Camtek Pre-Announces Record Q3 Revenue Above Guidance; 2027 Outlook Exceeds $800M
CAMT sits 53% above its 52-week low of $91.91.
Summary
Camtek pre-announced Q3 revenue above guidance and provided a 2027 revenue outlook of over $800 million, driven by strong AI-related demand for advanced packaging inspection equipment.
Key Events · Earnings and Guidance · CAMT
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Q3 Revenue Above Guidance
Q3 2026 revenue expected at $160-161 million, above prior guidance of $158-160 million and up 27% year-over-year.
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Record Q4 and Full-Year 2026 Guidance
Q4 2026 revenue guided to approximately $180 million, up 40% year-over-year, bringing full-year 2026 revenue to approximately $595 million.
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Initial 2027 Outlook Exceeds $800M
Management provided initial 2027 revenue outlook of over $800 million, representing estimated growth of more than 35% over 2026.
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Strong Order Momentum
Orders received since the beginning of the year exceed $800 million, with deliveries scheduled throughout 2026 and into 2027.
Analysis · CAMT · Industrial Applications And Services
Camtek pre-announced Q3 revenue of $160-161 million, above its prior guidance of $158-160 million, and provided Q4 guidance of approximately $180 million, implying full-year 2026 revenue of about $595 million. The company also introduced an initial 2027 revenue outlook of over $800 million, representing growth of more than 35% over 2026. This is a significant positive update driven by strong demand for advanced packaging for AI applications, with order intake exceeding $800 million year-to-date. The magnitude of the 2027 outlook — roughly 35% growth on top of a record 2026 — materially raises the company's growth trajectory and supports a higher valuation thesis.
How filings like this one have moved
In the 30 days to Oct 28, 2026, 38.5% of the 1020 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.49%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CAMT was trading at $140.69 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $6.7B. The 52-week trading range was $91.91 to $215.99. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.