Camtek stock falls 1.89 percent as estimates rise

Published on 10/06/2026 at 16:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Camtek stock faces Q3 revenue guidance of USD 158 million-160 million after Q2 revenue reached USD 133.24 million on August 10, 2026. Consensus EPS is USD 0.98.

Camtek, IL0010952641, Illustration mit AI erstellt.

Camtek stock (ISIN IL0010952641) was trading at USD 158.99 on Nasdaq on October 6, 2026, down 1.89 percent from the previous close. The semiconductor equipment maker's latest reported quarter delivered USD 133.24 million in revenue, while management guided for Q3 revenue of USD 158 million-160 million.

Q3 guidance points higher

According to Yahoo Finance on August 10, 2026, Camtek expects third-quarter revenue of USD 158 million-160 million, representing a 20 percent sequential increase from Q2. The same call reported Q2 revenue of USD 133.2 million, up 8 percent year over year, and net income of USD 39.4 million, or USD 0.78 per diluted share.

The operating picture is concentrated in advanced packaging. Yahoo Finance reported that advanced packaging generated 75 percent of revenue in Q2, with management expecting roughly 45 percent growth in that business during the second half of 2026.

Estimates raise the bar

For the upcoming quarter, Yahoo Finance published Zacks estimates of USD 0.98 in earnings per share, up 19.51 percent from the year-earlier quarter, and USD 159.09 million in revenue, up 26.27 percent. The full-year consensus calls for USD 3.60 in earnings per share and USD 593.36 million in revenue, corresponding to growth of 10.43 percent and 19.61 percent.

That growth profile comes with a demanding valuation. Yahoo Finance reported a forward P/E ratio of 45.87 for Camtek, compared with 36.36 for its industry, while Zacks assigned the shares a Rank of 3, or Hold, on October 5, 2026.

Analyst targets remain divided

According to MarketBeat on September 28, 2026, Morgan Stanley lowered its Camtek price target from USD 165 to USD 152 while maintaining an Equal Weight rating. The move contrasts with the broader consensus, which MarketBeat lists as Moderate Buy across 14 analyst ratings, including seven Buys and seven Holds.

The consensus average target is USD 176.75, with a high of USD 200 and a low of USD 145, according to MarketBeat. Against the USD 158.99 reference price, the average target lies 11.2 percent above the price, keeping the analyst range wider than the latest daily move.

Camtek stock trades below its yearly high

Camtek stock was trading at USD 158.99 on Nasdaq at 10:53 a.m. ET on October 6, 2026, with an intraday range of USD 158.56-164.44. The USD 215.99 52-week high leaves the stock 26.4 percent below that level.