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: 565
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
95% more call options, than puts
Call options by funds: $203M | Put options by funds: $104M
39% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 59
17% more capital invested
Capital invested by funds: $1.64B [Q3] → $1.92B (+$285M) [Q4]
2.97% more ownership
Funds ownership: 44.92% [Q3] → 47.89% (+2.97%) [Q4]
14% less funds holding
Funds holding: 221 [Q3] → 190 (-31) [Q4]
51% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 55
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Needham Charles Shi 11% 1-year accuracy 9 / 81 met price target | 73%upside $110 | Buy Reiterated | 13 Feb 2025 |
Barclays Blayne Curtis 37% 1-year accuracy 28 / 76 met price target | 89%upside $120 | Overweight Maintained | 17 Jan 2025 |
Cantor Fitzgerald Matthew Prisco 18% 1-year accuracy 4 / 22 met price target | 58%upside $100 | Neutral Initiated | 13 Jan 2025 |
Northland Capital Markets Gus Richard 9% 1-year accuracy 3 / 34 met price target | 89%upside $120 | Outperform Maintained | 7 Jan 2025 |
Financial journalist opinion
Based on 7 articles about CAMT published over the past 30 days
