Stock Markets May 25, 2026 10:55 AM

Tel Aviv Benchmark Hits Record as Insurance, Real Estate and Financials Lead Gains

TA 35 closes up 3.06% with Camtek, Enlight and OPC among top advancers; energy names and defense contractor Elbit retreat

By Priya Menon CAMT ENLT

Israel's equity market advanced on Monday, with the TA 35 finishing 3.06% higher to reach a new all-time high. Broad participation pushed rising issues well ahead of decliners, led by strong moves in insurance, real estate and financial stocks. Key winners included Camtek, Enlight Renewable Energy and OPC Energy, while Delek Group, Navitas Petroleum and Elbit Systems were among the largest decliners. Commodity markets saw crude and Brent oil fall sharply, while gold futures rose.

Tel Aviv Benchmark Hits Record as Insurance, Real Estate and Financials Lead Gains
CAMT ENLT

Key Points

  • TA 35 closed up 3.06%, reaching a new all-time high.
  • Top gainers included Camtek (CAMT), Enlight Renewable Energy (ENLT) and OPC Energy (OPCE); largest decliners included Delek Group (DLEKG), Navitas Petroleum (NVPTp) and Elbit Systems (ESLT).
  • Crude and Brent oil prices fell sharply while August gold futures rose; USD/ILS moved lower and EUR/ILS was broadly unchanged.

Israel's stock market closed higher on Monday as gains in several cyclical sectors propelled the benchmark upward. At the close in Tel Aviv, the TA 35 index rose 3.06% to record a new all-time high.

Market breadth favored advances: rising issues on the Tel Aviv Stock Exchange outnumbered decliners by 333 to 145, with 73 shares unchanged.

Top performers

  • Camtek Ltd (TASE:CAMT) led the TA 35 gainers, jumping 9.23% - an increase of 4,200.00 points - to finish at 49,690.00.
  • Enlight Renewable Energy Ltd (TASE:ENLT) rose 7.76%, or 1,980.00 points, closing at 27,500.00. Enlight also reached an all-time high during the session.
  • OPC Energy Ltd (TASE:OPCE) added 7.40%, up 890.00 points, to end the day at 12,920.00.

Largest decliners

  • Delek Group (TASE:DLEKG) was the biggest laggard on the TA 35, falling 4.49% - a decline of 4,340.00 points - to close at 92,270.00.
  • Navitas Petroleum LP Unit (TASE:NVPTp) declined 3.85%, down 520.00 points to 12,980.00.
  • Elbit Systems Ltd (TASE:ESLT) eased 3.01%, or 6,850.00 points, to finish at 221,000.00.

Exchange-wide participation and the concentrated gains in insurance, real estate and financial groups contributed to the benchmark's advance and the record close.


Commodities and currencies

In commodities trading, crude oil for July delivery fell 5.41% (down 5.23) to $91.37 a barrel. Brent oil for August delivery dropped 5.02% (down 5.03) to $95.18 a barrel. In contrast, the August Gold Futures contract rose 0.96% (up 43.77) to trade at $4,600.17 a troy ounce.

On the currency front, USD/ILS declined 0.33% to 2.88, while EUR/ILS was effectively unchanged, moving 0.03% to 3.36. The US Dollar Index Futures was down 0.26% at 98.93 at the time reported.


Market context and takeaway

The session was characterized by concentrated strength among select TA 35 components and a wider set of winners across the exchange, as evidenced by the 333-to-145 ratio of advancers to decliners. Notable individual stock performances pushed headline indices higher, while energy commodities weakened over the same period and gold futures gained.

Investors tracking Israeli equities will likely note the cross-market moves: strong equity performance at the headline level alongside notable declines in crude and Brent oil and a softer dollar on futures markets.

Risks

  • Sharp declines in crude and Brent oil prices during the session may create near-term volatility for energy sector stocks such as Delek Group (DLEKG) and Navitas Petroleum (NVPTp).
  • Concentrated gains in a subset of TA 35 names mean index performance may be reliant on a handful of large movers, introducing stock-specific risk to the broader index advance.
  • Currency movements - including a weaker USD/ILS and a lower US Dollar Index Futures reading - could affect exporters and importers differently and contribute to forex-related uncertainty for market participants.

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