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Nova Posts Record 2025 Results on AI-Driven Metrology Demand

Story Highlights
  • Nova’s Q4 2025 revenue and profit rose sharply, aided by margin gains and a key Gate-All-Around metrology win.
  • Record 2025 sales and earnings were driven by AI-related demand and market share gains, positioning Nova for 2026 growth.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Nova Posts Record 2025 Results on AI-Driven Metrology Demand

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Nova ( (NVMI) ) has issued an announcement.

Nova Ltd. reported on February 12, 2026 that its fourth quarter 2025 revenue rose 14% year over year to $222.6 million, with GAAP net income up 23% to $64.7 million, as gross margin improved to 57.6%. The company also highlighted a strategic win, as its integrated metrology portfolio was selected by a leading global logic customer to support CMP applications in Gate‑All‑Around processes.

For full year 2025, Nova posted record revenue of $880.6 million, up 31% from 2024, alongside record GAAP net income of $259.2 million, reflecting strong demand for its optical, materials and chemical metrology tools in AI‑driven applications such as Gate‑All‑Around, DRAM and advanced packaging. Management said the broad‑based momentum and multiple strategic qualifications strengthen its competitive position and leave Nova well placed to benefit from an expected upturn in semiconductor investment in 2026.

The most recent analyst rating on (NVMI) stock is a Buy with a $506.00 price target. To see the full list of analyst forecasts on Nova stock, see the NVMI Stock Forecast page.

Spark’s Take on NVMI Stock

According to Spark, TipRanks’ AI Analyst, NVMI is a Outperform.

The score is driven primarily by strong underlying financial performance (high, durable margins and solid free cash flow), supported by upbeat guidance and demand signals from the latest earnings call. Offsetting factors are elevated valuation (high P/E), more stretched technical momentum (overbought indicators), and increased leverage that reduces financial flexibility.

To see Spark’s full report on NVMI stock, click here.

More about Nova

Nova Ltd., traded on Nasdaq and TASE under the ticker NVMI, is a semiconductor equipment company specializing in material, optical and chemical metrology solutions for advanced process control. Its high‑precision hardware and software portfolio supports chipmakers across the semiconductor fabrication lifecycle, helping improve yields and accelerate time to market for advanced devices worldwide.

Average Trading Volume: 357,903

Technical Sentiment Signal: Buy

Current Market Cap: $14.06B

For a thorough assessment of NVMI stock, go to TipRanks’ Stock Analysis page.

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