CAMTEK LTD SEC Filings

CAMT reported insider sale activity by director Orit Geva-Dvash. The filing lists two dispositions of Ordinary shares: 11/26/2025 sale of 1,877 shares for $197,085.00 and 12/02/2025 sale of 2,239 shares for $250,768.00.

The transactions are presented on a Form 144 notification of proposed sale under securities rules; the entries identify the broker as Oppenheimer & Co. Inc. and the exchange as NASDAQ.

Ramy Langer reported a sale of 1,512 ordinary shares on 11/26/2025. The filing shows aggregate proceeds of $157,867.92 from that sale.

The excerpt lists shares outstanding of 45,449,306 as of 02/19/2026 as a context figure.

Camtek Ltd. reporting proposed and completed insider sales of ordinary shares by Moshe Eisenberg. The filing lists three completed transactions: 4,045 shares on 11/24/2025 for $398,988.10, 2,328 shares on 12/08/2025 for $274,533.72, and 619 shares on 12/10/2025 for $74,280.00. The form also shows 11,129 restricted stock units dated 01/16/2023.

Camtek Ltd. reported record results for 2025, with revenues rising 16% to $496.1M and fourth-quarter revenue up 9% year over year to $128.1M. GAAP gross margin improved to 50.5%, while non-GAAP gross margin reached 51.6%, reflecting strong profitability.

Non-GAAP net income grew to $159.0M, or $3.26 per diluted share, compared with $138.6M and $2.83 in 2024. GAAP net income declined to $50.7M due mainly to an $88.7M loss from extinguishment of capital notes. Operating cash flow was $142.6M, and cash, deposits and marketable securities reached $851.1M as of December 31, 2025. Management expects double-digit revenue growth in 2026 and guides first-quarter 2026 revenue to around $120M, citing strong AI-driven demand and recent orders totaling $45M.

Migdal Insurance & Financial Holdings Ltd. has filed a beneficial ownership report showing a 5.1% stake in Camtek Ltd. The filing states Migdal and its subsidiaries collectively hold 2,332,037 ordinary shares, with no sole voting or dispositive power, only shared authority.

The shares are held through various Migdal subsidiaries for the benefit of policyholders, pension and provident fund members, mutual fund investors, portfolio clients and proprietary (“nostro”) accounts. Migdal and its subsidiaries formally disclaim forming a group and any beneficial ownership beyond their actual economic interest.

The signatories also certify that the Camtek shares were not acquired, and are not held, to change or influence control of Camtek, but as part of investment management activities.

Wasatch Advisors filed an amended Schedule 13G reporting its beneficial ownership of 3,167,997 Camtek Ltd ordinary shares, representing 6.9% of the class as of 12/31/2025. Wasatch has sole voting power over 2,139,557 shares and sole dispositive power over 3,167,997 shares.

The firm states the Camtek shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Camtek. The filing is signed by CEO Mike Yeates on behalf of Wasatch Advisors.

Camtek Ltd. reported a new Hawk systems order of about $25 million from a tier‑1 customer for AI applications. This order follows several smaller repeat orders from the same customer, bringing the total Hawk orders from this customer to $45 million for delivery in 2026.

The Hawk is Camtek’s latest inspection and metrology platform, aimed at advanced packaging uses such as High Bandwidth Memory, chiplets, hybrid bonding, FE applications and wafers with up to 500 million micro‑bumps. Management says these orders highlight confidence in Hawk’s capabilities and Camtek’s role in enabling advanced AI and high‑performance computing applications.

Camtek Ltd. provides an investor update highlighting its role in semiconductor inspection and metrology and its exposure to high-performance computing and AI trends. The company reports Q3 2025 revenue of $126M, gross margin of 51.5%, and operating income of $37.6M with a 29.9% margin, with double‑digit year-over-year growth in revenue, gross profit and operating income. Cash and deposits were $794M as of September 30, 2025, compared with $501M as of December 31, 2024, alongside $519M in net convertible notes. From 2020 to 2024, revenue rose from $155.9M to $429.2M, with non‑GAAP net income increasing from $26.0M to $138.6M and non‑GAAP operating margin reaching 30.4%. Camtek guides Q4 2025 revenue to approximately $127M, implying annual revenues of about $495M, and presents a forward‑looking target model aiming for $750M revenue with higher gross and operating margins driven by AI‑related demand and new products.

Camtek Ltd. reported record Q3 2025 revenue of $126.0 million, up 12% year over year. GAAP gross profit was $63.0 million (50.0% margin) and non-GAAP gross profit was $64.9 million (51.5%). GAAP operating income reached $31.9 million (25.3% margin), while non-GAAP operating income was $37.6 million (29.9%).

Due to a debt transaction, Camtek recorded an $89 million loss tied to extinguishment of notes, resulting in a GAAP net loss of $53.2 million (−$1.16 per basic share). On a non-GAAP basis, net income was $40.9 million ($0.82 per diluted share), up 10% year over year. The company issued $500 million of 0% convertible senior notes in a private offering and used part of the proceeds to repurchase prior notes; cash, deposits and marketable securities totaled $794.0 million as of September 30, 2025. Management expects Q4 2025 revenue of around $127 million and projects $495 million for 2025, implying 15% growth over 2024.