Nova (NVMI) Q2 FY26 earnings call

Nova Ltd. delivered record Q2 FY26 results, driven by robust demand across advanced logic and packaging, fueled by AI-related investments. The company achieved record revenue and non-GAAP EPS, with operating margins at the high end of its target. Management highlighted enhanced customer visibility and strategic R&D investments, positioning Nova for continued double-digit growth, though memory segment revenue saw a sequential decline.