Camtek (CAMT) Hisse Özeti
Camtek Ltd. iştirakleriyle birlikte Amerika Birleşik Devletleri, Çin, Kore, Avrupa ve Asya Pasifik'te yarı iletken endüstrisi için denetim ve metroloji ekipmanları geliştirmekte, üretmekte ve satmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
CAMT Community Fair Values
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Analyst Price Targets
Camtek Ltd. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$197.20 |
| 52 Haftanın En Yüksek Seviyesi | US$210.20 |
| 52 Haftanın En Düşük Seviyesi | US$62.88 |
| Beta | 1.62 |
| 1 Aylık Değişim | 25.02% |
| 3 Aylık Değişim | 48.55% |
| 1 Yıllık Değişim | 193.10% |
| 3 Yıllık Değişim | 610.12% |
| 5 Yıllık Değişim | 582.35% |
| Halka arzdan bu yana değişim | 3,186.67% |
Son Haberler & Güncellemeler
CAMT: Peak Cycle Earnings Expectations Will Pressure AI Packaging Equipment Upside
Camtek's analyst fair value estimate has moved from $110.00 to $145.00 as analysts factor in higher projected profit margins, updated long term sales assumptions and a slightly lower discount rate reflected in a broadly higher range of Street price targets. Analyst Commentary Recent Street research on Camtek reflects a mix of optimism around long term growth drivers and more cautious views around valuation and cycle timing.Camtek: An Enticing HBM Opportunity, But Better Off On The Watchlist For Now
Apr 14
CAMT: AI Packaging Demand And Margin Strength Will Drive Multi Year Cash Flow
Analysts have lifted the fair value estimate for Camtek to $205 from $175, citing higher projected revenue growth and profit margins, along with recent price target increases across the Street and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research points to a broadly constructive stance on Camtek, with a cluster of higher price targets and generally positive readthroughs from the latest results and guidance.Recent updates
CAMT: Peak Cycle Earnings Expectations Will Pressure AI Packaging Equipment Upside
Camtek's analyst fair value estimate has moved from $110.00 to $145.00 as analysts factor in higher projected profit margins, updated long term sales assumptions and a slightly lower discount rate reflected in a broadly higher range of Street price targets. Analyst Commentary Recent Street research on Camtek reflects a mix of optimism around long term growth drivers and more cautious views around valuation and cycle timing.Camtek: An Enticing HBM Opportunity, But Better Off On The Watchlist For Now
Apr 14CAMT: AI Packaging Demand And Margin Strength Will Drive Multi Year Cash Flow
Analysts have lifted the fair value estimate for Camtek to $205 from $175, citing higher projected revenue growth and profit margins, along with recent price target increases across the Street and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research points to a broadly constructive stance on Camtek, with a cluster of higher price targets and generally positive readthroughs from the latest results and guidance.
CAMT: AI Packaging Demand And 2026 Cycle Expectations Look Fairly Balanced
Analysts have lifted the fair value estimate for Camtek to $174.67 from $168.83, citing higher long term revenue growth assumptions, expectations for a richer future P/E multiple, and supportive Street price target hikes across banks that point to improving visibility, rising gross margins, and stronger high performance compute demand. Analyst Commentary Recent Street research around Camtek clusters around rising price targets, updated long term assumptions and differing views on how much of that outlook is already reflected in the share price.CAMT: AI Packaging Demand And 2026 Cycle Risks Look Balanced
Our updated view lowers Camtek's fair value estimate from $173.83 to $168.83 per share, even as analysts raise price targets into the $175 to $190 range on expectations of stronger multi year sales and EPS assumptions, along with improved visibility into margins and demand. Analyst Commentary Street research on Camtek has turned more constructive on earnings power and end market visibility, even as some voices urge caution on how much of that outlook may already be reflected in the share price.CAMT: AI Packaging Cycle And 2026 Double Digit Upside Look Underappreciated
Analysts have raised our Camtek fair value estimate from $126.75 to $173.83, citing higher Street price targets in the $145 to $190 range, improved revenue and EPS projections, and greater visibility into margins and growth beyond 2026. Analyst Commentary Street research on Camtek is skewed toward higher valuation targets, but not all commentators agree on the risk and reward tradeoff at current levels.CAMT: AI Memory Cycle Will Drive Multi Year Cash Flow Upside
Our Camtek fair value estimate increases to $175 from $145, reflecting analysts' higher price targets and updated assumptions for slightly stronger revenue growth, profit margins, and future P/E multiples, along with a modestly lower discount rate. Analyst Commentary Recent Street research around Camtek clusters around higher price targets and a constructive setup for 2026, particularly tied to high performance computing and artificial intelligence memory trends.CAMT: Weak 2026 Order Visibility Will Pressure AI-Focused Equipment Cycle
Analysts have lifted their Camtek fair value estimate from $80.00 to $110.00. They cite higher modeled revenue growth, stronger profit margins and a slightly lower assumed future P/E multiple that reflect recent price target increases across the Street.Optimistic Investors Push Camtek Ltd. (NASDAQ:CAMT) Shares Up 30% But Growth Is Lacking
Jan 16
CAMT: AI Memory Demand Will Support HBM Cycle While Risks Persist
Analysts have nudged our fair value estimate for Camtek up to $145 per share from $143.11, reflecting higher assumed revenue growth and a richer future P/E, while acknowledging a lower profit margin outlook and slightly higher discount rate tied to mixed, but generally constructive, price target moves around high bandwidth memory and AI-related demand in 2026. Analyst Commentary The recent wave of research updates on Camtek points to generally constructive sentiment around the company’s role in high bandwidth memory and AI driven demand, even as views differ on the timing and strength of the 2026 ramp.CAMT: AI Driven Advanced Packaging Demand Will Drive Upside From Late 2026
Analysts have nudged our Camtek fair value estimate slightly higher to $126.75 from $125.60, reflecting a blend of raised Street price targets on solid Q3 execution and long term AI driven HBM and advanced packaging demand, while being tempered by lower near term margin assumptions and a weaker first half of 2026 outlook. Analyst Commentary Street views on Camtek remain broadly constructive, with most recent target changes clustering around the $120 to $145 range and underpinned by confidence in the multi year AI and advanced packaging cycle, even as near term expectations are tempered by a softer 2026 first half.CAMT: Advanced Packaging And HBM Demand Will Drive Strong Future Upside
Analysts modestly lift our fair value estimate for Camtek from $120 to approximately $143 per share, as they balance slightly softer near term growth expectations with stronger long term profitability from advanced packaging and HBM4 driven demand. Analyst Commentary Recent Street research reflects a broadly constructive view on Camtek, with most bullish analysts highlighting resilient execution, solid near term performance, and a strengthening multi year growth runway tied to advanced packaging and HBM adoption.CAMT: Demand For Advanced Packaging Will Accelerate In Second Half Of 2026
The average analyst price target for Camtek has been revised downward to approximately $128. This reflects a modest decrease, as analysts point to near-term softness in demand for back-end inspection equipment and a recovery that is expected to be weighted toward the later part of 2026.CAMT: Profit Margins Will Expand as Demand Strengthens for Inspection Equipment
Camtek's fair value estimate has been raised from $117.50 to $125.60, as analysts factor in robust profit margin expansion and steady demand for advanced inspection equipment, even though there are some tempered near-term expectations for 2026. Analyst Commentary Recent Street research presents a mix of positive momentum and measured caution regarding Camtek's outlook.CAMT: Order Upside From AI Demand Will Be Balanced By Priced-In Growth
Analysts have raised their price targets for Camtek, with some increasing estimates by as much as $25 or more. They anticipate significant order upside driven by demand for advanced packaging and positive industry trends highlighted at recent conferences.Advanced Packaging And HPC Will Expand Market Opportunities
Camtek’s analyst price target has been raised significantly, increasing from $101.10 to $117.50. Analysts cite strong sector demand, expanding profitability, and expectations for continued growth in advanced packaging markets.Advanced Packaging And HPC Will Expand Market Opportunities
Camtek’s analyst price target has been increased from $99.10 to $101.10 per share, as analysts cite stronger business growth prospects and successful technology adoption, which are offsetting near-term growth deceleration. Analyst Commentary Recent analyst reports on Camtek highlight a mix of positive momentum and caution.What Camtek Ltd.'s (NASDAQ:CAMT) 27% Share Price Gain Is Not Telling You
Sep 28What Does Camtek Ltd.'s (NASDAQ:CAMT) Share Price Indicate?
Sep 13Is Now The Time To Put Camtek (NASDAQ:CAMT) On Your Watchlist?
Aug 29Advanced Packaging And HPC Will Expand Market Opportunities
With no changes in Camtek’s discount rate or net profit margin, there was no adjustment to its consensus analyst price target, which remains at $99.10. What's in the News Camtek Ltd.Return Trends At Camtek (NASDAQ:CAMT) Aren't Appealing
Jul 10Camtek Ltd.'s (NASDAQ:CAMT) 25% Price Boost Is Out Of Tune With Earnings
Jun 25Camtek (NASDAQ:CAMT) Has A Rock Solid Balance Sheet
Jun 15Camtek: Strong Focus In HPC Market
Apr 10Camtek: Hidden Gem In The Semiconductor Industry
Feb 13Camtek: Pullback On China Fear Giving A Second Chance
Oct 09
Generative AI And HPC Demand To Fuel Revenue Surge And Transform Semiconductor Inspection Landscape
Camtek is set to benefit from the surging demand in the HPC segment for AI applications, expanding its market opportunities through partnerships with OSATs and IDMs.Camtek: Momentum Reverses, Across The Sector
Aug 06Camtek: Potential Threat From Emerging China Chip Tool Market
Apr 22Camtek: Inspecting The Semi Inspection Play
Feb 07Hissedar Getirileri
| CAMT | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 9.2% | 2.1% | 1.8% |
| 1Y | 193.1% | 110.8% | 29.8% |
Getiri vs. Endüstri: CAMT geçen yıl % 110.8 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: CAMT geçen yıl % 29.8 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| CAMT volatility | |
|---|---|
| CAMT Average Weekly Movement | 8.9% |
| Semiconductor Industry Average Movement | 10.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: CAMT son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: CAMT 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1987 | 709 | Rafi Amit | www.camtek.com |
Camtek Ltd. iştirakleriyle birlikte Amerika Birleşik Devletleri, Çin, Kore, Avrupa ve Asya Pasifik'te yarı iletken endüstrisi için denetim ve metroloji ekipmanları geliştirmekte, üretmekte ve satmaktadır. Şirket, gelişmiş paketleme için tasarlanmış bir platform olan Hawk; gelişmiş algılama ve metroloji için Eagle G5; 2D denetim ve metroloji özellikleri sunan bir sistem olan Eagle-i/Plus; aynı platformda 2D ve 3D denetim ve metroloji özellikleri sunan yazılım ve donanım teknolojilerini kullanarak gelişmiş paketleme pazarına hitap eden Eagle-AP/Plus ve standart panel boyutlarının denetimi ve metrolojisi için Golden Eagle ürünlerini sunmaktadır. Ayrıca, 3D paketleme süreci adımlarındaki uygulamalar için bir gofret metroloji aracı olan MicroProf AP'yi; yapılandırılmış ve yapılandırılmamış gofretlerin denetlenmesini sağlayan bir optik denetim aracı olan MicroProf DI'yı; 2D/3D gofret metroloji aracı olan MicroProf FE'yi; yapılandırılabilir bir gofret metroloji aracı olan MicroProf FS'yi; yaygın panel boyutlarına hibrit metroloji uygulamaları için MicroProf PT'yi geliştirmektedir; Yarı iletken, MEMS, safir ve LED endüstrileri için bir malzeme taşıma ünitesi olan MicroProf MHU metroloji aracı; tam otomatik 3D yüzey ölçümleri için bir optik yüzey ölçüm aracı olan MicroProf TL; yüzeylerin ve filmlerin temassız ve tahribatsız karakterizasyonu için bir ölçüm cihazı olan MicroProf 200; ve kalite güvencesi, geliştirme ve üretim için bir SurfaceSens teknolojisi olan MicroProf 300.
Camtek Ltd. Temel Bilgiler Özeti
| CAMT temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$8.50b |
| Kazançlar(TTM) | US$50.72m |
| Gelir(TTM) | US$496.07m |
CAMT aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| CAMT gelir tablosu (TTM) | |
|---|---|
| Gelir | US$496.07m |
| Gelir Maliyeti | US$242.05m |
| Brüt Kâr | US$254.02m |
| Diğer Giderler | US$203.30m |
| Kazançlar | US$50.72m |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
May 12, 2026
| Hisse başına kazanç (EPS) | 1.09 |
| Brüt Marj | 51.21% |
| Net Kâr Marjı | 10.22% |
| Borç/Özkaynak Oranı | 84.3% |
CAMT uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/05 15:27 |
| Gün Sonu Hisse Fiyatı | 2026/05/05 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Camtek Ltd. 15 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Thomas O'Malley | Barclays |
| Michael Mani | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |