Camtek Stock Price, News & Analysis

Camtek (NASDAQ: CAMT) has announced plans to offer $400 million of 0.00% Convertible Senior Notes due 2030 in a private offering to qualified institutional buyers. The company will grant initial purchasers an option for an additional $60 million in notes.

The notes will mature on September 15, 2030, bearing no regular interest. They will be convertible into cash, Camtek ordinary shares, or a combination thereof. Camtek may redeem the notes under specific conditions, including after September 20, 2028, if the stock price reaches 130% of the conversion price.

The proceeds will be used to repurchase a portion of Camtek's existing 2026 convertible notes, with the remainder allocated for general corporate purposes, including potential acquisitions and R&D.

Camtek (NASDAQ: CAMT) reported outstanding Q2 2025 financial results, with record revenues of $123.3 million, marking a 20% year-over-year increase. The company achieved impressive GAAP gross margins of 50.8% and non-GAAP gross margins of 51.9%. GAAP operating income rose 24% to $32.0 million, while non-GAAP operating income increased 21% to $37.4 million.

The company's growth is primarily driven by high-performance computing applications for AI, with strong demand for advanced packaging solutions. Camtek's newly introduced Eagle G5 and Hawk systems are well-received in the market. Management anticipates Q3 2025 revenues of approximately $125 million, representing an annual run rate of half a billion dollars.

The company maintains a robust financial position with $543.9 million in cash and equivalents as of June 30, 2025, and generated an operating cash flow of $23.5 million in Q2.

Camtek (NASDAQ: CAMT) has scheduled its second quarter 2025 financial results announcement for Tuesday, August 5, 2025. The company will host a video conference call via Zoom at 9:00 am ET on the same day.

The earnings call will feature key executives including CEO Rafi Amit, CFO Moshe Eisenberg, and COO Ramy Langer, who will present the results and address questions from participants. A replay of the call will be made available through the registration link and on Camtek's website shortly after the event concludes.

Camtek (NASDAQ: CAMT) reported record Q1 2025 financial results with revenues of $118.6 million, marking a 22% year-over-year increase. The company achieved strong profitability with GAAP net income of $34.3 million (up 38% YoY) and non-GAAP net income of $38.7 million. Key metrics include GAAP gross margin of 51.0% and GAAP operating income of $32.7 million. Looking ahead, Camtek expects Q2 2025 revenues of $120-123 million, representing 17-20% YoY growth. The company's growth is primarily driven by advanced packaging for AI applications, with new product launches (Eagle G5 and Hawk) receiving positive customer reception. Despite geopolitical concerns, Camtek reports no material impact from tariffs due to its manufacturing locations in Israel and Europe.

Camtek Ltd. (NASDAQ: CAMT) has announced it will release its first quarter 2025 financial results on Tuesday, May 13, 2025. The company will host a video conference call via Zoom on the same day at 9:00 am ET. The call will be led by key executives including CEO Rafi Amit, CFO Moshe Eisenberg, and COO Ramy Langer, who will present results and take questions. A replay of the call will be available through the registration link and on Camtek's website shortly after the call concludes.

Camtek (CAMT) has been awarded the prestigious Intel EPIC Supplier Award for 2025, marking it as one of only 37 recipients across Intel's global supply chain. The award represents Intel's highest supplier recognition, acknowledging exceptional performance in Excellence, Partnership, Inclusion, and Continuous Improvement.

The recognition positions Camtek among an elite group of suppliers, selected from thousands worldwide, with only a few hundred qualifying for the EPIC Supplier Program. To achieve this distinction, suppliers must exceed Intel's highest expectations and meet aggressive strategic objectives aligned with Intel's priorities.

The achievement was celebrated by Intel executives, including Frank Sanders, Corporate VP of Global Supply Chain Operations, and Dave Bloss, Corporate VP of Global Sourcing for Equipment & Materials, who praised Camtek's commitment to quality, technology innovation, and superior performance in the semiconductor industry.

Camtek (NASDAQ: CAMT) announced the nomination of Lior Aviram as Executive Chairman of the Board, effective June 1, 2025, subject to shareholder approval. Aviram brings over 30 years of experience as legal counsel to technology companies, with expertise in strategic transactions, mergers and acquisitions, and corporate development.

In his role as Executive Chairman, Aviram will lead the Board and take on executive responsibilities in strategic initiatives, M&A, investments, and collaborations. He has worked closely with Camtek for more than 25 years and is familiar with the business and management team. The current Chairman, Moty Ben-Arie, who has served since January 2023, will remain as a non-executive Board member, subject to re-election at the 2025 annual general meeting.

Camtek reported record results for Q4 and full year 2024. Q4 revenues reached $117.3 million, up 32% YoY, with GAAP net income of $33.0 million and non-GAAP net income of $37.7 million. Full-year 2024 revenues were $429.2 million, a 36% increase from 2023.

The company achieved strong profitability metrics with Q4 GAAP operating margins of 26.7% and non-GAAP operating margins of 30.9%. Full-year GAAP EPS was $2.42, while non-GAAP EPS reached $2.83. Operating cash flow for 2024 totaled $122.2 million, resulting in a total cash and securities balance of $501.2 million by year-end.

Looking forward, management expects Q1 2025 revenues of $118-120 million, representing approximately 23% YoY growth. The company is launching new Eagle G5 and Hawk systems, positioning itself to capitalize on growing AI demand and high-performance computing hardware investments.

Camtek (CAMT) has announced it will release its financial results for Q4 and full year 2024 on Wednesday, February 12, 2025. The company will host a video conference call via Zoom at 9:00 am ET on the same day. Key executives including CEO Rafi Amit, CFO Moshe Eisenberg, and COO Ramy Langer will present the results and conduct a Q&A session.

Participants must register through a provided Zoom link to join the call. The conference will be accessible via the Zoom app or dial-in options. A replay of the call will be available through the same link and on Camtek's website shortly after the event concludes.