Camtek stock: Northland trims 2026 EPS forecast to 3.25 dollars
Published on 11/13/2026 at 17:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalysten senken Gewinnschätzung
- Northland Securities reduzierte seine Gewinnprognose für Camtek, während die Konsensmeinung bei Hold blieb.
- Camtek erwartet weiteres Umsatzwachstum, muss aber Auftragsbestand, Margen und Lieferungen in den kommenden Quartalen umsetzen.
Northland Securities lowered its full-year 2026 earnings forecast for Camtek on Wednesday, November 4, according to a MarketBeat report published Thursday, November 12. The brokerage now expects 3.25 US dollars in earnings per share for the year, down from 3.35 US dollars, while its 2027 estimate stands at 4.72 US dollars.
The revision adds a more cautious analyst signal to Camtek's growth story. MarketBeat said the current consensus for 2026 earnings was 3.27 US dollars per share and that the average analyst rating remained Hold, with an average price target of 164 US dollars. The report also cited recent target cuts by several firms, including Morgan Stanley's move to an Underweight rating.
Growth remains tied to execution
Camtek's latest operating update came on November 4 for the third quarter ended September 30. In its PR Newswire release, the semiconductor inspection and metrology company reported record revenue of 161.3 million US dollars and GAAP operating income of 39.8 million US dollars. Non-GAAP operating income reached 47.5 million US dollars, while operating cash flow totaled 71.1 million US dollars.
Management expects fourth-quarter revenue of approximately 180 million US dollars and has set an initial 2027 revenue outlook above 800 million US dollars. The company links that outlook to its order backlog and sales pipeline, with high-end advanced packaging and artificial-intelligence applications supporting demand. The key investment question is whether Camtek can convert that visibility into shipments while protecting profitability.
Camtek stock trades lower
Camtek stock traded at 90.61 euros on Lang & Schwarz at 17:48 CET on Friday, November 13, 2026. That was 5.01 percent below the 95.38-euro quote in the previous Camtek report at 10:16 CET the same day, a separate move from any Xetra session comparison.
Camtek company facts
- Company: Camtek Ltd.
- ISIN: IL0010952641
- Ticker: CAMT
- Home exchanges: Nasdaq and TASE
- Latest quote: 90.61 euros on Lang & Schwarz at 17:48 CET on November 13, 2026
- Sector: Technology
- Industry: Semiconductors
Semiconductor equipment shares remain part of the broader market backdrop covered in Current market reports.
