Camtek Ltd.

NasdaqGM:CAMT Voorraadrapport

Marktkapitalisatie: US$6.7b

Camtek Toekomstige groei

Future criteriumcontroles 5/6

Camtek zal naar verwachting groeien in winst en omzet met respectievelijk 87.3% en 17.6% per jaar. De winst per aandeel zal naar verwachting groeien met 31.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 21.8% zijn.

Belangrijke informatie

87.3%

Groei van de winst

31.88%

Groei van de winst per aandeel

Semiconductor winstgroei30.7%
Inkomstengroei17.6%
Toekomstig rendement op eigen vermogen21.85%
Dekking van analisten

Good

Laatst bijgewerkt11 Sep 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha • Aug 23

Camtek: AI Packaging Complexity Is Turning Inspection Into A Secular Toll Road

Summary Camtek receives a Buy rating, with a fair-value estimate of $180 per share, driven by strong order momentum and advanced packaging exposure. CAMT's Hawk and Eagle G5 platforms address critical inspection bottlenecks in AI-driven semiconductor packaging, supporting margin expansion and earnings leverage. Year-to-date orders exceed $600 million, 80% tied to advanced packaging, and revenue is forecast to grow from $595 million in 2026 to $780 million in 2027. Execution risks include customer order volatility, supply chain constraints, and heavy Asia-Pacific/China revenue concentration, but current trends support the investment thesis. Read the full article on Seeking Alpha
Narratiefupdate • Aug 12

CAMT: AI Packaging Orders And Capacity Flexibility Will Support Multi Year Cash Flow

Analysts have trimmed their fair value estimate for Camtek from $220.00 to $200.00, reflecting recent reductions in Street price targets. These changes point to a richer discount rate, slightly softer forward P/E assumptions and a reset of sector multiples, despite ongoing optimism about the company’s longer term revenue funnel.
Narratiefupdate • Jun 30

CAMT: AI Packaging Demand Will Underpin Multi Year HBM Order Visibility

Camtek's analyst fair value estimate has been revised higher from $174.67 to $187.25 as analysts factor in stronger order momentum, higher long term revenue and margin assumptions, and a series of raised Street price targets following the recent Q1 "beat & raise" update. Analyst Commentary Street research on Camtek has turned more constructive around the recent Q1 update, with several firms lifting price targets and refining their expectations on growth, margins, and order trends.
Analyse-artikel • Jun 21

Camtek (CAMT) Stock Could Be 11.7% Overvalued After Fresh AI Driven Investor Attention

Camtek event and renewed investor attention Camtek (NasdaqGM:CAMT) has drawn fresh interest after Wasatch Global Investors credited the stock as a key contributor in its Small Cap Growth Strategy, linking performance to AI related semiconductor demand and recently disclosed shelf registration plans. See our latest analysis for Camtek. At a share price of $195.16, Camtek has seen a 16.60% 1 month share price return and a 68.97% year to date share price return, while its 1 year total...
Narratiefupdate • Jun 16

CAMT: HBM Order Concentration Will Pressure Stock If Expectations Slip

Analysts have lifted their Camtek fair value estimate from $145.00 to $160.00, reflecting higher modeled revenue growth, slightly stronger profit margins, and broadly higher Street price targets following recent Q1 results and increased high bandwidth memory order visibility. Analyst Commentary Street research on Camtek has turned more constructive on headline targets following Q1 results and clearer high bandwidth memory order visibility, but not all commentary is uniformly bullish.
Narratiefupdate • Jun 02

CAMT: AI Packaging And HBM Contracts Will Support Multi Year Cash Flow Visibility

Analysts have raised the Camtek price target to $200, citing stronger Q1 results, higher 2026 and 2027 sales estimates, and improved visibility supported by record orders and high bandwidth memory contracts. Analyst Commentary Recent research points to a broadly constructive tone on Camtek following its Q1 report, with several bullish analysts lifting valuation frameworks and price targets while highlighting order strength and high bandwidth memory exposure.
Narratiefupdate • May 15

CAMT: AI Packaging Demand Will Support Multi Year Cash Flow Visibility

Analysts have raised the Camtek fair value estimate to $220 from $205, reflecting higher price targets across the Street that are based on updated forecasts for revenue growth, profit margins, and multi year sales visibility following recent Q1 results and order trends. Analyst Commentary Bullish analysts have been lifting their price targets on Camtek across multiple research updates, reflecting stronger assumptions for sales in 2026 and 2027 and a greater willingness to assign higher valuation multiples on the back of recent Q1 results.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyse-artikel • 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...
Narratiefupdate • 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.
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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Nieuw narratief • 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

Winst- en omzetgroeiprognoses

NasdaqGM:CAMT - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/2028851N/A160N/A3
12/31/2027744230163N/A8
12/31/2026593154103N/A8
6/30/202650938N/AN/AN/A
3/31/202649948N/AN/AN/A
12/31/202549651127142N/A
9/30/202548548N/AN/AN/A
6/30/20254721348899N/A
3/31/2025451128N/AN/AN/A
12/31/2024429119112122N/A
9/30/2024401106N/AN/AN/A
6/30/202436996108117N/A
3/31/202434086N/AN/AN/A
12/31/2023315797179N/A
9/30/202330980N/AN/AN/A
6/30/2023310786878N/A
3/31/202331679N/AN/AN/A
12/31/2022321805058N/A
9/30/202231371N/AN/AN/A
6/30/2022302694551N/A
3/31/202228965N/AN/AN/A
12/31/2021270605761N/A
9/30/2021244554447N/A
6/30/2021213433336N/A
3/31/202118332N/AN/AN/A
12/31/2020156222326N/A
9/30/2020140192224N/A
6/30/2020133172224N/A
3/31/202013018N/AN/AN/A
12/31/201913421N/A25N/A
9/30/201913422N/AN/AN/A
6/30/201913423N/A28N/A
3/31/201913021N/AN/AN/A
12/31/201812319N/A17N/A
9/30/201811616N/AN/AN/A
6/30/201810714N/A-6N/A
3/31/20181004N/AN/AN/A
12/31/2017932N/A2N/A
9/30/20171193N/AN/AN/A
6/30/201786-4N/A-2N/A
3/31/20171146N/A-7N/A
12/31/2016791N/A-17N/A
9/30/2016106-9N/AN/AN/A
6/30/201689-11N/A2N/A
3/31/201694-11N/AN/AN/A
12/31/201569-13N/A2N/A
9/30/2015942N/AN/AN/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei CAMT ( 87.3% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van CAMT ( 87.3% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.4% per jaar).

Hoge groeiwinsten: De winst van CAMT zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van CAMT ( 17.6% per jaar) zal naar verwachting sneller groeien dan de markt US ( 13.5% per jaar).

Hoge groei-inkomsten: De omzet van CAMT ( 17.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen CAMT zal naar verwachting over 3 jaar hoog zijn ( 21.8 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/18 09:25
Aandelenkoers aan het einde van de dag2026/09/18 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Camtek Ltd. wordt gevolgd door 15 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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