Camtek stock gains 7.26% as Q3 growth outlook stays in focus
Published on 11/09/2026 at 18:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSGrowth outlook meets execution test
- Camtek reported record third-quarter revenue of 161.3 million US dollars for the period ended September 30.
- Management expects approximately 180 million US dollars of fourth-quarter revenue and more than 800 million US dollars in 2027.
- Advanced packaging demand and margin delivery remain central investor considerations.
Camtek stock traded at 94.11 euros on Lang & Schwarz at 18:05 CET on Monday, November 9, 2026. That was 7.26% above the 87.74-euro quote cited in the company's own report at 10:46 CET the same day, providing a fresh market development for this second report.
Record quarter supports wider outlook
Camtek reported its third-quarter results on Wednesday, November 4, for the period ended September 30. In a PR Newswire release carried by Yahoo Finance, the semiconductor inspection and metrology company said revenue reached 161.3 million US dollars, up 28% from the year-earlier quarter and 21% from the second quarter.
GAAP operating income was 39.8 million US dollars, while non-GAAP operating income reached 47.5 million US dollars. The corresponding operating margins were 24.7% and 29.5%. GAAP net income came to 42.8 million US dollars, compared with a net loss of 53.2 million US dollars in the prior-year quarter. Non-GAAP net income rose to 50.3 million US dollars from 40.9 million US dollars.
AI demand drives forward view
Management expects fourth-quarter revenue of approximately 180 million US dollars, which would represent about 40% year-over-year growth and bring full-year 2026 revenue to approximately 595 million US dollars. The initial 2027 outlook calls for revenue above 800 million US dollars, supported by the order backlog and sales pipeline.
Chief Executive Rafi Amit linked the momentum to high-end advanced packaging and expanding demand for artificial intelligence applications. For investors, the next test is whether order visibility converts into shipments while supply-chain costs and margin development remain under close scrutiny.
Camtek Ltd. company facts
- Company: Camtek Ltd.
- ISIN: IL0010952641
- Ticker: CAMT
- Primary exchanges: Nasdaq and TASE
- Lang & Schwarz quote: 94.11 euros at 18:05 CET on November 9, 2026
- Latest reported quarter: Third quarter ended September 30, 2026
- Sector: Technology
- Industry: Semiconductors
Semiconductor shares remain sensitive to artificial intelligence infrastructure spending, making the Nasdaq Composite an important market backdrop.
