Nova stock stood at USD 394.48 after record quarterly revenue

Published on 10/07/2026 at 13:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Nova stock follows record Q2 revenue of USD 255 million, up 16 percent year over year. Third-quarter guidance spans USD 277 million to USD 287 million, while consensus targets USD 514.44.

NVMI, IL0010845571, Illustration mit AI erstellt.

Nova stock (ISIN IL0010845571) was last at USD 394.48 on Nasdaq on October 6, 2026 at 4:00 p.m. ET, up 0.41 percent for the session. The semiconductor metrology company delivered record second-quarter revenue and guided to another sequential increase for the third quarter.

Revenue reaches USD 255 million

According to Benzinga in its Q2 2026 earnings-call transcript published October 6, 2026, Nova reported revenue of USD 255 million, up 8 percent from the prior quarter and 16 percent from Q2 2025. Non-GAAP EPS reached USD 2.51, while GAAP diluted EPS was USD 2.20.

The operating profile also remained profitable. GAAP gross margin was 57 percent and non-GAAP gross margin was 58 percent in Q2 2026, while logic and foundry applications represented 73 percent of product revenue and memory represented 27 percent, according to Benzinga.

Third quarter points higher

Nova's Q3 2026 revenue guidance is USD 277 million to USD 287 million, compared with USD 255 million in Q2. The range implies a midpoint of USD 282 million, and management also gave non-GAAP EPS guidance of USD 2.70 to USD 2.85, according to Benzinga.

That outlook puts the next checkpoint on November 5, 2026. Investing.com lists November 5, 2026 as Nova's next earnings date, giving investors a defined date for testing the guidance.

Consensus target stays above price

The analyst comparison remains favorable but leaves valuation as a central issue. MarketBeat reported a Moderate Buy consensus from 11 analysts, including eight Buy ratings, one Strong Buy and two Holds, with an average 12-month target of USD 514.44. That target lies 30.4 percent above the October 6 price of USD 394.48.

Nova's market capitalization was USD 12.5 billion on October 6, 2026. The stock's 52-week range was USD 266.43 to USD 615.99, so the latest price sits materially below the yearly high while remaining above the lower end of the range.

Nova stock keeps a wide range

Nova stock traded within a 52-week range of USD 266.43 to USD 615.99, with volume of 225,667 shares on October 6, 2026. The next earnings release on November 5, 2026 will put the USD 277 million to USD 287 million revenue outlook against the company's record Q2 base.