NVMI
Nova Ltd.318.21
-5.99-1.85%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms growth, details WFE outlook
Q&A reinforced the prepared optimism for 2026 growth, quantifying WFE at low double digits while Nova aims to outperform through share gains to 25% in CD/film metrology per Gartner. Executives highlighted advanced logic/GAA, DRAM/HBM recovery, and double-digit advanced packaging growth after 60% in 2025, with China steady at ~30% despite shorter leads. GAA cumulative revenues stay on track for $500M through 2026. Capacity expansions counter lead time pressures; no memory pricing hits margins. Confident yet measured tone. Investors will watch H2 acceleration and share momentum.
Key Stats
Market Cap
9.44BP/E (TTM)
41.33Basic EPS (TTM)
7.70Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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