CAMT
Camtek Ltd.

Camtek Ltd.CAMT

Technology · Semiconductor Equipment & Materials
146.15USD
-1.20%
Sep 23, 2026
CAMT overview ready
Key Supplier of Inspection Equipment for Advanced Semiconductor Packaging
Direct process-control equipment supplier to advanced semiconductor packaging production lines.
Direct narrative exposure
Exposed to the Semiconductor Supply Chain Localization narrative through Advanced Packaging and Test Capacity — enabling supplier.
Price structure is giving way
Longer-term context reads near trend floor, with a near-term setup of constructive pullback.
Demanding valuation
The price embeds expectations that run ahead of what comparable businesses command.
Fundamentals under pressure
Ev / ebitda is weak.
Primary risk
Cyclicality of semiconductor industry demand.
Market Jul 19Price action Jul 17Research Jul 17

Conviction Level

NarrativeHeat8.7ThemeHeat8.0PriceAction7.5Valuation0.3CompanyPosition9.3
Price
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Price Action

Price structure is giving way
Longer-term context reads near trend floor, with a near-term setup of constructive pullback.

Key Financials

Market Cap
$6.8B
Avg Volume (60D)
516.9K
60 sessions
Revenue Growth YoY
+7.9%
Trailing twelve months
Gross Margin
+51.0%
Operating Margin
+23.2%
Trailing twelve months
P/E
243.6x
EV / EBITDA
48.2x
EV / Sales
13.1x
Market metrics as of Jul 19, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Camtek Ltd. has an Expensive valuation stance because the price embeds expectations that run ahead of what comparable businesses command. It trades at 48.2x EBITDA and 13.1x revenue, which require sustained delivery to be justified.

Company Research

Thesis
Direct process-control equipment supplier to advanced semiconductor packaging production lines.
Opportunity
High opportunity
Domestic semiconductor investment in advanced packaging, heterogeneous integration, and related inspection and test capacity.
Key risk
Cyclicality of semiconductor industry demand.

Narrative & Theme

Semiconductor Supply Chain Localization
Part of Advanced Packaging and Test Capacity, with strong fit.
Its inspection and metrology systems are purchased as advanced-packaging capacity expands, because increasingly complex heterogeneous, multi-die, and 2.5D/3D package structures require tighter defect detection, dimensional measurement, and process control.
Narrative HeatHot8.7 / 10
Theme HeatHeating up8.0 / 10

Business & Markets

Technology · Semiconductor Equipment & Materials
What they do

Camtek Ltd. develops, manufactures, and sells inspection and metrology equipment used in the semiconductor industry globally, supporting semiconductor manufacturers with hardware and software solutions.

How it earns

The company generates revenue primarily through transactional sales of inspection and metrology equipment and related software.

Products & services
Hawk platform for advanced packaging inspection
Eagle G5 for enhanced detection and metrology
Eagle-i/Plus for 2D inspection and metrology
Eagle-AP/Plus for 2D and 3D advanced packaging inspection
Customers & end markets
Semiconductor manufacturers
Advanced packaging market
Market position

Niche player specializing in semiconductor inspection and metrology equipment with a focus on advanced packaging solutions.

Demand drivers
High cyclicality

Semiconductor equipment demand is closely tied to the cyclical semiconductor manufacturing industry.