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NVMI Technology Latest YouTube: Q2 2026 Published 2026-08-07

Nova Ltd.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Nova (NVMI): The 14% EPS ”Beat” Was One Currency Line - Cash Flow FELL 29%

Published 2026-08-07

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-08-07
Podcast available
Yes
Current price
$417.04
-2.61 (-0.62%)
Trailing / Forward P/E
51.93x
Forward: 30.53x
Market cap / Volume
Volume:
Revenue / Earnings Growth
15.9%
Earnings: 2.9%
Margins
29.9% op
Gross: 57.1% · Net: 28.8%
Balance sheet
1.55x current
Debt / Equity: 54.8
52-week range / Beta
$232.73 - $615.99
Beta: 1.78
Analyst target
$532.00
Upside: 27.6%
Cash / shareholder return
0.85% FCF yield
Dividend yield: —

Company context

Industry: Semiconductor Equipment & Materials
Country: Israel
Employees:
Price to book: 9.55x
Return on equity: 21.1%
Nova Ltd. engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally. The company's product portfolio includes a set of metrology platforms for dimensional, films, and materials and chemical metrology measurements for process control for various semiconductor manufacturing process steps, such as lithography, Etch, chemical mechanical planarization, deposition, electrochemical plating, and advanced packaging. It serves various sectors of the integrated circuit manufacturing industry, including logic, foundry, memory, and packaging sectors, as well as process equipment manufacturers. Nova Ltd. was formerly known as Nova Measuring Instruments Ltd. and changed its name to Nova Ltd. in July 2021. Nova Ltd. was incorporated in 1993 and is headquartered in Rehovot, Israel.

Price chart

Market context for NVMI

Competitive view

NVMI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Nova Ltd. latest YouTube video thumbnail YouTube
Nova Ltd.
NVMI
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NVMI
$13.26B
Nova Ltd.
INTC
$543.52B
Intel Corporation
MSFT
$3.68T
Microsoft Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NVMI
51.9x
Nova Ltd.
INTC
Intel Corporation
MSFT
27.6x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NVMI
30.5x
Nova Ltd.
INTC
50.4x
Intel Corporation
MSFT
21.1x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NVMI
15.9%
Nova Ltd.
INTC
25.4%
Intel Corporation
MSFT
17.7%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NVMI
2.9%
Nova Ltd.
INTC
Intel Corporation
MSFT
31.7%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NVMI
29.9%
Nova Ltd.
INTC
12.2%
Intel Corporation
MSFT
45.1%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NVMI
57.1%
Nova Ltd.
INTC
38.9%
Intel Corporation
MSFT
67.9%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NVMI
28.8%
Nova Ltd.
INTC
-19.8%
Intel Corporation
MSFT
40.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NVMI
21.1%
Nova Ltd.
INTC
-10.7%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NVMI
0.8%
Nova Ltd.
INTC
0.9%
Intel Corporation
MSFT
0.5%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NVMI
54.84x
Nova Ltd.
INTC
49.00x
Intel Corporation
MSFT
29.12x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NVMI
1.55x
Nova Ltd.
INTC
1.60x
Intel Corporation
MSFT
1.23x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NVMI
1.78
Nova Ltd.
INTC
2.24
Intel Corporation
MSFT
1.10
Microsoft Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NVMI
Nova Ltd.
INTC
Intel Corporation
MSFT
0.7%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NVMI
27.6%
Nova Ltd.
INTC
10.9%
Intel Corporation
MSFT
14.3%
Microsoft Corp.

Episode timeline

Episode archive for NVMI

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-07
Published youtube podcast complete
Nova (NVMI): The 14% EPS ”Beat” Was One Currency Line - Cash Flow FELL 29%
Quarterly earnings-analysis entry for Nova Ltd.. Use the links on the right to open the video or podcast episode.