Nova (NVMI) to Release Earnings on Thursday

Nova (NASDAQ:NVMI) is expected to be posting its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect the company to announce earnings of $2.41 per share and revenue of $250.3280 million for the quarter. Nova has set its Q2 2026 guidance at 2.340-2.480 EPS. Parties can check the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Thursday, August 6, 2026 at 8:30 AM ET.

Nova (NASDAQ:NVMI) last issued its quarterly earnings results on Thursday, May 14th. The semiconductor company reported $2.33 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.13. Nova had a return on equity of 21.77% and a net margin of 29.21%.The business had revenue of $235.31 million for the quarter, compared to the consensus estimate of $227.02 million. During the same period in the prior year, the firm posted $2.18 earnings per share. The business’s quarterly revenue was up 10.3% on a year-over-year basis. On average, analysts expect Nova to post $9 EPS for the current fiscal year and $12 EPS for the next fiscal year.

Nova Trading Down 8.8%

Shares of NVMI opened at $366.91 on Thursday. Nova has a 12 month low of $232.73 and a 12 month high of $615.99. The stock has a fifty day moving average price of $496.21 and a 200-day moving average price of $477.13. The firm has a market cap of $11.66 billion, a PE ratio of 45.75, a P/E/G ratio of 2.91 and a beta of 1.74.

Insider Activity at Nova

In related news, Director Yaniv Garty sold 366 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $581.20, for a total value of $212,719.20. Following the transaction, the director directly owned 2,006 shares of the company’s stock, valued at $1,165,887.20. This represents a 15.43% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gabriel Waisman sold 2,966 shares of the firm’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $501.30, for a total value of $1,486,855.80. Following the completion of the transaction, the chief executive officer owned 28,714 shares of the company’s stock, valued at $14,394,328.20. This trade represents a 9.36% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 7,798 shares of company stock valued at $4,125,266. 1.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Nova

Several large investors have recently added to or reduced their stakes in the company. Ruggaard & Associates LLC purchased a new position in shares of Nova in the second quarter worth about $230,000. Virtu Financial LLC acquired a new stake in shares of Nova during the third quarter worth about $224,000. Index Technologies Group LLC purchased a new stake in Nova in the fourth quarter valued at approximately $218,000. Advisors Asset Management Inc. boosted its position in Nova by 26.6% in the fourth quarter. Advisors Asset Management Inc. now owns 599 shares of the semiconductor company’s stock valued at $197,000 after buying an additional 126 shares during the last quarter. Finally, Rexford Capital Inc. increased its holdings in Nova by 25.0% in the 4th quarter. Rexford Capital Inc. now owns 500 shares of the semiconductor company’s stock worth $164,000 after buying an additional 100 shares during the period. Hedge funds and other institutional investors own 82.99% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Needham & Company LLC boosted their target price on Nova from $500.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Evercore reiterated an “outperform” rating and issued a $600.00 price target on shares of Nova in a research note on Friday, May 15th. Jefferies Financial Group raised their price target on Nova from $520.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Citigroup upped their price objective on shares of Nova from $520.00 to $595.00 and gave the company a “buy” rating in a report on Friday, May 15th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $600.00 price objective on shares of Nova in a report on Tuesday, July 14th. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Nova presently has a consensus rating of “Moderate Buy” and a consensus price target of $556.67.

Nova Company Profile

Nova Measuring Instruments Ltd (NASDAQ: NVMI) develops and supplies advanced metrology and process control systems for the semiconductor manufacturing industry. The company’s core product line includes spectroscopic ellipsometry and scatterometry tools designed to measure film thickness, critical dimensions, overlay alignment and other key parameters that drive yield and performance in integrated circuit fabrication.

Founded in 1993 and headquartered in Rehovot, Israel, Nova Measuring Instruments has established itself as a critical partner to leading semiconductor foundries and device manufacturers.