Professional
Added to YB: 2024-08-22
Pitch date: 2024-06-30
NVMI [bullish]
Nova Ltd.
+34.45%
current return
Author Info
No bio for this author
Company Info
Nova Ltd. engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally.
Market Cap
$8.6B
Pitch Price
$234.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.57
P/E
37.66
EV/Sales
9.26
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Discovery Fund Portfolio Holding: Nova Ltd.
NVMI: Semiconductor metrology leader poised to outpace industry growth. Strong AI chip demand driving adoption across portfolio. Only supplier of materials metrology for leading-edge chips. Gaining share in optical inspection. Chemical metrology adoption rising. Well-positioned for continued outperformance in wafer fab equipment market.
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