Camtek's revenue growth has decelerated sharply from 39.6% in 2024Q3 to 2.5% in 2026Q1, signaling a normalization from the AI-driven HBM surge. While gross margins have held near 50%, operating leverage is fading as R&D and SG&A costs rise, compressing operati...
Price trend, volume and key moving averages
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Revenue growth decelerated from 39.6% in 2024Q3 to 2.5% in 2026Q1, while gross margin stabilized near 50% and operating margin contracted from 27.6% in 2025Q1 to 22.4% in 2026Q1.
Camtek's May 2026 guidance projects Q2 revenue of US$129-US$131 million and anticipates second-half 2026 revenue to be over 25% higher than the first half.
Camtek reported receiving over US$105 million in combined multi-system orders from a tier-1 OSAT and a leading HBM manufacturer for AI-related semiconductor applications.
The introduction of Eagle and Hawk systems has been well-received, with expectations to double revenue in 2026.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $0.78+2.5% vs $0.76 | $133M+2.2% vs $130M |
Q2 2026 May 12, 2026 | $0.70+2.3% vs $0.68 | $122M+1.3% vs $120M |
Q1 2026 Feb 18, 2026 | $0.81-2.4% vs $0.83 | $128M+0.7% vs $127M |
Q4 2025 Nov 10, 2025 | $0.82+2.1% vs $0.80 | $126M+0.7% vs $125M |
TSMC is expanding advanced-packaging capacity as demand from Nvidia and other chip designers continues to rise. KLA, Camtek, and Nova sell different types of inspection and metrology equipment used to protect manufacturing yields.
TSMC's advanced-packaging industrial park signals a surge in chip manufacturing complexity, and the companies that profit most will not be the ones building the packages. Three equipment suppliers sit at a critical chokepoint where every additional package produced forces a spending decision manufacturers cannot easily avoid.
Camtek Ltd. (NASDAQ: CAMT - Get Free Report) has been assigned an average rating of "Moderate Buy" from the fourteen research firms that are currently covering the company, Marketbeat.com reports. Seven equities research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. The average 12-month target
Camtek stock has averaged a 48% annualized return over the past 10 years.
Benchmark CAMT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Camtek Ltd. (CAMT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $151.36 | $7.06B | 145.54 | 15.57% | 10.22% | 8.7% | — | |
| $283.81 | $14.12B | 102.09 | 1.82% | 11.84% | 6.5% | — | |
| $89.54 | $4.69B | 9999.00 | -7.38% | 12.18% | 13.55% | — | |
| $64.54 | $3.04B | -40.59 | 12.74% | -7.43% | -4.91% | — | |
| $75.80 | $4.86B | 55.33 | 15.24% | 14.48% | 7.24% | — | |
| $57.44 | $2B | -37.30 | 11.61% | -3.97% | -5.61% | — |
Camtek Ltd. (CAMT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Camtek Ltd. (CAMT) stock FAQ — growth, dividends, profitability & financials explained
Camtek Ltd. (CAMT) reported $509.0M in revenue for fiscal year 2025. This represents a 2030% increase from $23.9M in 1999.
Camtek Ltd. (CAMT) grew revenue by 15.6% over the past year. This is strong growth.
Yes, Camtek Ltd. (CAMT) is profitable, generating $37.7M in net income for fiscal year 2025 (10.2% net margin).
Camtek Ltd. (CAMT) has a return on equity (ROE) of 8.7%. This is below average, suggesting room for improvement.
Camtek Ltd. (CAMT) generated $127.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
