Camtek Q2 Revenue Beats, Guides Q3 to $158–160M on AI Demand Surge
CAMT has more than doubled off its 52-week low of $75.75.
Summary
Camtek delivered a strong Q2 with revenue of $133.2M, beating the $130.18M consensus, and adjusted operating income of $36M, above the $34.91M estimate. The company guided Q3 revenue to $158–160M, well ahead of expectations, and sees H2-26 revenue growing more than 30% over H1-26. Order intake since the start of 2026 has totaled about $600M, building a record backlog and driving the bullish outlook. The Advanced Packaging business is expected to post 45% half-over-half growth, fueled by AI compute infrastructure demand. The acquisition of Visual Layer was also completed, adding to the growth narrative. This follows the June 2 announcement of over $105M in multi-system orders, confirming sustained momentum.
At the time of this announcement, CAMT was trading at $166.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $7.2B. The 52-week trading range was $75.75 to $215.99. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.