Camtek Ltd.

NasdaqGM:CAMT 株式レポート

時価総額：US$8.5b

Camtek 将来の成長

Future 基準チェック /56

Camtek利益と収益がそれぞれ年間44.3%と13.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.4% 32.6%なると予測されています。

主要情報

44.3%

収益成長率

32.60%

EPS成長率

Semiconductor 収益成長26.1%
収益成長率13.6%
将来の株主資本利益率20.43%
アナリストカバレッジ

Good

最終更新日20 Apr 2026

今後の成長に関する最新情報

Recent updates

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.

Camtek: An Enticing HBM Opportunity, But Better Off On The Watchlist For Now

Apr 14

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.

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.

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.

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.

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.

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.

Optimistic Investors Push Camtek Ltd. (NASDAQ:CAMT) Shares Up 30% But Growth Is Lacking

Jan 16
Optimistic Investors Push Camtek Ltd. (NASDAQ:CAMT) Shares Up 30% But Growth Is Lacking

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.

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.

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.

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.

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.

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.

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.

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.

What Camtek Ltd.'s (NASDAQ:CAMT) 27% Share Price Gain Is Not Telling You

Sep 28
What Camtek Ltd.'s (NASDAQ:CAMT) 27% Share Price Gain Is Not Telling You

What Does Camtek Ltd.'s (NASDAQ:CAMT) Share Price Indicate?

Sep 13
What Does Camtek Ltd.'s (NASDAQ:CAMT) Share Price Indicate?

Is Now The Time To Put Camtek (NASDAQ:CAMT) On Your Watchlist?

Aug 29
Is Now The Time To Put Camtek (NASDAQ:CAMT) On Your Watchlist?

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.

Return Trends At Camtek (NASDAQ:CAMT) Aren't Appealing

Jul 10
Return Trends At Camtek (NASDAQ:CAMT) Aren't Appealing

Camtek Ltd.'s (NASDAQ:CAMT) 25% Price Boost Is Out Of Tune With Earnings

Jun 25
Camtek Ltd.'s (NASDAQ:CAMT) 25% Price Boost Is Out Of Tune With Earnings

Camtek (NASDAQ:CAMT) Has A Rock Solid Balance Sheet

Jun 15
Camtek (NASDAQ:CAMT) Has A Rock Solid Balance Sheet

Camtek: Strong Focus In HPC Market

Apr 10

Camtek: Hidden Gem In The Semiconductor Industry

Feb 13

Camtek: Pullback On China Fear Giving A Second Chance

Oct 09
User avatar

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.

Camtek: Momentum Reverses, Across The Sector

Aug 06

Camtek: Potential Threat From Emerging China Chip Tool Market

Apr 22

Camtek: Inspecting The Semi Inspection Play

Feb 07

業績と収益の成長予測

NasdaqGM:CAMT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287873151791955
12/31/202766320917023311
12/31/202655915914311411
12/31/202549651127142N/A
9/30/202548548N/AN/AN/A
6/30/20254721348899N/A
3/31/2025451128N/AN/AN/A
12/31/2024429119112122N/A
9/30/2024401106N/AN/AN/A
6/30/202436996108117N/A
3/31/202434086N/AN/AN/A
12/31/2023315797179N/A
9/30/202330980N/AN/AN/A
6/30/2023310786878N/A
3/31/202331679N/AN/AN/A
12/31/2022321805058N/A
9/30/202231371N/AN/AN/A
6/30/2022302694551N/A
3/31/202228965N/AN/AN/A
12/31/2021270605761N/A
9/30/2021244554447N/A
6/30/2021213433336N/A
3/31/202118332N/AN/AN/A
12/31/2020156222326N/A
9/30/2020140192224N/A
6/30/2020133172224N/A
3/31/202013018N/AN/AN/A
12/31/2019134212325N/A
9/30/201913422N/AN/AN/A
6/30/201913423N/A28N/A
3/31/201913021N/AN/AN/A
12/31/201812319N/A17N/A
9/30/201811616N/AN/AN/A
6/30/201810714N/A-6N/A
3/31/20181004N/AN/AN/A
12/31/2017932N/A2N/A
9/30/20171193N/AN/AN/A
6/30/201786-4N/A-2N/A
3/31/20171146N/A-7N/A
12/31/2016791N/A-17N/A
9/30/2016106-9N/AN/AN/A
6/30/201689-11N/A2N/A
3/31/201694-11N/AN/AN/A
12/31/201569-13N/A2N/A
9/30/2015942N/AN/AN/A
6/30/2015901N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: CAMTの予測収益成長率 (年間44.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CAMTの収益 ( 44.3% ) はUS市場 ( 16.1% ) よりも速いペースで成長すると予測されています。

高成長収益: CAMTの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: CAMTの収益 ( 13.6% ) US市場 ( 11.3% ) よりも速いペースで成長すると予測されています。

高い収益成長: CAMTの収益 ( 13.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CAMTの 自己資本利益率 は、3年後には高くなると予測されています ( 20.4 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/05 21:27
終値2026/05/05 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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'MalleyBarclays
Michael ManiBofA Global Research
Craig EllisB. Riley Securities, Inc.