Camtek Ltd.

NasdaqGM:CAMT 주식 리포트

시가총액: US$9.4b

Camtek 배당 및 자사주 매입

배당 기준 점검 0/6

Camtek 현재 배당금을 지급하지 않습니다.

핵심 정보

0%

배당 수익률

-0.0001%

자사주 매입 수익률

총 주주 수익률-0.0001%
미래 배당 수익률0%
배당 성장률21.1%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향0%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 Apr 23

CAMT: Peak Cycle Earnings Expectations Will Pressure AI Packaging Equipment Upside

Camtek's analyst fair value estimate has moved from $110.00 to $145.00 as analysts factor in higher projected profit margins, updated long term sales assumptions and a slightly lower discount rate reflected in a broadly higher range of Street price targets. Analyst Commentary Recent Street research on Camtek reflects a mix of optimism around long term growth drivers and more cautious views around valuation and cycle timing.
Seeking Alpha Apr 14

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

Summary In 2026, inspection and metrology system maker Camtek has seen its market cap expand by almost two-thirds, comfortably outperforming other Israeli tech peers and the semiconductor sector. CAMT's growing AI and HPC-driven revenue mix, led by its new-gen Hawk platform, could also support margin progression and higher free cash flow generation. CAMT is priced at 50x forward earnings, a 60% premium over its average, but only offers mid-single digit earnings growth, which is the lowest amongst its peer set. The risk-reward on the relative strength and monthly standalone charts look unappealing. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 08

CAMT: AI Packaging Demand And Margin Strength Will Drive Multi Year Cash Flow

Analysts have lifted the fair value estimate for Camtek to $205 from $175, citing higher projected revenue growth and profit margins, along with recent price target increases across the Street and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research points to a broadly constructive stance on Camtek, with a cluster of higher price targets and generally positive readthroughs from the latest results and guidance.
내러티브 업데이트 Mar 24

CAMT: AI Packaging Demand And 2026 Cycle Expectations Look Fairly Balanced

Analysts have lifted the fair value estimate for Camtek to $174.67 from $168.83, citing higher long term revenue growth assumptions, expectations for a richer future P/E multiple, and supportive Street price target hikes across banks that point to improving visibility, rising gross margins, and stronger high performance compute demand. Analyst Commentary Recent Street research around Camtek clusters around rising price targets, updated long term assumptions and differing views on how much of that outlook is already reflected in the share price.
내러티브 업데이트 Mar 10

CAMT: AI Packaging Demand And 2026 Cycle Risks Look Balanced

Our updated view lowers Camtek's fair value estimate from $173.83 to $168.83 per share, even as analysts raise price targets into the $175 to $190 range on expectations of stronger multi year sales and EPS assumptions, along with improved visibility into margins and demand. Analyst Commentary Street research on Camtek has turned more constructive on earnings power and end market visibility, even as some voices urge caution on how much of that outlook may already be reflected in the share price.
내러티브 업데이트 Feb 24

CAMT: AI Packaging Cycle And 2026 Double Digit Upside Look Underappreciated

Analysts have raised our Camtek fair value estimate from $126.75 to $173.83, citing higher Street price targets in the $145 to $190 range, improved revenue and EPS projections, and greater visibility into margins and growth beyond 2026. Analyst Commentary Street research on Camtek is skewed toward higher valuation targets, but not all commentators agree on the risk and reward tradeoff at current levels.
내러티브 업데이트 Feb 10

CAMT: AI Memory Cycle Will Drive Multi Year Cash Flow Upside

Our Camtek fair value estimate increases to $175 from $145, reflecting analysts' higher price targets and updated assumptions for slightly stronger revenue growth, profit margins, and future P/E multiples, along with a modestly lower discount rate. Analyst Commentary Recent Street research around Camtek clusters around higher price targets and a constructive setup for 2026, particularly tied to high performance computing and artificial intelligence memory trends.
내러티브 업데이트 Jan 26

CAMT: Weak 2026 Order Visibility Will Pressure AI-Focused Equipment Cycle

Analysts have lifted their Camtek fair value estimate from $80.00 to $110.00. They cite higher modeled revenue growth, stronger profit margins and a slightly lower assumed future P/E multiple that reflect recent price target increases across the Street.
분석 기사 Jan 16

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

Camtek Ltd. ( NASDAQ:CAMT ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
내러티브 업데이트 Jan 12

CAMT: AI Memory Demand Will Support HBM Cycle While Risks Persist

Analysts have nudged our fair value estimate for Camtek up to $145 per share from $143.11, reflecting higher assumed revenue growth and a richer future P/E, while acknowledging a lower profit margin outlook and slightly higher discount rate tied to mixed, but generally constructive, price target moves around high bandwidth memory and AI-related demand in 2026. Analyst Commentary The recent wave of research updates on Camtek points to generally constructive sentiment around the company’s role in high bandwidth memory and AI driven demand, even as views differ on the timing and strength of the 2026 ramp.
내러티브 업데이트 Dec 27

CAMT: AI Driven Advanced Packaging Demand Will Drive Upside From Late 2026

Analysts have nudged our Camtek fair value estimate slightly higher to $126.75 from $125.60, reflecting a blend of raised Street price targets on solid Q3 execution and long term AI driven HBM and advanced packaging demand, while being tempered by lower near term margin assumptions and a weaker first half of 2026 outlook. Analyst Commentary Street views on Camtek remain broadly constructive, with most recent target changes clustering around the $120 to $145 range and underpinned by confidence in the multi year AI and advanced packaging cycle, even as near term expectations are tempered by a softer 2026 first half.
내러티브 업데이트 Dec 13

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

Analysts modestly lift our fair value estimate for Camtek from $120 to approximately $143 per share, as they balance slightly softer near term growth expectations with stronger long term profitability from advanced packaging and HBM4 driven demand. Analyst Commentary Recent Street research reflects a broadly constructive view on Camtek, with most bullish analysts highlighting resilient execution, solid near term performance, and a strengthening multi year growth runway tied to advanced packaging and HBM adoption.
내러티브 업데이트 Nov 29

CAMT: Demand For Advanced Packaging Will Accelerate In Second Half Of 2026

The average analyst price target for Camtek has been revised downward to approximately $128. This reflects a modest decrease, as analysts point to near-term softness in demand for back-end inspection equipment and a recovery that is expected to be weighted toward the later part of 2026.
내러티브 업데이트 Nov 15

CAMT: Profit Margins Will Expand as Demand Strengthens for Inspection Equipment

Camtek's fair value estimate has been raised from $117.50 to $125.60, as analysts factor in robust profit margin expansion and steady demand for advanced inspection equipment, even though there are some tempered near-term expectations for 2026. Analyst Commentary Recent Street research presents a mix of positive momentum and measured caution regarding Camtek's outlook.
내러티브 업데이트 Oct 31

CAMT: Order Upside From AI Demand Will Be Balanced By Priced-In Growth

Analysts have raised their price targets for Camtek, with some increasing estimates by as much as $25 or more. They anticipate significant order upside driven by demand for advanced packaging and positive industry trends highlighted at recent conferences.
내러티브 업데이트 Oct 17

Advanced Packaging And HPC Will Expand Market Opportunities

Camtek’s analyst price target has been raised significantly, increasing from $101.10 to $117.50. Analysts cite strong sector demand, expanding profitability, and expectations for continued growth in advanced packaging markets.
내러티브 업데이트 Oct 03

Advanced Packaging And HPC Will Expand Market Opportunities

Camtek’s analyst price target has been increased from $99.10 to $101.10 per share, as analysts cite stronger business growth prospects and successful technology adoption, which are offsetting near-term growth deceleration. Analyst Commentary Recent analyst reports on Camtek highlight a mix of positive momentum and caution.
분석 기사 Sep 28

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

The Camtek Ltd. ( NASDAQ:CAMT ) share price has done very well over the last month, posting an excellent gain of 27...
분석 기사 Sep 13

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

While Camtek Ltd. ( NASDAQ:CAMT ) might not have the largest market cap around , it led the NASDAQGM gainers with a...
분석 기사 Aug 29

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

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
내러티브 업데이트 Aug 07

Advanced Packaging And HPC Will Expand Market Opportunities

With no changes in Camtek’s discount rate or net profit margin, there was no adjustment to its consensus analyst price target, which remains at $99.10. What's in the News Camtek Ltd.
분석 기사 Jul 10

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Jun 25

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

Camtek Ltd. ( NASDAQ:CAMT ) shareholders have had their patience rewarded with a 25% share price jump in the last...
분석 기사 Jun 15

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 10

Camtek: Strong Focus In HPC Market

Summary Camtek Ltd. specializes in metrology and inspection equipment for semiconductors, showing strong growth with a 10-year average of 19.4%, despite a small market share. The Advanced Interconnect Packaging Applications segment, driven by HPC demand, is the primary growth driver, contributing 70% of total revenue in 2024. Camtek ranks second in product breadth and technology in metrology and inspection, with new products Hawk and Eagle G5 targeting the growing HPC market. Despite trade policy uncertainties, we forecast a 27% revenue growth through 2027 and rate Camtek as a Strong Buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

Camtek: Hidden Gem In The Semiconductor Industry

Summary Camtek Ltd. is a leader in the semiconductor inspection and metrology equipment industry. CAMT revenue has been growing at a strong pace in the past several years. Two new products have been receiving great feedback, and I expect them to continue their growth. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

Camtek: Pullback On China Fear Giving A Second Chance

Summary Camtek focuses on advanced packaging and metrology for AI, with revenue growth driven by high bandwidth memory and improved margins. Recent earnings and new product launches, like the Eagle version 5 system, offer growth potential despite cyclical industry risks. Political and geographic risks, especially related to China and Israel, pose significant challenges to CAMT's stock performance. Rated as a buy for risk-tolerant investors due to strong AI exposure and a similar multiple to peers in the semiconductor equipment space. Read the full article on Seeking Alpha
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새 내러티브 Aug 31

Generative AI And HPC Demand To Fuel Revenue Surge And Transform Semiconductor Inspection Landscape

Camtek is set to benefit from the surging demand in the HPC segment for AI applications, expanding its market opportunities through partnerships with OSATs and IDMs.
Seeking Alpha Aug 06

Camtek: Momentum Reverses, Across The Sector

Summary Camtek is an inspection and metrology play for the semiconductor industry, with its equipment key in boosting productivity and performance. Camtek's shares experienced significant momentum due to AI-driven order growth, as shares have seen a 40% pullback in just a month's time. 2024 has finally been the year in which growth has come through, following the AI craze, but expectations remain demanding, amidst risk in the semiconductor industry and global tensions. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

Camtek: Potential Threat From Emerging China Chip Tool Market

Summary Camtek is an Israeli company that designs and manufactures inspection and measurement equipment for semiconductor businesses. The company has seen significant growth in the past five years, with a 5-year return of over 625%. However, there is potential competition risk from the Chinese government's focus on boosting domestic chip-making equipment. Read the full article on Seeking Alpha
Seeking Alpha Feb 07

Camtek: Inspecting The Semi Inspection Play

Summary Camtek's shares have experienced significant gains, driven by solid order announcements from the semiconductor industry. This comes after the 2023 results being rather underwhelming, with sales largely coming in flat. The impact of large orders should translate into solid growth in 2024, as investors anxiously await for more clues about the guidance. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 CAMT 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: CAMT 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Camtek 배당 수익률 vs 시장
CAMT의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (CAMT)0%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Semiconductor)0.3%
분석가 예측 (CAMT) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 CAMT 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 CAMT 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: CAMT US 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: CAMT 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 17:54
종가2026/05/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Camtek Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Thomas O'MalleyBarclays
Michael ManiBofA Global Research
Craig EllisB. Riley Securities, Inc.