Nov. 5 at 8:34 PM
$CAMT B. Riley raised its price target on Camtek to
$145 from
$120 and reaffirmed a Buy rating, citing significant order upside for semiconductor capital equipment and a positive demand environment following the SEMICON West conference. Northland increased its price target to
$140 from
$105, maintaining an Outperform rating. The firm highlighted a "high probability" that current consensus estimates for 2026 are too low, with higher revisions likely given rising demand for advanced packaging in AI accelerators and HBM (High Bandwidth Memory) applications. Jefferies lifted its price target to
$105 from
$85 and kept a Buy rating after what it described as "another solid quarter," noting that the technology road map is performing well and risks related to HBM corrections are easing as other business segments show growth. Key drivers celebrated by bullish analysts include consistent execution, strong growth momentum, and the company’s ability to expand alongside advanced semiconductor trend
