---
title: "NVMI Nova"
canonical: "https://supercyclehq.com/stock/nova"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "NVMI"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Nova (NVMI)

Nova makes metrology systems, the measurement tools that tell chipmakers whether each process step landed within specification.

## AI Exposure Score

**70/100, Core.** Nova's metrology tools are consumed most heavily by the leading edge logic, gate all around, and HBM process steps being built for AI chips. The thesis depends on AI driven equipment spending and measurement intensity rising with each node transition.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $304.00 |
| Change 1d | -2.64% |
| Change 7d | -3.90% |
| Change 30d | -23.26% |
| Change 1y | -12.58% |
| 52-week high | $605.65 |
| 52-week low | $275.78 |
| Market cap | $9.7B |
| P/E | 38 |
| EPS | $8.00 |
| Next earnings | 2026-11-05 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Rehovot, Israel |
| CEO | Gabriel Waisman |
| Employees | 1,612 |
| Website | https://www.novami.com |
| Buildout layers | [Chip Equipment & Foundries](https://supercyclehq.com/category/chip-equipment) |

## What the company does

Nova makes metrology systems, the measurement tools that tell chipmakers whether each process step landed within specification. Fabs install its equipment in line to measure film thickness, dimensions, and material composition as wafers move through production. Revenue comes from system sales, upgrades, and service.

The Nova PRISM platform handles optical critical dimension metrology for the most advanced logic nodes, VeraFlex provides in line X-ray measurement, ELIPSON adds Raman based material analysis, and ancosys monitors process chemistry. Gate all around transistors and HBM stacking add measurement steps, so leading edge production driven by AI consumes metrology capacity disproportionately.

Founded in 1993 and headquartered in Rehovot, Israel, Nova employs about 1,600 people and lists on NASDAQ under NVMI. It competes in a market where measurement precision, not scale, wins tool positions.

## Role in the AI buildout

Nova operates in the Chip Equipment layer as a process control specialist. Leading edge logic, gate all around transistors, and HBM memory all require more measurement steps per wafer than older chips, and Nova's metrology tools are consumed most heavily by exactly those processes. Its business tracks the AI driven share of wafer fab equipment spending, similar to inspection and metrology peers already central to the buildout. The thesis rests on metrology intensity rising with each node transition that AI demand pulls forward.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $2.3M | 0.01% | trimmed | 2026-06-30 |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $807,895 | 0.00% | new | 2026-06-30 |

## FAQ

### What does Nova Ltd do?

Nova makes metrology equipment for semiconductor fabs. Its tools measure dimensions, film thickness, material composition, and process chemistry in line during chip production, telling manufacturers whether each step landed within specification before wafers move on.

### How is Nova Ltd exposed to AI?

Leading edge logic, gate all around transistors, and HBM memory require more measurement steps per wafer, and those AI driven processes consume Nova's tools most heavily. Supercycle rates it Core with an AI Exposure Score of 70 out of 100.

### What are Nova's main products?

Nova PRISM for optical critical dimension metrology, VeraFlex for in line X-ray measurement, ELIPSON for Raman based material analysis, and ancosys systems that monitor process chemistry. Together they cover dimensional, material, and chemical process control.

### Who leads Nova and where is it based?

Gabriel Waisman serves as CEO. Founded in 1993, the company is headquartered in Rehovot, Israel, employs about 1,600 people, and lists on NASDAQ under the ticker NVMI.

### Is NVMI a pure play AI stock?

No. Supercycle rates Nova as Core with a score of 70. Its metrology demand closely tracks AI driven leading edge and HBM investment, but its tools serve chip manufacturing broadly, so the business rises and falls with overall fab spending too.

---

Source: https://supercyclehq.com/stock/nova. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.