Added to YB: 2026-07-02
Pitch date: 2026-07-01
CAMT [bullish]
Camtek Ltd.
Author Info
No bio for this author
Company Info
Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for semiconductor industry in the United States, China, Korea, Europe, and the Asia Pacific.
Market Cap
$7.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
50.63
P/E
164.33
EV/Sales
14.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$CAMT bull thesis
CAMT: Sole-source 3D metrology tool-of-record for HBM at all 3 memory makers. ~$260M HBM orders 2026-27 +$50M AI order; H2'26 rev guided +25% vs H1; Eagle G5/Hawk to double. HBM4 content tailwind + Visual Layer AI software optionality. 37x 2027 EPS vs peers >40x post-20% pullback. Risk: unproven H2 hockey-stick, Micron cyclicality.
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