On February 13, 2026 Morgan Stanley maintained Outperform on NVMI and raised its price target to $453 from $335. This NVMI analyst rating keeps bullish conviction while lifting the firms valuation path. The action appeared in TheFly and reflects Morgan Stanleys updated model assumptions on margin expansion and enterprise demand. Investors should note this is a maintenance of a positive view, not an upgrade or downgrade, and the new target increases upside versus recent trading.
NVMI analyst rating update from Morgan Stanley
Morgan Stanley on Feb 13, 2026 maintained Outperform on NVMI and raised its target to $453 from $335. TheFly reported the change and highlighted stronger forward margins as a key driver TheFly report.
Price target change and analyst rationale
The firm increased the NVMI price target by $118, citing model revisions for revenue growth and higher gross margins. That larger target widens the implied upside if shares trade near current levels.
Market reaction and recent stock moves
NVMI traded near $446.14 in recent MarketWatch data and showed a short-term change of -0.83% (-$3.7) after the note. Market cap stands at $13,158,577,425, linking the raised target to larger absolute dollar moves for investors MarketWatch quote.
Historical analyst coverage context for Nova Ltd.
Morgan Stanleys note is the primary recent formal rating change tracked on Feb 13, 2026. Coverage on NVMI has been followed by sell-side teams listed on major aggregators, and this maintained Outperform continues a pattern of positive, long-term analyst views.
What the maintained rating means for investors
A maintained Outperform with a higher target signals confidence in future fundamentals while keeping risk controls in place. Investors should weigh the new target against valuation, position size, and their time horizon.
Meyka Grade and implications for portfolio planning
Meyka AI rates NVMI with a grade of A. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Use Meyka AI as an AI-powered market analysis platform input, not as investment advice.
Final Thoughts
Morgan Stanleys Feb 13, 2026 note maintained Outperform on NVMI and raised the price target to $453 from $335, reinforcing a positive analyst view without a formal upgrade. The higher target expands potential upside and signals improved assumptions on margins and revenue. The market responded with minor short-term price movement, and NVMI now trades in a range where the revised target implies meaningful appreciation to the firms view. Meyka AI rates NVMI with a grade of A, which reflects relative strength versus the S&P 500, sector performance, and analyst consensus. Investors should balance this NVMI analyst rating with personal risk limits, time horizon, and position sizing. For quick reference, see the Morgan Stanley note on TheFly and the stock quote on MarketWatch, and review your portfolio exposure before adjusting holdings.
FAQs
What exactly changed in the NVMI analyst rating on Feb 13, 2026?
Morgan Stanley maintained an Outperform rating and raised the price target to $453 from $335 on Feb 13, 2026. The action is a maintained positive view, not a formal upgrade or downgrade, and signals updated financial assumptions.
How does the new NVMI price target affect potential upside?
The target rose by $118, widening upside if NVMI trades near the recent $446 quote. The dollar change increases potential gains but also raises sensitivity to macro and sector shifts.
Who reported the Morgan Stanley note and where can I read it?
TheFly published Morgan Stanleys note on Feb 13, 2026. You can read the report via TheFly and cross-check the stock quote on MarketWatch for current pricing.
What does Meyka AIs grade A mean for NVMI investors?
Meyka AI rates NVMI with a grade of A, based on S&P 500 comparison, sector performance, growth metrics, and analyst consensus. The grade supports constructive interest but is not financial advice.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
