Camtek Resultados de beneficios anteriores
Pasado controles de criterios 1/6
Camtek ha aumentado sus beneficios a una tasa media anual de 10.3%, mientras que los beneficios de la industria de Semiconductor han experimentado un crecimiento de 1.3% anual. Los ingresos han ido creciendo a una tasa media de 16.7% al año. La rentabilidad financiera de Camtek es de 7%, y sus márgenes netos son de 9.6%.
Información clave
10.27%
Tasa de crecimiento de los beneficios
8.97%
Tasa de crecimiento del BPA
| Crecimiento de la industria Semiconductor | 27.66% |
| Tasa de crecimiento de los ingresos | 16.67% |
| Rentabilidad financiera | 7.04% |
| Margen neto | 9.63% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 15
CAMT: AI Packaging Demand Will Support Multi Year Cash Flow Visibility
Analysts have raised the Camtek fair value estimate to $220 from $205, reflecting higher price targets across the Street that are based on updated forecasts for revenue growth, profit margins, and multi year sales visibility following recent Q1 results and order trends. Analyst Commentary Bullish analysts have been lifting their price targets on Camtek across multiple research updates, reflecting stronger assumptions for sales in 2026 and 2027 and a greater willingness to assign higher valuation multiples on the back of recent Q1 results.
Actualización de narrativa • Apr 23
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.Seeking Alpha • Apr 14
Camtek: An Enticing HBM Opportunity, But Better Off On The Watchlist For Now
Summary In 2026, inspection and metrology system maker Camtek has seen its market cap expand by almost two-thirds, comfortably outperforming other Israeli tech peers and the semiconductor sector. CAMT's growing AI and HPC-driven revenue mix, led by its new-gen Hawk platform, could also support margin progression and higher free cash flow generation. CAMT is priced at 50x forward earnings, a 60% premium over its average, but only offers mid-single digit earnings growth, which is the lowest amongst its peer set. The risk-reward on the relative strength and monthly standalone charts look unappealing. Read the full article on Seeking AlphaActualización de narrativa • Apr 08
CAMT: AI Packaging Demand And Margin Strength Will Drive Multi Year Cash Flow
Analysts have lifted the fair value estimate for Camtek to $205 from $175, citing higher projected revenue growth and profit margins, along with recent price target increases across the Street and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research points to a broadly constructive stance on Camtek, with a cluster of higher price targets and generally positive readthroughs from the latest results and guidance.
Actualización de narrativa • Mar 24
CAMT: AI Packaging Demand And 2026 Cycle Expectations Look Fairly Balanced
Analysts have lifted the fair value estimate for Camtek to $174.67 from $168.83, citing higher long term revenue growth assumptions, expectations for a richer future P/E multiple, and supportive Street price target hikes across banks that point to improving visibility, rising gross margins, and stronger high performance compute demand. Analyst Commentary Recent Street research around Camtek clusters around rising price targets, updated long term assumptions and differing views on how much of that outlook is already reflected in the share price.Actualización de narrativa • Mar 10
CAMT: AI Packaging Demand And 2026 Cycle Risks Look Balanced
Our updated view lowers Camtek's fair value estimate from $173.83 to $168.83 per share, even as analysts raise price targets into the $175 to $190 range on expectations of stronger multi year sales and EPS assumptions, along with improved visibility into margins and demand. Analyst Commentary Street research on Camtek has turned more constructive on earnings power and end market visibility, even as some voices urge caution on how much of that outlook may already be reflected in the share price.Actualización de narrativa • Feb 24
CAMT: AI Packaging Cycle And 2026 Double Digit Upside Look Underappreciated
Analysts have raised our Camtek fair value estimate from $126.75 to $173.83, citing higher Street price targets in the $145 to $190 range, improved revenue and EPS projections, and greater visibility into margins and growth beyond 2026. Analyst Commentary Street research on Camtek is skewed toward higher valuation targets, but not all commentators agree on the risk and reward tradeoff at current levels.Actualización de narrativa • Feb 10
CAMT: AI Memory Cycle Will Drive Multi Year Cash Flow Upside
Our Camtek fair value estimate increases to $175 from $145, reflecting analysts' higher price targets and updated assumptions for slightly stronger revenue growth, profit margins, and future P/E multiples, along with a modestly lower discount rate. Analyst Commentary Recent Street research around Camtek clusters around higher price targets and a constructive setup for 2026, particularly tied to high performance computing and artificial intelligence memory trends.Actualización de narrativa • Jan 26
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.Artículo de análisis • Jan 16
Optimistic Investors Push Camtek Ltd. (NASDAQ:CAMT) Shares Up 30% But Growth Is Lacking
Camtek Ltd. ( NASDAQ:CAMT ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...Actualización de narrativa • Jan 12
CAMT: AI Memory Demand Will Support HBM Cycle While Risks Persist
Analysts have nudged our fair value estimate for Camtek up to $145 per share from $143.11, reflecting higher assumed revenue growth and a richer future P/E, while acknowledging a lower profit margin outlook and slightly higher discount rate tied to mixed, but generally constructive, price target moves around high bandwidth memory and AI-related demand in 2026. Analyst Commentary The recent wave of research updates on Camtek points to generally constructive sentiment around the company’s role in high bandwidth memory and AI driven demand, even as views differ on the timing and strength of the 2026 ramp.Actualización de narrativa • Dec 27
CAMT: AI Driven Advanced Packaging Demand Will Drive Upside From Late 2026
Analysts have nudged our Camtek fair value estimate slightly higher to $126.75 from $125.60, reflecting a blend of raised Street price targets on solid Q3 execution and long term AI driven HBM and advanced packaging demand, while being tempered by lower near term margin assumptions and a weaker first half of 2026 outlook. Analyst Commentary Street views on Camtek remain broadly constructive, with most recent target changes clustering around the $120 to $145 range and underpinned by confidence in the multi year AI and advanced packaging cycle, even as near term expectations are tempered by a softer 2026 first half.Actualización de narrativa • Dec 13
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.Actualización de narrativa • Nov 29
CAMT: Demand For Advanced Packaging Will Accelerate In Second Half Of 2026
The average analyst price target for Camtek has been revised downward to approximately $128. This reflects a modest decrease, as analysts point to near-term softness in demand for back-end inspection equipment and a recovery that is expected to be weighted toward the later part of 2026.Actualización de narrativa • Nov 15
CAMT: Profit Margins Will Expand as Demand Strengthens for Inspection Equipment
Camtek's fair value estimate has been raised from $117.50 to $125.60, as analysts factor in robust profit margin expansion and steady demand for advanced inspection equipment, even though there are some tempered near-term expectations for 2026. Analyst Commentary Recent Street research presents a mix of positive momentum and measured caution regarding Camtek's outlook.Actualización de narrativa • Oct 31
CAMT: Order Upside From AI Demand Will Be Balanced By Priced-In Growth
Analysts have raised their price targets for Camtek, with some increasing estimates by as much as $25 or more. They anticipate significant order upside driven by demand for advanced packaging and positive industry trends highlighted at recent conferences.Actualización de narrativa • Oct 17
Advanced Packaging And HPC Will Expand Market Opportunities
Camtek’s analyst price target has been raised significantly, increasing from $101.10 to $117.50. Analysts cite strong sector demand, expanding profitability, and expectations for continued growth in advanced packaging markets.Actualización de narrativa • Oct 03
Advanced Packaging And HPC Will Expand Market Opportunities
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.Artículo de análisis • Sep 28
What Camtek Ltd.'s (NASDAQ:CAMT) 27% Share Price Gain Is Not Telling You
The Camtek Ltd. ( NASDAQ:CAMT ) share price has done very well over the last month, posting an excellent gain of 27...Artículo de análisis • Sep 13
What Does Camtek Ltd.'s (NASDAQ:CAMT) Share Price Indicate?
While Camtek Ltd. ( NASDAQ:CAMT ) might not have the largest market cap around , it led the NASDAQGM gainers with a...Artículo de análisis • Aug 29
Is Now The Time To Put Camtek (NASDAQ:CAMT) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Actualización de narrativa • Aug 07
Advanced Packaging And HPC Will Expand Market Opportunities
With no changes in Camtek’s discount rate or net profit margin, there was no adjustment to its consensus analyst price target, which remains at $99.10. What's in the News Camtek Ltd.Artículo de análisis • Jul 10
Return Trends At Camtek (NASDAQ:CAMT) Aren't Appealing
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Artículo de análisis • Jun 25
Camtek Ltd.'s (NASDAQ:CAMT) 25% Price Boost Is Out Of Tune With Earnings
Camtek Ltd. ( NASDAQ:CAMT ) shareholders have had their patience rewarded with a 25% share price jump in the last...Artículo de análisis • Jun 15
Camtek (NASDAQ:CAMT) Has A Rock Solid Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 10
Camtek: Strong Focus In HPC Market
Summary Camtek Ltd. specializes in metrology and inspection equipment for semiconductors, showing strong growth with a 10-year average of 19.4%, despite a small market share. The Advanced Interconnect Packaging Applications segment, driven by HPC demand, is the primary growth driver, contributing 70% of total revenue in 2024. Camtek ranks second in product breadth and technology in metrology and inspection, with new products Hawk and Eagle G5 targeting the growing HPC market. Despite trade policy uncertainties, we forecast a 27% revenue growth through 2027 and rate Camtek as a Strong Buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Camtek: Hidden Gem In The Semiconductor Industry
Summary Camtek Ltd. is a leader in the semiconductor inspection and metrology equipment industry. CAMT revenue has been growing at a strong pace in the past several years. Two new products have been receiving great feedback, and I expect them to continue their growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 09
Camtek: Pullback On China Fear Giving A Second Chance
Summary Camtek focuses on advanced packaging and metrology for AI, with revenue growth driven by high bandwidth memory and improved margins. Recent earnings and new product launches, like the Eagle version 5 system, offer growth potential despite cyclical industry risks. Political and geographic risks, especially related to China and Israel, pose significant challenges to CAMT's stock performance. Rated as a buy for risk-tolerant investors due to strong AI exposure and a similar multiple to peers in the semiconductor equipment space. Read the full article on Seeking Alpha
Nueva narrativa • Aug 31
Generative AI And HPC Demand To Fuel Revenue Surge And Transform Semiconductor Inspection Landscape
Camtek is set to benefit from the surging demand in the HPC segment for AI applications, expanding its market opportunities through partnerships with OSATs and IDMs.Seeking Alpha • Aug 06
Camtek: Momentum Reverses, Across The Sector
Summary Camtek is an inspection and metrology play for the semiconductor industry, with its equipment key in boosting productivity and performance. Camtek's shares experienced significant momentum due to AI-driven order growth, as shares have seen a 40% pullback in just a month's time. 2024 has finally been the year in which growth has come through, following the AI craze, but expectations remain demanding, amidst risk in the semiconductor industry and global tensions. Read the full article on Seeking AlphaSeeking Alpha • Apr 22
Camtek: Potential Threat From Emerging China Chip Tool Market
Summary Camtek is an Israeli company that designs and manufactures inspection and measurement equipment for semiconductor businesses. The company has seen significant growth in the past five years, with a 5-year return of over 625%. However, there is potential competition risk from the Chinese government's focus on boosting domestic chip-making equipment. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Camtek: Inspecting The Semi Inspection Play
Summary Camtek's shares have experienced significant gains, driven by solid order announcements from the semiconductor industry. This comes after the 2023 results being rather underwhelming, with sales largely coming in flat. The impact of large orders should translate into solid growth in 2024, as investors anxiously await for more clues about the guidance. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Camtek. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 499 | 48 | 76 | 52 |
| 31 Dec 25 | 496 | 51 | 74 | 48 |
| 30 Sep 25 | 485 | 48 | 71 | 46 |
| 30 Jun 25 | 472 | 134 | 70 | 42 |
| 31 Mar 25 | 451 | 128 | 67 | 40 |
| 31 Dec 24 | 429 | 119 | 64 | 38 |
| 30 Sep 24 | 401 | 106 | 61 | 36 |
| 30 Jun 24 | 369 | 96 | 57 | 34 |
| 31 Mar 24 | 340 | 86 | 53 | 33 |
| 31 Dec 23 | 315 | 79 | 51 | 31 |
| 30 Sep 23 | 309 | 80 | 49 | 30 |
| 30 Jun 23 | 310 | 78 | 49 | 29 |
| 31 Mar 23 | 316 | 79 | 49 | 29 |
| 31 Dec 22 | 321 | 80 | 49 | 29 |
| 30 Sep 22 | 313 | 71 | 48 | 29 |
| 30 Jun 22 | 302 | 69 | 46 | 27 |
| 31 Mar 22 | 289 | 65 | 47 | 26 |
| 31 Dec 21 | 270 | 60 | 43 | 23 |
| 30 Sep 21 | 244 | 55 | 41 | 22 |
| 30 Jun 21 | 213 | 43 | 39 | 22 |
| 31 Mar 21 | 183 | 32 | 34 | 21 |
| 31 Dec 20 | 156 | 22 | 31 | 20 |
| 30 Sep 20 | 140 | 19 | 28 | 18 |
| 30 Jun 20 | 133 | 17 | 27 | 17 |
| 31 Mar 20 | 130 | 18 | 26 | 17 |
| 31 Dec 19 | 134 | 21 | 26 | 16 |
| 30 Sep 19 | 134 | 22 | 26 | 16 |
| 30 Jun 19 | 134 | 23 | 27 | 15 |
| 31 Mar 19 | 130 | 21 | 27 | 15 |
| 31 Dec 18 | 123 | 19 | 26 | 15 |
| 30 Sep 18 | 116 | 16 | 25 | 14 |
| 30 Jun 18 | 107 | 14 | 24 | 14 |
| 31 Mar 18 | 100 | 4 | 23 | 14 |
| 31 Dec 17 | 93 | 2 | 22 | 14 |
| 30 Sep 17 | 119 | 3 | 25 | 16 |
| 30 Jun 17 | 86 | -4 | 21 | 13 |
| 31 Mar 17 | 114 | 6 | 25 | 16 |
| 31 Dec 16 | 79 | 1 | 22 | 13 |
| 30 Sep 16 | 106 | -9 | 25 | 16 |
| 30 Jun 16 | 89 | -11 | 23 | 14 |
| 31 Mar 16 | 94 | -11 | 23 | 15 |
| 31 Dec 15 | 69 | -13 | 19 | 11 |
| 30 Sep 15 | 94 | 2 | 23 | 14 |
| 30 Jun 15 | 90 | 1 | 22 | 14 |
Ingresos de calidad: CAMT tiene una única gran pérdida de $104.6M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.
Margen de beneficios creciente: Los actuales márgenes de beneficio(9.6%) de CAMT son inferiores a los del año pasado (28.4%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de CAMT han crecido un 10.3% al año en los últimos 5 años.
Acelerando crecimiento: CAMT ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: CAMT tuvo un crecimiento negativo de los beneficios (-62.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Semiconductor (15.4%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de CAMT (7%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 14:55 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Camtek Ltd. está cubierta por 15 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Thomas O'Malley | Barclays |
| Michael Mani | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |