Nova Measurng Inst.

At a conference Nova presented its 2026 strategy and sees the WFE market driven by AI and HPC investments as a central growth engine. The company forecasts $500 million in revenue from Gate-All-Around technology between 2024 and 2026, expects China to account for about 30% of revenue in 2026 with no further growth, and makes Advanced Packaging 20% of product revenue. Nova will invest over 15% of revenue in R&D, aims to outperform WFE market development in 2026, maintain gross margins at last year’s level, and pursue targeted value-enhancing acquisitions. » More on de.investing.com

Nova Ltd. reported Q4 2025 revenue of $222.6 million and EPS of $2.14, both slightly above analysts' estimates, and achieved a record annual revenue of $880.6 million (up 31% year-over-year). Despite the better-than-expected results, the stock fell 1.86% in premarket trading. The company expects Q1 2026 revenue of $222–232 million and GAAP EPS of $1.90–2.02, and anticipates an acceleration in growth in the second half of the year supported by advanced packaging and metrology; liquidity stands at $1.6 billion and free cash flow at $218 million. » More on de.investing.com

Nova has appointed Rami Hadar to its board of directors effective December 24, 2025. Hadar is managing partner at Claridge Israel and brings more than 25 years of leadership and investment experience in the technology sector, particularly in strategic transformations, M&A and innovation initiatives. Board chairman Eitan Oppenhaim emphasizes Hadar’s contribution to supporting Nova’s strategic initiatives. Nova provides measurement solutions for process control in semiconductor manufacturing and is traded under the ticker NVMI on NASDAQ and the Tel Aviv Stock Exchange. » More on de.investing.com