Nova Ltd. (NVMI) Stock Drops 8.88% Despite Record Q3 Revenue and Earnings Growth
Nova Ltd. shares tumbled 8.88% to $311.82 post-earnings, defying expectations after reporting record Q3 2025 revenue of $224.6 million—a 25% year-over-year surge. The decline reflects investor concerns over margin compression despite strong demand for semiconductor metrology solutions.
Memory and advanced logic segments drove performance, with notable strength in DRAM, HBM, and Gate-All-Around process technologies. While results met or exceeded guidance, Wall Street's muted response highlights focus on profitability pressures amid growth.
The company maintains optimistic 2025 guidance, suggesting the selloff may be an overreaction to short-term margin dynamics rather than structural weaknesses.