Nova's Revenue Grew 16%, but EPS Rose Just 3%. Where Did the Growth Go?
Nova Ltd. (NASDAQ:NVMI) grew second-quarter revenue 15.9%, but diluted GAAP earnings per share increased only 2.8%.
Nova Ltd. (NVMI)
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Sector: Optical Instruments & Lenses
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 448,586 | $243,555,283 | -13% | 0.34% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 423,058 | $227,949,218 | +123% | 0.1% |
| 3. | Noked Capital Noked Capital | 146,387 | $79,479,358 | +25% | 8.19% |
| 4. | BAMCO Inc. Ron Baron | 60,244 | $32,708,877 | +1% | 0.05% |
| 5. | 54,500 | $29,590,230 | +12% | 0% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| 363.2800 (reported; USD unavailable) | 3,864 | USD value unavailable | 21,409 | 2026-09-21 | Filing | |
| 342.2700 (reported; USD unavailable) | 1,500 | USD value unavailable | 27,214 | 2026-09-01 | Filing | |
| 501.3000 (reported; USD unavailable) | 2,966 | USD value unavailable | 28,714 | 2026-07-02 | Filing | |
| 581.2000 (reported; USD unavailable) | 366 | USD value unavailable | 2,006 | 2026-06-22 | Filing | |
| 536.5200 (reported; USD unavailable) | 454 | USD value unavailable | 1,951 | 2026-06-23 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 413,712 | $159,361,862 | 1.18% | |
| 2. | 28,999 | $11,170,415 | 0.02% | |
| 3. | 28,971 | $11,159,629 | 1.19% | |
| 4. | 21,081 | $7,934,763 | 0.01% | |
| 5. | 15,441 | $5,947,873 | 1.08% |
News See All
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Nova (NVMI) Just Blew Past $250M In Quarterly Sales
On August 6, Nova (NASDAQ:NVMI) reported second-quarter 2026 results for the three months ended June 30, and the numbers marked a new high point for the semiconductor metrology company.
Nova Ltd. (NVMI) Gained from AI-Driven Momentum
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here.
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Baron Capital, an investment Management Company, released its first quarter 2026 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here.
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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.
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