Camtek
CAMT
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
213% more call options, than puts
Call options by funds: $158M | Put options by funds: $50.5M
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
49% more capital invested
Capital invested by funds: $1.47B [Q1] → $2.19B (+$718M) [Q2]
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
17% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 54
4% more funds holding
Funds holding: 167 [Q1] → 173 (+6) [Q2]
0.98% less ownership
Funds ownership: 51.02% [Q1] → 50.03% (-0.98%) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
|
Evercore ISI Group
Mark Lipacis
|
$100
|
Outperform
Maintained
|
6 Aug 2025 |
|
Jefferies
Blayne Curtis
|
$105
|
Buy
Maintained
|
5 Aug 2025 |
|
Needham
Charles Shi
|
$98
|
Buy
Maintained
|
5 Aug 2025 |
|
Stifel
Brian Chin
|
$98
|
Buy
Maintained
|
7 Jul 2025 |
|
Oppenheimer
Edward Yang
|
$100
|
Outperform
Initiated
|
2 Jul 2025 |
|
Cantor Fitzgerald
Matthew Prisco
|
$80
|
Neutral
Maintained
|
24 Jun 2025 |
Financial journalist opinion
Based on 3 articles about CAMT published over the past 30 days
