Camtek price target raised to $185 from $140 at Jefferies

Jefferies raised the firm’s price target on Camtek (CAMT) to $185 from $140 and keeps a Buy rating on the shares after its Q4 results and guidance. All trends are heading in the right direction with no supply bottlenecks and improving orders as high-performance compute demand accelerates in the second half of the year, the analyst tells investors in a research note. Camtek’s double-digit FY26 revenue growth outlook is also “conservative and provides a healthy upside case” given strong packaging commentary from Applied Materials (AMAT) and Lam Research (LRCX), the firm adds.

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