View ValuationCamtek 향후 성장Future 기준 점검 5/6Camtek (는) 각각 연간 50.4% 및 15% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.2% 로 예상됩니다.핵심 정보50.4%이익 성장률28.40%EPS 성장률Semiconductor 이익 성장30.4%매출 성장률15.0%향후 자기자본이익률20.18%애널리스트 커버리지Good마지막 업데이트22 Jul 2026최근 향후 성장 업데이트공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.모든 업데이트 보기Recent updates공고 • Jul 20Camtek Ltd. to Report Q2, 2026 Results on Aug 10, 2026Camtek Ltd. announced that they will report Q2, 2026 results on Aug 10, 2026공고 • Jun 25Camtek Ltd., Annual General Meeting, Jul 29, 2026Camtek Ltd., Annual General Meeting, Jul 29, 2026. Location: ramat gavriel industrial zone, migdal haemek, IsraelReported Earnings • May 13First quarter 2026 earnings released: EPS: US$0.68 (vs US$0.75 in 1Q 2025)First quarter 2026 results: EPS: US$0.68 (down from US$0.75 in 1Q 2025). Revenue: US$121.7m (up 2.5% from 1Q 2025). Net income: US$31.6m (down 7.8% from 1Q 2025). Profit margin: 26% (down from 29% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.공고 • 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.공고 • 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, 2026공고 • 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.Reported Earnings • Feb 21Full year 2025 earnings released: EPS: US$1.11 (vs US$2.62 in FY 2024)Full year 2025 results: EPS: US$1.11 (down from US$2.62 in FY 2024). Revenue: US$496.1m (up 16% from FY 2024). Net income: US$50.7m (down 57% from FY 2024). Profit margin: 10% (down from 28% in FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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.공고 • 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, 2026New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (9.9% net profit margin).Reported Earnings • Nov 11Third quarter 2025 earnings released: US$1.16 loss per share (vs US$0.71 profit in 3Q 2024)Third quarter 2025 results: US$1.16 loss per share (down from US$0.71 profit in 3Q 2024). Revenue: US$126.0m (up 12% from 3Q 2024). Net loss: US$53.2m (down 262% from profit in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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.공고 • Oct 30Camtek Ltd. to Report Q3, 2025 Results on Nov 10, 2025Camtek Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₪333, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Semiconductor industry in Asia. Total returns to shareholders of 302% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪153 per share.Reported Earnings • Sep 14Second quarter 2025 earnings released: EPS: US$0.74 (vs US$0.62 in 2Q 2024)Second quarter 2025 results: EPS: US$0.74 (up from US$0.62 in 2Q 2024). Revenue: US$123.3m (up 20% from 2Q 2024). Net income: US$33.7m (up 21% from 2Q 2024). Profit margin: 27% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. 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 46% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.74 (vs US$0.62 in 2Q 2024)Second quarter 2025 results: EPS: US$0.74 (up from US$0.62 in 2Q 2024). Revenue: US$123.3m (up 20% from 2Q 2024). Net income: US$33.7m (up 21% from 2Q 2024). Profit margin: 27% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Asia. 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 47% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jul 22Camtek Ltd. to Report Q2, 2025 Results on Aug 05, 2025Camtek Ltd. announced that they will report Q2, 2025 results on Aug 05, 2025Reported Earnings • May 14First quarter 2025 earnings released: EPS: US$0.75 (vs US$0.55 in 1Q 2024)First quarter 2025 results: EPS: US$0.75 (up from US$0.55 in 1Q 2024). Revenue: US$118.6m (up 22% from 1Q 2024). Net income: US$34.3m (up 38% from 1Q 2024). Profit margin: 29% (up from 26% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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.공고 • May 05Camtek Ltd. to Report Q1, 2025 Results on May 13, 2025Camtek Ltd. announced that they will report Q1, 2025 results on May 13, 2025Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪213, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪133 per share.Reported Earnings • Mar 20Full year 2024 earnings released: EPS: US$2.62 (vs US$1.76 in FY 2023)Full year 2024 results: EPS: US$2.62 (up from US$1.76 in FY 2023). Revenue: US$429.2m (up 36% from FY 2023). Net income: US$118.5m (up 51% from FY 2023). Profit margin: 28% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.공고 • Mar 20Camtek Ltd., Annual General Meeting, Apr 29, 2025Camtek Ltd., Annual General Meeting, Apr 29, 2025. Location: at ramat gavriel industrial zone, migdal haemek, IsraelReported Earnings • Feb 15Full year 2024 earnings released: EPS: US$2.62 (vs US$1.76 in FY 2023)Full year 2024 results: EPS: US$2.62 (up from US$1.76 in FY 2023). Revenue: US$429.2m (up 36% from FY 2023). Net income: US$118.5m (up 51% from FY 2023). Profit margin: 28% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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.공고 • Feb 03Camtek Ltd. to Report Q4, 2024 Results on Feb 12, 2025Camtek Ltd. announced that they will report Q4, 2024 results on Feb 12, 2025Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪371, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 21x in the Semiconductor industry in Asia. Total returns to shareholders of 236% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪228 per share.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪308, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 128% over the past three years.Reported Earnings • Nov 13Third 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 19% growth forecast for the Semiconductor industry in Asia. 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 30% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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 30Now 23% overvaluedOver the last 90 days, the stock has fallen 19% to ₪309. The fair value is estimated to be ₪252, 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 13Now 23% overvaluedOver the last 90 days, the stock has fallen 33% to ₪319. The fair value is estimated to be ₪260, 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 27Now 25% overvaluedOver the last 90 days, the stock has fallen 32% to ₪317. The fair value is estimated to be ₪253, 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.공고 • 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 18% growth forecast for the Semiconductor industry in Asia. 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 30% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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 03Second 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 18% growth forecast for the Semiconductor industry in Asia. 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 43% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪402, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total returns to shareholders of 255% 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 17% growth forecast for the Semiconductor industry in Asia. 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 56% per year, which means it is tracking significantly ahead of earnings growth.공고 • Apr 26Camtek Ltd. to Report Q1, 2024 Results on May 09, 2024Camtek Ltd. announced that they will report Q1, 2024 results on May 09, 2024New Risk • Mar 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 6.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).Reported Earnings • Mar 23Full 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 17% growth forecast for the Semiconductor industry in Asia. 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.New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.0% 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.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 17% growth forecast for the Semiconductor industry in Asia. 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 49% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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.공고 • Feb 08Camtek Ltd. to Report Q4, 2023 Results on Feb 20, 2024Camtek Ltd. announced that they will report Q4, 2023 results on Feb 20, 2024공고 • 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.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 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Asia. 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 56% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪254, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 23x in the Semiconductor industry in Asia. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪161 per share.공고 • 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.공고 • Oct 25Camtek Ltd. to Report Q3, 2023 Results on Nov 14, 2023Camtek Ltd. announced that they will report Q3, 2023 results on Nov 14, 2023Board 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 30Second 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 17% growth forecast for the Semiconductor industry in Asia. 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 59% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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 16%After last week's 16% share price gain to ₪197, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Semiconductor industry in Asia. Total returns to shareholders of 270% over the past three years.공고 • 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 16% growth forecast for the Semiconductor industry in Asia. 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 47% per year, which means it is tracking significantly ahead of earnings growth.공고 • 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 20%After last week's 20% share price gain to ₪152, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total returns to shareholders of 220% over the past three years.New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.3% 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 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪133, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total returns to shareholders of 210% over the past three years.공고 • 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 25Full 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 15% growth forecast for the Semiconductor industry in Asia. 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 48% per year.Reported Earnings • Feb 18Full 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 14% growth forecast for the Semiconductor industry in Asia. 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.공고 • 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.공고 • 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 Asia are expected to grow by 16%. 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 34% 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.Buying Opportunity • Sep 27Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₪105, 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.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 33% growth forecast for the industry in Israel. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 40% per year.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₪104, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 208% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪98.51 per share.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 31% growth forecast for the industry in Israel. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 42% per year.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 35% growth forecast for the industry in Israel. 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 46% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 12Full 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 34% growth forecast for the industry in Israel. 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 55% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₪112, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 341% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪104 per share.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 62% 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 66% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₪132, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 271% over the past three years.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 54% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$107, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 275% 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 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$105, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 384% 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 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$104, the stock trades at a trailing P/E ratio of 57.5x, up from the previous P/E ratio of 47.9x. Average P/E is 30x in the Semiconductor industry in Asia. Total returns to shareholders over the past three years are 359%.Is New 90 Day High Low • Mar 02New 90-day high: ₪98.05The company is up 61% from its price of ₪60.84 on 02 December 2020. The Israeli market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪32.08 per share.Reported Earnings • Feb 11Full 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 59% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 32%, compared to a 24% growth forecast for the Semiconductor industry in Israel.Is New 90 Day High Low • Feb 03New 90-day high: ₪83.68The company is up 31% from its price of ₪63.92 on 04 November 2020. The Israeli market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪19.28 per share.Is New 90 Day High Low • Jan 13New 90-day high: ₪75.20The company is up 22% from its price of ₪61.82 on 15 October 2020. The Israeli market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪18.25 per share.Is New 90 Day High Low • Dec 28New 90-day high: ₪69.28The company is up 29% from its price of ₪53.66 on 29 September 2020. The Israeli market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪18.70 per share.Is New 90 Day High Low • Dec 09New 90-day high: ₪68.42The company is up 37% from its price of ₪50.06 on 10 September 2020. The Israeli market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪16.20 per share.Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS US$0.15The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$40.1m (up 23% from 3Q 2019). Net income: US$6.02m (up 45% from 3Q 2019). Profit margin: 15% (up from 13% in 3Q 2019). The increase in margin was driven by higher revenue. 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 43% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Nov 19Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 13%, compared to a 20% growth forecast for the Semiconductor industry in Israel.Is New 90 Day High Low • Nov 06New 90-day high: ₪67.75The company is up 24% from its price of ₪54.73 on 06 August 2020. The Israeli market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪29.84 per share.Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$18.7m, down 15% from the prior year. Total revenue was US$140.4m over the last 12 months, up 4.8% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.6% at US$40.1m. Revenue is forecast to grow 11% over the next year, compared to a 20% growth forecast for the Semiconductor industry in Israel.공고 • Oct 04Camtek Ltd. Receives Orders Totaling $15 Million for Front-End Macro Inspection from Two Large ManufacturersCamtek Ltd. announced that it received orders amounting to $15 million for systems serving front-end macro inspection applications from two large manufacturers. These orders for Camtek's latest Eagle model are expected to be installed during the fourth quarter of 2020 and the first quarter of 2021.이익 및 매출 성장 예측TASE:CAMT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028790316165N/A612/31/2027698220200N/A1112/31/2026571164111N/A113/31/202649948N/AN/AN/A12/31/202549651127142N/A9/30/202548548N/AN/AN/A6/30/20254721348899N/A3/31/2025451128N/AN/AN/A12/31/2024429119112122N/A9/30/2024401106N/AN/AN/A6/30/202436996108117N/A3/31/202434086N/AN/AN/A12/31/2023315797179N/A9/30/202330980N/AN/AN/A6/30/2023310786878N/A3/31/202331679N/AN/AN/A12/31/2022321805058N/A9/30/202231371N/AN/AN/A6/30/2022302694551N/A3/31/202228965N/AN/AN/A12/31/2021270605761N/A9/30/2021244554447N/A6/30/2021213433336N/A3/31/202118332N/AN/AN/A12/31/2020156222326N/A9/30/2020140192224N/A6/30/2020133172224N/A3/31/202013018N/AN/AN/A12/31/201913421N/A25N/A9/30/201913422N/AN/AN/A6/30/201913423N/A28N/A3/31/201913021N/AN/AN/A12/31/201812319N/A17N/A9/30/201811616N/AN/AN/A6/30/201810714N/A-6N/A3/31/20181004N/AN/AN/A12/31/2017932N/A2N/A9/30/20171193N/AN/AN/A6/30/201786-4N/A-2N/A3/31/20171146N/A-7N/A12/31/2016791N/A-17N/A9/30/2016106-9N/AN/AN/A6/30/201689-11N/A2N/A3/31/201694-11N/AN/AN/A12/31/201569-13N/A2N/A9/30/2015942N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: CAMT 의 연간 예상 수익 증가율(50.4%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: CAMT 의 연간 수익(50.4%)이 IL 시장(13.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: CAMT 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: CAMT 의 수익(연간 15%)이 IL 시장(연간 9.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: CAMT 의 수익(연간 15%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: CAMT의 자본 수익률은 3년 후 20.2%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 02:10종가2026/07/31 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Camtek Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Thomas O'MalleyBarclaysMichael ManiBofA Global ResearchCraig EllisB. Riley Securities, Inc.11명의 분석가 더 보기
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • Jul 20Camtek Ltd. to Report Q2, 2026 Results on Aug 10, 2026Camtek Ltd. announced that they will report Q2, 2026 results on Aug 10, 2026
공고 • Jun 25Camtek Ltd., Annual General Meeting, Jul 29, 2026Camtek Ltd., Annual General Meeting, Jul 29, 2026. Location: ramat gavriel industrial zone, migdal haemek, Israel
Reported Earnings • May 13First quarter 2026 earnings released: EPS: US$0.68 (vs US$0.75 in 1Q 2025)First quarter 2026 results: EPS: US$0.68 (down from US$0.75 in 1Q 2025). Revenue: US$121.7m (up 2.5% from 1Q 2025). Net income: US$31.6m (down 7.8% from 1Q 2025). Profit margin: 26% (down from 29% in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 25% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 68% per year, which means it is well ahead of earnings.
공고 • 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.
공고 • 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
공고 • 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.
Reported Earnings • Feb 21Full year 2025 earnings released: EPS: US$1.11 (vs US$2.62 in FY 2024)Full year 2025 results: EPS: US$1.11 (down from US$2.62 in FY 2024). Revenue: US$496.1m (up 16% from FY 2024). Net income: US$50.7m (down 57% from FY 2024). Profit margin: 10% (down from 28% in FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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.
공고 • 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
New Risk • Nov 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.9% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (9.9% net profit margin).
Reported Earnings • Nov 11Third quarter 2025 earnings released: US$1.16 loss per share (vs US$0.71 profit in 3Q 2024)Third quarter 2025 results: US$1.16 loss per share (down from US$0.71 profit in 3Q 2024). Revenue: US$126.0m (up 12% from 3Q 2024). Net loss: US$53.2m (down 262% from profit in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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.
공고 • 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
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₪333, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 27x in the Semiconductor industry in Asia. Total returns to shareholders of 302% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪153 per share.
Reported Earnings • Sep 14Second quarter 2025 earnings released: EPS: US$0.74 (vs US$0.62 in 2Q 2024)Second quarter 2025 results: EPS: US$0.74 (up from US$0.62 in 2Q 2024). Revenue: US$123.3m (up 20% from 2Q 2024). Net income: US$33.7m (up 21% from 2Q 2024). Profit margin: 27% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. 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 46% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$0.74 (vs US$0.62 in 2Q 2024)Second quarter 2025 results: EPS: US$0.74 (up from US$0.62 in 2Q 2024). Revenue: US$123.3m (up 20% from 2Q 2024). Net income: US$33.7m (up 21% from 2Q 2024). Profit margin: 27% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Asia. 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 47% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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
Reported Earnings • May 14First quarter 2025 earnings released: EPS: US$0.75 (vs US$0.55 in 1Q 2024)First quarter 2025 results: EPS: US$0.75 (up from US$0.55 in 1Q 2024). Revenue: US$118.6m (up 22% from 1Q 2024). Net income: US$34.3m (up 38% from 1Q 2024). Profit margin: 29% (up from 26% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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.
공고 • 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
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪213, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 101% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪133 per share.
Reported Earnings • Mar 20Full year 2024 earnings released: EPS: US$2.62 (vs US$1.76 in FY 2023)Full year 2024 results: EPS: US$2.62 (up from US$1.76 in FY 2023). Revenue: US$429.2m (up 36% from FY 2023). Net income: US$118.5m (up 51% from FY 2023). Profit margin: 28% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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
Reported Earnings • Feb 15Full year 2024 earnings released: EPS: US$2.62 (vs US$1.76 in FY 2023)Full year 2024 results: EPS: US$2.62 (up from US$1.76 in FY 2023). Revenue: US$429.2m (up 36% from FY 2023). Net income: US$118.5m (up 51% from FY 2023). Profit margin: 28% (up from 25% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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.
공고 • 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
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪371, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 21x in the Semiconductor industry in Asia. Total returns to shareholders of 236% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪228 per share.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₪308, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 128% over the past three years.
Reported Earnings • Nov 13Third 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 19% growth forecast for the Semiconductor industry in Asia. 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 30% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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 30Now 23% overvaluedOver the last 90 days, the stock has fallen 19% to ₪309. The fair value is estimated to be ₪252, 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 13Now 23% overvaluedOver the last 90 days, the stock has fallen 33% to ₪319. The fair value is estimated to be ₪260, 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 27Now 25% overvaluedOver the last 90 days, the stock has fallen 32% to ₪317. The fair value is estimated to be ₪253, 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.
공고 • 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 18% growth forecast for the Semiconductor industry in Asia. 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 30% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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 03Second 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 18% growth forecast for the Semiconductor industry in Asia. 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 43% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₪402, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total returns to shareholders of 255% 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 17% growth forecast for the Semiconductor industry in Asia. 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 56% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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
New Risk • Mar 24New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 6.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change).
Reported Earnings • Mar 23Full 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 17% growth forecast for the Semiconductor industry in Asia. 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.
New Risk • Feb 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.0% 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.
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 17% growth forecast for the Semiconductor industry in Asia. 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 49% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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.
공고 • 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
공고 • 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.
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 15% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in Asia. 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 56% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪254, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 23x in the Semiconductor industry in Asia. Total returns to shareholders of 280% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪161 per share.
공고 • 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.
공고 • 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
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 30Second 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 17% growth forecast for the Semiconductor industry in Asia. 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 59% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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 16%After last week's 16% share price gain to ₪197, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Semiconductor industry in Asia. Total returns to shareholders of 270% over the past three years.
공고 • 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 16% growth forecast for the Semiconductor industry in Asia. 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 47% per year, which means it is tracking significantly ahead of earnings growth.
공고 • 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 20%After last week's 20% share price gain to ₪152, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total returns to shareholders of 220% over the past three years.
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 6.3% 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 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₪133, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Semiconductor industry in Asia. Total returns to shareholders of 210% over the past three years.
공고 • 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 25Full 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 15% growth forecast for the Semiconductor industry in Asia. 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 48% per year.
Reported Earnings • Feb 18Full 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 14% growth forecast for the Semiconductor industry in Asia. 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.
공고 • 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.
공고 • 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 Asia are expected to grow by 16%. 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 34% 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.
Buying Opportunity • Sep 27Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be ₪105, 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.
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 33% growth forecast for the industry in Israel. Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 40% per year.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₪104, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Asia. Total returns to shareholders of 208% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪98.51 per share.
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 31% growth forecast for the industry in Israel. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 42% per year.
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 35% growth forecast for the industry in Israel. 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 46% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 12Full 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 34% growth forecast for the industry in Israel. 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 55% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₪112, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 341% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₪104 per share.
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 62% 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 66% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 29Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₪132, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 271% over the past three years.
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 54% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$107, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Asia. Total returns to shareholders of 275% 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 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 01Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$105, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 22x in the Semiconductor industry in Asia. Total returns to shareholders of 384% 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 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to US$104, the stock trades at a trailing P/E ratio of 57.5x, up from the previous P/E ratio of 47.9x. Average P/E is 30x in the Semiconductor industry in Asia. Total returns to shareholders over the past three years are 359%.
Is New 90 Day High Low • Mar 02New 90-day high: ₪98.05The company is up 61% from its price of ₪60.84 on 02 December 2020. The Israeli market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪32.08 per share.
Reported Earnings • Feb 11Full 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 59% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue beats expectationsRevenue exceeded analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 32%, compared to a 24% growth forecast for the Semiconductor industry in Israel.
Is New 90 Day High Low • Feb 03New 90-day high: ₪83.68The company is up 31% from its price of ₪63.92 on 04 November 2020. The Israeli market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪19.28 per share.
Is New 90 Day High Low • Jan 13New 90-day high: ₪75.20The company is up 22% from its price of ₪61.82 on 15 October 2020. The Israeli market is up 23% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪18.25 per share.
Is New 90 Day High Low • Dec 28New 90-day high: ₪69.28The company is up 29% from its price of ₪53.66 on 29 September 2020. The Israeli market is up 26% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪18.70 per share.
Is New 90 Day High Low • Dec 09New 90-day high: ₪68.42The company is up 37% from its price of ₪50.06 on 10 September 2020. The Israeli market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪16.20 per share.
Reported Earnings • Nov 19Third quarter 2020 earnings released: EPS US$0.15The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$40.1m (up 23% from 3Q 2019). Net income: US$6.02m (up 45% from 3Q 2019). Profit margin: 15% (up from 13% in 3Q 2019). The increase in margin was driven by higher revenue. 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 43% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 19Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 13%, compared to a 20% growth forecast for the Semiconductor industry in Israel.
Is New 90 Day High Low • Nov 06New 90-day high: ₪67.75The company is up 24% from its price of ₪54.73 on 06 August 2020. The Israeli market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₪29.84 per share.
Reported Earnings • Oct 29Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$18.7m, down 15% from the prior year. Total revenue was US$140.4m over the last 12 months, up 4.8% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.6% at US$40.1m. Revenue is forecast to grow 11% over the next year, compared to a 20% growth forecast for the Semiconductor industry in Israel.
공고 • Oct 04Camtek Ltd. Receives Orders Totaling $15 Million for Front-End Macro Inspection from Two Large ManufacturersCamtek Ltd. announced that it received orders amounting to $15 million for systems serving front-end macro inspection applications from two large manufacturers. These orders for Camtek's latest Eagle model are expected to be installed during the fourth quarter of 2020 and the first quarter of 2021.