Camtek

AI And Edge Computing Will Drive Advanced Packaging Demand

AnalystHighTarget

Not Invested

Community Contributor

Published

27 Apr 25

Updated

13 Dec 25

n/a

AnalystHighTarget's Fair Value

n/a

49.5%

-4.4%

49.5%

-4.4%

You can edit this narrative until Dec 14 4:06 PM. Then, changes will post as Updates.

Author's Valuation

US$143.1121.8% undervalued

AnalystHighTarget Fair Value

Narrative

Updates3

Shared on 13 Dec 25

Fair value Increased 19%

CAMT: Advanced Packaging And HBM Demand Will Drive Strong Future Upside

Analysts modestly lift our fair value estimate for Camtek from $120 to approximately $143 per share, as they balance slightly softer near term growth expectations with stronger long term profitability from advanced packaging and HBM4 driven demand. Analyst Commentary Recent Street research reflects a broadly constructive view on Camtek, with most bullish analysts highlighting resilient execution, solid near term performance, and a strengthening multi year growth runway tied to advanced packaging and HBM adoption.

Shared on 07 May 25

Fair value Increased 2.12%

AnalystHighTarget made no meaningful changes to valuation assumptions.

Shared on 30 Apr 25

AnalystHighTarget made no meaningful changes to valuation assumptions.

AnalystHighTarget Fair Value

US$143.11

21.8% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

12.10%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

14.06%

Calculation

US$322.57m

Earnings '28

30.22x

PE Ratio '28

US$9.75b

Market Cap '28

US$9.75b

Market Cap '28

46.29m

No. shares '28

US$210.63

Share Price '28

US$210.63 Share Price '28

Discounted to 2025 @ 13.98% p.a.

US$142.23

Fair Value '25