The massive order backlog and 2027 outlook imply sustained multi-year growth trajectory tied to AI-driven advanced packaging. Full Q3 financial results due in early November will be the next catalyst to confirm margins and EPS, but the revenue trajectory alone is a strong positive signal.
Price Chart
Executive Summary
Camtek pre-announced record Q3 2026 revenue of $160-161M (27% YoY growth, above prior guidance), provided Q4 guidance of ~$180M (+40% YoY), and an initial 2027 revenue outlook of over $800M (+35%+ over 2026). The company also disclosed over $800M in orders year-to-date, driven by AI-related advanced packaging demand.
Key Facts
- Q3 2026 revenue expected to be $160-161M, representing 27% year-over-year growth and above prior guidance
- Q4 2026 revenue guidance of approximately $180M, up 40% year-over-year
- Full year 2026 revenue guidance of approximately $595M
- Initial 2027 revenue outlook of over $800M, representing estimated growth of more than 35% over 2026
- Year-to-date orders received of over $800M, with deliveries scheduled throughout 2026 and into 2027
- Growth driven by demand for advanced packaging for AI applications and next-gen products (Hawk and Eagle G5)
Financial Impact
Q3 revenue beat of $160-161M vs prior guidance; Q4 guidance of ~$180M (+40% YoY); 2027 outlook of >$800M (+35%+ YoY); YTD orders >$800M
Risk Factors
- Q3 revenue figures are preliminary and subject to quarter-end closing procedures
- Forward-looking guidance depends on continued AI demand and capacity expansion by customers
- Geopolitical risks in Israel and Middle East, and potential supply chain disruptions around Strait of Hormuz
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-004767 |
| Document: 0001178913-26-004767-index-headers.html | 0001178913-26-004767 |
| Document: 0001178913-26-004767-index.html | 0001178913-26-004767 |
| Document: 0001178913-26-004767.txt | 0001178913-26-004767 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | Press Release | $133.09 | awaiting T+20 | — | $128.90 (−3.15%) |
Oct 20, 2026 7d ago | SC 13G/A | $127.90 | awaiting T+20 | — | $128.90 (+0.78%) |
Oct 19, 2026 8d ago | SC 13G/A | $128.94 | awaiting T+20 | — | $128.90 (−0.03%) |
Oct 19, 2026 8d ago | SC 13G | $128.94 | awaiting T+20 | — | $128.90 (−0.03%) |
Oct 14, 2026 13d ago | 6-K | $135.72 | awaiting T+20 | — | $128.90 (−5.03%) |
Oct 14, 2026 13d ago | 6-K | $135.72 | awaiting T+20 | — | $128.90 (−5.03%) |
Aug 18, 2026 10w ago | Insider Cluster | $155.84 $138.59 | ▲ +11.07% | ▲ +9.32% | $128.90 (+17.29%) |
Aug 17, 2026 10w ago | Insider Cluster | $171.80 $134.66 | ▼ −21.62% | ▼ −19.64% | $128.90 (−24.97%) |
Aug 13, 2026 10w ago | Insider Cluster | $172.81 $147.97 | ▼ −14.37% | ▼ −12.63% | $128.90 (−25.41%) |
Aug 10, 2026 11w ago | 6-K | $158.10 $147.01 | ▼ −7.01% | ▼ −6.10% | $128.90 (−18.47%) |
US Market Status
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