NASDAQ$NVMI
Nova Ltd. · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Nova reported record revenue and profitability for Q1 2025, surpassing expectations.
Nova delivered an outstanding first quarter, with record revenue of $213.4M and strong profitability, driven by increasing adoption of metrology solutions in advanced semiconductor processes.
- Revenue hit an all-time high at $213.4M, up 50% YoY.
- GAAP net income reached $64.8M, exceeding company guidance.
- Non-GAAP EPS came in at $2.18, also above expectations.
- Acquisition of Sentronics strengthened backend metrology portfolio.
Headline financials
Revenue & EPS history
Nova · Revenue · Quarterly
$213M
Forward guidance
Nova expects Q2 2025 revenue between $210M–$220M, with GAAP EPS of $1.70–$1.88 and non-GAAP EPS of $1.96–$2.14.
Tailwinds
- Strong demand continues in Gate-All-Around technologies.
- Advanced packaging remains a key growth driver.
- Positioning and portfolio are well-aligned with AI-driven demand.
- Integration of Sentronics expands backend capabilities.
- Operational agility remains high amid macro challenges.
Headwinds
- Gross margin slightly declined YoY.
- Revenue guidance implies potential sequential slowdown.
- Cash reserves decreased due to acquisition and treasury share buyback.
- Inventories rose to $174.8M, up from $156.6M QoQ.
- Macro uncertainty continues to pose challenges.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
+2.5%
Avg return
Earnings day
+3.5%
Avg return
5 days after
+6.4%
Avg return
30 days after
65%
34 / 52 earnings
Positive
+24.6%
Q2 2024
Best reaction
-13.9%
Q3 2017
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -5.5% | -1.2% | +8.9% | |
| Q4 2026 | +2.2% | +0.0% | +5.2% | |
| Q3 2025 | -8.0% | -9.7% | -5.2% | |
| Q2 2025 | +2.0% | +5.4% | -0.8% | |
| Q1 2025 | -6.9% | +0.9% | +8.1% | |
| Q4 2024 | +9.6% | -4.6% | -14.9% | |
| Q3 2024 | +3.3% | +6.5% | +2.0% | |
| Q2 2024 | +24.6% | +26.6% | +9.0% | |
| Q1 2024 | +6.8% | +10.4% | +21.2% | |
| Q4 2023 | +7.3% | +2.7% | +7.3% | |
| Q3 2023 | +10.0% | +15.4% | +25.0% | |
| Q2 2023 | -2.2% | -0.7% | +5.2% | |
| Q1 2023 | +3.1% | +5.2% | +27.7% | |
| Q4 2022 | +0.8% | +0.2% | +9.6% | |
| Q3 2022 | +10.6% | +15.6% | +17.9% | |
| Q2 2022 | +0.8% | -8.1% | -9.0% | |
| Q1 2022 | +9.8% | +12.1% | +9.9% | |
| Q4 2021 | +0.2% | -2.9% | +2.3% | |
| Q3 2021 | +13.4% | +16.0% | +12.4% | |
| Q2 2021 | +4.3% | +0.6% | +4.1% | |
| Q1 2021 | +3.5% | -3.9% | +14.5% | |
| Q4 2020 | +1.9% | -0.7% | +2.9% | |
| Q3 2020 | +0.0% | +1.8% | +12.1% | |
| Q2 2020 | +5.1% | +0.6% | -3.3% | |
| Q1 2020 | +7.8% | +11.8% | +18.8% | |
| Q4 2019 | -3.8% | -8.4% | -21.8% | |
| Q3 2019 | +4.1% | +5.6% | +3.2% | |
| Q2 2019 | +5.9% | +4.1% | +9.8% | |
| Q1 2019 | -1.7% | +0.1% | -9.0% | |
| Q4 2018 | +1.2% | +2.4% | +0.7% | |
| Q3 2018 | +8.9% | +5.9% | +9.8% | |
| Q2 2018 | -0.8% | +0.2% | +5.2% | |
| Q1 2018 | +1.7% | +3.3% | +13.0% | |
| Q4 2017 | +7.8% | +6.2% | +11.0% | |
| Q3 2017 | -13.9% | -11.4% | -14.2% | |
| Q2 2017 | -1.6% | +4.2% | -1.6% | |
| Q1 2017 | +20.2% | +23.8% | +41.9% | |
| Q4 2016 | +4.7% | +6.6% | +6.2% | |
| Q3 2016 | -2.4% | -1.1% | +5.1% | |
| Q2 2016 | -2.9% | -0.5% | +3.8% | |
| Q1 2016 | -0.5% | — | — | |
| Q4 2015 | +4.7% | — | — | |
| Q3 2015 | +1.6% | — | — | |
| Q2 2015 | +1.3% | — | — | |
| Q1 2015 | +3.3% | — | — | |
| Q4 2014 | +0.5% | — | — | |
| Q4 2013 | -2.4% | — | — | |
| Q4 2012 | +5.0% | — | — | |
| Q4 2010 | -2.0% | — | — | |
| Q4 2011 | -2.0% | — | — | |
| Q4 2009 | -2.0% | — | — | |
| Q2 2010 | -10.4% | — | — |
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