Camtek Ltd. $CAMT is Wasatch Advisors LP’s 3rd Largest Position

Posted by Geri Gentry on Aug 12th, 2026

Wasatch Advisors LP reduced its holdings in shares of Camtek Ltd. (NASDAQ:CAMT – Free Report) by 22.2% during the second quarter, HoldingsChannel reports. The firm owned 2,121,920 shares of the semiconductor company’s stock after selling 606,398 shares during the period. Camtek comprises 2.3% of Wasatch Advisors LP’s portfolio, making the stock its 3rd biggest holding. Wasatch Advisors LP’s holdings in Camtek were worth $346,128,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Advisors Asset Management Inc. lifted its stake in Camtek by 61.6% during the 1st quarter. Advisors Asset Management Inc. now owns 769 shares of the semiconductor company’s stock valued at $45,000 after acquiring an additional 293 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Camtek by 12.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 149,223 shares of the semiconductor company’s stock valued at $8,749,000 after acquiring an additional 16,117 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Camtek by 0.7% in the second quarter. Geode Capital Management LLC now owns 39,420 shares of the semiconductor company’s stock worth $3,333,000 after acquiring an additional 279 shares during the period. Cetera Investment Advisers grew its stake in shares of Camtek by 4.7% in the second quarter. Cetera Investment Advisers now owns 4,841 shares of the semiconductor company’s stock worth $409,000 after acquiring an additional 217 shares during the period. Finally, Invesco Ltd. raised its holdings in shares of Camtek by 8.3% during the second quarter. Invesco Ltd. now owns 263,836 shares of the semiconductor company’s stock valued at $22,310,000 after purchasing an additional 20,237 shares during the last quarter. 41.93% of the stock is owned by hedge funds and other institutional investors.

Camtek Price Performance

Shares of NASDAQ:CAMT opened at $164.41 on Wednesday. The company has a quick ratio of 7.46, a current ratio of 8.35 and a debt-to-equity ratio of 0.71. The stock has a market capitalization of $7.67 billion, a PE ratio of 256.89, a price-to-earnings-growth ratio of 3.80 and a beta of 1.58. The firm’s 50 day moving average price is $158.44 and its 200-day moving average price is $163.29. Camtek Ltd. has a twelve month low of $75.75 and a twelve month high of $215.99.

Camtek (NASDAQ:CAMT – Get Free Report) last announced its earnings results on Monday, August 10th. The semiconductor company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.02. Camtek had a net margin of 7.40% and a return on equity of 22.31%. The company had revenue of $133.24 million during the quarter, compared to analyst estimates of $130.44 million. During the same period in the previous year, the business posted $0.79 earnings per share. The firm’s quarterly revenue was up 8.0% compared to the same quarter last year. Equities research analysts expect that Camtek Ltd. will post 3.14 EPS for the current year.

Wall Street Analysts Forecast Growth

CAMT has been the topic of several research reports. Evercore restated an “outperform” rating and issued a $200.00 target price on shares of Camtek in a report on Wednesday, May 13th. Weiss Ratings upgraded shares of Camtek from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, May 14th. Northland Securities set a $174.00 price target on Camtek in a report on Wednesday, May 13th. Jefferies Financial Group increased their price target on Camtek from $185.00 to $200.00 and gave the company a “buy” rating in a report on Wednesday, May 13th. Finally, Needham & Company LLC raised their price target on Camtek from $175.00 to $190.00 and gave the stock a “buy” rating in a research note on Tuesday, May 12th. Seven equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $173.25.

Check Out Our Latest Stock Report on CAMT

Key Stories Impacting Camtek

Here are the key news stories impacting Camtek this week:

Positive Sentiment: Q2 results exceeded expectations: Camtek reported earnings of $0.78 per share, topping the $0.76 consensus estimate, while revenue increased 8% year over year to a record $133.2 million, ahead of the $130.2 million forecast. Camtek Announces Results for the Second Quarter of 2026
Positive Sentiment: Strong forward guidance: Camtek projected third-quarter revenue of $158 million to $160 million, substantially above the $148.9 million analyst consensus. Management also expects more than 30% growth in the second half of 2026 compared with the first half, with additional growth anticipated in 2027. Camtek Stock Advances on Record Q2 Revenue and Upbeat Guidance
Positive Sentiment: Positive semiconductor-sector momentum: Camtek’s earnings helped lift investor sentiment toward semiconductor equipment companies, while a reported $500 billion NVIDIA partnership provided an additional industry tailwind. Onto Innovation shares also rose following the developments. Onto Innovation Jumps Following Camtek Earnings and NVIDIA Partnership
Neutral Sentiment: Short-interest data appears unreliable: The report lists short interest at zero shares both currently and in the prior period, along with a mathematically invalid percentage change. As a result, it provides no meaningful evidence of short covering or bearish positioning in CAMT.
Negative Sentiment: Valuation remains a risk: Despite the earnings beat, quarterly EPS was slightly below the $0.79 reported a year earlier. With CAMT trading at a very high earnings multiple, investors may remain sensitive to any slowdown in the company’s projected growth or semiconductor demand.

Camtek Company Profile

(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.