Nova Ltd Price Target Jumped 33% to $520 on Buy Upgrade

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Jefferies upgraded Nova Ltd to Buy and lifted its price target from $390 to $520, noting strong industry outlook. In Q4, Nova reported EPS of $2.14 (0.71% above consensus) on $222.62 million revenue, up from $194.77 million a year earlier.

1. Analyst Upgrade and Price Target Increase

Jefferies upgraded Nova Ltd to a Buy rating and increased its price target from $390 to $520, a 33% gain, citing accelerating investments in semiconductor metrology and Nova’s expanding solutions portfolio.

2. Q4 Financial Performance

In the quarter ending December 2025, Nova delivered earnings of $2.14 per share versus $1.94 a year ago, marking a 0.71% beat over consensus, on revenue of $222.62 million, a 14.3% year-over-year rise.

3. Market Capitalization and Trading Activity

Despite a 6.75% intraday decline, Nova maintains a $13.16 billion market cap with 385,927 shares traded, reflecting ongoing investor interest as the company builds on a record 2025 performance.

Sources

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