Here's What Analysts Think About Nova Ltd. (NVMI) Post Earnings

Nova Ltd. (NASDAQ:NVMI) is one of the best semiconductor equipment stocks to invest in now.

Nova Ltd. (NASDAQ:NVMI) announced financial results for fiscal Q4 2025 and the full year ended December 31, 2025, on February 12, 2026, reporting a quarterly revenue of $222.6 million, reflecting a 14% year-over-year growth. GAAP net income for the quarter reached $64.7 million, or $1.94 per diluted share, up 23% year-over-year.

For the full year 2025, Nova Ltd. (NASDAQ:NVMI) reported record annual revenue of $880.6 million, up 31% year-over-year, and record GAAP net income of $259.2 million, or $7.96 per diluted share, up 38% year-over-year. The company also reported record non-GAAP net income of $282.6 million, or $8.62 per diluted share, up 29% year-over-year.

Nova Ltd. (NASDAQ:NVMI) received several rating updates following the earnings release. Morgan Stanley lifted the price target on the stock to $453 from $335 on February 13, maintaining an Equal Weight rating on the shares. The firm told investors in a research note that the in-line earnings and wafer fab equipment guidance raise the question of can Nova outperform WFE", adding that historical precedent of management execution says yes, but the firm is "not there yet".

The same day, Evercore ISI also raised the price target on Nova Ltd. (NASDAQ:NVMI) to $485 from $340, reiterating an Outperform rating on the shares following a "beat & raise" fiscal Q4 report.

Nova Ltd. (NASDAQ:NVMI) provides metrology solutions for the semiconductor manufacturing industry, with its product portfolio including dimensional metrology, modeling & software, materials metrology, and chemical metrology.

While we acknowledge the potential of NVMI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.