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    Kyle Bleustein • Barclays

    Kyle Bleustein is an Equity Research Associate at Barclays Capital, specializing in equity research within the finance and consumer services sectors. Since joining Barclays in June 2023 following his graduation from Cornell University, Bleustein has actively contributed to research coverage for companies such as Camtek Ltd. and SMART Global Holdings, playing a lead analytic role on recent earnings calls. In his early tenure at Barclays, he has established a reputation for incisive, data-driven analysis, supported by his Series 63 and Series 7 securities licenses. Bleustein’s foundational experience and academic credentials underpin his credentials as a rising equity research professional in the investment banking industry.

    Kyle Bleustein's questions to Camtek Ltd (CAMT) leadership

    Kyle Bleustein's questions to Camtek Ltd (CAMT) leadership • Q1 2025

    Question

    Kyle Bleustein, on for Tom O'Malley, questioned the future trajectory of gross margins as new products ramp up and asked if the company sees any market share gain opportunities arising from US-China tariff policies.

    Answer

    Executive Moshe Eisenberg explained that the strong Q1 gross margin was due to a favorable product mix and guided for a similar 51-52% range in Q2. He noted new products would contribute positively but gradually, with a more significant margin impact expected next year. Executive Ramy Langer added that the tariff situation is too dynamic to predict any competitive advantage, and the company is monitoring it closely.

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    Kyle Bleustein's questions to Camtek Ltd (CAMT) leadership • Q3 2024

    Question

    Kyle Bleustein, on for Tom O'Malley, asked about the contribution of sovereign domestic manufacturing initiatives to sequential growth versus orders from large memory customers. He also inquired about the total revenue capacity following the European expansion.

    Answer

    Executive Ramy Langer clarified that geographic manufacturing diversity is a long-term driver and not a primary factor for the current quarter's growth. He stated that current capacity supports over $600 million in revenue, with the new European facility adding at least 10%, ensuring no limitations for foreseeable growth.

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