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Ezra Weiner

Research Analyst at Jefferies Financial Group Inc.

Ezra Weiner is an analyst at Jefferies Financial Group Inc., specializing in equity research with a focus on key sectors in finance. He covers a select group of companies within these industries, analyzing trends and generating investment recommendations that have contributed to his growing reputation for reliable market insights. Since joining Jefferies, Weiner has built a career marked by progression within the firm, leveraging previous experience in the financial sector to enhance his analytical approach. He holds recognized professional credentials including FINRA registration and securities licenses, which underpin his expertise and commitment to industry standards.

Ezra Weiner's questions to NOVA (NVMI) leadership

Question · Q4 2025

Ezra Weiner asked about Nova's full-year WFE outlook for 2026, how the company plans to outperform WFE, and if there are any potential production bottlenecks given an accelerating WFE environment.

Answer

Gaby Waisman, President and CEO, stated that Nova anticipates WFE to be in the low double digits for 2026, with momentum gathering in the second half. She emphasized Nova's significant investments in manufacturing capacity, including new production in Asia and IT infrastructure like ERP, to manage higher volumes efficiently and support growth.

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Question · Q4 2024

Ezra Weiner questioned Nova's view on the competitive market for High-Bandwidth Memory (HBM) and the long-term outlook for its China revenue, which is currently a high percentage of sales.

Answer

President and CEO Gabriel Waisman explained that while advanced packaging is growing significantly, the HBM opportunity is still in its early stages for dimensional metrology but shows strong growth potential. He also stated that while China constituted 39% of 2024 sales, its share is expected to decline in 2025 as growth shifts towards advanced nodes in other regions.

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