Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for semiconductor industry. The company provides 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 address the challenges fanout wafer level packaging applications. It also develops automatic defect classification, which provides automatic defect classification of color images utilizing deep learning techniques to reduce and eliminate manual verification. In addition, the company offers MicroProf AP, a wafer metrology tool for applications at 3D packaging process steps; MicroProf DI, an optical inspection tool that enables inspection of structured and unstructured wafers for manufacturing process; MicroProf FE, a 2D/3D wafer metrology tool that serve front end HVM fab; MicroProf FS, an wafer metrology tool configurable for wafer foundry; MicroProf PT for hybrid metrology applications to common panel sizes; MicroProf MHU metrology tool, a material handling unit for semiconductor, MEMS, sapphire, and LED industries; MicroProf TL, an optical surface measurement tool for fully automatic 3D surface measurements; MicroProf 100, a universal surface metrology tool for determination of topography and film and sample thickness; MicroProf 200, a measuring device for contactless and non-destructive characterization of surfaces and films; and MicroProf 300, a SurfaceSens technology for quality assurance, development, and manufacturing. It serves semiconductor manufacturers, outsourced semiconductor assembly and test, integrated device manufacturers, and wafer level packaging subcontractors. Camtek Ltd. was incorporated in 1987 and is headquartered in Migdal Haemek, Israel.

Camtek Ltd.

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
AXCELIS TECHNOLOGIES INC (ACLS) is a mid-cap value stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Axcelis Technologies, Inc. provides high-productivity solutions for the semiconductor industry. The Company is focused on developing enabling process applications through the design, manufacture and complete life cycle support of ion implantation systems, one of the critical and enabling steps in the IC manufacturing process. Its ion implantation products include high current ion implant, high energy ion implant and medium current ion implant. The Company's Purion H, Purion Dragon, Purion H200, and GSD/E2 Ovation spot beam, high current systems cover all traditional high current requirements as well as those associated with emerging and future devices. Its Purion XE, EXE, and other Purion high energy systems combine its production-proven RF Linac high energy, spot beam technology with the Purion platform wafer handling system. Its medium current ion implant products include its Purion M Si and SiC medium current systems. It also offers its customers aftermarket service and support.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AXCELIS TECHNOLOGIES INC
CAMTEK LTD (CAMT) is a mid-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Camtek Ltd is an Israel-based manufacturer of metrology and inspection equipment and a provider of software solutions. The Company mainly serves Advanced Packaging, Memory, Complementary Metal Oxide Semiconductor (CMOS) Image Sensors, Micro Electro Mechanical Sensor (MEMS), Radio Frequency (RF), and other segments in the mid-end of the semiconductors industry. The Company has more than seven offices around the world and provides tailor-made solutions in line with customers' requirements. Camtek Ltd's subsidiaries are Camtek Europe SA, Camtek Korea Ltd, Camtek South East Asia Pte Ltd, Camtek USA Inc, Sela - Semiconductor Engineering Laboratories USA Inc, Camtek Japan Ltd and Sela Semiconductor Engineering Laboratories Ltd, among others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of CAMTEK LTD
BENCHMARK ELECTRONICS INC (BHE) is a small-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Benchmark Electronics, Inc. provides comprehensive solutions across the entire product life cycle through its technology and engineering design services, leveraging its global supply chain and delivering manufacturing services in various industries. It provides design engineering and advanced manufacturing services that include both electronic manufacturing services (EMS) and precision technology (PT) services. Its advanced manufacturing services include printed circuit board assembly (PCBA) and test, component engineering services, systems assembly and test development, and failure analysis. In addition to traditional EMS, it offers complex PT services, including full electromechanical assembly and test services. It offers a full spectrum of new product design, automation, test development, prototype and related engineering services. It provides its customers with a comprehensive range of custom circuit and functional test equipment, process automation and replication solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of BENCHMARK ELECTRONICS INC
ZOOM COMMUNICATIONS INC (ZM) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 81% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Zoom Communications, Inc. provides an artificial intelligence (AI) work platform for human connection. Zoom Workplace, the Companys AI-powered, open collaboration platform built for modern work, enables us to streamline communications, increase employee engagement, optimize in-person time, improve productivity, and offer customer choice with third-party apps and integrations. Zoom Workplace, powered by Zoom AI Companion, includes collaboration solutions like meetings, team chat, phone, scheduler, whiteboard, spaces, Workvivo, and more. Its communication products include Zoom Meetings, Zoom Phone, Zoom Team Chat, Zoom scheduler, and Zoom mail and calendar. Its productivity products include Zoom Docs, Zoom Whiteboard, Zoom Clips, and Zoom Tasks. Its space products include Zoom Rooms, Zoom Workspace Reservation, and Zoom Visitor Management. It serves various industries, including education, financial services, government, retail, manufacturing and healthcare.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ZOOM COMMUNICATIONS INC
MONOLITHIC POWER SYSTEMS INC (MPWR) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Monolithic Power Systems, Inc. is a fabless company, which provides semiconductor-based power electronic solutions. The Company design and develop its products for the enterprise data, storage and computing, automotive, communications, consumer, and industrial end markets. Direct Current (DC) to DC, Alternating Current (AC) to DC, driver metal-oxide-semiconductor field-effect transistor, power management integrated circuit (IC), current limit switch and lighting control products. Its DC to DC ICs are used to convert and control voltages within a range of electronic systems, such as cloud-based central processing unit (CPU) servers, server artificial intelligence (AI) applications, storage applications, commercial notebooks, digital cockpit, power sources, home appliances, fourth generation (4G) and fifth generation (5G) infrastructure and satellite communications applications. The Company have sales offices in various locations in Asia, Europe and the United States.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MONOLITHIC POWER SYSTEMS INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 7/25/2025

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
AXCELIS TECHNOLOGIES INC (ACLS) is a mid-cap value stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Axcelis Technologies, Inc. provides high-productivity solutions for the semiconductor industry. The Company is focused on developing enabling process applications through the design, manufacture and complete life cycle support of ion implantation systems, one of the critical and enabling steps in the IC manufacturing process. Its ion implantation products include high current ion implant, high energy ion implant and medium current ion implant. The Company's Purion H, Purion Dragon, Purion H200, and GSD/E2 Ovation spot beam, high current systems cover all traditional high current requirements as well as those associated with emerging and future devices. Its Purion XE, EXE, and other Purion high energy systems combine its production-proven RF Linac high energy, spot beam technology with the Purion platform wafer handling system. Its medium current ion implant products include its Purion M Si and SiC medium current systems. It also offers its customers aftermarket service and support.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AXCELIS TECHNOLOGIES INC
FIRST SOLAR INC (FSLR) is a large-cap value stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FIRST SOLAR INC
CAMTEK LTD (CAMT) is a mid-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Camtek Ltd is an Israel-based manufacturer of metrology and inspection equipment and a provider of software solutions. The Company mainly serves Advanced Packaging, Memory, Complementary Metal Oxide Semiconductor (CMOS) Image Sensors, Micro Electro Mechanical Sensor (MEMS), Radio Frequency (RF), and other segments in the mid-end of the semiconductors industry. The Company has more than seven offices around the world and provides tailor-made solutions in line with customers' requirements. Camtek Ltd's subsidiaries are Camtek Europe SA, Camtek Korea Ltd, Camtek South East Asia Pte Ltd, Camtek USA Inc, Sela - Semiconductor Engineering Laboratories USA Inc, Camtek Japan Ltd and Sela Semiconductor Engineering Laboratories Ltd, among others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of CAMTEK LTD
BENCHMARK ELECTRONICS INC (BHE) is a small-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Benchmark Electronics, Inc. provides comprehensive solutions across the entire product life cycle through its technology and engineering design services, leveraging its global supply chain and delivering manufacturing services in various industries. It provides design engineering and advanced manufacturing services that include both electronic manufacturing services (EMS) and precision technology (PT) services. Its advanced manufacturing services include printed circuit board assembly (PCBA) and test, component engineering services, systems assembly and test development, and failure analysis. In addition to traditional EMS, it offers complex PT services, including full electromechanical assembly and test services. It offers a full spectrum of new product design, automation, test development, prototype and related engineering services. It provides its customers with a comprehensive range of custom circuit and functional test equipment, process automation and replication solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of BENCHMARK ELECTRONICS INC
ON SEMICONDUCTOR CORP (ON) is a large-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 69% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: ON Semiconductor Corporation operates under the onsemi brand. It provides intelligent power and intelligent sensing solutions. Its segments include the Power Solutions Group (PSG), the Analog & Mixed-Signal Group (AMG), and the Intelligent Sensing Group (ISG). PSG offers an array of discrete, module and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. AMG designs and develops analog, mixed-signal, Power Management ICs, Sensor Interface devices, Power Conversion, Signal Chain, and Voltage Regulation devices for a broad base of end-users in the automotive, industrial, computing and mobile end-markets. ISG designs and develops CMOS image sensors, image signal processors, single photon detectors, including SiPM, SPAD arrays and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization for a broad base of end-users in the different end-markets.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ON SEMICONDUCTOR CORP
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 6/27/2025

Chip designers and software giants tend to hog the spotlight in the artificial intelligence (AI) hyper-build. Yet beneath the surface of these household names, a robust ecosystem of less heralded companies is quietly laying the groundwork for AI's explosive growth. These are the "hidden gems" -- businesses with critical, often foundational, contributions that make the AI revolution possible.
While many investors flock to the obvious players, shrewd eyes are turning toward those supplying the "picks and shovels" or providing essential infrastructure for the AI gold rush. These companies might not grab daily headlines, but their strong fundamentals and integral roles position them for sustained growth as AI continues to expand.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
Here are three lesser-known tech stocks that could be top performers in the AI era.
The quality gatekeeper
Camtek (NASDAQ: CAMT) doesn't make AI chips -- it makes sure they work. The Israeli company's inspection and metrology equipment has become indispensable as semiconductor manufacturing pushes the boundaries of physics. FormFactor's advanced wafer probe cards make contact with microscopic chip connections to verify functionality before chips are packaged -- catching defects early when they're cheapest to fix.
Q1 2025 results tell the story. Revenue jumped 22% year over year to $118.6 million, while net income surged 38% to $34.3 million.
Management guided Q2 revenue to $120 million to $123 million, representing 17% to 20% growth. The company's gross margin hit 51% -- exceptional for hardware manufacturers.
Intel just named Camtek one of only 37 recipients of its 2025 EPIC Supplier Award from thousands of suppliers worldwide. This recognition validates what the numbers already show: As AI chips become more complex, the need for advanced inspection grows exponentially.
The company's relatively new Eagle G5 and Hawk systems launched just as the industry is transitioning from HBM3e to HBM4 memory -- perfect timing for the next wave of AI hardware. With the advanced packaging market for AI applications driving growth, and Camtek holding dominant positions in key segments, the company's products are becoming as essential as the chips themselves.
At a $3.8 billion market cap, Camtek trades at a fraction of its semiconductor equipment peers while growing faster than most.
Testing the untestable
FormFactor (NASDAQ: FORM) solves a problem most investors don't know exists: How do you test a chip with thousands of connections operating at blazing speeds?
As AI processors pack more transistors and memory bandwidth, traditional testing methods fail. FormFactor's advanced wafer probe cards make contact with microscopic chip connections to verify functionality before chips are packaged -- catching defects early when they're cheapest to fix.
The company reported Q1 2025 revenue of $171.4 million, down sequentially due to export restrictions limiting DRAM probe card shipments to China. But look deeper: Q2 guidance calls for $190 million in revenue, and management remains confident in long-term growth driven by three megatrends -- advanced packaging, high-bandwidth memory, and co-packaged optics.
FormFactor just closed its acquisition of FICT Limited, securing a critical supplier of advanced probe card components. The board also authorized a $75 million share buyback, signaling confidence despite near-term headwinds.
CEO Mike Slessor emphasized that AI's demands for more sophisticated testing are just beginning. FormFactor's probe cards sit at a crucial bottleneck. Every AI chip must be tested, and as complexity rises, so does the value of FormFactor's technology. The company's solutions for testing HBM and other AI-specific processors position it perfectly for the coming wave of more powerful AI hardware.
Keeping AI cool
Vertiv Holdings (NYSE: VRT) tackles AI's dirty secret -- heat. Training large language models requires massive computing power that generates enormous amounts of waste heat.
Without sophisticated cooling, these AI data centers would "melt down." Vertiv's liquid cooling systems and precision air conditioning units maintain optimal temperatures, while its uninterruptible power supplies ensure AI training runs never lose progress due to outages.
Q1 2025 results exceeded expectations across the board. Net sales hit $2 billion, up 24% year over year, with organic growth of 25%. The company's backlog stands 25% higher than a year ago, while trailing-12-month orders grew approximately 20%. Adjusted earnings per share of $0.64 beat estimates handily.
Vertiv just announced a collaboration with Nvidia and iGenius to deploy Colosseum, one of the world's largest AI supercomputers, in Italy. This isn't just another data center -- it's a showcase of how Vertiv's prefabricated, liquid-cooled infrastructure enables the next generation of AI computing.
Management raised full-year 2025 sales guidance to $9.3 billion to $9.6 billion, projecting organic growth of 16.5% to 19.5%. This isn't surprising, given the AI infrastructure boom -- these workloads consume 5x to 10x more power than traditional computing, making Vertiv's thermal management solutions mission critical. At a $46.9 billion market cap, Vertiv may push the "hidden" definition, but its role in enabling AI is so fundamental that growth should continue for years.
The infrastructure nobody sees
These companies represent three essential layers of the AI stack that most investors overlook. Camtek ensures AI chips meet specifications during manufacturing. FormFactor verifies that they work properly before deployment. Vertiv keeps them running once installed. Remove any layer, and the entire AI ecosystem collapses.
While Nvidia and Microsoft capture headlines, these pick-and-shovel plays offer pure exposure to AI growth without betting on specific models or applications. As AI adoption accelerates, demand for inspection equipment, testing technology, and cooling infrastructure will only intensify.
The best part? The market hasn't fully recognized their critical roles yet.
Should you invest $1,000 in Camtek right now?
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The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Camtek wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $689,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $906,556!*
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George Budwell has positions in Microsoft and Nvidia. The Motley Fool has positions in and recommends Intel, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft, short August 2025 $24 calls on Intel, and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 AI Stocks That Could Be Hidden Gems

The following are the top rated Information Technology stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
FIRST SOLAR INC (FSLR) is a large-cap value stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Solar, Inc. is a photovoltaic (PV) solar technology and manufacturing company. It is focused on enabling power generation needs with its advanced, thin film PV technology. The Company's primary segment is its modules business, which involves the design, manufacture, and sale of CdTe solar modules, which convert sunlight into electricity. Third-party customers of the segment include system developers, independent power producers, utilities, commercial and industrial companies, and other system owners and operators. The Company's products include the Series 7 Module and Series 6 Plus module. Its Series 6 Plus module is a glass laminate approximately 4ft x 6ft in size that encapsulates thin film PV semiconductor materials. Its Series 7 module has a larger form factor of approximately 4ft x 7ft in size. The Series 6 Plus and Series 7 modules had an average power output of 459 watts and 531 watts, respectively.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E/GROWTH RATIO:
PASS
SALES AND P/E RATIO:
PASS
INVENTORY TO SALES:
PASS
EPS GROWTH RATE:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
FREE CASH FLOW:
NEUTRAL
NET CASH POSITION:
NEUTRAL
Detailed Analysis of FIRST SOLAR INC
FSLR Guru Analysis
FSLR Fundamental Analysis
BENCHMARK ELECTRONICS INC (BHE) is a small-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Benchmark Electronics, Inc. provides comprehensive solutions across the entire product life cycle through its technology and engineering design services, leveraging its global supply chain and delivering manufacturing services in various industries. It provides design engineering and advanced manufacturing services that include both electronic manufacturing services (EMS) and precision technology (PT) services. Its advanced manufacturing services include printed circuit board assembly (PCBA) and test, component engineering services, systems assembly and test development, and failure analysis. In addition to traditional EMS, it offers complex PT services, including full electromechanical assembly and test services. It offers a full spectrum of new product design, automation, test development, prototype and related engineering services. It provides its customers with a comprehensive range of custom circuit and functional test equipment, process automation and replication solutions.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E/GROWTH RATIO:
PASS
SALES AND P/E RATIO:
PASS
INVENTORY TO SALES:
PASS
EPS GROWTH RATE:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
FREE CASH FLOW:
NEUTRAL
NET CASH POSITION:
NEUTRAL
Detailed Analysis of BENCHMARK ELECTRONICS INC
BHE Guru Analysis
BHE Fundamental Analysis
NOVA LTD (USA) (NVMI) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Nova Ltd, former Nova Measuring Instruments Ltd,is an Israel based company which provides metrology solutions for the semiconductor manufacturing industry. The Company offers in-line Optical and x-ray stand-alone metrology systems, as well as integrated optical metrology systems, which are attached directly to wafer fabrication process equipment. Its metrology systems measure various film thickness and composition properties, as well as critical-dimension (CD) variables during various front-end and back-end of line steps in the semiconductor wafer fabrication process. Its product portfolio includes a set of in-situ, integrated and stand-alone metrology platforms suited for dimensional, films and material metrology measurements for process control across multiple semiconductor manufacturing process steps. Its products include NovaScan 2040, NovaScan 3090Next, Nova i500, Nova T500, Nova T600, Nova V2600 TSV metrology system among others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E/GROWTH RATIO:
PASS
SALES AND P/E RATIO:
NEUTRAL
INVENTORY TO SALES:
PASS
EPS GROWTH RATE:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
FREE CASH FLOW:
NEUTRAL
NET CASH POSITION:
NEUTRAL
Detailed Analysis of NOVA LTD (USA)
NVMI Guru Analysis
NVMI Fundamental Analysis
CAMTEK LTD (CAMT) is a mid-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Camtek Ltd is an Israel-based manufacturer of metrology and inspection equipment and a provider of software solutions. The Company mainly serves Advanced Packaging, Memory, Complementary Metal Oxide Semiconductor (CMOS) Image Sensors, Micro Electro Mechanical Sensor (MEMS), Radio Frequency (RF), and other segments in the mid-end of the semiconductors industry. The Company has more than seven offices around the world and provides tailor-made solutions in line with customers' requirements. Camtek Ltd's subsidiaries are Camtek Europe SA, Camtek Korea Ltd, Camtek South East Asia Pte Ltd, Camtek USA Inc, Sela - Semiconductor Engineering Laboratories USA Inc, Camtek Japan Ltd and Sela Semiconductor Engineering Laboratories Ltd, among others.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E/GROWTH RATIO:
PASS
SALES AND P/E RATIO:
NEUTRAL
INVENTORY TO SALES:
PASS
EPS GROWTH RATE:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
FREE CASH FLOW:
NEUTRAL
NET CASH POSITION:
NEUTRAL
Detailed Analysis of CAMTEK LTD
CAMT Guru Analysis
CAMT Fundamental Analysis
F5 INC (FFIV) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: F5, Inc. is a multi-cloud application services and security company. The Company partners with various organizations to secure and optimize every app and application programming interface (API) anywhere - on premises, in the cloud, or at the edge. The Company's enterprise-grade application services are available as cloud-based, software-as-a-service, and software-only solutions optimized for multi-cloud environments, with modules that can run independently, or as part of an integrated solution on its high-performance appliances. The Company, through its BIG-IP, F5 NGINX and F5 Distributed Cloud Services product, offers a range of integrated, artificial intelligence- and machine learning-driven solutions that support performance and protect both legacy and modern applications and APIs across data center, cloud, and edge locations. Its products and solutions include F5 Distributed Cloud Web App and API Protection, F5 NGINX Ingress Controller, F5 BIG-IP Security, and F5 BIG-IP Systems.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
P/E/GROWTH RATIO:
PASS
SALES AND P/E RATIO:
PASS
INVENTORY TO SALES:
PASS
EPS GROWTH RATE:
PASS
TOTAL DEBT/EQUITY RATIO:
PASS
FREE CASH FLOW:
NEUTRAL
NET CASH POSITION:
NEUTRAL
Detailed Analysis of F5 INC
FFIV Guru Analysis
FFIV Fundamental Analysis
Peter Lynch Portfolio
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Information Technology Stocks Based On Peter Lynch - 5/2/2025

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Tuesday, shares of Camtek Ltd (Symbol: CAMT) entered into oversold territory, hitting an RSI reading of 29.3, after changing hands as low as $67 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 32.8. A bullish investor could look at CAMT's 29.3 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of CAMT shares:
Looking at the chart above, CAMT's low point in its 52 week range is $67 per share, with $140.50 as the 52 week high point — that compares with a last trade of $67.18.
Find out what 9 other oversold stocks you need to know about »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Oversold Conditions For Camtek (CAMT)

Camtek (CAMT) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of 4.05%. A quarter ago, it was expected that this maker of automatic optical inspection and process enhancement systems would post earnings of $0.70 per share when it actually produced earnings of $0.75, delivering a surprise of 7.14%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Camtek, which belongs to the Zacks Electronics - Measuring Instruments industry, posted revenues of $117.29 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 1.97%. This compares to year-ago revenues of $88.69 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Camtek shares have added about 8.2% since the beginning of the year versus the S&P 500's gain of 3.2%.
What's Next for Camtek?
While Camtek has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Camtek: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.75 on $116.83 million in revenues for the coming quarter and $3.18 on $489 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Measuring Instruments is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Keysight (KEYS), is yet to report results for the quarter ended January 2025. The results are expected to be released on February 25.
This electronic measurement technology company is expected to post quarterly earnings of $1.69 per share in its upcoming report, which represents a year-over-year change of +3.7%. The consensus EPS estimate for the quarter has been revised 0.2% higher over the last 30 days to the current level.
Keysight's revenues are expected to be $1.28 billion, up 1.3% from the year-ago quarter.
Should You Invest in Camtek Ltd. (CAMT)?
Before you invest in Camtek Ltd. (CAMT), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Camtek (CAMT) Q4 Earnings and Revenues Top Estimates

Camtek CAMT shares soared 3.4% in the last trading session to close at $107.14. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 24.3% gain over the past four weeks.
The optimism surrounding the stock can be attributed to the rising adoption of Camtek’s advanced interconnect packaging technologies, such as heterogeneous integration, which includes chiplet modules and high bandwidth memory. Winning multiple system orders from several customers is contributing well to its top line.
This maker of automatic optical inspection and process enhancement systems is expected to post quarterly earnings of $0.74 per share in its upcoming report, which represents a year-over-year change of +29.8%. Revenues are expected to be $115.03 million, up 29.7% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Camtek, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on CAMT going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Camtek is a member of the Zacks Electronics - Measuring Instruments industry. One other stock in the same industry, Keysight KEYS, finished the last trading session 3.2% higher at $170.97. KEYS has returned 1.8% over the past month.
For Keysight, the consensus EPS estimate for the upcoming report has changed +0.5% over the past month to $1.69. This represents a change of +3.7% from what the company reported a year ago. Keysight currently has a Zacks Rank of #2 (Buy).
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Camtek (CAMT) Surges 3.4%: Is This an Indication of Further Gains?

Camtek CAMT has been performing well, with its shares gaining 19.8% in 2024. Despite this surge, CAMT underperformed the Zacks Computer and Technology sector and the broader S&P 500’s return of 34.6% and 25.3%, respectively, over the same period.
Despite this relative underperformance, Camtek's strategic focus on high-performance computing (HPC) modules, advanced packaging and silicon carbide technologies underscore its potential for future growth.
The divergence in performance suggests that CAMT’s growth is driven more by specific strengths rather than broad market optimism. Camtek’s price performance is a testament to its market resilience and strategic focus.
Rising Demand for HPC Modules Aids CAMT
Camtek stands at the forefront of semiconductor inspection and metrology solutions, with a strong focus on HPC modules, advanced packaging and silicon carbide technologies. Its focus on the HPC segment positions it well to benefit from the ongoing boom in generative AI and advanced semiconductor manufacturing.
The semiconductor industry is poised for long-term growth, driven by the increasing adoption of AI, the proliferation of smart devices, and the expansion of data centers. Camtek is well-positioned to benefit from these trends as a leading provider of inspection and metrology solutions. The company’s ability to innovate and develop next-generation systems that cater to the evolving needs of the semiconductor industry, such as those involving micron-level interconnects and advanced packaging, will be crucial to sustaining its growth over the long term.
Camtek’s ongoing development of new-generation systems equipped with state-of-the-art sensors and optics positions the company to address both current and next-generation HPC-related products. This includes potential expansion into new market segments, such as Outsourced Semiconductor Assembly and Tests (OSATs), which are expected to implement packaging capabilities for HPC modules. As the industry evolves, CAMT’s ability to adapt and expand its product offerings will be a key driver of long-term growth.
Camtek has a track record of receiving a steady flow of orders. In the past year, CAMT has received several orders for its chiplet modules and high bandwidth memory (HBM). So far this year, CAMT has received multiple orders from tier-1 HBM manufacturers and OSAT providers.
Due to the steady flow of contracts, CAMT expects its 2024 revenues to be approximately $427 million. The Zacks Consensus Estimates for revenues is pegged at $426.98 million, indicating 35.4% year-over-year growth.
Camtek Price Performance Chart
Image Source: Zacks Investment Research
Near-Term Challenges for Camtek
Camtek’s revenue contribution from China has declined when compared to the previous years. This can be attributed to China’s recent focus on choosing materials and products from domestic producers. Camtek also operates in a highly competitive market with companies like Micron Systems MU, Intel INTC and Cadence Design Systems CDNS competing in the HBM space.
Micron recently rolled out its HBM3E, and Intel released its Sapphire Rapids HBM under the name, Intel Xeon CPU Max Series. On the other hand, Cadence has long been offering its HBM PHY IP. Camtek is also benefiting from the growth in demand for HBMs.
For Camtek, the HPC market is a major growth driver. However, Camtek faces constraints due to a lack of production capacity in 2.5D substrates causing a limited supply of HPC modules despite healthy demand. Camtek has also faced qualification challenges with one of its major customers in the HBM products. Further qualification issues like this can hamper relations with the client, forcing CAMT to focus on its remaining customers.
What Should Investors Do?
Despite the ongoing macroeconomic uncertainties, it would be wise for existing shareholders to hold on to the Camtek stock, given strong fundamentals and promising long-term growth prospects. However, for new investors looking to buy the stock, it might be prudent to wait for a more attractive entry point.
CAMT stock currently carries a Zacks Value Score of D, which means that its valuation is pushed to elevated levels, and a market correction or a period of consolidation could provide a better opportunity to invest in this high-quality stock.
Camtek carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Camtek Rises 20% in 2024: How Should Investors Play the Stock?

You would think that about half the stocks in the S&P 500 do better than average in any given year. One would expect a balanced distribution between superior and inferior market performers.
The reality is that the exact percentage moves up and down in real time. And generally speaking, only around 20% of the constituents of the S&P 500 outperform the market average. That's why finding a winner is such a big deal.
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According to MacroTrends, the five best stocks of the past decade are Nvidia (NASDAQ: NVDA), AMD (NASDAQ: AMD), Camtek (NASDAQ: CAMT), Fair Isaac (NYSE: FICO), and Tesla (NASDAQ: TSLA). These stocks have compound annual growth rates between 40% and 75%. On the low end, a $10,000 investment in Tesla 10 years ago is worth $290,000 today. On the high end, a $10,000 investment in Nvidia back then is worth nearly $2.7 million now.
One key component of The Motley Fool's investment philosophy is to "let your portfolio's winners keep winning." There are relatively few winners out there, and if you have a winner in your portfolio and sell it prematurely, you have about an 80% chance of replacing it with a loser.
Sounds simple, right? Just buy good stocks and hold tight to the big winners. But in reality, Nvidia, AMD, Camtek, Fair Isaac, and Tesla all share one surprising thing that made it extremely hard to hold them for the past decade.
Here's what the top five stocks all have in common
Over the past 10 years, these five stocks have all dropped 50% or more in value at least once. Tesla pulled back more than 70% from its high during the past 10 years. And even mighty Nvidia dropped by 66% as recently as 2022.
Nvidia has actually dropped 50% or more on two separate occasions in the past decade. Tesla has done so three times. So has AMD, if we round the numbers slightly, and it's currently down 40% from the highs it reached earlier this year.
NVDA data by YCharts.
When any stock falls this far, there will always be negative headlines stoking long-term fears. And these bearish cases will frighten investors into believing the time to sell has come.
On one hand, it's easy to empathize with someone who sold. Imagine having a position worth hundreds of thousands of dollars that falls by 50%. It would make you sick to your stomach to watch that much profit disappear. But on the other hand, selling any of these five stocks after a 50% pullback was ultimately the wrong move, causing sellers to miss out on massive gains.
What investors should do about it
Investing great Charlie Munger said, "If you're not willing to react with equanimity to a market price decline of 50% two or three times a century, you're not fit to be a common shareholder, and you deserve the mediocre result you're going to get compared to the people who do have the temperament, who can be more philosophical about these market fluctuations."
Munger was never one to mince words. He might sound harsh here, but his advice is nevertheless wise, for several reasons.
First, investors must accept that a drop of 50% or more is going to happen, and that it might happen often. If you want to make money investing, this is part of the deal.
Second, a drop of 50% or more doesn't actually tell investors anything regarding when to sell or when to buy. As we've seen, the best five stocks that you could have bought 10 years ago all dropped by at least 50% at least once. Those drops weren't selling opportunities.
By the same token, there are countless other stocks not mentioned here that have dropped 50% or more and never recovered. Munger mentioned equanimity, and that's what you need when you realize that stocks can either rebound or drop more after falling 50%. The bottom line is that investors need to respond with indifference to the price, which brings me to my third point: Investors must have an investment thesis when buying stocks.
Your thesis must articulate the necessary conditions for generating sustained shareholder value. Then compare a company's results to the thesis. If things are playing out as hoped, it's often a good idea to keep holding, as you'll have solid footing for when the stock market gets turbulent.
In summary, investors might see their portfolio get cut in half even if they've picked the best stocks possible. But volatility is part of the deal. If fear starts bubbling to the surface, investors should dust off their investment thesis to see whether they should keep holding the stocks in their portfolio.
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Jon Quast has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Nvidia, and Tesla. The Motley Fool recommends Fair Isaac. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Surprising Thing That the 5 Best Stocks of the Past Decade All Have in Common

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*Stock prices used were the market prices of Dec. 19, 2024. The video was published on Dec. 19, 2024.
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Jose Najarro has positions in Advanced Micro Devices, Aehr Test Systems, Be Semiconductor Industries, Camtek, KLA, Kulicke And Soffa Industries, Lam Research, Nova, Nvidia, ON Semiconductor, Onto Innovation, and VanEck ETF Trust-VanEck Semiconductor ETF. The Motley Fool has positions in and recommends Advanced Micro Devices, Lam Research, and Nvidia. The Motley Fool recommends Be Semiconductor Industries and ON Semiconductor. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Camtek Ltd.

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