Sifting through countless of stocks in the Semiconductors & Semiconductor Equipment industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Nova Ltd. or Semtech Corporation because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Nova Ltd. and Semtech Corporation compare based on key financial metrics to determine which better meets your investment needs.

About Nova Ltd. and Semtech Corporation

Nova Ltd. engages in the design, development, production, and sale of process control systems used in the manufacture of semiconductors in Taiwan, the United States, China, Korea, and internationally. The company’s product portfolio includes a set of metrology platforms for dimensional, films, and materials and chemical metrology measurements for process control for various semiconductor manufacturing process steps, such as lithography, Etch, chemical mechanical planarization, deposition, electrochemical plating, and advanced packaging. It serves various sectors of the integrated circuit manufacturing industry, including logic, foundry, memory, and packaging sectors, as well as process equipment manufacturers. Nova Ltd. was formerly known as Nova Measuring Instruments Ltd. and changed its name to Nova Ltd. in July 2021. Nova Ltd. was incorporated in 1993 and is headquartered in Rehovot, Israel.

Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. It operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company offers analog mixed signal and wireless products; protection devices, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. It sells its products directly, as well as through independent sales representative firms and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.

Latest Semiconductors & Semiconductor Equipment and Nova Ltd., Semtech Corporation Stock News

As of February 18, 2026, Nova Ltd. had a $13.4 billion market capitalization, compared to the Semiconductors & Semiconductor Equipment median of $3.2 million. Nova Ltd.’s stock is NA in 2026, NA in the previous five trading days and up 68.62% in the past year.

Currently, Nova Ltd.’s price-earnings ratio is 56.8. Nova Ltd.’s trailing 12-month revenue is $880.6 million with a 29.4% net profit margin. Year-over-year quarterly sales growth most recently was 57.0%. Analysts expect adjusted earnings to reach $10.256 per share for the current fiscal year. Nova Ltd. does not currently pay a dividend.

Currently, Semtech Corporation’s price-earnings ratio is 261.3. Semtech Corporation’s trailing 12-month revenue is $1.0 billion with a 2.8% net profit margin. Year-over-year quarterly sales growth most recently was 12.8%. Analysts expect adjusted earnings to reach $1.695 per share for the current fiscal year. Semtech Corporation does not currently pay a dividend.

How We Compare Nova Ltd. and Semtech Corporation Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Nova Ltd. and Semtech Corporation’s stock grades to see how they measure up against one another.

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Nova Ltd. and Semtech Corporation Stock Value Grades

Company	Ticker	Value
Nova Ltd.	NVMI	F
Semtech Corporation	SMTC	F

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Nova Ltd. has a Value Score of 4, which is Ultra Expensive. Semtech Corporation has a Value Score of 2, which is Ultra Expensive.

The Value Stock Winner: No Clear Winner

Neither Nova Ltd. or Semtech Corporation has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Nova Ltd. or Semtech Corporation is the better investment when it comes to value.

Nova Ltd. and Semtech Corporation Growth Grades

Company	Ticker	Growth
Nova Ltd.	NVMI	B
Semtech Corporation	SMTC	B

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Nova Ltd. has a Growth Score of 62, which is Strong. Semtech Corporation has a Growth Score of 62, which is Strong.

The Growth Grade Winner: It’s a Tie!

Looking at the Growth Grade breakdown above, both Nova Ltd. and Semtech Corporation have a grade of B. For investors who focus solely on a company’s upward growth, further research should be conducted into both companies’ other financial metrics before deciding whether to invest.

Nova Ltd. and Semtech Corporation’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Nova Ltd.	NVMI	B
Semtech Corporation	SMTC	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Nova Ltd. has a Earnings Estimate Score of 66, which is Positive. Semtech Corporation has a Earnings Estimate Score of 56, which is Neutral.

The Earnings Estimate Revisions Grade Winner: Nova Ltd.

As you can clearly see from the Earnings Estimate Revisions Grade breakdown above, Nova Ltd. has a better Earnings Estimate Revisions Grade than Semtech Corporation. For those who are specifically looking for companies with better short-term prospects when compared to other companies in the same industry, Nova Ltd. could be a good stock to invest in. However, it’s important to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Nova Ltd. and Semtech Corporation Grades

In addition to Growth, Value and Estimate Revisions, A+ Investor also provides grades for Momentum and Quality.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Nova Ltd. and Semtech Corporation pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Nova Ltd. or Semtech Corporation Stock?

Overall, Nova Ltd. stock has a Value Score of 4, Growth Score of 62 and Estimate Revisions Score of 66.

Semtech Corporation stock has a Value Score of 2, Growth Score of 62 and Estimate Revisions Score of 56.

Comparing Nova Ltd. and Semtech Corporation’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.