Semiconductor Materials and Equipment

Camtek

Camtek released FY2026 Q1 earnings on May 12 Pre-Market (EST), actual revenue USD 121.66 M (forecast USD 120.15 M), actual EPS USD 0.63 (forecast USD 0.5875)

Camtek to Release FY2026 Q1 Earnings on May 12 Pre-Market EST, Forecast Revenue USD 120.15M, EPS USD 0.5866

Camtek released FY2025 earnings on February 18 Pre-Market (EST), actual revenue USD 496.07 M (forecast USD 495.12 M), actual EPS USD 1.045 (forecast USD 1.0062)

Camtek released FY2025 Q4 earnings on February 18 Pre-Market EST, forecast revenue USD 127.09 M, forecast EPS USD 0.7177, actual values not reported

Camtek to Release FY2025 Q4 Earnings on February 18 Pre-Market EST, Forecast Revenue USD 127.09 M, EPS USD 0.7177

Goldman Sachs and Morgan Stanley Assign Hold Rating to KLA

Camtek released FY2025 9 Months Earnings on November 10 During-Market EST, with actual revenue of USD 367.95 M and EPS of USD 0.2276

Camtek released FY2025 Q3 earnings on November 10 During-Market EST, actual revenue USD 125.99 M (forecast USD 125.2 M), actual EPS USD -1.1622 (forecast USD 0.7075)

Stifel Nicolaus Maintains Buy Rating on KLA with $120 Price Target

Camtek to release FY2025 Q3 earnings report on November 10 During-Market EST, forecast revenue USD 125.04 M, EPS USD 0.7055

US Bank Securities Upgrades Camtek Stock Rating to Buy with Target Price of $135

Camtek released FY2025 Semi-Annual earnings on August 5 During-Market (EST), actual revenue USD 241.96 M, actual EPS USD 1.39

Camtek released FY2025 Q2 earnings on August 5 During-Market EST, actual revenue USD 123.32 M (forecast USD 121.84 M), actual EPS USD 0.69 (forecast USD 0.71)

Camtek to Release FY2025 Q2 Earnings on August 5 During-Market EST, Forecast Revenue USD 121.57 M, EPS USD 0.7062

Canvass Imaging Reports Revenue Growth to $429 Million by 2024

Camtek released FY2025 Q1 earnings on May 13 Pre-Market EST, actual revenue USD 118.64 M (forecast USD 119.28 M), actual EPS USD 0.7 (forecast USD 0.6933)

Camtek Ltd. Reports Record Q1 2025 Revenue

Camtek to release FY2025 Q1 earnings on May 13 Pre-Market EST, forecast revenue USD 119 M, EPS USD 0.6914

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FactSet: KLA Average Rating Is Buy

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Camtek Ltd. reported Q1 2026 sales of $121.66 million, with a slight decline in net income and EPS. The company issued Q2 revenue guidance of $129-$131 million, projecting over 25% growth in H2 2026, driven by AI-related orders. Despite current profitability pressures, strong demand for AI-driven inspection tools supports its growth narrative. Analysts have mixed views on future revenue, with projections ranging from $786.7 million to $942 million by 2029, highlighting the importance of AI orders in shaping Camtek's financial outlook.

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Camtek (CAMT) Is Down 18.1% After AI-Driven Orders Fuel Bold H2 2026 Revenue Guidance – Has The Bull Case Changed?

Camtek (NasdaqGM:CAMT) reported Q1 2026 earnings with revenue of US$121.7 million and basic EPS of US$0.68. The company’s trailing net margin is 9.6%, significantly lower than the previous year’s 28.4%, due to a one-off loss of US$104.6 million. Analysts are divided on the stock's valuation, with a current share price of US$168.88, above the DCF fair value of US$41.94. While bulls see potential in AI-driven growth, bears caution against the high P/S ratio and the risk of disappointing growth forecasts. The debate continues on Camtek's long-term profitability and growth potential.

Camtek (CAMT) Q1 2026 EPS Reset Tests Bullish AI Margin Narratives

Jefferies Financial Group has raised its price target for Camtek (NASDAQ:CAMT) from $185.00 to $200.00, maintaining a "buy" rating. This new target suggests an 18.42% upside from the current stock price. Other brokerages have also provided ratings, with seven analysts rating it as a Buy and seven as Hold. Camtek's stock recently traded at $168.89, with a market cap of $7.74 billion. The company reported a Q1 EPS of $0.70, slightly above estimates, and expects revenue growth in the upcoming quarters.

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Jefferies Financial Group Boosts Camtek (NASDAQ:CAMT) Price Target to $200.00

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Analyst Charles Shi from Needham has raised the price target for Camtek to $190 from $175, maintaining a Buy rating. This decision is based on renewed top-line momentum and strong profitability, with Camtek exceeding first-quarter revenue guidance and maintaining a 51% non-GAAP gross margin. The company derives about half of its sales from AI and high-performance computing. Shi projects a 7% sequential revenue increase for Q2 and expects second-half 2026 sales to exceed the first half by over 25%. Despite a 15% year-over-year growth outlook, he attributes stock pressure to tough comparisons rather than weak fundamentals.

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Camtek Price Target Raised to $190 on Renewed Top-Line Momentum and AI-Driven Growth Outlook

Camtek shares are trading lower. The company reported its Q1 financial results.

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Camtek (NASDAQ:CAMT) reported first-quarter revenue of $121.7 million, slightly ahead of its guidance, as management pointed to strong demand tied to artificial intelligence, high-bandwidth memory and advanced packaging applications.

Camtek Q1 Earnings Call Highlights

Camtek reported Q1 2026 results with revenues of $121.7 million, a 2.5% year-over-year increase. GAAP operating income fell 17% to $27.3 million, while net income declined 8% to $31.6 million. The company has a strong liquidity position with $849.7 million in cash and projects over 25% revenue growth in H2 2026. Camtek is investing in AI technologies to enhance its semiconductor inspection capabilities. Analysts rate CAMT stock as a Hold with a $160 price target, while TipRanks’ AI Analyst rates it as Outperform due to solid fundamentals and growth guidance.

Camtek Posts Q1 2026 Results and Projects Strong Second-Half Revenue Surge

Camtek(CAMT.US)