Camtek of Israel Anticipates Robust Growth in 2026 Due to AI Demand; One-Time Charge Affects Stock Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 10 2025
0mins
Source: Benzinga
Third-Quarter Performance: Camtek Ltd. reported record revenue of $125.993 million for Q3 2025, a 12% increase from the previous year, despite a GAAP net loss of $53.2 million due to one-time charges related to convertible note repurchases.
Operational Highlights: Non-GAAP net income rose 10% to $40.9 million, with adjusted EPS of 82 cents surpassing analyst expectations, while the company maintained strong operating cash flow of $34.3 million.
Future Outlook: Management anticipates continued growth in 2026, driven by increasing demand in AI and data center investments, with Q4 2025 revenue expected to be around $127 million.
Market Reaction: Following the earnings report, Camtek's shares fell by 8.23%, trading at $109.32, reflecting investor concerns despite the positive revenue growth and operational performance.
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Analyst Views on CAMT
Wall Street analysts forecast CAMT stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CAMT is 129.08 USD with a low forecast of 110.00 USD and a high forecast of 145.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 150.170
Low
110.00
Averages
129.08
High
145.00
Current: 150.170
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.
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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.
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