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Matthew Pristo

Research Analyst at Cantor

Matthew Prisco is an analyst at Cantor Fitzgerald, specializing in the general sector with a focus on semiconductor and technology stocks. He covers specific companies including Nvidia (NVDA), Lam Research (LRCX), Marvell (MRVL), NXP Semiconductors (NXPI), Texas Instruments (TXN), MKS Instruments (MKSI), and Onto Innovation (ONTO), achieving a strong performance track record with a 75% success rate across 24 ratings and an average return of 18.5% per rating over one year, highlighted by a top call on NVDA generating 193.70% returns. Prisco has been active issuing ratings since at least 2016 at Cantor Fitzgerald, with no prior firms detailed in available records. His professional credentials include recognition as a top Wall Street analyst, ranked #2,176 out of 9,891 on TipRanks with a 4.67-star rating.

Matthew Pristo's questions to NOVA (NVMI) leadership

Question · Q4 2025

Matthew Pristo inquired about the evolution of customer conversations across Nova's end markets, whether these discussions are translating into orders to support a second-half inflection, and the share dynamics within Nova's dimensional metrology business, including integrated CD opportunities and Prism adoption trends.

Answer

Gaby Waisman, President and CEO, highlighted advanced logic (Gate-All-Around), DRAM, HBM, and advanced packaging (Hybrid Bonding) as key growth drivers for 2026, noting increased capital investments. She stated Nova grew to second in market share for CD and film metrology in 2024 (25% share), with continued gains. She also mentioned a leading logic customer adopting Nova's integrated metrology for Gate-All-Around CMP, and strong performance from Elipson and Metrion platforms, with Elipson as a tool of record at a top foundry.

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Question · Q4 2025

Matthew Presto asked for insights into the evolution of customer conversations across end markets and whether these discussions are translating into orders to support a second-half inflection. He also inquired about share dynamics in Nova's dimensional metrology business, including integrated CD opportunities and adoption trends for Prism, Elipson, Metrion, and XPS systems.

Answer

President and CEO Gaby Waisman highlighted advanced logic, Gate-All-Around, DRAM, HBM, and advanced packaging (especially Hybrid Bonding) as key growth drivers for 2026, noting increased capital investments. She reported Nova's market share in CD and film grew to 25% in 2024, becoming second overall. She detailed the adoption of integrated metrology by a leading logic customer, the success of Elipson as a tool of record, and Metrion's qualification for Gate-All-Around logic and memory, aiming for multi-tool per fab proliferation similar to XPS.

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