Rothschild holding buys $2.65M Nova stake as chipmaker beats Q2 estimates
What's the deal? Edmond de Rothschild Holding S.A.Dealroom has a profile for this one. Try Dealroom → bought a new stake in shares of Nova Ltd.Dealroom has a profile for this one. Try Dealroom → (NASDAQ:NVMI) during the second quarter of 2026, according to its latest Form 13F filing with the SEC. The fund bought 5,007 shares of the semiconductor company, valued at approximately $2.65 million.
The numbers: Nova reported $2.51 earnings per share for its Q2 2026 results, beating the consensus estimate of $2.41. Revenue came in at $254.96 million, up 15.9% year on year and above the $250.33 million analysts expected.
What the company does: Nova makes metrology and process-control equipment used in chip manufacturing. It posted a return on equity of 21.41% and a net margin of 28.84% for Q2 2026.
Why now? Nova's shares traded at $383.87 on August 21, 2026, below their 50-day moving average of $460.08 and 200-day average of $471.53. The stock's 52-week range was $232.73 to $615.99, giving institutional buyers a lower entry point.
Who else is in? Other institutions adjusted their positions. CIBC Private Wealth GroupDealroom has a profile for this one. Try Dealroom → lifted its stake by 75.7%, while Caitong International Asset ManagementDealroom has a profile for this one. Try Dealroom → increased its position by 2,042.9%. Hedge funds and other institutional investors owned 82.99% of Nova's stock.
What could go wrong? CEO Gabriel WaismanDealroom has a profile for this one. Try Dealroom → sold 2,966 shares on July 2, 2026, at an average price of $501.30, reducing his position by 9.36%. Analysts were split: Cantor FitzgeraldDealroom has a profile for this one. Try Dealroom → cut its target from $600 to $500, while JefferiesDealroom has a profile for this one. Try Dealroom → reaffirmed a buy rating and a $600 target.
The signal: With a market cap of $12.20 billion and a consensus Moderate Buy rating, Nova remains a focus for institutional investors despite volatile share-price performance. The mix of insider selling and new fund buying highlights the divided view on semiconductor-equipment demand.
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