Update shared on03 Oct 2025
Fair value Increased 2.02%Camtek’s analyst price target has been increased from $99.10 to $101.10 per share, as analysts cite stronger business growth prospects and successful technology adoption, which are offsetting near-term growth deceleration.
Analyst Commentary
Recent analyst reports on Camtek highlight a mix of positive momentum and caution. While several research firms raised their price targets following strong quarterly execution and technology advancements, some express concerns about the pace of growth and limited short-term catalysts. The following summarizes both optimistic and cautious sentiment in the market:
Bullish Takeaways- Bullish analysts have raised their price targets, reflecting ongoing confidence in Camtek’s business trajectory and expanding technology adoption.
- Sequential revenue growth is still anticipated, with particular optimism around the Hawk inspection platform’s increasing contribution, especially as HBM4 adoption strengthens toward 2026.
- Concerns regarding market risk, such as HBM corrections, appear to be diminishing as diversification within Camtek’s business continues to support broader growth.
- The company’s roadmap is viewed as well executed, underpinning future earnings potential and supporting an upward revision in long-term EPS estimates by some firms.
- Bearish analysts have cautioned that recent growth deceleration could persist and that some medium-term forecasts may already be fully reflected in the current valuation.
- There is limited visibility for substantial near-term catalysts, leading to more neutral ratings despite improved price targets.
- Revised estimates for calendar year 2026, while slightly higher, are seen as fairly credited and suggest the upside may be capped unless execution materially outperforms.
What's in the News
- Camtek Ltd. issued revenue guidance for the third quarter of 2025, projecting approximately $125 million in revenue and an annualized run rate of $500 million (Company Guidance).
Valuation Changes
- Consensus Analyst Price Target has risen moderately to $101.10 per share, up from $99.10.
- Discount Rate has increased slightly to 13.26%, compared to the prior 13.17%.
- Revenue Growth projections remain unchanged at 12.96%.
- Net Profit Margin is stable at approximately 27.01%.
- Future P/E ratio has risen modestly to 36.80x, up from 35.98x.
Disclaimer
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