Nova
At a glance
Nova reported 2025 revenue of $880.6M, up 31% from $672.4M in 2024. Over 4 years since 2021 ($416.1M), that is growth of about 20.6% a year. Operating margin was 28.8%, up from 27% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 5 insiders reported 0 open-market purchases and 9 sales ($5.8M). All of the sales were made under pre-arranged 10b5-1 trading plans. The largest was a sale of $1.5M by CEO & President Gabriel Waisman on Jul 6, 2026.
3 of the 20 investors tracked here held Nova at the last quarter end, worth $246.7M combined. It is the largest weight for Renaissance Technologies (0.3% of its portfolio), followed by ARK Investment Management (0%). New this quarter: Bridgewater Associates. Reduced: Renaissance Technologies and ARK Investment Management.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $93.1M | $140.2M | $136.3M | $183.8M | $259.2M |
| Diluted EPS | $3.12 | $4.43 | $4.28 | $5.75 | $7.96 |
Fiscal year ends Dec 31
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined