Northland Securities Raises Earnings Estimates for Camtek

Camtek Ltd. (NASDAQ:CAMT) – Investment analysts at Northland Securities lifted their FY2026 earnings per share (EPS) estimates for Camtek in a research note issued on Tuesday, August 11th. Northland Securities analyst G. Richard now forecasts that the semiconductor company will post earnings per share of $3.27 for the year, up from their prior forecast of $3.06. The consensus estimate for Camtek’s current full-year earnings is $3.17 per share. Northland Securities also issued estimates for Camtek’s FY2027 earnings at $4.20 EPS.

A number of other analysts have also weighed in on CAMT. Jefferies Financial Group increased their price objective on shares of Camtek from $185.00 to $200.00 and gave the stock a “buy” rating in a research report on Wednesday, May 13th. Morgan Stanley cut their target price on Camtek from $167.00 to $165.00 and set an “equal weight” rating on the stock in a research note on Tuesday, August 11th. Oppenheimer raised their price target on Camtek from $180.00 to $195.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 13th. Barclays upped their price objective on Camtek from $175.00 to $185.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. Finally, Needham & Company LLC upped their price target on shares of Camtek from $175.00 to $190.00 and gave the stock a “buy” rating in a report on Tuesday, May 12th. Seven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $173.25.

Camtek Price Performance

CAMT stock opened at $148.51 on Friday. Camtek has a 12 month low of $75.75 and a 12 month high of $215.99. The company has a current ratio of 7.38, a quick ratio of 6.58 and a debt-to-equity ratio of 0.69. The company has a 50-day moving average price of $156.90 and a 200 day moving average price of $164.07. The stock has a market cap of $6.93 billion, a PE ratio of 232.05, a P/E/G ratio of 3.35 and a beta of 1.58.

Camtek (NASDAQ:CAMT) last posted its quarterly earnings data on Monday, August 10th. The semiconductor company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.02. Camtek had a net margin of 7.40% and a return on equity of 21.58%. The business had revenue of $133.24 million for the quarter, compared to analysts’ expectations of $130.44 million. During the same quarter in the previous year, the business posted $0.79 earnings per share. The business’s revenue was up 8.0% compared to the same quarter last year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Daiwa Securities Group Inc. raised its holdings 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 valued at $32,000 after purchasing an additional 200 shares in the last quarter. Advisory Services Network LLC purchased a new position in Camtek during the third quarter valued at approximately $32,000. Fifth Third Bancorp bought a new position in Camtek in the first quarter worth approximately $42,000. EverSource Wealth Advisors LLC raised its stake in Camtek by 46.8% in the first quarter. EverSource Wealth Advisors LLC now owns 298 shares of the semiconductor company’s stock worth $45,000 after buying an additional 95 shares in the last quarter. Finally, Advisors Asset Management Inc. lifted 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 buying an additional 293 shares during the period. 41.93% of the stock is currently owned by institutional investors.

Insider Activity at Camtek

In other Camtek news, CFO Moshe Eisenberg sold 3,759 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $160.06, for a total value of $601,665.54. Following the completion of the sale, the chief financial officer directly owned 16,884 shares in the company, valued at approximately $2,702,453.04. This represents a 18.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Lior Aviram sold 3,347 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $162.99, for a total value of $545,527.53. Following the transaction, the director directly owned 15,865 shares in the company, valued at $2,585,836.35. The trade was a 17.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,843 shares of company stock worth $4,514,249 over the last three months. Corporate insiders own 79.40% of the company’s stock.

Camtek Company Profile

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.