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 Q3 regulatory filings by fund managers ($100M+ AUM)
79% more call options, than puts
Call options by funds: $265M | Put options by funds: $148M
17% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 66
2% more funds holding
Funds holding: 216 [Q2] → 220 (+4) [Q3]
8% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 49
3.37% less ownership
Funds ownership: 48.17% [Q2] → 44.79% (-3.37%) [Q3]
40% less capital invested
Capital invested by funds: $2.72B [Q2] → $1.63B (-$1.09B) [Q3]
78% less funds holding in top 10
Funds holding in top 10: 9 [Q2] → 2 (-7) [Q3]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stifel Patrick Ho 100% 1-year accuracy 1 / 1 met price target | 27%upside $105 | Buy Reiterated | 12 Dec 2024 |
Northland Capital Markets Gus Richard 60% 1-year accuracy 18 / 30 met price target | 24%upside $102 | Outperform Maintained | 13 Nov 2024 |
Needham Charles Shi 32% 1-year accuracy 25 / 78 met price target | 15%upside $95 | Buy Reiterated | 13 Nov 2024 |
Financial journalist opinion
Based on 5 articles about CAMT published over the past 30 days
