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CACAMT

Camtek Ltd.

$CAMT·$7.0B·Semiconductors·Technology
$149.12+3.4%YTD+34.9%1Y+47.4%
Price updated 10h ago·X counts updated 4d ago
CACAMT
$CAMTCamtek Ltd.
$149.12+3.40%39 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CAMT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

39X posts · last 7 days
Sep 1Sep 14
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CAMT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-17

Camtek chatter is bullish - Q2 revenue $133.2M (+8% YoY) beat $130M, adjusted EPS $0.78 beat $0.76, non-GAAP net income $39.4M (+2% YoY), and Q3 guidance beat consensus. Bulls describe CAMT holding as CSI's smallest metrology investment with recent sell-off framed as a buying opportunity given HBM inspection-intensity tailwinds and $260M+ cash. CAMT is grouped with LRCX, AMAT, ASML, and KLAC as strong semi equipment, and appears in bullish photonics/AI baskets with ACMR, SIVE, AAOI, LWLG, and ALMU.

Read what X is saying about $CAMT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CAMT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-18

The move is getting stronger, with heavier trading behind it.

A niche semi-equipment name whose inspection tools ride the same HBM wave lifting the memory giants.

Camtek makes the metrology and inspection machines that check advanced chip packages before they get bonded into finished parts — the kind of gear that gets busier as chips get more layered, more expensive per die and less forgiving of a bad stack. That is exactly what the current high-bandwidth-memory build-out demands, and it is why Camtek keeps getting mentioned in the same breath as the bigger equipment names.

  • Growth has re-accelerated: the last quarter's revenue is back to double-digit year-on-year, and both of the most recent earnings prints came in above analyst estimates — modest beats, but consistent.
  • Margins are best-in-class for the tier: roughly half of every sales dollar is gross profit, and about a quarter falls to operating profit — numbers you would normally expect from a much larger equipment maker.
  • The multiple is doing a lot of work: the stock trades on a very rich earnings multiple, so any hiccup in the HBM cycle or in customer capex reaches the share price before the income statement.

The next earnings report in mid-November is the read for whether guidance keeps rising with the memory build; until then, the position looks like a leveraged bet on packaging intensity staying elevated.

Agrees with X sentimentX sentiment is bullish and frames Camtek as a smaller way to play the same HBM inspection theme driving ASML, KLAC and AMAT, with the recent pullback treated as a buying opportunity. The fundamental picture — re-accelerating revenue, beat-and-raise cadence, sector-leading margins — supports the setup, though the crowd is quieter on how expensive the shares are relative to those larger peers.

What to watch: The mid-November earnings print and any commentary on order backlog from advanced-packaging customers. If HBM inspection demand is genuinely broadening, expect another guide-raise; softness there would let air out of the multiple fast.

On the calendar: 2026-11-17 — Q3 earnings

Read the AI verdict on $CAMT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Israeli semiconductor equipment maker specializing in 2D/3D inspection and metrology for advanced packaging and memory.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $CAMT.

Semiconductors · Technology

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $CAMT

Direct beneficiary — Advanced packaging 2D/3D inspection and metrology demand rises with HBM stacking and chiplet assembly volumes driven by AI GPU production ramp.

Top industry ETF

$SMHVanEck Semiconductor ETF
+51.9%YTD
+80.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
188.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
18.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$0.78$0.76+2.5%
Q1 2026May 12, 2026$0.70$0.68+2.3%
Q4 2025Feb 18, 2026$0.81$0.83-2.4%
Q3 2025Nov 10, 2025$0.82$0.80+2.1%
Next earningsTue, Nov 17·consensus EPS $0.98

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$121.7M+2.5%50.1%22.4%$0.68—
Q4 FY25$128.1M+9.2%50.0%24.7%$0.78—
Q3 FY25$126.0M+12.2%50.0%25.3%$-1.16—
Q2 FY25$123.3M+20.2%50.8%25.9%$0.74$0

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$593.2M$588.7M – $595.7M$3.61$3.53 – $3.697
FY27$755.0M$725.1M – $780.4M$4.89$4.57 – $5.217
FY28$879.7M$810.8M – $966.3M$5.81$5.50 – $6.123
FY29$1.0B$979.7M – $1.1B$6.17$5.84 – $6.511
FY30$1.2B$1.1B – $1.2B$7.78$7.37 – $8.202

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.585-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Orit Geva-dvashPresident508 sh$89KSellAug 14Andorn Karni YarlDirector3.2K sh$522KSellAug 13Andorn Karni YarlDirector2.4K sh$406KSellAug 13Ram LangerCOO6.4K sh$1.1MSellAug 13Rafi AmitCEO6.3K sh$1.1MSellAug 12Moshe EisenbergCFO645 sh$111KSellAug 12Orit Geva-dvashPresident415 sh$72KSellAug 12Lior AviramDirector3.3K sh$582KSellAug 11Lior AviramDirector3.3K sh$546KSellAug 11Moshe EisenbergCFO3.8K sh$602K
+ 6 other (4 awards · 2 exempts) in window

See when $CAMT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
3New insider — initial holdingsApr 133
+ 19 other (8 6-Ks · 5 13Gs · 4 3s · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Overlooked Semiconductor Stock Poised to Lead in the AI Racefool.com·2d agoCamtek (CAMT) Rises As Market Takes a Dip: Key Factszacks.com·3d agoBrokers Suggest Investing in Camtek (CAMT): Read This Before Placing a Betzacks.com·8d agoImplied Volatility Surging for Camtek Stock Optionszacks.com·15d ago3 Under-the-Radar AI Stocks Wall Street Is Missing247wallst.com·22d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

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Voices on X · last 7 days

No standout posts about $CAMT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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