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.
Nova Ltd. (NVMI)
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Sector: Optical Instruments & Lenses
Hedge Fund Popularity
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 |
|---|---|---|---|---|---|---|
| $501.30 | 2,966 | $1,486,855.80 | 28,714 | 2026-07-02 | Filing | |
| $581.20 | 366 | $212,719.20 | 2,006 | 2026-06-22 | Filing | |
| $536.52 | 454 | $243,580.08 | 1,951 | 2026-06-23 | Filing | |
| $581.20 | 366 | $212,719.20 | 2,405 | 2026-06-22 | Filing | |
| $536.52 | 454 | $243,580.08 | 1,951 | 2026-06-23 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,671,472 | $1,450,111,180 | 0.06% | |
| 2. | 1,620,657 | $879,919,512 | 5.63% | |
| 3. | 13,023 | $688,289,674 | 2.47% | |
| 4. | 1,205,933 | $654,749,263 | 2.56% | |
| 5. | 851,800 | $453,015,349 | 0.01% |
News See All
Here’s Baron Opportunity Fund’s Updates on Nova Ltd (NVMI)
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.
Is Nova Ltd. (NVMI) A Good Stock To Buy Now?
Is NVMI a good stock to buy? We came across a bullish thesis on Nova Ltd. on Thinking Tech Stocks’s Substack. In this article, we will summarize the bulls’ thesis on NVMI.
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Morgan Stanley Raises its Price Target on Nova Ltd. (NVMI) to $453 and Maintains an Equal Weight Rating
On February 13, 2026, Morgan Stanley raised its price target on Nova Ltd.
12 Best Tech Stocks that Beat Earnings Estimates
Technology stocks have once again been doing what the broader market expects of them: delivering earnings growth. In its economic and market outlook for 2026, Vanguard wrote that “U.S.
Nova Ltd. (NASDAQ:NVMI) Q4 2025 Earnings Call Transcript
Operator: Good day, and welcome to the Nova Ltd. Fourth Quarter and Full Year 2025 Financial Results Conference Call [Operator Instructions] Please note, this event is being recorded.
Needham Notes that Semiconductor Equipment Recovery Is Boosting Nova Ltd. (NVMI)
TheFly reported on January 20 that Needham upgraded NVMI from Hold to Buy with a $500 price target.