Camtek stock: Record Q3 revenue sharpens 2027 growth test

Published on 11/10/2026 at 17:39 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Camtek reported record third-quarter revenue and kept its long-term growth outlook above 800 million US dollars for 2027. Investors are watching execution.

Camtek's growth outlook faces execution test

Record third-quarter revenue reinforced demand for semiconductor inspection and metrology systems.
Management expects continued expansion in the fourth quarter and a 2027 revenue outlook above 800 million US dollars.
Order conversion, supply-chain costs and margin development remain central investor issues.

Camtek, IL0010952641, Illustration mit AI erstellt.

Camtek reported record third-quarter revenue on Wednesday, November 4, 2026, for the period ended September 30. In a PR Newswire release, the semiconductor inspection and metrology company said revenue reached 161.3 million US dollars, up 28% from a year earlier and 21% from the second quarter.

Record quarter lifts growth expectations

GAAP operating income reached 39.8 million US dollars, while non-GAAP operating income was 47.5 million US dollars, producing operating margins of 24.7% and 29.5%, respectively. GAAP net income came to 42.8 million US dollars, compared with a net loss in the year-earlier quarter, while non-GAAP net income rose to 50.3 million US dollars.

Management expects fourth-quarter revenue of approximately 180 million US dollars, which would represent about 40% year-over-year growth and bring full-year 2026 revenue to approximately 595 million US dollars. The initial 2027 outlook calls for revenue above 800 million US dollars, supported by the order backlog and sales pipeline.

Execution remains the next test

Camtek's management linked the outlook to high-end advanced packaging and expanding demand for artificial intelligence applications. For investors, the key question is whether order visibility converts into shipments while supply-chain costs and margin development remain under control.

Camtek stock traded at 92.87 euros on Lang & Schwarz at 17:36 CET on Tuesday, November 10, 2026. Compared with the 113.53-euro quote cited in the October 29 report, the stock was down 18.19%, a separate move since that publication rather than a Xetra daily comparison.