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Morgan Stanley Raises its Price Target on Nova Ltd. (NVMI) to $453 and Maintains an Equal Weight Rating

Nova Ltd. (NASDAQ:NVMI) is among the 12 Best Tech Stocks that Beat Earnings Estimates.

On February 13, 2026, Morgan Stanley raised its price target on Nova Ltd. (NASDAQ:NVMI) to $453 from $335 and maintained an Equal Weight rating following in-line earnings and wafer fab equipment guidance. Morgan Stanley said the update raises the question of whether Nova can outperform WFE, noting that historical execution suggests it could, but adding it is “not there yet.”

Also on February 13, 2026, BofA raised its price target to $510 from $450 and kept a Buy rating after Q4 results. BofA said the beat and raise were lighter than those of larger semiconductor capital equipment peers, but expects acceleration into 2026 as sales appear heavily second-half weighted. BofA added that Nova has better visibility and new product adoption. On February 12, 2026, Jefferies raised its price target on Nova to $520 from $390 and maintained a Buy rating, noting the company’s low-double digit WFE growth outlook is more aligned with KLA Corp’s (KLAC) view than Lam Research’s (LRCX) higher forecast, and describing Nova’s outlook as “on the conservative end and there is room for upside.”

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On February 12, 2026, Nova reported Q4 revenue of $222.6M versus consensus of $220.83M. CEO Gaby Waisman said, “2025 was an exceptional year for Nova,” citing record revenue and profitability while supporting manufacturing challenges across advanced and mature nodes. He added that broad-based momentum and strategic qualifications of advanced metrology solutions position the company to capitalize on the upward investment cycle in 2026.

Nova Ltd. (NASDAQ:NVMI) designs, develops, produces, and sells process control systems used in semiconductor manufacturing globally.

While we acknowledge the potential of NVMI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVMI and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Most Profitable Undervalued Stocks to Buy and 11 Best Mining Stocks to Buy According to Wall Street.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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