multiple individual nanosheets for dimensional and material properties. Multiple nanosheet critical steps, such as inner spacer formation and replacement metal gate formation, require much tighter process control. Nova’s complementary offering allows customers to get a better insight into the most complicated semiconductor structures through a wider view on geometrical dimensions, physical materials properties and chemical analytics. The overall solution has already been rolled out to the market and is in use by leading customers to stabilize the GAA process steps and increase yield. entirely new dimension of spectral information inaccessible to current traditional optical CD methods by providing absolute phase information that improves sensitivity to weak target parameters, specifically required by the complexity introduced in the new GAA design rules. Nova i570 is Nova’s top performance integrated metrology platform for high-volume manufacturing, cementing Nova’s leadership in this domain. The platform improves total inline measurement capabilities in small structures and multiple layers. Nova METRION brings SIMS technology to high-volume manufacturing, enabling depth profiles of the materials composition, previously limited to a lab environment, in the critical step of material deposition in nanosheets manufacturing. Manufacturers must tightly control materials’ concentration and uniform deposition on individual nanosheets. Nova ELIPSON utilizes advanced Raman spectroscopy technology for optical materials metrology to extract materials properties of in-die structures by fast and non-destructive means. ELIPSON provides multiple solutions for next-generation production challenges, including strain formation and defectivity measurements through the process. Nova VERAFLEX IV is the latest industry standard for in-line and in-die X-ray photoelectron spectroscopy with integrated X-ray fluorescence. VERAFLEX IV delivers direct measurement control over mono-layer film stacks and dopant concentrations by generating the industry’s high X-ray flux and proprietary optical system necessary to address complex structures. All platforms are unified by Nova’s machine learning software suite, Nova FIT 2.0, the Company’s newest machine learning solution, powered by advanced algorithms and a computational layer. Tillkännagivande • Jan 28
Nova Ltd. to Report Q4, 2021 Results on Feb 24, 2022 Nova Ltd. announced that they will report Q4, 2021 results Pre-Market on Feb 24, 2022 Tillkännagivande • Jan 26
Nova Ltd. (NasdaqGS:NVMI) completed the acquisition of Ancosys Gmbh. Nova Ltd. (NasdaqGS:NVMI) entered into an agreement to acquire Ancosys Gmbh in a deal valued at approximately $100 million on November 6, 2021. Under the terms, the transaction is valued at approximately $90 million, which is paid in cash, and includes a performance-based earnout of approximately $10 million. The acquisition is subject to customary closing and regulatory conditions and approvals and is expected to close within the first quarter of 2022. The Company expects the acquisition to be accretive on a non-GAAP basis within 12 months of closing. Dr Alexander Schwarz, Dr Alexander Molle, Dr Jacob von Andreae of Gleiss Lutz acted as legal advisor to Nova. Thomas Strassner and Maria Brakalova of Dentons and Alexander Vogel of MLL Meyerlustenberger Lachenal Froriep acted as legal advisor to shareholders of ancosys.
Nova Ltd. (NasdaqGS:NVMI) completed the acquisition of Ancosys Gmbh on January 25, 2022. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €105, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 25x in the Semiconductor industry in Germany. Total returns to shareholders of 390% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €155 per share. Tillkännagivande • Dec 09
Nova Introduces Revolutionary Inline SIMS Solution Nova announced the launch of Nova METRION®, the latest addition to its materials metrology portfolio, targeting the process control of 3D logic and memory semiconductor devices. The newly introduced technology enables advanced materials profile measurements by bringing secondary ion mass spectrometry (SIMS) into semiconductor production lines. Following multiple tool installations, Nova is expected to recognize revenues from this product in the fourth quarter of 2021. As the industry increases its reliance on materials engineering to improve performance and scale, there is a greater need to monitor and control advanced materials with accurate repeatability and high precision. Traditionally, SIMS has been used to generate depth profiles of materials composition, exclusively limited to a laboratory environment. With Nova METRION® customers can incorporate SIMS into inline fabrication nodes, advancing materials process control capabilities that previously weren't available for high-volume manufacturing. Nova's METRION® system is designed from the ground up for high volume manufacturing environment, seamlessly integrating wafer-level analysis into an automated factory workflow and eliminating the need to send wafer coupons to external laboratory. The system comprises a novel detection technology that allows simultaneous acquisition of multiple material species. In combination with advanced ion source and optic components, the system is capable of addressing a wide range of applications. Nova METRION® provides quantitative and actionable results on depth profiling of compositional information with high-depth resolution and precision. This breakthrough technology enables advanced process control of complex and critical multilayer films. Reported Earnings • Nov 08
Third quarter 2021 earnings released: EPS US$1.07 (vs US$0.49 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$112.7m (up 62% from 3Q 2020). Net income: US$30.3m (up 118% from 3Q 2020). Profit margin: 27% (up from 20% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improved over the past week After last week's 18% share price gain to €106, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Semiconductor industry in Germany. Total returns to shareholders of 409% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €79.36 per share. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$0.81 (vs US$0.31 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$97.7m (up 56% from 2Q 2020). Net income: US$22.9m (up 164% from 2Q 2020). Profit margin: 24% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Aug 06
Nova Ltd. Provides Earnings Guidance for the Third Quarter Ending September 30, 2021 Nova Ltd. provided earnings guidance for the third quarter ending September 30, 2021. For the quarter, the company expects revenue to be in the range of $99 million to $106 million. Diluted GAAP EPS to be in the range of $0.71 to $0.84. Tillkännagivande • May 07
Nova Measuring Instruments Ltd. Provides an Earnings Guidance for the Second Quarter Ending June 30, 2021 Nova Measuring Instruments Ltd. provided an earnings guidance for the second quarter ending June 30, 2021. For the quarter, the company expects revenue of $84 million to $92 million. Diluted GAAP EPS of $0.51 to $0.64. Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$0.62 (vs US$0.42 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$84.1m (up 38% from 1Q 2020). Net income: US$17.6m (up 51% from 1Q 2020). Profit margin: 21% (up from 19% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 49% per year, which means it is well ahead of earnings. Reported Earnings • Feb 20
Full year 2020 earnings released: EPS US$1.71 (vs US$1.26 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$269.4m (up 20% from FY 2019). Net income: US$47.9m (up 36% from FY 2019). Profit margin: 18% (up from 16% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 20
Revenue beats expectations Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 14%, compared to a 17% growth forecast for the Semiconductor industry in Germany. Is New 90 Day High Low • Feb 13
New 90-day high: €69.00 The company is up 35% from its price of €51.00 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 39% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.24 per share. Tillkännagivande • Jan 29
Nova Receives Multiple Materials Metrology Orders from Leading Logic and Foundry Customers Nova announced that it received multiple orders from multiple leading Logic and Foundry customers for its most advanced materials metrology solutions. The recent orders are for Nova's VERAFLEX® materials metrology platform, which provides breakthrough thin-film thickness and composition process control technology for both current and emerging process technology nodes. As part of these orders, Nova will also deliver its latest X-ray platform, Nova VERAFLEX® IV, which offers substantial throughput improvement while maintaining precision performance, and extends the targeted production in-die application range. Nova's materials metrology portfolio allows customers to overcome the emerging complex challenges driven by new materials used in advanced Logic and Memory devices. Challenges like composition, ultra-thin film measurement, stress, strain, and materials composition profiles are becoming in-line and in-die requirements for every advanced wafer fabrication site. Nova's cutting-edge Optical and X-ray solutions address these challenges by providing a unique hardware and software portfolio. These innovative methods are nondestructive and enable fast measurements required for in-die process control schemes. Tillkännagivande • Jan 20
Nova Measuring Instruments Ltd. to Report Q4, 2020 Results on Feb 18, 2021 Nova Measuring Instruments Ltd. announced that they will report Q4, 2020 results Pre-Market on Feb 18, 2021 Is New 90 Day High Low • Jan 15
New 90-day high: €66.00 The company is up 35% from its price of €48.80 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 28% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €59.57 per share. Is New 90 Day High Low • Dec 29
New 90-day high: €58.50 The company is up 30% from its price of €45.00 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 33% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €60.14 per share. Is New 90 Day High Low • Dec 08
New 90-day high: €55.50 The company is up 39% from its price of €39.80 on 09 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 31% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.44 per share. Tillkännagivande • Dec 02
Nova Announces the Launch of Nova ELIPSON Nova announced the launch of Nova ELIPSON™, a revolutionary materials metrology solution. The new in-line standalone metrology platform is designed to measure materials properties such as stress, strain and surface for both Memory and Logic applications. Built from the ground up, combining breakthrough capabilities, Nova ELIPSON™ delivers new materials information and characteristics unmatched by any other in-line materials metrology system. Nova ELIPSON™ is already installed at several customer sites and the Company expects to recognize initial revenue in the fourth quarter of 2020. The evolution of semiconductors requires performance improvement in each new technology generation introduced to the market. Dimensional scaling is no longer the only method to deliver the performance required for advanced technology nodes today. Driven by the need to improve performance beyond dimensional scaling, materials engineering is gaining momentum in many production steps as part of the wafer fabrication process. Alongside the introduction of novel materials and compounds, new advanced process control capabilities are necessary to shorten time to market. Nova ELIPSON™ utilizes advanced Raman Spectroscopy technology for Optical Materials Metrology (OMM) to extract materials properties of in-die structures by fast and non-destructive means. Since its discovery, Raman Spectroscopy has been increasingly adopted for research and diagnostics in laboratory environments. However, the exceptionally tight requirements on accuracy, stability, and reliability prevented adoption in semiconductor fabrication facilities. Nova has taken this technology to the next level, offering high metrology performance, field-proven reliability and an advanced algorithm suite, making this versatile metrology solution highly suitable for in-line high-volume manufacturing. Nova ELIPSON™ has been demonstrated on a rich portfolio of applications across all semiconductor segments. Reported Earnings • Nov 13
Third quarter 2020 earnings released: EPS US$0.49 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$69.5m (up 32% from 3Q 2019). Net income: US$13.9m (up 62% from 3Q 2019). Profit margin: 20% (up from 16% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Nov 13
Revenue beats expectations Revenue exceeded analyst estimates by 4.4%. Over the next year, revenue is forecast to grow 12%, compared to a 19% growth forecast for the Semiconductor industry in Germany. Is New 90 Day High Low • Nov 05
New 90-day high: €51.00 The company is up 10.0% from its price of €46.40 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.57 per share. Analyst Estimate Surprise Post Earnings • Oct 14
Second-quarter earnings released: Revenue beats expectations Second-quarter revenue exceeded analyst estimates by 0.5% at US$62.6m. Revenue is forecast to grow 14% over the next year, compared to a 18% growth forecast for the Semiconductor industry in Germany. Reported Earnings • Oct 14
First half earnings released Over the last 12 months the company has reported total profits of US$41.3m, down 3.1% from the prior year. Total revenue was US$240.7m over the last 12 months, up 2.7% from the prior year. Is New 90 Day High Low • Oct 14
New 90-day high: €49.80 The company is up 20% from its price of €41.60 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €28.92 per share.