Camtek

Camtek posted record Q2 revenue of $133.2 million, a 51.4% gross margin and $36 million operating income, with ~75% of sales from Advanced Packaging supporting AI applications. Management said year-to-date orders exceed $600 million, ~80% for Advanced Packaging and >50% of orders from OSATs, driven by HBM4, 2.5D/3D packaging and emerging photonics demand. The company expects Q3 revenue of $158–160 million, more than 30% growth in H2 2026 versus H1, and improving margins as Eagle G5 and Hawk platforms gain share and production capacity is expanded. Camtek also flagged continued investment in R&D, metrology (NanoProf) and supply-chain capacity to support growth into 2027. » More on finance.yahoo.com

Camtek reported record Q2 revenue of $133.2m and adjusted earnings of $2.34 per share, both above consensus expectations. About 75% of revenue came from Advanced Packaging with strong demand from AI applications; order intake since the start of the year exceeds $600m. Management guides Q3 revenue of $158–160m and expects rising gross and operating margins by year-end. Despite the numbers, the stock fell slightly as investors weighed valuation, margins and the pace of growth beyond the quarter. » More on de.investing.com

Camtek reported a record Q3 2025 revenue of $126 million (up ~12% YoY), gross margin of 51.5% and operating income of $37.6 million. The company completed a $500 million convertible notes offering, ending the quarter with about $794 million in cash and generated $34.3 million in operating cash flow. New products Eagle G5 and Hawk are driving orders and are expected to contribute materially to 2025–26 revenue, with strong demand from OSATs and HBM customers. Management expects 2026 to be a growth year with revenue weighted to the second half as industry capacity expansions and HBM demand materialize. » More on finance.yahoo.com

Camtek shares rose to a record high of $150.02 after a 44.37% price gain over the past year and a market capitalization of about $6.83 billion. InvestingPro data indicate an overvaluation and an overbought RSI; the P/E ratio is 146.72. Camtek reported 21.12% revenue growth over the last twelve months and says roughly 45% of revenue comes from high-performance computing and advanced packaging for AI. Several analysts raised price targets (Stifel $120, Jefferies $130, Evercore $130), while Morgan Stanley and Goldman Sachs retain a more neutral view. » More on de.investing.com

Camtek reported Q3 EPS of $0.82 (expectation $0.81) and a record revenue of $126m, slightly above estimates. Operating profit and a gross margin of 51.5% remained strong, and cash rose to $794m after a convertible bond of over $500m. New products such as Eagle G5 and OAK and strong demand in HPC and advanced packaging are expected to drive further growth. The stock fell 7.26% in premarket trading to $108.73; the company forecasts $125m revenue for Q4 and targets 15% revenue growth for 2025 to $495m. » More on de.investing.com