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Camtek Ltd. Stock Price

NasdaqGM:CAMT Community·US$6.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 62 Fair Values set on narratives written by author

CAMT Share Price Performance

US$142.33
59.75 (72.35%)
US$200.00
Fair Value
US$142.33
59.75 (72.35%)
28.8% undervalued intrinsic discount
US$200.00
Fair Value
Price US$142.33
AnalystHighTarget US$200.00
AnalystConsensusTarget US$187.25
AnalystLowTarget US$160.00

CAMT Community Narratives

·
Fair Value US$200 28.8% undervalued intrinsic discount

AI And Edge Computing Will Drive Advanced Packaging Demand

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·
Fair Value US$187.25 24.0% undervalued intrinsic discount

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

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32users have followed this narrative
·
Fair Value US$160 11.0% undervalued intrinsic discount

High Performance Computing And New Models Will Define Future Success

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US$200
28.8% undervalued intrinsic discount
Revenue
26.43% p.a.
Profit Margin
38.88%
Future PE
36.86x
Price in 2029
US$296.62
US$187.25
24.0% undervalued intrinsic discount
Revenue
18.08% p.a.
Profit Margin
44.66%
Future PE
36.12x
Price in 2029
US$281.5
US$160
11.0% undervalued intrinsic discount
Revenue
15.14% p.a.
Profit Margin
49.27%
Future PE
30.11x
Price in 2029
US$240.04

Trending Discussion

No trending discussion available.

Updated Narratives

CAMT logo

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

Fair Value: US$200 28.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CAMT: AI Packaging Demand Will Underpin Multi Year HBM Order Visibility

Fair Value: US$187.25 24.0% undervalued intrinsic discount
32 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CAMT: HBM Order Concentration Will Pressure Stock If Expectations Slip

Fair Value: US$160 11.0% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

High growth potential with excellent balance sheet.

4 Risks
2 Rewards

Camtek Ltd. Key Details

US$509.0m

Revenue

US$250.5m

Cost of Revenue

US$258.5m

Gross Profit

US$220.8m

Other Expenses

US$37.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.82
50.78%
7.40%
68.8%
View Full Analysis

About CAMT

Founded
1987
Employees
709
CEO
Rafi Amit
WebsiteView website
www.camtek.com

Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific. The company offers Hawk, a platform engineered for advanced packaging; Eagle G5 for enhanced detection and metrology; Eagle-i/Plus, a system that delivers 2D inspection and metrology capabilities; Eagle-AP/Plus, which addresses the advanced packaging market using software and hardware technologies that deliver 2D and 3D inspection and metrology capabilities on the same platform; and Golden Eagle for the inspection and metrology of standard panel sizes. It also develops MicroProf AP, a wafer metrology tool for applications at 3D packaging process steps; MicroProf DI, an optical inspection tool that enables inspection of structured and unstructured wafers; MicroProf FE, a 2D/3D wafer metrology tool; MicroProf FS, a wafer metrology tool configurable; MicroProf PT for hybrid metrology applications to common panel sizes; MicroProf MHU metrology tool, a material handling unit for the semiconductor, MEMS, sapphire, and LED industries; MicroProf TL, an optical surface measurement tool for fully automatic 3D surface measurements; MicroProf 200, a measuring device for contactless and non-destructive characterization of surfaces and films; and MicroProf 300, a SurfaceSens technology for quality assurance, development, and manufacturing. The company serves semiconductor manufacturers, outsourced semiconductor assembly and test, integrated device manufacturers, and wafer level packaging subcontractors. Camtek Ltd. was incorporated in 1987 and is headquartered in Migdal HaEmek, Israel.

Recent CAMT News & 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

Recent updates

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