Nova (NVMI) Q4 Earnings Outlook: Revenue Up 13.5% Y/Y, EPS $2.12 Expected

Nova (NASDAQ:NVMI) reports Q4 earnings Thursday, Feb 13, 2026. Last quarter, the semiconductor quality control company revenue rose 25.5% y/y to $224.6M, beating by 1.5%, with adjusted operating income in line with estimates despite higher inventory. For this quarter, analysts expect revenue up 13.5% y/y to $221.1M and adjusted EPS of $2.12. The company has beaten revenue estimates by an average of 2.8% over the past two years. Peer momentum is strong: Teradyne +13.4% and Kulicke & Soffa +19.3% following their Q4 results. The sector is up 10.2% in the past month; Nova is up 13.5% and trades at $458.94 with an average analyst price target of $400.71.