Camtek（CMZ）株式概要Camtek Ltd.は、子会社とともに半導体産業向けの検査・計測機器の開発・製造・販売を行っている。 詳細CMZ ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績1/6財務の健全性5/6配当金0/6報酬収益は年間50.4%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 German市場と比較した過去 3 か月間の株価の変動利益率(9.6%)は昨年より低い(28.4%) すべてのリスクチェックを見るCMZ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€136.9511.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-11m1b2016201920222025202620282031Revenue US$1.0bEarnings US$97.6mAdvancedSet Fair ValueView all narrativesCamtek Ltd. 競合他社AIXTRONSymbol: XTRA:AIXAMarket cap: €6.1bSUSS MicroTecSymbol: XTRA:SMHNMarket cap: €1.7bSiltronicSymbol: XTRA:WAFMarket cap: €2.8bPVA TePlaSymbol: XTRA:TPEMarket cap: €927.0m価格と性能株価の高値、安値、推移の概要Camtek過去の株価現在の株価US$136.9552週高値US$173.0552週安値US$56.00ベータ1.621ヶ月の変化-17.25%3ヶ月変化8.69%1年変化138.17%3年間の変化426.73%5年間の変化385.64%IPOからの変化2,073.81%最新ニュースお知らせ • May 13Camtek Ltd. Provides Revenue Guidance for the Second Quarter and Second Half 2026Camtek Ltd. provided revenue guidance for the second quarter and second half 2026. Based on Camtek's backlog and pipeline, guidance for the second quarter is for revenues between $129 million and $131 million. Expects a significant increase in second half 2026 with revenues expected to grow by over 25% versus first half 2026 revenues.お知らせ • Apr 23Camtek Ltd. to Report Q1, 2026 Results on May 12, 2026Camtek Ltd. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026お知らせ • Apr 14Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer.Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer on April 14, 2026. The transaction is subject to customary closing conditions and is expected to close in the next few weeks. This acquisition will be highly accretive to Camtek’s long-term capabilities.お知らせ • Feb 18Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2026Camtek Ltd. provided revenue guidance for the first quarter of 2026. Management expects first quarter 2026 revenues of around $120 million, with growth expected in the second quarter and more significant growth in the second half of 2026. Based on the backlog, pipeline of orders and discussion with customers, Camtek expects 2026 to be a double-digit growth year.お知らせ • Feb 02Camtek Ltd. to Report Q4, 2025 Results on Feb 18, 2026Camtek Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 18, 2026お知らせ • Nov 11Camtek Ltd. Provides Revenue Guidance for the Fourth Quarter and Full Year 2025Camtek Ltd. provided revenue guidance for the fourth quarter and full year 2025. Based on current orders, sales pipeline, and ongoing customer engagements, Management expects Fourth Quarter 2025 revenue to be around $127 million, representing annual 2025 revenues of $495 million, a record year for Camtek with expected strong growth of 15% over 2024. At this stage, the company expects that the revenues will be more second half weighted, following a somewhat slower start to the year.最新情報をもっと見るRecent updatesお知らせ • May 13Camtek Ltd. Provides Revenue Guidance for the Second Quarter and Second Half 2026Camtek Ltd. provided revenue guidance for the second quarter and second half 2026. Based on Camtek's backlog and pipeline, guidance for the second quarter is for revenues between $129 million and $131 million. Expects a significant increase in second half 2026 with revenues expected to grow by over 25% versus first half 2026 revenues.お知らせ • Apr 23Camtek Ltd. to Report Q1, 2026 Results on May 12, 2026Camtek Ltd. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026お知らせ • Apr 14Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer.Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer on April 14, 2026. The transaction is subject to customary closing conditions and is expected to close in the next few weeks. This acquisition will be highly accretive to Camtek’s long-term capabilities.お知らせ • Feb 18Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2026Camtek Ltd. provided revenue guidance for the first quarter of 2026. Management expects first quarter 2026 revenues of around $120 million, with growth expected in the second quarter and more significant growth in the second half of 2026. Based on the backlog, pipeline of orders and discussion with customers, Camtek expects 2026 to be a double-digit growth year.お知らせ • Feb 02Camtek Ltd. to Report Q4, 2025 Results on Feb 18, 2026Camtek Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 18, 2026お知らせ • Nov 11Camtek Ltd. Provides Revenue Guidance for the Fourth Quarter and Full Year 2025Camtek Ltd. provided revenue guidance for the fourth quarter and full year 2025. Based on current orders, sales pipeline, and ongoing customer engagements, Management expects Fourth Quarter 2025 revenue to be around $127 million, representing annual 2025 revenues of $495 million, a record year for Camtek with expected strong growth of 15% over 2024. At this stage, the company expects that the revenues will be more second half weighted, following a somewhat slower start to the year.お知らせ • Oct 30Camtek Ltd. to Report Q3, 2025 Results on Nov 10, 2025Camtek Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025お知らせ • Jul 22Camtek Ltd. to Report Q2, 2025 Results on Aug 05, 2025Camtek Ltd. announced that they will report Q2, 2025 results on Aug 05, 2025お知らせ • May 14Camtek Ltd. Provides Revenue Guidance for the Second Quarter of 2025Camtek Ltd. provided revenue guidance for the second quarter of 2025. For the quarter, the company expects continued growth in with revenue guidance of $120 million - $123 million, representing approximately a growth of 17-20%, year-over-year.お知らせ • May 05Camtek Ltd. to Report Q1, 2025 Results on May 13, 2025Camtek Ltd. announced that they will report Q1, 2025 results on May 13, 2025お知らせ • Mar 20Camtek Ltd., Annual General Meeting, Apr 29, 2025Camtek Ltd., Annual General Meeting, Apr 29, 2025. Location: at ramat gavriel industrial zone, migdal haemek, Israelお知らせ • Feb 13Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2025Camtek Ltd. Provided Revenue Guidance for the First Quarter of 2025. For the quarter, the company expects revenue in the range of $118 million- $120 million, representing approximately a 23% increase over first quarter of 2024 revenues.お知らせ • Feb 03Camtek Ltd. to Report Q4, 2024 Results on Feb 12, 2025Camtek Ltd. announced that they will report Q4, 2024 results on Feb 12, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: US$0.71 (vs US$0.49 in 3Q 2023)Third quarter 2024 results: EPS: US$0.71 (up from US$0.49 in 3Q 2023). Revenue: US$112.3m (up 40% from 3Q 2023). Net income: US$32.7m (up 48% from 3Q 2023). Profit margin: 29% (up from 27% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €81.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €66.49 per share.お知らせ • Oct 30Camtek Ltd. to Report Q3, 2024 Results on Nov 12, 2024Camtek Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024Buy Or Sell Opportunity • Oct 29Now 20% overvaluedOver the last 90 days, the stock has fallen 23% to €72.50. The fair value is estimated to be €60.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Buy Or Sell Opportunity • Oct 15Now 25% overvaluedOver the last 90 days, the stock has fallen 35% to €77.50. The fair value is estimated to be €61.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Buy Or Sell Opportunity • Sep 26Now 23% overvaluedOver the last 90 days, the stock has fallen 36% to €76.50. The fair value is estimated to be €62.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Sep 25Camtek Ltd Introduces 5th Generation of the Eagle SystemCamtek Ltd. announced the launch of the latest leading inspection system, the Eagle Generation-5 (Eagle G5), marking asignificant advancement in Camtek's inspection and metrology technological capabilities. The new system offers unparalleled wafer throughput coupled with improved optical resolution, meeting both current market demand and customers' future roadmap. Camtek's Eagle system is the advanced packaging standard solution for current and future 2D inspection and 3D metrology, targeted to applications such as HPC (high performance computing). CIS (CMOS image sensors), SiC (Silicon Carbide), and others. Camtek has already received orders for this system for 2025 deliveries.Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: US$0.62 (vs US$0.42 in 2Q 2023)Second quarter 2024 results: EPS: US$0.62 (up from US$0.42 in 2Q 2023). Revenue: US$102.6m (up 39% from 2Q 2023). Net income: US$28.0m (up 51% from 2Q 2023). Profit margin: 27% (up from 25% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €68.50, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 107% over the past three years.お知らせ • Aug 16Camtek Ltd., Annual General Meeting, Sep 25, 2024Camtek Ltd., Annual General Meeting, Sep 25, 2024. Location: at ramat gavriel industrial zone, migdal haemek, IsraelReported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.62 (vs US$0.42 in 2Q 2023)Second quarter 2024 results: EPS: US$0.62 (up from US$0.42 in 2Q 2023). Revenue: US$102.6m (up 39% from 2Q 2023). Net income: US$28.0m (up 51% from 2Q 2023). Profit margin: 27% (up from 25% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Jul 22Camtek Ltd. to Report Q2, 2024 Results on Aug 01, 2024Camtek Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €109, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 287% over the past three years.Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €122, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 316% over the past three years.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €92.00, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 321% over the past three years.Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$0.55 (vs US$0.39 in 1Q 2023)First quarter 2024 results: EPS: US$0.55 (up from US$0.39 in 1Q 2023). Revenue: US$97.0m (up 34% from 1Q 2023). Net income: US$24.8m (up 44% from 1Q 2023). Profit margin: 26% (up from 24% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 26Camtek Ltd. to Report Q1, 2024 Results on May 09, 2024Camtek Ltd. announced that they will report Q1, 2024 results on May 09, 2024Upcoming Dividend • Mar 27Upcoming dividend of US$1.33 per shareEligible shareholders must have bought the stock before 03 April 2024. Payment date: 18 April 2024. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).Reported Earnings • Mar 22Full year 2023 earnings released: EPS: US$1.76 (vs US$1.81 in FY 2022)Full year 2023 results: EPS: US$1.76 (down from US$1.81 in FY 2022). Revenue: US$315.4m (down 1.7% from FY 2022). Net income: US$78.6m (down 1.6% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$1.76 (vs US$1.81 in FY 2022)Full year 2023 results: EPS: US$1.76 (down from US$1.81 in FY 2022). Revenue: US$315.4m (down 1.7% from FY 2022). Net income: US$78.6m (down 1.6% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 20Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2024Camtek Ltd. provided revenue guidance for the first quarter of 2024. For the quarter, the company expects revenues between $93 million to 95 million, representing a mid-point 30% increase over the first quarter of 2023, with further growth leading to a year of record revenue for Camtek.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €84.00, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 272% over the past three years.お知らせ • Feb 08Camtek Ltd. to Report Q4, 2023 Results on Feb 20, 2024Camtek Ltd. announced that they will report Q4, 2023 results on Feb 20, 2024Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: US$0.49 (vs US$0.47 in 3Q 2022)Third quarter 2023 results: EPS: US$0.49 (up from US$0.47 in 3Q 2022). Revenue: US$80.5m (down 1.9% from 3Q 2022). Net income: US$22.1m (up 6.5% from 3Q 2022). Profit margin: 27% (up from 25% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 15Camtek Ltd., Annual General Meeting, Dec 21, 2023Camtek Ltd., Annual General Meeting, Dec 21, 2023, at 16:00 Israel Standard Time. Location: at the Company’s offices at Ramat Gavriel Industrial Zone Migdal Ha’Emek Israel Agenda: To consider and re-elect each of Messrs. Rafi Amit, Yotam Stern, Moty Ben-Arie, I-Shih Tseng, Leo Huang and Ms. Orit Stav to serve as members of the Board of Directors of the Company; to consider and re-approve the grant of Indemnification and Exemption Letters to Rafi Amit, the Company’s CEO, Yotam Stern, a director and Leo Huang, a director; approve an amendment to the Company’s Compensation Policy with respect to the adoption by the Company of a Clawback Policy; and to consider and approve the re-appointment of Somekh Chaikin, a member firm of KPMG International, as the Company’s independent auditor for the fiscal year ending December 31, 2023, for the year commencing January 1, 2024.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €59.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 277% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.41 per share.お知らせ • Nov 02Camtek Ltd. (NasdaqGM:CAMT) completed the acquisition of FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM).Camtek Ltd. (NasdaqGM:CAMT) signed an agreement to acquire FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) for $100 million on September 18, 2023. The transaction has already received clearance of the transactions under the German foreign direct investment laws. The transaction is expected to close in Q4 2023, subject to the satisfaction of customary closing conditions. Camtek Ltd. (NasdaqGM:CAMT) completed the acquisition of FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) on November 1, 2023.お知らせ • Oct 25Camtek Ltd. to Report Q3, 2023 Results on Nov 14, 2023Camtek Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €47.80, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.25 per share.Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Sep 29Second quarter 2023 earnings released: EPS: US$0.42 (vs US$0.44 in 2Q 2022)Second quarter 2023 results: EPS: US$0.42 (down from US$0.44 in 2Q 2022). Revenue: US$73.8m (down 7.3% from 2Q 2022). Net income: US$18.5m (down 3.4% from 2Q 2022). Profit margin: 25% (up from 24% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 20Camtek Ltd. (NasdaqGM:CAMT) signed an agreement to acquire FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) for $100 million.Camtek Ltd. (NasdaqGM:CAMT) signed an agreement to acquire FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) for $100 million on September 18, 2023. The transaction has already received clearance of the transactions under the German foreign direct investment laws. The transaction is expected to close in Q4 2023, subject to the satisfaction of customary closing conditions.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €49.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 271% over the past three years.お知らせ • Aug 01Camtek Ltd. Provides Revenue Guidance for the Third Quarter of 2023Camtek Ltd. announced that the Management expects third quarter 2023 revenues to be $77 million - $79 million with continued growth in the fourth quarter and into 2024.Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: US$0.42 (vs US$0.44 in 2Q 2022)Second quarter 2023 results: EPS: US$0.42 (down from US$0.44 in 2Q 2022). Revenue: US$73.8m (down 7.3% from 2Q 2022). Net income: US$18.5m (down 3.4% from 2Q 2022). Profit margin: 25% (up from 24% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 25Camtek Ltd. to Report Q2, 2023 Results on Jul 31, 2023Camtek Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €35.40, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 203% over the past three years.New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €33.00, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 206% over the past three years.お知らせ • May 11Camtek Ltd. Reports Revenue Guidance for the Second Quarter of 2023Camtek Ltd. reported revenue guidance for the second quarter of 2023. For the second quarter, management expects similar level of revenues as achieved in the first quarter.Reported Earnings • Mar 24Full year 2022 earnings released: EPS: US$1.81 (vs US$1.38 in FY 2021)Full year 2022 results: EPS: US$1.81 (up from US$1.38 in FY 2021). Revenue: US$320.9m (up 19% from FY 2021). Net income: US$79.9m (up 33% from FY 2021). Profit margin: 25% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 50% per year.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$1.81 (vs US$1.38 in FY 2021)Full year 2022 results: EPS: US$1.81 (up from US$1.38 in FY 2021). Revenue: US$320.9m (up 19% from FY 2021). Net income: US$79.9m (up 33% from FY 2021). Profit margin: 25% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2023Camtek Ltd. provides revenue guidance for the first quarter of 2023. The company expects revenues in the first quarter of 2023 between $71 million - $74 million, representing a mid-point 6% decline from the first quarter of 2022.お知らせ • Feb 07Camtek Ltd. to Report Q4, 2022 Results on Feb 16, 2023Camtek Ltd. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 16, 2023Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: US$0.47 (vs US$0.42 in 3Q 2021)Third quarter 2022 results: EPS: US$0.47 (up from US$0.42 in 3Q 2021). Revenue: US$82.0m (up 16% from 3Q 2021). Net income: US$20.7m (up 12% from 3Q 2021). Profit margin: 25% (in line with 3Q 2021). Revenue is expected to decline by 4.5% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 08Camtek Ltd. to Report Q3, 2022 Results on Nov 17, 2022Camtek Ltd. announced that they will report Q3, 2022 results on Nov 17, 2022お知らせ • Oct 07Camtek Ltd., Annual General Meeting, Nov 10, 2022Camtek Ltd., Annual General Meeting, Nov 10, 2022, at 16:00 Israel Standard Time. Location: Ramat Gavriel Industrial Zone Migdal Israel Agenda: To consider and re-elect each of Messrs. Rafi Amit, Yotam Stern, Moty Ben Arie, I-Shih Tseng, Leo Huang and Ms. Orit Stav to serve as members of the Board of Directors of the Company; to consider and approve the re-appointment of Mr. Rafi Amit as Chairman of the Board of Directors, while continuing to serve as the Company's CEO; to consider and approve an amendment to the Company's Articles of Association; and to approve the re-appointment of Somekh Chaikin, a member firm of KPMG International, as the Company's independent auditor for the fiscal year ending December 31, 2022 and for the year commencing January 1, 2023 and until the next annual general meeting of shareholders, and to authorize the Company's Board of Directors, upon the recommendation of the Audit Committee, to set the annual compensation of the independent auditor in accordance with the volume and nature of its services.Buying Opportunity • Oct 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €28.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.7% in a year. Earnings is forecast to grow by 16% in the next year.お知らせ • Sep 19Camtek Ltd.(TASE:CAMT) dropped from FTSE All-World Index (USD)Camtek Ltd.(TASE:CAMT) dropped from FTSE All-World Index (USD)Reported Earnings • Sep 17Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.36 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (up from US$0.36 in 2Q 2021). Revenue: US$79.6m (up 18% from 2Q 2021). Net income: US$19.2m (up 23% from 2Q 2021). Profit margin: 24% (in line with 2Q 2021). Revenue is forecast to grow 49% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.36 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (up from US$0.36 in 2Q 2021). Revenue: US$79.6m (up 18% from 2Q 2021). Net income: US$19.2m (up 23% from 2Q 2021). Profit margin: 24% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 8.4%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 235% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share.お知らせ • Jul 12+ 1 more updateCamtek Ltd. to Report Q2, 2022 Results on Jul 27, 2022Camtek Ltd. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2022Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 13First quarter 2022 earnings released: EPS: US$0.42 (vs US$0.31 in 1Q 2021)First quarter 2022 results: EPS: US$0.42 (up from US$0.31 in 1Q 2021). Revenue: US$77.2m (up 35% from 1Q 2021). Net income: US$18.4m (up 38% from 1Q 2021). Profit margin: 24% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 05+ 1 more updateCamtek Ltd. Announces Revenue Guidance for the First Quarter of 2022Camtek Ltd. announced that its revenues for the first quarter exceeded expectations, and it expects to report first quarter revenues of approximately $77 million.Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.38 (up from US$0.55 in FY 2020). Revenue: US$269.7m (up 73% from FY 2020). Net income: US$60.3m (up 177% from FY 2020). Profit margin: 22% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.38 (up from US$0.55 in FY 2020). Revenue: US$269.7m (up 73% from FY 2020). Net income: US$60.3m (up 177% from FY 2020). Profit margin: 22% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 11Camtek Ltd. Provides Revenue Guidance for the First and Second Quarter of 2022Camtek Ltd. provided revenue guidance for the first and second quarter of 2022. With over $40 million of orders since the beginning of the year, management expects revenues in the first quarter of 2022 between $75-76 million with continued growth in the second quarter.お知らせ • Feb 01Camtek Ltd. to Report Q4, 2021 Results on Feb 10, 2022Camtek Ltd. announced that they will report Q4, 2021 results on Feb 10, 2022Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €35.20, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Semiconductor industry in Germany. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.72 per share.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to €41.80, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total returns to shareholders of 564% over the past three years.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$0.42 (vs US$0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$70.7m (up 76% from 3Q 2020). Net income: US$18.5m (up 207% from 3Q 2020). Profit margin: 26% (up from 15% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 16Second quarter 2021 earnings released: EPS US$0.36 (vs US$0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$67.5m (up 82% from 2Q 2020). Net income: US$15.7m (up 195% from 2Q 2020). Profit margin: 23% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.36 (vs US$0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$67.5m (up 82% from 2Q 2020). Net income: US$15.7m (up 195% from 2Q 2020). Profit margin: 23% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$25.60, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 36x in the Semiconductor industry in Germany. Total returns to shareholders of 275% over the past three years.Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$24.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 36x in the Semiconductor industry in Germany. Total returns to shareholders of 266% over the past three years.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$0.31 (vs US$0.072 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$57.4m (up 90% from 1Q 2020). Net income: US$13.4m (up 381% from 1Q 2020). Profit margin: 23% (up from 9.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29Camtek Ltd. Provides Earnings Guidance for the Full Year 2021Camtek Ltd. provides earnings guidance for the full year 2021. The company announced that 2021 is expected to be a record year in sales, growth and profitability.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$28.40, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 40x in the Semiconductor industry in Germany. Total returns to shareholders of 394% over the past three years.Reported Earnings • Mar 18Full year 2020 earnings released: EPS US$0.55 (vs US$0.55 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: US$155.9m (up 16% from FY 2019). Net income: US$21.8m (up 4.6% from FY 2019). Profit margin: 14% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Mar 16New 90-day high: €26.40The company is up 62% from a price of €16.30 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Semiconductor industry, which is up 16% over the same period.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$20.80, the stock is trading at a trailing P/E ratio of 49.9x, down from the previous P/E ratio of 60x. This compares to an average P/E of 81x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 303%.Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$0.55 (vs US$0.55 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: US$155.9m (up 16% from FY 2019). Net income: US$21.8m (up 4.6% from FY 2019). Profit margin: 14% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 32%, compared to a 17% growth forecast for the Semiconductor industry in Germany.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$22.80, the stock is trading at a trailing P/E ratio of 56.4x, up from the previous P/E ratio of 48.7x. This compares to an average P/E of 100x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 346%.Is New 90 Day High Low • Feb 06New 90-day high: €22.80The company is up 43% from its price of €16.00 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.93 per share.お知らせ • Jan 29Camtek Ltd. to Report Q4, 2020 Results on Feb 09, 2021Camtek Ltd. announced that they will report Q4, 2020 results on Feb 09, 2021お知らせ • Jan 12Camtek Inspection and Metrology Solutions Selected by A Leading Global IdmCamtek Ltd. announced that one of the world's top Integrated Circuits (IC) manufacturers recently selected Camtek's most advanced inspection and metrology equipment for its global fabrication sites. Following the selection, Camtek has already received initial multiple orders and expect additional business during 2021 and beyond. Camtek's most advanced Eagle 2D plus 3D model was chosen due to its unique combination of inspection and metrology, enhanced by cutting-edge algorithms and equipment modularity and flexibility. Camtek's solutions are expected to be implemented in the customer's development and production sites globally.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 32% share price gain to US$21.40, the stock is trading at a trailing P/E ratio of 47.4x, up from the previous P/E ratio of 35.8x. This compares to an average P/E of 69x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 300%.Is New 90 Day High Low • Dec 24New 90-day high: €17.30The company is up 41% from its price of €12.30 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.76 per share.株主還元CMZDE SemiconductorDE 市場7D-4.2%11.3%3.2%1Y138.2%128.0%2.5%株主還元を見る業界別リターン: CMZ過去 1 年間で128 % の収益を上げたGerman Semiconductor業界を上回りました。リターン対市場: CMZ過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is CMZ's price volatile compared to industry and market?CMZ volatilityCMZ Average Weekly Movement10.0%Semiconductor Industry Average Movement9.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: CMZの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CMZの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1987709Rafi Amitwww.camtek.comCamtek Ltd.は、子会社と共に半導体産業向けの検査・計測装置の開発・製造・販売を行っている。同社は、2D検査・計測機能を提供するシステム「Eagle-i」、優れた2D・3D検査・計測機能を同一プラットフォーム上で実現するソフトウェアとハードウェア技術を使用して高度なパッケージング市場に対応する「Eagle-AP」、ファンアウト・ウェハレベル・パッケージング・アプリケーションの課題に対応するパネル検査・計測システム「Golden Eagle」を提供している。また、ディープラーニング技術を活用したカラー画像の自動欠陥分類を提供し、手作業による検証を削減・排除する自動欠陥分類も開発している。さらに同社は、3Dパッケージングプロセスステップでのアプリケーションに対応したウェーハ計測ツールMicroProf AP、製造プロセスで構造化および非構造化ウェーハの検査を可能にする光学検査ツールMicroProf DI、フロントエンドのHVMファブに対応した2D/3Dウェーハ計測ツールMicroProf FE、ウェーハファウンドリ用に構成可能なウェーハ計測ツールMicroProf FS、一般的なパネルサイズへのハイブリッド計測アプリケーション用MicroProf PTを提供している；半導体、MEMS、サファイア、LED業界向けのマテリアルハンドリングユニットであるMicroProf MHU計測ツール、完全自動3D表面計測用の光学式表面計測ツールであるMicroProf TL、トポグラフィー、フィルムおよびサンプルの厚さを測定するユニバーサル表面計測ツールであるMicroProf 100、表面およびフィルムの非接触・非破壊特性評価用の計測装置であるMicroProf 200、品質保証、開発、製造用のSurfaceSensテクノロジーであるMicroProf 300。同社は、半導体メーカー、半導体組立とテストのアウトソーシング、集積デバイスメーカー、ウェハレベルパッケージングの下請け業者にサービスを提供している。Camtek Ltd.は1987年に設立され、イスラエルのMigdal Haemekに本社を置いている。もっと見るCamtek Ltd. 基礎のまとめCamtek の収益と売上を時価総額と比較するとどうか。CMZ 基礎統計学時価総額€6.64b収益（TTM）€41.41m売上高(TTM)€430.02m160.4xPER（株価収益率15.4xP/SレシオCMZ は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CMZ 損益計算書（TTM）収益US$499.09m売上原価US$244.71m売上総利益US$254.39mその他の費用US$206.33m収益US$48.06m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.04グロス・マージン50.97%純利益率9.63%有利子負債／自己資本比率71.5%CMZ の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 17:18終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Camtek Ltd. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Thomas O'MalleyBarclaysMichael ManiBofA Global ResearchCraig EllisB. Riley Securities, Inc.12 その他のアナリストを表示
お知らせ • May 13Camtek Ltd. Provides Revenue Guidance for the Second Quarter and Second Half 2026Camtek Ltd. provided revenue guidance for the second quarter and second half 2026. Based on Camtek's backlog and pipeline, guidance for the second quarter is for revenues between $129 million and $131 million. Expects a significant increase in second half 2026 with revenues expected to grow by over 25% versus first half 2026 revenues.
お知らせ • Apr 23Camtek Ltd. to Report Q1, 2026 Results on May 12, 2026Camtek Ltd. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
お知らせ • Apr 14Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer.Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer on April 14, 2026. The transaction is subject to customary closing conditions and is expected to close in the next few weeks. This acquisition will be highly accretive to Camtek’s long-term capabilities.
お知らせ • Feb 18Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2026Camtek Ltd. provided revenue guidance for the first quarter of 2026. Management expects first quarter 2026 revenues of around $120 million, with growth expected in the second quarter and more significant growth in the second half of 2026. Based on the backlog, pipeline of orders and discussion with customers, Camtek expects 2026 to be a double-digit growth year.
お知らせ • Feb 02Camtek Ltd. to Report Q4, 2025 Results on Feb 18, 2026Camtek Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 18, 2026
お知らせ • Nov 11Camtek Ltd. Provides Revenue Guidance for the Fourth Quarter and Full Year 2025Camtek Ltd. provided revenue guidance for the fourth quarter and full year 2025. Based on current orders, sales pipeline, and ongoing customer engagements, Management expects Fourth Quarter 2025 revenue to be around $127 million, representing annual 2025 revenues of $495 million, a record year for Camtek with expected strong growth of 15% over 2024. At this stage, the company expects that the revenues will be more second half weighted, following a somewhat slower start to the year.
お知らせ • May 13Camtek Ltd. Provides Revenue Guidance for the Second Quarter and Second Half 2026Camtek Ltd. provided revenue guidance for the second quarter and second half 2026. Based on Camtek's backlog and pipeline, guidance for the second quarter is for revenues between $129 million and $131 million. Expects a significant increase in second half 2026 with revenues expected to grow by over 25% versus first half 2026 revenues.
お知らせ • Apr 23Camtek Ltd. to Report Q1, 2026 Results on May 12, 2026Camtek Ltd. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026
お知らせ • Apr 14Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer.Camtek Ltd. (NasdaqGM:CAMT) signed a definitive agreement to acquire Visual Layer on April 14, 2026. The transaction is subject to customary closing conditions and is expected to close in the next few weeks. This acquisition will be highly accretive to Camtek’s long-term capabilities.
お知らせ • Feb 18Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2026Camtek Ltd. provided revenue guidance for the first quarter of 2026. Management expects first quarter 2026 revenues of around $120 million, with growth expected in the second quarter and more significant growth in the second half of 2026. Based on the backlog, pipeline of orders and discussion with customers, Camtek expects 2026 to be a double-digit growth year.
お知らせ • Feb 02Camtek Ltd. to Report Q4, 2025 Results on Feb 18, 2026Camtek Ltd. announced that they will report Q4, 2025 results Pre-Market on Feb 18, 2026
お知らせ • Nov 11Camtek Ltd. Provides Revenue Guidance for the Fourth Quarter and Full Year 2025Camtek Ltd. provided revenue guidance for the fourth quarter and full year 2025. Based on current orders, sales pipeline, and ongoing customer engagements, Management expects Fourth Quarter 2025 revenue to be around $127 million, representing annual 2025 revenues of $495 million, a record year for Camtek with expected strong growth of 15% over 2024. At this stage, the company expects that the revenues will be more second half weighted, following a somewhat slower start to the year.
お知らせ • Oct 30Camtek Ltd. to Report Q3, 2025 Results on Nov 10, 2025Camtek Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025
お知らせ • Jul 22Camtek Ltd. to Report Q2, 2025 Results on Aug 05, 2025Camtek Ltd. announced that they will report Q2, 2025 results on Aug 05, 2025
お知らせ • May 14Camtek Ltd. Provides Revenue Guidance for the Second Quarter of 2025Camtek Ltd. provided revenue guidance for the second quarter of 2025. For the quarter, the company expects continued growth in with revenue guidance of $120 million - $123 million, representing approximately a growth of 17-20%, year-over-year.
お知らせ • May 05Camtek Ltd. to Report Q1, 2025 Results on May 13, 2025Camtek Ltd. announced that they will report Q1, 2025 results on May 13, 2025
お知らせ • Mar 20Camtek Ltd., Annual General Meeting, Apr 29, 2025Camtek Ltd., Annual General Meeting, Apr 29, 2025. Location: at ramat gavriel industrial zone, migdal haemek, Israel
お知らせ • Feb 13Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2025Camtek Ltd. Provided Revenue Guidance for the First Quarter of 2025. For the quarter, the company expects revenue in the range of $118 million- $120 million, representing approximately a 23% increase over first quarter of 2024 revenues.
お知らせ • Feb 03Camtek Ltd. to Report Q4, 2024 Results on Feb 12, 2025Camtek Ltd. announced that they will report Q4, 2024 results on Feb 12, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: US$0.71 (vs US$0.49 in 3Q 2023)Third quarter 2024 results: EPS: US$0.71 (up from US$0.49 in 3Q 2023). Revenue: US$112.3m (up 40% from 3Q 2023). Net income: US$32.7m (up 48% from 3Q 2023). Profit margin: 29% (up from 27% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €81.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 106% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €66.49 per share.
お知らせ • Oct 30Camtek Ltd. to Report Q3, 2024 Results on Nov 12, 2024Camtek Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024
Buy Or Sell Opportunity • Oct 29Now 20% overvaluedOver the last 90 days, the stock has fallen 23% to €72.50. The fair value is estimated to be €60.34, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Buy Or Sell Opportunity • Oct 15Now 25% overvaluedOver the last 90 days, the stock has fallen 35% to €77.50. The fair value is estimated to be €61.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Buy Or Sell Opportunity • Sep 26Now 23% overvaluedOver the last 90 days, the stock has fallen 36% to €76.50. The fair value is estimated to be €62.35, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Sep 25Camtek Ltd Introduces 5th Generation of the Eagle SystemCamtek Ltd. announced the launch of the latest leading inspection system, the Eagle Generation-5 (Eagle G5), marking asignificant advancement in Camtek's inspection and metrology technological capabilities. The new system offers unparalleled wafer throughput coupled with improved optical resolution, meeting both current market demand and customers' future roadmap. Camtek's Eagle system is the advanced packaging standard solution for current and future 2D inspection and 3D metrology, targeted to applications such as HPC (high performance computing). CIS (CMOS image sensors), SiC (Silicon Carbide), and others. Camtek has already received orders for this system for 2025 deliveries.
Reported Earnings • Sep 16Second quarter 2024 earnings released: EPS: US$0.62 (vs US$0.42 in 2Q 2023)Second quarter 2024 results: EPS: US$0.62 (up from US$0.42 in 2Q 2023). Revenue: US$102.6m (up 39% from 2Q 2023). Net income: US$28.0m (up 51% from 2Q 2023). Profit margin: 27% (up from 25% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €68.50, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 107% over the past three years.
お知らせ • Aug 16Camtek Ltd., Annual General Meeting, Sep 25, 2024Camtek Ltd., Annual General Meeting, Sep 25, 2024. Location: at ramat gavriel industrial zone, migdal haemek, Israel
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.62 (vs US$0.42 in 2Q 2023)Second quarter 2024 results: EPS: US$0.62 (up from US$0.42 in 2Q 2023). Revenue: US$102.6m (up 39% from 2Q 2023). Net income: US$28.0m (up 51% from 2Q 2023). Profit margin: 27% (up from 25% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Jul 22Camtek Ltd. to Report Q2, 2024 Results on Aug 01, 2024Camtek Ltd. announced that they will report Q2, 2024 results on Aug 01, 2024
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €109, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 287% over the past three years.
Valuation Update With 7 Day Price Move • Jul 03Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €122, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 316% over the past three years.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €92.00, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 321% over the past three years.
Reported Earnings • May 10First quarter 2024 earnings released: EPS: US$0.55 (vs US$0.39 in 1Q 2023)First quarter 2024 results: EPS: US$0.55 (up from US$0.39 in 1Q 2023). Revenue: US$97.0m (up 34% from 1Q 2023). Net income: US$24.8m (up 44% from 1Q 2023). Profit margin: 26% (up from 24% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 26Camtek Ltd. to Report Q1, 2024 Results on May 09, 2024Camtek Ltd. announced that they will report Q1, 2024 results on May 09, 2024
Upcoming Dividend • Mar 27Upcoming dividend of US$1.33 per shareEligible shareholders must have bought the stock before 03 April 2024. Payment date: 18 April 2024. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Mar 22Full year 2023 earnings released: EPS: US$1.76 (vs US$1.81 in FY 2022)Full year 2023 results: EPS: US$1.76 (down from US$1.81 in FY 2022). Revenue: US$315.4m (down 1.7% from FY 2022). Net income: US$78.6m (down 1.6% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 21Full year 2023 earnings released: EPS: US$1.76 (vs US$1.81 in FY 2022)Full year 2023 results: EPS: US$1.76 (down from US$1.81 in FY 2022). Revenue: US$315.4m (down 1.7% from FY 2022). Net income: US$78.6m (down 1.6% from FY 2022). Profit margin: 25% (in line with FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 20Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2024Camtek Ltd. provided revenue guidance for the first quarter of 2024. For the quarter, the company expects revenues between $93 million to 95 million, representing a mid-point 30% increase over the first quarter of 2023, with further growth leading to a year of record revenue for Camtek.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €84.00, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 272% over the past three years.
お知らせ • Feb 08Camtek Ltd. to Report Q4, 2023 Results on Feb 20, 2024Camtek Ltd. announced that they will report Q4, 2023 results on Feb 20, 2024
Reported Earnings • Nov 15Third quarter 2023 earnings released: EPS: US$0.49 (vs US$0.47 in 3Q 2022)Third quarter 2023 results: EPS: US$0.49 (up from US$0.47 in 3Q 2022). Revenue: US$80.5m (down 1.9% from 3Q 2022). Net income: US$22.1m (up 6.5% from 3Q 2022). Profit margin: 27% (up from 25% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 15Camtek Ltd., Annual General Meeting, Dec 21, 2023Camtek Ltd., Annual General Meeting, Dec 21, 2023, at 16:00 Israel Standard Time. Location: at the Company’s offices at Ramat Gavriel Industrial Zone Migdal Ha’Emek Israel Agenda: To consider and re-elect each of Messrs. Rafi Amit, Yotam Stern, Moty Ben-Arie, I-Shih Tseng, Leo Huang and Ms. Orit Stav to serve as members of the Board of Directors of the Company; to consider and re-approve the grant of Indemnification and Exemption Letters to Rafi Amit, the Company’s CEO, Yotam Stern, a director and Leo Huang, a director; approve an amendment to the Company’s Compensation Policy with respect to the adoption by the Company of a Clawback Policy; and to consider and approve the re-appointment of Somekh Chaikin, a member firm of KPMG International, as the Company’s independent auditor for the fiscal year ending December 31, 2023, for the year commencing January 1, 2024.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €59.50, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 277% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.41 per share.
お知らせ • Nov 02Camtek Ltd. (NasdaqGM:CAMT) completed the acquisition of FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM).Camtek Ltd. (NasdaqGM:CAMT) signed an agreement to acquire FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) for $100 million on September 18, 2023. The transaction has already received clearance of the transactions under the German foreign direct investment laws. The transaction is expected to close in Q4 2023, subject to the satisfaction of customary closing conditions. Camtek Ltd. (NasdaqGM:CAMT) completed the acquisition of FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) on November 1, 2023.
お知らせ • Oct 25Camtek Ltd. to Report Q3, 2023 Results on Nov 14, 2023Camtek Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023
Valuation Update With 7 Day Price Move • Oct 20Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €47.80, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 217% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €38.25 per share.
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Sep 29Second quarter 2023 earnings released: EPS: US$0.42 (vs US$0.44 in 2Q 2022)Second quarter 2023 results: EPS: US$0.42 (down from US$0.44 in 2Q 2022). Revenue: US$73.8m (down 7.3% from 2Q 2022). Net income: US$18.5m (down 3.4% from 2Q 2022). Profit margin: 25% (up from 24% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 20Camtek Ltd. (NasdaqGM:CAMT) signed an agreement to acquire FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) for $100 million.Camtek Ltd. (NasdaqGM:CAMT) signed an agreement to acquire FRT GmbH from FormFactor, Inc. (NasdaqGS:FORM) for $100 million on September 18, 2023. The transaction has already received clearance of the transactions under the German foreign direct investment laws. The transaction is expected to close in Q4 2023, subject to the satisfaction of customary closing conditions.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €49.00, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 271% over the past three years.
お知らせ • Aug 01Camtek Ltd. Provides Revenue Guidance for the Third Quarter of 2023Camtek Ltd. announced that the Management expects third quarter 2023 revenues to be $77 million - $79 million with continued growth in the fourth quarter and into 2024.
Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: US$0.42 (vs US$0.44 in 2Q 2022)Second quarter 2023 results: EPS: US$0.42 (down from US$0.44 in 2Q 2022). Revenue: US$73.8m (down 7.3% from 2Q 2022). Net income: US$18.5m (down 3.4% from 2Q 2022). Profit margin: 25% (up from 24% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 25Camtek Ltd. to Report Q2, 2023 Results on Jul 31, 2023Camtek Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €35.40, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 203% over the past three years.
New Risk • Jul 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jul 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €33.00, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 206% over the past three years.
お知らせ • May 11Camtek Ltd. Reports Revenue Guidance for the Second Quarter of 2023Camtek Ltd. reported revenue guidance for the second quarter of 2023. For the second quarter, management expects similar level of revenues as achieved in the first quarter.
Reported Earnings • Mar 24Full year 2022 earnings released: EPS: US$1.81 (vs US$1.38 in FY 2021)Full year 2022 results: EPS: US$1.81 (up from US$1.38 in FY 2021). Revenue: US$320.9m (up 19% from FY 2021). Net income: US$79.9m (up 33% from FY 2021). Profit margin: 25% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 50% per year.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$1.81 (vs US$1.38 in FY 2021)Full year 2022 results: EPS: US$1.81 (up from US$1.38 in FY 2021). Revenue: US$320.9m (up 19% from FY 2021). Net income: US$79.9m (up 33% from FY 2021). Profit margin: 25% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17Camtek Ltd. Provides Revenue Guidance for the First Quarter of 2023Camtek Ltd. provides revenue guidance for the first quarter of 2023. The company expects revenues in the first quarter of 2023 between $71 million - $74 million, representing a mid-point 6% decline from the first quarter of 2022.
お知らせ • Feb 07Camtek Ltd. to Report Q4, 2022 Results on Feb 16, 2023Camtek Ltd. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 16, 2023
Reported Earnings • Nov 18Third quarter 2022 earnings released: EPS: US$0.47 (vs US$0.42 in 3Q 2021)Third quarter 2022 results: EPS: US$0.47 (up from US$0.42 in 3Q 2021). Revenue: US$82.0m (up 16% from 3Q 2021). Net income: US$20.7m (up 12% from 3Q 2021). Profit margin: 25% (in line with 3Q 2021). Revenue is expected to decline by 4.5% p.a. on average during the next 2 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.6%. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 08Camtek Ltd. to Report Q3, 2022 Results on Nov 17, 2022Camtek Ltd. announced that they will report Q3, 2022 results on Nov 17, 2022
お知らせ • Oct 07Camtek Ltd., Annual General Meeting, Nov 10, 2022Camtek Ltd., Annual General Meeting, Nov 10, 2022, at 16:00 Israel Standard Time. Location: Ramat Gavriel Industrial Zone Migdal Israel Agenda: To consider and re-elect each of Messrs. Rafi Amit, Yotam Stern, Moty Ben Arie, I-Shih Tseng, Leo Huang and Ms. Orit Stav to serve as members of the Board of Directors of the Company; to consider and approve the re-appointment of Mr. Rafi Amit as Chairman of the Board of Directors, while continuing to serve as the Company's CEO; to consider and approve an amendment to the Company's Articles of Association; and to approve the re-appointment of Somekh Chaikin, a member firm of KPMG International, as the Company's independent auditor for the fiscal year ending December 31, 2022 and for the year commencing January 1, 2023 and until the next annual general meeting of shareholders, and to authorize the Company's Board of Directors, upon the recommendation of the Audit Committee, to set the annual compensation of the independent auditor in accordance with the volume and nature of its services.
Buying Opportunity • Oct 01Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 2.7%. The fair value is estimated to be €28.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.7% in a year. Earnings is forecast to grow by 16% in the next year.
お知らせ • Sep 19Camtek Ltd.(TASE:CAMT) dropped from FTSE All-World Index (USD)Camtek Ltd.(TASE:CAMT) dropped from FTSE All-World Index (USD)
Reported Earnings • Sep 17Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.36 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (up from US$0.36 in 2Q 2021). Revenue: US$79.6m (up 18% from 2Q 2021). Net income: US$19.2m (up 23% from 2Q 2021). Profit margin: 24% (in line with 2Q 2021). Revenue is forecast to grow 49% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.36 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (up from US$0.36 in 2Q 2021). Revenue: US$79.6m (up 18% from 2Q 2021). Net income: US$19.2m (up 23% from 2Q 2021). Profit margin: 24% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 8.4%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year and the company’s share price has also increased by 44% per year.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €28.60, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 235% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.73 per share.
お知らせ • Jul 12+ 1 more updateCamtek Ltd. to Report Q2, 2022 Results on Jul 27, 2022Camtek Ltd. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 27, 2022
Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Orit Stav was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 13First quarter 2022 earnings released: EPS: US$0.42 (vs US$0.31 in 1Q 2021)First quarter 2022 results: EPS: US$0.42 (up from US$0.31 in 1Q 2021). Revenue: US$77.2m (up 35% from 1Q 2021). Net income: US$18.4m (up 38% from 1Q 2021). Profit margin: 24% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 05+ 1 more updateCamtek Ltd. Announces Revenue Guidance for the First Quarter of 2022Camtek Ltd. announced that its revenues for the first quarter exceeded expectations, and it expects to report first quarter revenues of approximately $77 million.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.38 (up from US$0.55 in FY 2020). Revenue: US$269.7m (up 73% from FY 2020). Net income: US$60.3m (up 177% from FY 2020). Profit margin: 22% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.38 (up from US$0.55 in FY 2020). Revenue: US$269.7m (up 73% from FY 2020). Net income: US$60.3m (up 177% from FY 2020). Profit margin: 22% (up from 14% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 11Camtek Ltd. Provides Revenue Guidance for the First and Second Quarter of 2022Camtek Ltd. provided revenue guidance for the first and second quarter of 2022. With over $40 million of orders since the beginning of the year, management expects revenues in the first quarter of 2022 between $75-76 million with continued growth in the second quarter.
お知らせ • Feb 01Camtek Ltd. to Report Q4, 2021 Results on Feb 10, 2022Camtek Ltd. announced that they will report Q4, 2021 results on Feb 10, 2022
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €35.20, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 25x in the Semiconductor industry in Germany. Total returns to shareholders of 485% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.72 per share.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 16% share price gain to €41.80, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total returns to shareholders of 564% over the past three years.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$0.42 (vs US$0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$70.7m (up 76% from 3Q 2020). Net income: US$18.5m (up 207% from 3Q 2020). Profit margin: 26% (up from 15% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 16Second quarter 2021 earnings released: EPS US$0.36 (vs US$0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$67.5m (up 82% from 2Q 2020). Net income: US$15.7m (up 195% from 2Q 2020). Profit margin: 23% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 72% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$0.36 (vs US$0.14 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$67.5m (up 82% from 2Q 2020). Net income: US$15.7m (up 195% from 2Q 2020). Profit margin: 23% (up from 14% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$25.60, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 36x in the Semiconductor industry in Germany. Total returns to shareholders of 275% over the past three years.
Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$24.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 36x in the Semiconductor industry in Germany. Total returns to shareholders of 266% over the past three years.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$0.31 (vs US$0.072 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$57.4m (up 90% from 1Q 2020). Net income: US$13.4m (up 381% from 1Q 2020). Profit margin: 23% (up from 9.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 70% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29Camtek Ltd. Provides Earnings Guidance for the Full Year 2021Camtek Ltd. provides earnings guidance for the full year 2021. The company announced that 2021 is expected to be a record year in sales, growth and profitability.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$28.40, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 40x in the Semiconductor industry in Germany. Total returns to shareholders of 394% over the past three years.
Reported Earnings • Mar 18Full year 2020 earnings released: EPS US$0.55 (vs US$0.55 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: US$155.9m (up 16% from FY 2019). Net income: US$21.8m (up 4.6% from FY 2019). Profit margin: 14% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Mar 16New 90-day high: €26.40The company is up 62% from a price of €16.30 on 16 December 2020. Outperformed the German market which is up 9.0% over the last 90 days. Exceeded the Semiconductor industry, which is up 16% over the same period.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to US$20.80, the stock is trading at a trailing P/E ratio of 49.9x, down from the previous P/E ratio of 60x. This compares to an average P/E of 81x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 303%.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$0.55 (vs US$0.55 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: US$155.9m (up 16% from FY 2019). Net income: US$21.8m (up 4.6% from FY 2019). Profit margin: 14% (down from 16% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 32%, compared to a 17% growth forecast for the Semiconductor industry in Germany.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$22.80, the stock is trading at a trailing P/E ratio of 56.4x, up from the previous P/E ratio of 48.7x. This compares to an average P/E of 100x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 346%.
Is New 90 Day High Low • Feb 06New 90-day high: €22.80The company is up 43% from its price of €16.00 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.93 per share.
お知らせ • Jan 29Camtek Ltd. to Report Q4, 2020 Results on Feb 09, 2021Camtek Ltd. announced that they will report Q4, 2020 results on Feb 09, 2021
お知らせ • Jan 12Camtek Inspection and Metrology Solutions Selected by A Leading Global IdmCamtek Ltd. announced that one of the world's top Integrated Circuits (IC) manufacturers recently selected Camtek's most advanced inspection and metrology equipment for its global fabrication sites. Following the selection, Camtek has already received initial multiple orders and expect additional business during 2021 and beyond. Camtek's most advanced Eagle 2D plus 3D model was chosen due to its unique combination of inspection and metrology, enhanced by cutting-edge algorithms and equipment modularity and flexibility. Camtek's solutions are expected to be implemented in the customer's development and production sites globally.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improved over the past weekAfter last week's 32% share price gain to US$21.40, the stock is trading at a trailing P/E ratio of 47.4x, up from the previous P/E ratio of 35.8x. This compares to an average P/E of 69x in the Semiconductor industry in Germany. Total returns to shareholders over the past three years are 300%.
Is New 90 Day High Low • Dec 24New 90-day high: €17.30The company is up 41% from its price of €12.30 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 35% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.76 per share.
