CamtekCAMT
About: Camtek Ltd is engaged in the manufacturing of metrology and inspection equipment and software solutions for the semiconductor industry. Its systems inspect wafers for various semiconductor market segments, including Advanced Packaging, Heterogenous Integration (HI), Compound Semiconductors, Memory, and foundries among others. Geographically, it derives maximum revenue from China followed by Asia Pacific, Korea, United States, and Europe. The company's products and services include Surface Inspection, Bump Inspection and Metrology, and others.
Employees: 656
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
35% more call options, than puts
Call options by funds: $73.9M | Put options by funds: $54.9M
3.17% more ownership
Funds ownership: 47.84% [Q4 2024] → 51.02% (+3.17%) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 63
13% less funds holding
Funds holding: 191 [Q4 2024] → 167 (-24) [Q1 2025]
23% less capital invested
Capital invested by funds: $1.92B [Q4 2024] → $1.47B (-$444M) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
50% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 42
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Stifel Brian Chin | 10%upside $98 | Buy Maintained | 7 Jul 2025 |
Oppenheimer Edward Yang | 12%upside $100 | Outperform Initiated | 2 Jul 2025 |
Cantor Fitzgerald Matthew Prisco | 11%downside $80 | Neutral Maintained | 24 Jun 2025 |
B. Riley Securities Craig Ellis | 6%upside $95 | Buy Maintained | 14 May 2025 |
Evercore ISI Group Mark Lipacis | 8%downside $82 | Outperform Maintained | 14 May 2025 |
Financial journalist opinion
Based on 7 articles about CAMT published over the past 30 days
