Camtek (NASDAQ:CAMT) Announces Earnings Results

Posted by Brian Himes on Aug 11th, 2026

Camtek (NASDAQ:CAMT – Get Free Report) posted its quarterly earnings results on Monday. The semiconductor company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.02, FiscalAI reports. Camtek had a net margin of 9.63% and a return on equity of 22.26%. The firm had revenue of $133.24 million during the quarter, compared to the consensus estimate of $130.19 million. During the same period in the previous year, the firm posted $0.79 earnings per share. The business’s revenue was up 8.0% compared to the same quarter last year.

Here are the key takeaways from Camtek’s conference call:

Record Q2 revenue reached $133.2 million, up 10% sequentially, with a 51.4% gross margin, 27% operating margin, and $0.78 non-GAAP diluted EPS.
Camtek reported more than $600 million in year-to-date orders, approximately 80% tied to advanced packaging and more than 50% from OSATs, improving visibility through 2026 and into 2027.
Management expects Q3 revenue of $158 million-$160 million, a 20% sequential increase, and more than 30% growth in second-half 2026 revenue versus the first half; advanced packaging revenue is expected to grow about 45% in the second half.
Demand is being driven by HBM4, 2.5D/3D packaging, and AI-related applications, while photonics is emerging as an additional growth market; newer Hawk and Eagle G5 systems represented about 50% of Q2 systems revenue.
Accounts receivable rose to $153.9 million and DSO increased to 105 days, while management expects inventory to grow in coming quarters to support the rapid revenue ramp; operating expenses are also expected to increase, primarily from continued R&D investment.

Camtek Stock Up 1.8%

Shares of NASDAQ:CAMT opened at $158.10 on Tuesday. The business’s 50 day moving average is $158.91 and its 200 day moving average is $163.16. Camtek has a 12-month low of $75.75 and a 12-month high of $215.99. The stock has a market cap of $7.38 billion, a price-to-earnings ratio of 181.73, a PEG ratio of 3.73 and a beta of 1.58. The company has a quick ratio of 7.46, a current ratio of 8.35 and a debt-to-equity ratio of 0.71.

Hedge Funds Weigh In On Camtek

Several large investors have recently bought and sold shares of CAMT. Daiwa Securities Group Inc. grew its stake in shares of Camtek by 202.0% in the 4th quarter. Daiwa Securities Group Inc. now owns 299 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 200 shares in the last quarter. Advisory Services Network LLC bought a new position in shares of Camtek during the third quarter valued at about $32,000. Global Retirement Partners LLC bought a new position in shares of Camtek during the fourth quarter valued at about $52,000. Advisors Asset Management Inc. boosted its holdings in Camtek by 61.6% during the first quarter. Advisors Asset Management Inc. now owns 769 shares of the semiconductor company’s stock worth $45,000 after purchasing an additional 293 shares during the last quarter. Finally, Jump Financial LLC purchased a new position in Camtek during the fourth quarter worth about $204,000. 41.93% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have recently commented on CAMT shares. Evercore restated an “outperform” rating and issued a $200.00 target price on shares of Camtek in a research note on Wednesday, May 13th. Northland Securities set a $174.00 price target on Camtek in a research note on Wednesday, May 13th. Weiss Ratings raised Camtek from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, May 14th. B. Riley Financial reiterated a “buy” rating on shares of Camtek in a report on Monday, April 20th. Finally, Jefferies Financial Group raised their price objective on Camtek from $185.00 to $200.00 and gave the company a “buy” rating in a research note on Wednesday, May 13th. Seven analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $173.42.

Get Our Latest Analysis on CAMT

Camtek News Summary

Here are the key news stories impacting Camtek this week:

Positive Sentiment: Q2 earnings and revenue beat estimates: Camtek reported adjusted earnings of $0.78 per share, above the $0.76 consensus estimate, while revenue reached a record $133.2 million versus expectations of $130.2 million. Revenue increased 8% year over year. Camtek Announces Results for the Second Quarter of 2026
Positive Sentiment: Strong forward guidance: Camtek expects third-quarter revenue of $158 million to $160 million, well above the approximately $148.9 million analyst consensus. Management also expects more than 30% growth in the second half of 2026 compared with the first half, with further expansion anticipated in 2027. Camtek Stock Advances as Record Q2 Revenue and Upbeat Guidance Impress Investors
Positive Sentiment: Investor reaction: The shares initially gapped higher following the earnings release, indicating that the results and outlook were viewed favorably by investors. Camtek Shares Gap Up on Strong Earnings
Neutral Sentiment: Profit growth was mixed: Although quarterly earnings exceeded forecasts, EPS was slightly below the $0.79 reported in the same period last year. Camtek also trades at a high valuation, which could make the stock sensitive to any slowdown or guidance disappointment.

Camtek Company Profile

(Get Free Report)

Camtek Ltd. (NASDAQ: CAMT) is a provider of automated inspection and metrology solutions for the semiconductor and printed circuit board (PCB) industries. The company develops, manufactures and markets a suite of inline and stand-alone systems that perform high‐resolution 2D and 3D measurements, defect review and process control. Its products are used by integrated device manufacturers, foundries, OSAT (outsourced semiconductor assembly and test) providers, and PCB fabricators to optimize yield, improve product quality and reduce production costs.

Camtek’s core offerings include wafer inspection systems that detect and classify defects on patterned wafers, patterned wafer metrology tools for overlay and critical dimension measurements, and advanced packaging inspection platforms for 3D ICs and fan-out wafer-level packaging.