#KLAC #TSM #DELL #SMCI #ASML #CLS #LRCX #ARM #AMAT #NVMI and more all down 5%+.

Yes, ALL those AI infrastructure stocks are down more than 5%, as of this post. It is a bloody, bloody day in the AI world.

Why? South Korea (though, ultimately, Iran).

🔊 New Being Exponential podcast

- Burry: #META #MSFT #AMZN inflate earnings via GPU life extension
- SoftBank sells #NVDA to fund OpenAI
- OpenAI's potential $1T IPO. #SSSS as proxy investment
- #SITM #COR #LITE blowout earnings
- BTD in #MPWR #NVMI #NBIS after post-earnings selloffs?
- & more

🔗🔽

Valuation friction at #NVMI makes some sense - this is a maybe 15-20% EPS grower trading at 35X forward PE, which feels rich.

But that's not rich enough of a valuation to offset what is tremendously underlying momentum at this business from the AI capex supercycle.

Nova Announces Impressive Financial Results for Q3 2025 Nova has reported its third-quarter financial results for 2025, showcasing unprecedented growth and robust earnings in memory and advanced logic markets.

Nova Announces Impressive Financial Results for Q3 2025 #Israel #financial_results #Rehovot #Nova #NVMI

Nova Announces Pricing of Upsized Private Offering of $650 Million of 0.00% Convertible Senior Notes due 2030 Nova (NASDAQ: NVMI) has announced the pricing of $650 million in 0.00% Convertible Senior Notes due 2030, upsized from the initially planned $500 million. The offering includes an option for purchasers to buy an additional $100 million in notes.The notes will mature on September 15, 2030, with an initial conversion rate of 3.1234 ordinary shares per $1,000 principal amount, equivalent to a conversion price of approximately $320.16 per share. Nova has also entered into capped call transactions to reduce potential dilution, with a cap price of $415.03 per share.The company expects net proceeds of approximately $631.5 million (or $729.0 million if the additional purchase option is exercised), which will be used for general corporate purposes, including potential M&A, business development, and new product development.

#NVMI Nova Announces Pricing of Upsized Private Offering of $650 Million of 0.00% Convertible Senior Notes due 2030

www.stocktitan.net/news/NVMI/nova-announces...

Nova Announces Proposed Private Offering of $500 Million of 0.00% Convertible Senior Notes due 2030 Nova (NASDAQ: NVMI), a semiconductor metrology solutions provider, has announced plans to offer $500 million in 0.00% Convertible Senior Notes due 2030 through a private offering to qualified institutional buyers. The initial purchasers will have an option to buy an additional $75 million in notes.The Notes will mature on September 15, 2030, with conversion options available under certain conditions. Nova plans to enter into capped call transactions to reduce potential dilution. The company intends to use the proceeds for general corporate purposes, including potential M&A activities and new product development.

#NVMI Nova Announces Proposed Private Offering of $500 Million of 0.00% Convertible Senior Notes due 2030

www.stocktitan.net/news/NVMI/nova-announces...

Revolutionary Semiconductor Metrology Platform: Nova WMC Tackles Advanced 3D Packaging Challenges Nova's new WMC platform enables high-precision metrology for 2.5D/3D advanced packaging, featuring multi-wafer compatibility and hybrid bonding support. Already adopted by leading memory makers.

#NVMI Nova Announces the Release of Nova WMC: A Next-Generation Modular Optical Metrology Platform for Advanced Packaging

www.stocktitan.net/news/NVMI/nova-announces...

Nova Reports Record-Breaking Quarter: Revenue Surges 40% as Semiconductor Demand Soars Nova achieves record Q2 with $220M revenue, 52% EPS growth. Strong demand drives metrology solutions adoption. See full performance metrics.

#NVMI Nova Reports Record Second Quarter 2025 Financial Results

www.stocktitan.net/news/NVMI/nova-reports-r...

Earnings to Watch
#ABNB #AIG #APP #CF #DASH #DKNG #DOX #DUOL #ELF #FTNT #HUBS #INFA #INGM #IONQ #JACK #LYFT #OXY #GOGO #H #IHG #LLY #MTSI #NVMI #PODD #PTON #QBTS #RL #SEDG #VST #AAOI #AKAM #CART #DBX #DIOD #DOCS #EXPE #FROG #GDDY #GEN #GILD #LYV #MCHP #MNST #ONTO #OTEX #PINS

Nova Reports Record First Quarter 2025 Financial Results Nova (NVMI) reported exceptional Q1 2025 financial results with record-breaking performance. Revenue reached $213.4M, up 10% QoQ and 50% YoY. GAAP net income hit $64.8M ($2.03 per diluted share), increasing 28% QoQ and 77% YoY. Non-GAAP net income was $70.0M ($2.18 per diluted share), up 12% QoQ and 56% YoY. The company achieved record sales in dimensional metrology across integrated, stand-alone, and software solutions. Growth was driven by increased adoption in Gate-All-Around and Advanced packaging processes, particularly due to AI demand. Nova completed the acquisition of Sentronics metrology GmbH and provided Q2 2025 guidance of $210-220M in revenue.

#NVMI Nova Reports Record First Quarter 2025 Financial Results

www.stocktitan.net/news/NVMI/nova-reports-r...

Nova Makes 2024 Financial Data Instantly Accessible: Key Details From Latest 20-F Filing Access Nova's comprehensive 2024 annual report including audited financials. Digital and hard copy versions available for shareholders.

#NVMI Nova Announces Availability of Annual Report on Form 20-F Through Company Website

www.stocktitan.net/news/NVMI/nova-announces...

Nova's Earnings Blitz: Record-Breaking Q4 Revenue Hits $194.8M as Metrology Demand Explodes Nova delivers exceptional Q4 performance with $194.8M revenue, up 45% YoY. Advanced packaging sales double as company projects strong Q1 2025 outlook.

#NVMI Nova Reports Record Fourth Quarter and Full Year 2024 Results

www.stocktitan.net/news/NVMI/nova-reports-r...

Inside Nova's Game-Changing German Facility: A Manufacturing Powerhouse Emerges Nova expands global footprint with state-of-the-art facility in Bad Urach, Germany, doubling chemical metrology production while embracing sustainable manufacturing practices.

#NVMI Nova Doubles Chemical Metrology Production Capacity and Expands Global Presence with New Manufacturing Facility and Office in Germany

www.stocktitan.net/news/NVMI/nova-doubles-c...

Nova Wins Major Memory Maker Contract for Advanced DRAM Manufacturing Platform Nova's Metrion platform selected for next-gen DRAM and NAND production, offering breakthrough inline SIMS measurements and enhanced process control capabilities.

#NVMI Nova Metrion® Selected by a Leading Memory Manufacturer

www.stocktitan.net/news/NVMI/nova-metrion-s...

#NVMI Nova Acquires Sentronics Metrology to Expand its Dimensional Metrology Portfolio

www.stocktitan.net/news/NVMI/nova-acquires-...

#NVMI Nova Ltd. Expands Innovative Nova Fit® Machine Learning Capabilities to Enhance VeraFlex® Platform

www.stocktitan.net/news/NVMI/nova-ltd-expan...

#NVMI Nova to Attend 2024 UBS Global Technology and AI Conference

www.stocktitan.net/news/NVMI/nova-to-attend...

News; ( NASDAQ: #NVMI ) Nova to Report Third Quarter 2024 Financial Results on November 7

#StockMarket #News

News; ( NASDAQ: #NVMI ) Nova Reports Record Second Quarter 2024 Financial Results

#StockMarket #News