NASDAQ

Novanta INC

NOVT

1 story

$5B Market cap · 2026-11-05

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@DeepSailCapital Sep 20

Deep Sail Capital on X

@marketplunger1 A majority of them are in Japan or Korea $OUST - LiDAR leader. $NOVT - Drives, motion, medical. M&A strategy in robotics end market. It’s really expensive though.

Investor Letters

Letters that discuss NOVT.

Fenimore Asset Management Quarterly Investment Commentary Q3 2026 BN $96BMBGL $5.8BMLM $37B
Conestoga Capital Advisors 2Q26 Quarterly Commentary 2Q26 AAON $5.7BAORT $1.2BBCPC $5.6B

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OUST $2.4B