High Performance Computing And New Models Will Define Future Success

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

30 Apr 25

Updated

23 Apr 26

Views

17

23 Apr

US$168.15

AnalystLowTarget's Fair Value

US$145.00

16.0% overvalued

1Y

122.2%

7D

-10.3%

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1Y

122.2%

7D

-10.3%

You can edit this narrative until Apr 24 11:15 AM. Then, changes will post as Updates.

Author's Valuation

US$14516.0% overvalued

AnalystLowTarget Fair Value

Shared on 23 Apr 26

Fair value Increased 32%

CAMT: Peak Cycle Earnings Expectations Will Pressure AI Packaging Equipment Upside

Camtek's analyst fair value estimate has moved from $110.00 to $145.00 as analysts factor in higher projected profit margins, updated long term sales assumptions and a slightly lower discount rate reflected in a broadly higher range of Street price targets. Analyst Commentary Recent Street research on Camtek reflects a mix of optimism around long term growth drivers and more cautious views around valuation and cycle timing.

1 view

Shared on 26 Jan 26

Fair value Increased 38%

CAMT: Weak 2026 Order Visibility Will Pressure AI-Focused Equipment Cycle

Analysts have lifted their Camtek fair value estimate from $80.00 to $110.00. They cite higher modeled revenue growth, stronger profit margins and a slightly lower assumed future P/E multiple that reflect recent price target increases across the Street.

4 views

Shared on 07 May 25

Fair value Decreased 2.46%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$145

16.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

15.21%

Historical revenue growth rate

16.67%

Semiconductors revenue growth rate

1.50%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.58%

Calculation

US$347.78m

Earnings '29

x

30.08x

PE Ratio '29

=

US$10.46b

Market Cap '29

US$10.46b

Market Cap '29

/

49.50m

No. shares '29

=

US$211.29

Share Price '29

US$211.29 Share Price '29

Discounted to 2026 @ 13.76% p.a.

=

US$143.52

Fair Value '26