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CAMT

💻 Technology

Camtek Ltd.

Conservative #297Aggressive #241Moderate RiskModerate 77
$169.03+3.21%
Day High$173.84
Day Low$165.80
Volume0.9M
Mkt Cap$7.7B
52W Low $4752W High $174
Market Cap
$7.4B
P/E Ratio
162.0
Sector avg: 87.8
Rev Growth
36.1%
Sector avg: 14.8%
Earnings Growth
50.7%
Profit Margin
27.6%
Sector avg: -110.0%
Debt/Equity
0.38

Why This Score

CAMT scores 60.4 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 21.6% exceeds the 15% quality threshold.
  • High net margin of 27.6%, indicating pricing power and operational efficiency.
  • High conviction (77/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Momentum reversion risk: Extreme momentum (117%) increases mean-reversion probability. 3-point penalty applied.
  • Elevated valuation at 162.0x earnings — requires sustained growth to justify the premium.
  • Above-average volatility (17.4%) may not suit conservative risk tolerance.

Moderate penalties (-3.2 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score60.4
Fundamental Score62.1
ML Score49.0

Score by Horizon

3 Month
60.3
6 Month
67.4
Primary
1 Year
70.9

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
4.6%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
71
Positive
Analyst (6.4%)
73
Favorable
Tradability (post-hoc)
81
Grade A
Base
56.6
SHAP
+3.0
Factors
+1.0
Divergence
-0.2
Final
60.4
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

71AVG
Value40
Quality95
Growth90
Stability75
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)69.0
Technical (Momentum, Weinstein, Volatility)87.0
External (Sentiment, Analyst, Macro)86.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-1.3% to +2.8%
Medium-term
-1.4% to +4.9%
Long-term
-1.4% to +7.0%

ML Model Core Features100 trained inputs → ML Score: 49

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score72.9/100
Target Upside+10.8%
Coverage12 analysts
Market Sentiment
Sentiment Score70.7/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+1.2%
6M Momentum+1.0%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+21.5%
Momentum ConsistencyStrong (0.82)
Relative Strength vs Sector+113.8%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.998
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
0%
Low risk
Sector RevGr Rank
P93
Revenue growth vs Technology peers
Sector PE Rank
P5
Valuation vs Technology peers
Sector FCF Rank
P30
Free cash flow vs Technology peers
Growth Deviation
+0.5σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 59 relative to sector peers59/100
Machine learning model ranks this stock at the 70th percentileP70
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.7pt (features align with model priorities)
Blend: 91% fund (58.7) + 9% ML (70.0) + SHAP(+3.7) = 63.4
Factor quality: +1.3pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 17.4%. Max drawdown 15% (-2.8 pts)Moderate
Momentum mean-reversion: -1.9pt (117% 12m momentum)
Market cap adjustment: +0.5 points ($7.4B market cap)+0.5 pts
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #69 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
CAMT60.4162.036.1%27.6%$7.4B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%

Market Sentimentvia FMP

Analyst Consensus
Buy12 analysts
Buy: 11Hold: 1
Price Target
$166consensus
Low $120Median $175High $190
-2.0% to consensus target

Company Overviewvia FMP

Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for the advanced interconnect packaging, memory, complementary metal oxide semiconductor image sensors, micro-electro mechanical systems, radio frequency, and other segments of the semiconductor industry. It provides inspection and metrology systems, including Eagle-i, a system that delivers 2D inspection and metrology capabilities; Eagle-AP, which addresses the advanced packaging market using software and hardware technologies that deliver superior 2D and 3D inspection and metrology capabilities on the same platform; and Golden Eagle, a panel inspection and metrology system to support fanout wafer level packaging applications. The company sells its products in the Asia Pacific, the United States, and Europe. Camtek Ltd. was incorporated in 1987 and is headquartered in Migdal HaEmek, Israel.

CEO
Rafi Amit
Employees
656
Beta
1.58
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
75.5
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-2.8%
High: $173.84
From 52W Low
+256.5%
Low: $47.41
Moving Averages
10-Day
$157.80
Above
20-Day
$152.00
Above
50-Day
$135.40
Above
200-Day
$104.00
Above
60-Day Support
$101.39
60-Day Resistance
$173.84
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 97/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+62.5%
200 SMA Slope (60d)
+23.12%
Rising
Volume Ratio
1.33x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%
Breakout Volume ConfirmedRecent Gap Up

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$128M$126M$123M$119M
Gross Profit$64M$63M$63M$61M
Operating Income$32M$32M$32M$33M
Net Income$36M$-53M$34M$34M
EPS (Diluted)$0.71$-1.16$0.69$0.70
Gross Margin50.0%50.0%50.8%51.0%
Operating Margin24.7%25.3%25.9%27.6%
Net Margin28.0%-42.2%27.3%28.9%

Why This Stock

TechnologyRevenue growth 36.1%Profit margin 27.6%Earnings quality grade A

Tradability FilterGrade A — 81/100Score impact: -5.2pt

Volume
78
484K avg/day
Dollar Vol
100
$74M/day
Float
58
28M shares
Mkt Cap
73
$7.4B
Range
100
260% spread
Composite Liquidity Score81/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$24.01$49.6069.5%Wide
2022$20.83$48.6080%Wide
2023$21.63$71.59107.2%Wide
2024$65.18$140.5073.2%Wide
2025$47.41$129.4192.7%Wide
3-Year Range
146.6%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
61.8%
Outstanding Shares
46M
Bid-Ask Spread
260.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.