Overview
Nova Q3 2025 revenue grows 25% yr/yr, beating analyst expectations
Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance
Company's growth driven by demand for advanced metrology solutions in memory and logic
Outlook
Nova expects Q4 revenue between $215 mln and $225 mln
Company anticipates Q4 GAAP EPS of $1.77 to $1.95
Nova sees Q4 non-GAAP EPS between $2.02 and $2.20
Result Drivers
MEMORY DEVICES - Record revenue from memory devices driven by demand for advanced DRAM & HBM devices
ADVANCED LOGIC - Record revenue from advanced logic devices driven by demand from Gate-All-Around manufacturing processes
METROLOGY SOLUTIONS - Strong demand for advanced metrology solutions in leading nodes and advanced packaging
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $224.60 mln | $222.19 mln (7 Analysts) |
Q3 Adjusted EPS | Beat | $2.16 | $2.15 (7 Analysts) |
Q3 EPS | $1.90 | ||
Q3 Adjusted Net Income | Beat | $70 mln | $68.58 mln (6 Analysts) |
Q3 Net Income | $61.40 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the semiconductors peer group is "buy"
Wall Street's median 12-month price target for Nova Ltd is $305.00, about 12.2% below its November 5 closing price of $342.22
The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 30 three months ago
Press Release: ID:nPn7WjSl2a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)