Implications of Recent Analyst Changes for Camtek's Growth and Valuation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 01 2025
0mins
Should l Buy CAMT?
Source: Yahoo Finance
Analyst Consensus and Price Targets: Camtek's fair value estimate remains at $117.50 per share, with several analysts raising their price targets due to strong order demand in the semiconductor sector, while some express caution over future growth momentum.
Bullish and Bearish Perspectives: Analysts from B. Riley and Northland have raised their price targets significantly, citing positive demand trends, while BofA downgraded its rating to Neutral, highlighting concerns over growth deceleration and valuation constraints.
Company Guidance and Revenue Projections: Camtek has projected approximately $125 million in revenue for Q3 2025, indicating strong business momentum and ongoing market demand, which analysts are closely monitoring.
Valuation Metrics and Market Conditions: Key financial metrics such as net profit margin and revenue growth projections remain stable, while slight adjustments in the discount rate and future P/E multiple reflect minor changes in risk assessment and earnings expectations.
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Analyst Views on CAMT
Wall Street analysts forecast CAMT stock price to fall
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 155.380
Low
110.00
Averages
129.08
High
145.00
Current: 155.380
Low
110.00
Averages
129.08
High
145.00
About CAMT
Camtek Ltd is an Israel-based manufacturer of metrology and inspection equipment and a provider of software solutions. The Company mainly serves Advanced Packaging, Memory, Complementary Metal Oxide Semiconductor (CMOS) Image Sensors, Micro Electro Mechanical Sensor (MEMS), Radio Frequency (RF), and other segments in the mid-end of the semiconductors industry. The Company has more than seven offices around the world and provides tailor-made solutions in line with customers' requirements. Camtek Ltd's subsidiaries are Camtek Europe SA, Camtek Korea Ltd, Camtek South East Asia Pte Ltd, Camtek USA Inc, Sela - Semiconductor Engineering Laboratories USA Inc, Camtek Japan Ltd and Sela Semiconductor Engineering Laboratories Ltd, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Camtek Secures $25 Million Order for AI Inspection Systems
- Significant Order Value: Camtek announced a $25 million order for its Hawk inspection and metrology systems from a tier-1 integrated device manufacturer, indicating strong ongoing demand from the customer based on a series of smaller repeat orders.
- Cumulative Order Total: This order brings the total value of Hawk system orders from this customer to $45 million, reflecting Camtek's robust market position and customer trust within the semiconductor industry.
- Delivery Timeline: The systems are scheduled for delivery in 2026, demonstrating Camtek's capability to meet long-term customer needs while laying the groundwork for future revenue growth.
- Technological Application Outlook: The Hawk platform is utilized in advanced semiconductor packaging applications, including high-bandwidth memory, chiplets, and hybrid bonding, highlighting the strategic importance of Camtek's offerings in the rapidly evolving AI application market and enhancing its competitive edge.
See More
Camtek to Release Q4 and Full Year 2025 Financial Results
- Earnings Release Schedule: Camtek Ltd. will announce its Q4 and full year 2025 financial results on February 18, 2026, reflecting the company's ongoing development and market performance in the semiconductor industry.
- Video Conference Details: Following the earnings release, CEO Rafi Amit, CFO Moshe Eisenberg, and COO Ramy Langer will host a Zoom video conference at 9:00 am ET to discuss the financial results and answer investor questions, enhancing transparency and communication.
- Registration Process: Investors must register in advance to participate in the Zoom call, and upon registration, they will receive a link to the conference, ensuring timely access to the company's latest updates and improving investor relations management.
- Replay Availability: For those unable to attend live, a replay link will be available within hours after the call, ensuring widespread dissemination and accessibility of information, further strengthening the connection between the company and its investors.
See More
Nova Named IBD Stock Of The Day Amid Strong AI-Driven Demand
- AI-Driven Demand Surge: Nova, as a supplier of semiconductor manufacturing equipment, is experiencing strong business growth driven by the AI megatrend, highlighting the company's significant position in a rapidly evolving market.
- Increased Market Recognition: The widespread application of AI technologies has led to a notable increase in demand for Nova's products, further solidifying its leadership in the semiconductor industry.
- Rising Investor Interest: Being named IBD Stock Of The Day reflects heightened investor recognition of Nova's future growth potential, which could drive stock price appreciation.
- Strategic Market Positioning: The company's robust performance in AI-related sectors indicates a strategic alignment with market trends, likely attracting more investor attention moving forward.
See More
First Wilshire Reduces Camtek Stake by $2.67 Million in Q3
- Stake Reduction: First Wilshire Securities Management sold 81,598 shares of Camtek in Q3, resulting in a $2.67 million decrease in stake value, indicating a cautious outlook on the company's future performance.
- Ownership Shift: Following the transaction, First Wilshire's stake in Camtek decreased to 206,424 shares, valued at $21.68 million, which now constitutes 5.77% of its total reportable AUM, reflecting a strategic adjustment in its investment portfolio.
- Market Performance: Camtek shares are currently priced at $109.14, having risen approximately 30% over the past year, significantly outperforming the S&P 500's 15% increase during the same period, showcasing its strong position in the semiconductor equipment sector.
- Financial Health: Camtek reported record third-quarter revenue of $126 million, up 12% year-over-year, with full-year revenue expected to reach around $495 million, indicating sustained growth driven by AI-related advanced packaging demand.
See More
First Wilshire Reduces Camtek Stake by 81,598 Shares, Valuation Drops by $2.67 Million
- Reduction Action: First Wilshire Securities Management sold 81,598 shares of Camtek in Q3, resulting in a $2.67 million decrease in position value, indicating a cautious stance towards the stock.
- Holding Status: As of September 30, First Wilshire held 206,424 shares of Camtek valued at $21.68 million, representing 5.77% of its total reportable AUM, highlighting the stock's significance in its portfolio.
- Market Performance: Camtek's stock price has risen approximately 30% over the past year, significantly outperforming the S&P 500's 15% increase, showcasing its strong position in the semiconductor equipment sector.
- Financial Health: Camtek reported record Q3 revenue of $126 million, up 12% year-over-year, with non-GAAP operating margins near 30%, indicating robust business momentum driven by AI-related advanced packaging demand.
See More
Camtek (CAMT) Shares Decline Even as Market Rises: Key Points to Consider
Stock Performance: Camtek (CAMT) closed at $101.71, down 1.36%, underperforming the S&P 500's gain of 0.79%, but has increased 3.07% over the past month, outperforming the Computer and Technology sector.
Upcoming Financial Results: Analysts expect Camtek to report an EPS of $0.83 and revenue of $127.21 million, reflecting year-over-year increases of 7.79% and 8.46%, respectively.
Analyst Estimates and Zacks Rank: Recent upward revisions in analyst estimates indicate positive sentiment towards Camtek, which currently holds a Zacks Rank of #3 (Hold), with a history of outperforming the market.
Valuation Metrics: Camtek's Forward P/E ratio is 32.15, lower than the industry average of 42.39, and its PEG ratio stands at 2.06, suggesting it may be trading at a discount compared to its peers in the Electronics - Measuring Instruments industry.
See More
Camtek Secures $25 Million Order for AI Inspection Systems
- Significant Order Value: Camtek announced a $25 million order for its Hawk inspection and metrology systems from a tier-1 integrated device manufacturer, indicating strong ongoing demand from the customer based on a series of smaller repeat orders.
- Cumulative Order Total: This order brings the total value of Hawk system orders from this customer to $45 million, reflecting Camtek's robust market position and customer trust within the semiconductor industry.
- Delivery Timeline: The systems are scheduled for delivery in 2026, demonstrating Camtek's capability to meet long-term customer needs while laying the groundwork for future revenue growth.
- Technological Application Outlook: The Hawk platform is utilized in advanced semiconductor packaging applications, including high-bandwidth memory, chiplets, and hybrid bonding, highlighting the strategic importance of Camtek's offerings in the rapidly evolving AI application market and enhancing its competitive edge.
See More
Camtek to Release Q4 and Full Year 2025 Financial Results
- Earnings Release Schedule: Camtek Ltd. will announce its Q4 and full year 2025 financial results on February 18, 2026, reflecting the company's ongoing development and market performance in the semiconductor industry.
- Video Conference Details: Following the earnings release, CEO Rafi Amit, CFO Moshe Eisenberg, and COO Ramy Langer will host a Zoom video conference at 9:00 am ET to discuss the financial results and answer investor questions, enhancing transparency and communication.
- Registration Process: Investors must register in advance to participate in the Zoom call, and upon registration, they will receive a link to the conference, ensuring timely access to the company's latest updates and improving investor relations management.
- Replay Availability: For those unable to attend live, a replay link will be available within hours after the call, ensuring widespread dissemination and accessibility of information, further strengthening the connection between the company and its investors.
See More
Nova Named IBD Stock Of The Day Amid Strong AI-Driven Demand
- AI-Driven Demand Surge: Nova, as a supplier of semiconductor manufacturing equipment, is experiencing strong business growth driven by the AI megatrend, highlighting the company's significant position in a rapidly evolving market.
- Increased Market Recognition: The widespread application of AI technologies has led to a notable increase in demand for Nova's products, further solidifying its leadership in the semiconductor industry.
- Rising Investor Interest: Being named IBD Stock Of The Day reflects heightened investor recognition of Nova's future growth potential, which could drive stock price appreciation.
- Strategic Market Positioning: The company's robust performance in AI-related sectors indicates a strategic alignment with market trends, likely attracting more investor attention moving forward.
See More
First Wilshire Reduces Camtek Stake by $2.67 Million in Q3
- Stake Reduction: First Wilshire Securities Management sold 81,598 shares of Camtek in Q3, resulting in a $2.67 million decrease in stake value, indicating a cautious outlook on the company's future performance.
- Ownership Shift: Following the transaction, First Wilshire's stake in Camtek decreased to 206,424 shares, valued at $21.68 million, which now constitutes 5.77% of its total reportable AUM, reflecting a strategic adjustment in its investment portfolio.
- Market Performance: Camtek shares are currently priced at $109.14, having risen approximately 30% over the past year, significantly outperforming the S&P 500's 15% increase during the same period, showcasing its strong position in the semiconductor equipment sector.
- Financial Health: Camtek reported record third-quarter revenue of $126 million, up 12% year-over-year, with full-year revenue expected to reach around $495 million, indicating sustained growth driven by AI-related advanced packaging demand.
See More
First Wilshire Reduces Camtek Stake by 81,598 Shares, Valuation Drops by $2.67 Million
- Reduction Action: First Wilshire Securities Management sold 81,598 shares of Camtek in Q3, resulting in a $2.67 million decrease in position value, indicating a cautious stance towards the stock.
- Holding Status: As of September 30, First Wilshire held 206,424 shares of Camtek valued at $21.68 million, representing 5.77% of its total reportable AUM, highlighting the stock's significance in its portfolio.
- Market Performance: Camtek's stock price has risen approximately 30% over the past year, significantly outperforming the S&P 500's 15% increase, showcasing its strong position in the semiconductor equipment sector.
- Financial Health: Camtek reported record Q3 revenue of $126 million, up 12% year-over-year, with non-GAAP operating margins near 30%, indicating robust business momentum driven by AI-related advanced packaging demand.
See More
Camtek (CAMT) Shares Decline Even as Market Rises: Key Points to Consider
Stock Performance: Camtek (CAMT) closed at $101.71, down 1.36%, underperforming the S&P 500's gain of 0.79%, but has increased 3.07% over the past month, outperforming the Computer and Technology sector.
Upcoming Financial Results: Analysts expect Camtek to report an EPS of $0.83 and revenue of $127.21 million, reflecting year-over-year increases of 7.79% and 8.46%, respectively.
Analyst Estimates and Zacks Rank: Recent upward revisions in analyst estimates indicate positive sentiment towards Camtek, which currently holds a Zacks Rank of #3 (Hold), with a history of outperforming the market.
Valuation Metrics: Camtek's Forward P/E ratio is 32.15, lower than the industry average of 42.39, and its PEG ratio stands at 2.06, suggesting it may be trading at a discount compared to its peers in the Electronics - Measuring Instruments industry.
See More
