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Camtek Ltd.
2 posts
Camtek’s $600m order surge now points to a $172m-plus Q4 revenue test
Camtek’s second-half guidance looks strong on its own, but the underlying math is more demanding: after a $159 million Q3 midpoint, Q4 revenue may need to exceed roughly $172 million.
Camtek guides for 30%+ H2 growth as AI packaging orders top $600m, but CAMT reverses early earnings surge
Camtek posted record Q2 revenue of $133.2 million and now expects second-half revenue to grow more than 30%, driven by AI, HBM and advanced packaging. The stronger outlook points to at least roughly $586 million of 2026 revenue, but weaker year-on-year operating margins and CAMT’s sharp intraday reversal show investors are demanding more than accelerating sales.