Stifel raised the firm’s price target on Camtek (CAMT) to $98 from $84 and keeps a Buy rating on the shares after having hosted meetings with Camtek’s CFO Moshe Eisenberg. Commentary on the nearer-term outlook was limited, but the firm believes Camtek remains on track to deliver modest sequential revenue growth in Q2, the analyst tells investors. In addition, the firm raised its calendar year 2026 EPS estimate to reflect an increasing contribution the Hawk metrology/inspection platform as early indications suggest Hawk will be strongly adopted for HBM4 in 2026.
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