Latest news with #NVMI
Yahoo
10 hours ago
- Business
- Yahoo
Best Growth Stocks to Buy for June 20th
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, June 20th: BAE Systems plc BAESY: This company that provides defense, aerospace, and security solutionscarries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.9% over the last 60 days. Bae Systems PLC price-consensus-chart | Bae Systems PLC Quote BAE has a PEG ratio of 1.95 compared with 3.47 for the industry. The company possesses a Growth Score of B. Bae Systems PLC peg-ratio-ttm | Bae Systems PLC Quote Intuit Inc. INTU: This financial management, compliance, and marketing products and services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.2% over the last 60 days. Intuit Inc. price-consensus-chart | Intuit Inc. Quote Intuit has a PEG ratio of 2.46 compared with 2.55 for the industry. The company possesses a Growth Score of A. Intuit Inc. peg-ratio-ttm | Intuit Inc. Quote Nova Ltd. NVMI: This process control systems company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.1% over the last 60 days. Nova Ltd. price-consensus-chart | Nova Ltd. Quote Nova has a PEG ratio of 1.88 compared with 9.79 for the industry. The company possesses a Growth Score of B. Nova Ltd. peg-ratio-ttm | Nova Ltd. Quote See the full list of top ranked stocks here. Learn more about the Growth score and how it is calculated here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intuit Inc. (INTU) : Free Stock Analysis Report Bae Systems PLC (BAESY) : Free Stock Analysis Report Nova Ltd. (NVMI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
11-06-2025
- Business
- Yahoo
2 Cash-Producing Stocks to Own for Decades and 1 to Think Twice About
While strong cash flow is a key indicator of stability, it doesn't always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning. Not all companies are created equal, and StockStory is here to surface the ones with real upside. That said, here are two cash-producing companies that excel at turning cash into shareholder value and one best left off your watchlist. Trailing 12-Month Free Cash Flow Margin: 11% Founded by the former Mirage Resorts CEO, Wynn Resorts (NASDAQ:WYNN) is a global developer and operator of high-end hotels and casinos, known for its luxurious properties and premium guest services. Why Are We Wary of WYNN? Sales trends were unexciting over the last five years as its 3.3% annual growth was below the typical consumer discretionary company ROIC of 1.9% reflects management's challenges in identifying attractive investment opportunities 5× net-debt-to-EBITDA ratio makes lenders less willing to extend additional capital, potentially necessitating dilutive equity offerings At $86.52 per share, Wynn Resorts trades at 17.7x forward P/E. Dive into our free research report to see why there are better opportunities than WYNN. Trailing 12-Month Free Cash Flow Margin: 29.7% Headquartered in Israel, Nova (NASDAQ:NVMI) is a provider of quality control systems used in semiconductor manufacturing. Why Will NVMI Outperform? Annual revenue growth of 14.3% over the past two years was outstanding, reflecting market share gains this cycle NVMI is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders, and its improved cash conversion implies it's becoming a less capital-intensive business Market-beating returns on capital illustrate that management has a knack for investing in profitable ventures Nova's stock price of $227.60 implies a valuation ratio of 27.4x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Trailing 12-Month Free Cash Flow Margin: 6.5% Founded in 2001, Construction Partners (NASDAQ:ROAD) is a civil infrastructure company that builds and maintains roads, highways, and other infrastructure projects. Why Are We Bullish on ROAD? Market share is on track to rise over the next 12 months as its 40.5% projected revenue growth implies demand will accelerate from its two-year trend Earnings per share have massively outperformed its peers over the last two years, increasing by 91% annually Rising returns on capital show the company is starting to reap the benefits of its past investments Construction Partners is trading at $103 per share, or 43.5x forward P/E. Is now the right time to buy? See for yourself in our full research report, it's free. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
NVMI Q1 Earnings Call: AI Demand Drives Growth as Tariffs Introduce Marginal Headwinds
Semiconductor quality control company Nova (NASDAQ:NVMI) reported Q1 CY2025 results topping the market's revenue expectations , with sales up 50.5% year on year to $213.4 million. Guidance for next quarter's revenue was better than expected at $215 million at the midpoint, 1.6% above analysts' estimates. Its non-GAAP profit of $2.18 per share was 4.4% above analysts' consensus estimates. Is now the time to buy NVMI? Find out in our full research report (it's free). Revenue: $213.4 million vs analyst estimates of $210.2 million (50.5% year-on-year growth, 1.5% beat) Adjusted EPS: $2.18 vs analyst estimates of $2.09 (4.4% beat) Revenue Guidance for Q2 CY2025 is $215 million at the midpoint, above analyst estimates of $211.7 million Adjusted EPS guidance for Q2 CY2025 is $2.05 at the midpoint, below analyst estimates of $2.10 Operating Margin: 29.6%, up from 26.2% in the same quarter last year Inventory Days Outstanding: 177, up from 168 in the previous quarter Market Capitalization: $6.38 billion Nova's first quarter performance was shaped by surging demand for semiconductor process control solutions, particularly in logic and advanced packaging. Management credited the company's growth to increased adoption of gate-all-around technology and the successful expansion of its PRISM platform, which saw record sales following further customer evaluations. President and CEO Gaby Waisman noted, 'Semiconductor manufacturing capacity is in growth mode, driven by demand for AI applications,' emphasizing that Nova's positioning across market segments and geographies contributed to its results. The quarter also included initial contributions from the Sentronics acquisition and marked a material year-over-year increase in service revenue, reflecting both operational execution and customer uptake of Nova's technology suite. Looking forward, Nova's outlook is informed by ongoing AI-driven investments in semiconductor manufacturing and customer adoption of advanced process technologies. Management expects continued demand for gate-all-around and advanced packaging applications, with Waisman highlighting that business from these segments should be higher next year. CFO Guy Kizner cited stable customer investment plans despite macroeconomic and trade uncertainties, but flagged new U.S. tariffs as a factor expected to modestly reduce gross margins. Waisman cautioned that, 'visibility is more challenging,' yet expressed confidence in Nova's ability to 'outperform WFE [wafer fab equipment] growth in 2025' by leveraging a diversified manufacturing footprint and ongoing product innovation. Management attributed first quarter growth to strong demand for advanced semiconductor technologies, increased market share, and successful product launches in both hardware and software. Gate-all-around adoption: Nova saw accelerating customer uptake of gate-all-around technology, which refers to a new transistor architecture enabling improved chip performance. This drove higher sales of both standalone and integrated metrology solutions, with management expecting continued momentum as high-volume manufacturing expands. PRISM platform expansion: The PRISM platform, leveraging spectral interferometry for process control in advanced packaging and leading-edge nodes, achieved record sales and completed key evaluations with major logic manufacturers. Management described PRISM as a 'bestseller,' supporting applications like through-silicon via and hybrid bonding. Software suite growth: The company's software business delivered record results, with customers adopting Nova's machine learning-driven tools to address process complexity and cost challenges in advanced packaging. These solutions are increasingly valued for optimizing efficiency in complex semiconductor processes. Sentronics acquisition progress: Nova completed the acquisition of Sentronics, strengthening its position in chemical metrology. Although the first quarter financial impact was modest, management anticipates greater contributions in the next quarter as direct sales initiatives ramp up from the new German facility. Service revenue acceleration: Service revenues grew over 30% year over year, reflecting heightened tool utilization and customer reliance on Nova's support and maintenance offerings. Management expects this area to remain a growth engine as the installed base expands. Nova's outlook is shaped by AI-driven semiconductor demand, new product adoption, and trade-related margin pressure. AI and advanced packaging demand: Management foresees ongoing growth in logic and advanced packaging, driven by investments in AI-enabled chips. The company expects gate-all-around and advanced packaging revenues to climb further as industry adoption broadens and high-bandwidth memory needs escalate. Tariff-related margin risks: New U.S. tariffs are expected to reduce gross margins by 30 to 50 basis points. While Nova's diversified manufacturing footprint helps mitigate some of the operational impact, management is monitoring evolving trade dynamics and pursuing selective pricing and operational adjustments. Operational investment and R&D: Nova plans to increase research and development as well as sales and marketing spending to support its product roadmap. Management views these investments as necessary to capture future growth opportunities, even though they may cause operating expenses to rise in the near term. Looking ahead, the StockStory team will be monitoring (1) the pace of gate-all-around and advanced packaging adoption as a leading indicator of revenue growth, (2) the integration and contribution of Sentronics to Nova's chemical metrology business, and (3) the impact of tariffs on gross margins and any operational or pricing adjustments. Additionally, we will track evolving customer demand in China and memory markets as potential sources of volatility. Nova currently trades at a forward P/E ratio of 26.3×. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
Washington Post
08-05-2025
- Business
- Washington Post
Nova Ltd.: Q1 Earnings Snapshot
REHOVOT, Israel — REHOVOT, Israel — Nova Ltd. (NVMI) on Thursday reported net income of $64.8 million in its first quarter. The Rehovot, Israel-based company said it had profit of $2.03 per share. Earnings, adjusted for one-time gains and costs, came to $2.18 per share.
