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Nova Measuring Instruments Earnings Calls
| Release date | Nov 06, 2025 |
| EPS estimate | $2.12 |
| EPS actual | $2.16 |
| EPS Surprise | 1.89% |
| Revenue estimate | 220.425M |
| Revenue actual | 224.608M |
| Revenue Surprise | 1.90% |
| Release date | Aug 07, 2025 |
| EPS estimate | $2.05 |
| EPS actual | $2.20 |
| EPS Surprise | 7.32% |
| Revenue estimate | 217.338M |
| Revenue actual | 219.989M |
| Revenue Surprise | 1.22% |
| Release date | May 08, 2025 |
| EPS estimate | $2.08 |
| EPS actual | $2.18 |
| EPS Surprise | 4.81% |
| Revenue estimate | 210.589M |
| Revenue actual | 213.356M |
| Revenue Surprise | 1.31% |
| Release date | Feb 13, 2025 |
| EPS estimate | $1.82 |
| EPS actual | $1.94 |
| EPS Surprise | 6.59% |
| Revenue estimate | 198.106M |
| Revenue actual | 194.766M |
| Revenue Surprise | -1.69% |
Last 4 Quarters for Nova Measuring Instruments
Below you can see how NVMI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 13, 2025 |
| Price on release | $269.00 |
| EPS estimate | $1.82 |
| EPS actual | $1.94 |
| EPS surprise | 6.59% |
| Date | Price |
|---|---|
| Feb 07, 2025 | $251.37 |
| Feb 10, 2025 | $253.30 |
| Feb 11, 2025 | $249.09 |
| Feb 12, 2025 | $245.43 |
| Feb 13, 2025 | $269.00 |
| Feb 14, 2025 | $267.97 |
| Feb 18, 2025 | $273.07 |
| Feb 19, 2025 | $273.08 |
| Feb 20, 2025 | $273.65 |
| 4 days before | 7.01% |
| 4 days after | 1.73% |
| On release day | -0.383% |
| Change in period | 8.86% |
| Release date | May 08, 2025 |
| Price on release | $186.75 |
| EPS estimate | $2.08 |
| EPS actual | $2.18 |
| EPS surprise | 4.81% |
| Date | Price |
|---|---|
| May 02, 2025 | $202.19 |
| May 05, 2025 | $196.07 |
| May 06, 2025 | $193.88 |
| May 07, 2025 | $200.72 |
| May 08, 2025 | $186.75 |
| May 09, 2025 | $183.52 |
| May 12, 2025 | $195.64 |
| May 13, 2025 | $202.49 |
| May 14, 2025 | $199.16 |
| 4 days before | -7.64% |
| 4 days after | 6.65% |
| On release day | -1.73% |
| Change in period | -1.50% |
| Release date | Aug 07, 2025 |
| Price on release | $262.57 |
| EPS estimate | $2.05 |
| EPS actual | $2.20 |
| EPS surprise | 7.32% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $263.55 |
| Aug 04, 2025 | $272.75 |
| Aug 05, 2025 | $263.49 |
| Aug 06, 2025 | $257.71 |
| Aug 07, 2025 | $262.57 |
| Aug 08, 2025 | $270.31 |
| Aug 11, 2025 | $272.31 |
| Aug 12, 2025 | $271.50 |
| Aug 13, 2025 | $274.43 |
| 4 days before | -0.372% |
| 4 days after | 4.52% |
| On release day | 2.95% |
| Change in period | 4.13% |
| Release date | Nov 06, 2025 |
| Price on release | $314.02 |
| EPS estimate | $2.12 |
| EPS actual | $2.16 |
| EPS surprise | 1.89% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $344.64 |
| Nov 03, 2025 | $347.75 |
| Nov 04, 2025 | $327.26 |
| Nov 05, 2025 | $342.22 |
| Nov 06, 2025 | $314.02 |
| Nov 07, 2025 | $307.59 |
| Nov 10, 2025 | $318.11 |
| Nov 11, 2025 | $308.89 |
| Nov 12, 2025 | $311.86 |
| 4 days before | -8.88% |
| 4 days after | -0.689% |
| On release day | -2.05% |
| Change in period | -9.51% |
Nova Measuring Instruments Earnings Call Transcript Summary of Q3 2025
Nova reported record Q3 2025 revenue of $224.6M, up 25% year-over-year and up 2% sequentially, driven by strength in memory (advanced DRAM & HBM), advanced logic (gate-all-around processors), and advanced packaging. Product mix was ~70% logic/foundry and ~30% memory. Gross margins were strong (57% GAAP, 59% non-GAAP for the quarter) with full-year 2025 gross margin expected around 59% and operating margins near 33% on a non-GAAP basis. The company generated ~$67M of free cash flow in Q3 and ~$170M for the first three quarters; cash and marketable securities are ~$1.6B following a $750M 0% convertible notes offering (with a 35% conversion premium and capped call effectively raising premium to 75%). Q4 2025 guidance: revenue $215M–$225M, GAAP EPS $1.77–$1.95, non-GAAP EPS $2.02–$2.20, and gross margin ~57% GAAP (~58% non-GAAP). Management expects 2025 to close as a record year (~30% annual growth) and sees 2026 WFE growth in mid-single digits (second-half weighted) with upside potential as AI-driven demand and increased utilization ripple through memory, advanced logic, and advanced packaging. The company is expanding manufacturing capacity (new facility in Mannheim, Germany), winning customers for ELIPSON, METRION, PRISM, WMC and other platforms, and is actively exploring M&A/tuck-in opportunities enabled by its strong balance sheet.
