Fidelity sells NextVision stake: what it means for NextVision stock

Published on 10/09/2026 at 13:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fidelity sold 5.7 million shares for NIS 1.3 billion on October 6, 2026. NextVision stock traded at a 7.00 percent deal discount.

Key points in brief

Fidelity sold 5.7 million NextVision shares for NIS 1.3 billion on October 6, 2026.
The transaction price of NIS 227 represented a 7.00 percent discount to the prior Tel Aviv market price.
NextVision reported USD 155.50 million of revenue and USD 91.90 million of net profit for the first half of 2026.
The company raised its 2026 revenue target to USD 355.00 million, while its order backlog stood at USD 265.20 million on August 9, 2026.

NextVision, IL0011765935, Illustration mit AI erstellt.

Fidelity sold 5.7 million NextVision shares for NIS 1.3 billion on October 6, 2026, at NIS 227 per share, a 7.00 percent discount to the previous Tel Aviv market price, according to Globes. The sale reduced Fidelity's holding from 9.5 percent to 4.00 percent, while the company said its operating demand remained intact.

Three events changed the picture

NextVision listed a USD 2.70 million order with regulatory approval on September 9, 2026, followed by a USD 3.50 million purchase order on September 30, 2026. The company also reported a USD 5.90 million purchase order on August 24, 2026, with deliveries scheduled for the first quarter of 2027.

The chronology points to a sharp contrast between shareholder flows and operating activity. Fidelity's sale involved 5.7 million shares, while the company's September order pipeline added USD 3.50 million in contracted demand.

What does the sale mean for demand?

NextVision's first-half financial figures provide the operating counterweight. Revenue reached USD 155.50 million in the six months ended June 30, 2026, up 112.00 percent from the first half of 2025, while net profit rose 110.00 percent to USD 91.90 million, according to the company's investor-relations page.

The same company presentation showed an order backlog of USD 265.20 million as of August 9, 2026. NextVision also set a 2026 revenue target of USD 355.00 million, described as its second update for the year, giving the Fidelity transaction a different context from the operating outlook.

Financial scale remains visible

On the Tel Aviv Stock Exchange, NextVision trades under ticker NXSN and is included in the TA-35 index. The company develops stabilized imaging systems for defense, homeland security and commercial applications, with products designed for small aerial and ground platforms.

Finance data showed a TASE quote of ILA 18,430 on October 9, 2026, at 1:48 p.m. IDT. The quote was down 4.90 percent from ILA 19,380, while the transaction described by Globes was priced at NIS 227 per share on October 6, 2026. The different currencies and venues are not combined into one performance figure.

Stock ownership meets operating growth

The sale changes the shareholder register, but the reported operating figures remain the central reference for the company. Revenue growth of 112.00 percent in the first half of 2026, net profit growth of 110.00 percent and a USD 265.20 million backlog define the current business scale more directly than the single block transaction.

Market context: Market report TA-35.