$CAMT

Camtek, a supplier of quality control and inspection equipment for chipmakers, is benefiting from the AI boom. The company expects surging revenue, with Q2 revenue up 8% YoY to $133M and Q3 expected to rise 20% sequentially. Camtek has a 60% market share in advanced packaging inspection, a growing sector. The stock is up 25% YTD but has fallen 35% from its May peak, with a trailing P/E of 184 and a forward P/E of 27. Analysts have a median price target of $190, suggesting 42% upside.

The Tel Aviv Stock Exchange rose, with the Tel Aviv 35 Index up 1.30% to 4,201.89 points. Banks and chip companies led gains, while Palo Alto Networks fell 8.39% after earnings. Turnover was NIS 5.12 billion in equities. The shekel strengthened against the dollar and euro.

The Tel Aviv Stock Exchange rose after the Bank of Israel cut interest rates to 3.25%. The Tel Aviv 35 Index gained 0.22%, while Dimri led gains with a 5.47% rise. OPC Energy fell 4.67%, the biggest decline. Key movers included Elbit Systems, Teva, and Ormat, which rose, and Camtek and Tower Semiconductor, which fell.

Camtek reported $600M in orders, 80% tied to advanced packaging, with a 32% upside potential. Astera Labs' Scorpio X entered volume production early, guiding Q3 revenue to $540M-$560M. Credo Technology saw 157% revenue growth, with guidance for 80% growth in fiscal 2027. All three companies are key players in AI infrastructure, with strong fundamentals and growth prospects.

Camtek (CAMT) reported record Q2 revenue of $600M+ year-to-date, driven by AI-related advanced packaging demand. The company issued upbeat Q3 guidance, contributing to a 17.55% monthly and 48.74% year-to-date stock price increase. Analysts debate its valuation, with some seeing it as 8.3% undervalued at $171.80, while others suggest it's overvalued based on discounted cash flow models.

The Tel Aviv Stock Exchange was mostly flat, with the Tel Aviv 35 Index up 0.04%. Chip companies led declines, with Tower Semiconductor (TSEM) down 8.71%, Camtek (CAMT) down 5.63%, and Nova (NVMI) down 5.46%. Banks and Shufersal (SAE) rose, with Bank Hapoalim (POLI) up 1.85% and Shufersal up 4.58%.

Camtek Ltd. (CAMT) reported Q2 2026 revenue of $133.2 million, up 8% year over year and 10% sequentially. Advanced packaging was 75% of revenue. Non-GAAP gross margin was 51.4% and operating income $36 million. YTD order intake exceeded $600 million. Q3 revenue guidance is $158 million to $160 million; management targets margin expansion by year-end.

Camtek (NASDAQ:CAMT) said board member Yarl Karni Andorn exercised stock options for 4,056 shares, according to a Form 4 filed Aug. 17. The transaction value was $555,552. The article notes CAMT was up about 4.98% to $168.47 as of Monday morning and provides company business and valuation metrics.

Andorn Karni Yarl sold 5,532 shares of CAMTEK LTD (CAMT) at an average of $167.79 ($164.40–$172.74, $0.93M total) across 3 trades over 2026-08-13 to 2026-08-14.

Langer Ram (Chief Operating Officer) sold 6,387 shares of CAMTEK LTD (CAMT) at $172.32 ($1.10M total) on 2026-08-13.