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High materiality8/10

Nova NVMI posts record Q2, lifts 2026 guidance on logic/packaging demand

Aug 6, 2026, 7:36 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong top-line beat, margin stability, and a raised Q3 outlook heighten odds of a near-term re-rating versus peers; historical precedent shows such combinations can trigger multi-quarter upside in high-growth semi equipment names.

AI summary

What happened, with direct paths to the underlying reporting

Nova NVMI reported record second-quarter revenue of $255 million, with GAAP net income of $75 million and non-GAAP net income of $86.5 million, marking +8% QoQ and +14% YoY on non-GAAP. Management highlighted robust demand across Advanced Logic and Advanced Packaging, driven by Gate-All-Around transitions and capacity expansions. The company issued a strong Q3 outlook of $277–$287 million in revenue and $2.70–$2.85 non-GAAP EPS, signaling sustained growth and improved visibility.

Q2 revenue record at $255.0 million, up 8% QoQ and 16% YoY.
GAAP net income $75.0 million; non-GAAP net income $86.5 million.
Q2 GAAP EPS $2.20; non-GAAP EPS $2.51.
2026 Q3 guide: revenue $277–$287 million; GAAP EPS $2.46–$2.61; non-GAAP $2.70–$2.85.
Strong demand in Advanced Logic and Advanced Packaging drives record levels; GAA transition cited.

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