- The latest quarterly report suggests NVMI is likely to grow much faster in 2021 than 2020, which should ease concerns that it was slowing down.
- Forecasters are raising their expectations of WFE growth in 2021, which should give NVMI an added boost.
- Multiples have risen along with the stock, putting a small dent in the bull case as it could lead to a correction in the stock.
- The foundations of the bull case for NVMI remain intact, suggesting long is the way to go.
For further details see:
The Bull Case For Nova Measuring Instruments Is Playing Out The Way It Was Supposed To