Nova: Riding A Trillion‑Dollar Fab Capex Wave

Nova is a specialized metrology vendor tied to wafer fab equipment capex, serving leading logic and memory fabs. I estimate Nova's incremental addressable opportunity at roughly $1.8B to $2.7B over 5 years. Annually, this implies a 49% uplift on its current revenue base. Nova is positioned at the most metrology‑intensive inflections like GAA, hybrid bonding, 3D DRAM, and multi‑deck 3D NAND, supporting upside to market share and revenue intensity.

Seeking Alpha • Jun 14, 2026

Baron Discovery Fund Q1 2026: Who Moved The Needle

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

Seeking Alpha • Jun 8, 2026

Nova Ltd. (NVMI) Presents at Bank of America 2026 Global Technology Conference Transcript

Nova Ltd. (NVMI) Presents at Bank of America 2026 Global Technology Conference Transcript

Seeking Alpha • Jun 4, 2026

Chip Stock Nova Flirts With Buy Point After Recent Earnings Release

Shares of chip equipment stock Nova recently formed an 11-week consolidation, and are trading just above the proper buy point.

Investors Business Daily • May 29, 2026

Baron Technology ETF Q1 2026 Portfolio Activity

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world's most valuable technology franchises. We added to our position in Shopify Inc., the leading global operating system for commerce, after shares pulled back in a broader software sell-off. We exited our investment in Microsoft Corporation due to a combination of near-term execution shortfalls and longer-term structural concerns about its competitive positioning in AI.

Seeking Alpha • May 29, 2026

Chip Leader Flashes Buy Signal After Earnings Sell-Off

Nova stock is in a buy zone above a consolidation's pivot of 507.27. The company beat estimates for its first quarter.

Investors Business Daily • May 26, 2026

Onto Innovation vs. Nova: Which Chip Inspection Stock Has More Upside?

ONTO's AI-driven packaging push, $240M Dragonfly deal and 30%+ revenue growth outlook put it ahead of NVMI in the metrology race.

Zacks Investment Research • May 26, 2026

Baron Opportunity Fund Q1 2026 Portfolio Activity

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world's most valuable technology franchises. ASML's pricing power and increasing scale support significant gross margin expansion and strong double-digit earnings growth. We believe the combination of accelerating market share capture, new product momentum, and improving profitability positions Rubrik well for long-term growth.

Seeking Alpha • May 25, 2026

Nova to Participate in Upcoming Investor Conferences and Events

REHOVOT, Israel, May 18, 2026 /PRNewswire/ -- Nova (Nasdaq: NVMI), a leading innovator and a key provider of metrology solutions for advanced process control used in semiconductor manufacturing, today announced that management will participate in the following investor conferences and events: Citi's 2026 Macro & Pan-Asia Investor Conference Presenter: Guy Kizner, Chief Financial Officer Format: Virtual one-on-one meetings When: Wednesday, May 20   Citi & BofA Silicon Valley Bus Tours Presenters: Gaby Waisman, President & Chief Executive Officer and Guy Kizner, Chief Financial Officer Format: In-person investor bus tour at Nova's North American Offices When: Monday, June 1 Location: Fremont, CA   2026 Evercore TMT Global Conference Presenters: Gaby Waisman, President & Chief Executive Officer and Guy Kizner, Chief Financial Officer Format: In-person fireside chat and one-on-one meetings When: Tuesday, June 2, fireside chat at 9:10 am PT Location: San Francisco, CA   Bank of America 2025 Global Technology Conference Presenters: Gaby Waisman, President & Chief Executive Officer and Guy Kizner, Chief Financial Officer Format: In-person fireside chat and one-on-one meetings When: Wednesday, June 3, fireside chat at 3:20 pm PT Location: San Francisco, CA     Live webcasts of the Evercore and Bank of America fireside chats will be available from Nova's investor relations page link - https://www.novami.com/investors/lobby/. Management will be available for one-on-one meetings during these conferences.

PRNewsWire • May 18, 2026

Nova: The Stock Is Expensive, But Execution Remains Strong

Nova Ltd. continues to justify its premium valuation through robust revenue growth, high margins, and strong Q2 guidance. NVMI delivered Q1 2026 revenue of $235.3M (+10% YoY), a gross margin of 57.7%, and EPS of $2.04, signaling quality growth and profitability. Diversified demand across memory, logic/foundry, and advanced packaging supports NVMI's resilience, while its strong balance sheet enhances financial flexibility.

Seeking Alpha • May 15, 2026