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CAMT vs COHU
Which Stock Would AI Choose? Camtek Ltd (CAMT) vs. Cohu Inc (COHU) Stock Comparison
Key Takeaways
- CAMT and COHU both operate in the semiconductor equipment sector, focusing on inspection/metrology for CAMT and test equipment/services for COHU.
- Recent market activity shows COHU with stronger YTD gains around 120%, outperforming CAMT's approximately 66% amid sector volatility.
- Both stocks exhibit robust 1-year returns exceeding 150% and 200% respectively, driven by AI and high-performance computing demand.
- CAMT reported Q1 2026 earnings beating estimates with $121.7M revenue, guiding higher for H2; COHU raised full-year growth outlook to 20-25% post-Q1.
- Analyst sentiment leans positive for both, with COHU seeing recent Buy rating upgrades and higher relative momentum.
- Sector tailwinds from semiconductor capacity expansion support relative performance, though volatility persists.
Introduction
This comparison examines CAMT and COHU, two key players in the semiconductor equipment space critical to advanced chip production. Both benefit from surging demand in AI accelerators, high-performance computing (HPC), and memory technologies. Traders seeking short-term momentum and investors eyeing long-term growth in the chip supply chain will find value in analyzing their recent performance, business models, and market positioning. In recent market activity, these stocks have shown significant gains amid broader sector recovery, offering insights into relative strength and potential trade-offs.
CAMT Overview and Recent Performance
Camtek Ltd (CAMT) develops and manufactures automated optical inspection and metrology equipment for the semiconductor industry, serving advanced packaging, wafer-level testing, and IDMs (integrated device manufacturers). Its systems like Hawk and Eagle platforms enable 2D/3D metrology essential for yield optimization in AI and HPC chips.
In recent weeks, CAMT shares have experienced volatility, with a sharp intraday drop following Q1 2026 earnings that beat estimates ($0.70 EPS vs. $0.69 expected, $121.7M revenue). YTD returns stand at about 66%, with 1-year gains over 154%, reflecting strong semiconductor demand. Sentiment has been influenced by robust order backlog, AI-related sales comprising 50% of revenue, and H2 growth guidance exceeding 25% sequentially. However, elevated PE ratio around 169 signals premium valuation, contributing to pullbacks amid sector rotations.
COHU Overview and Recent Performance
Cohu Inc (COHU) supplies back-end semiconductor test equipment, including handlers, interfaces, thermal subsystems, and data analytics software for wafer-level and device testing. It caters to manufacturers and subcontractors, with growing exposure to AI/HPC via thermal solutions addressing heat bottlenecks.
Recent market activity has propelled COHU to new 52-week highs around $52, with YTD returns of 120% and 1-year gains over 213%, far outpacing benchmarks. Q1 2026 revenue hit $125.1M (beating guidance), with orders up 57% YoY; management raised FY2026 growth to 20-25%, citing HPC ramps. Analyst upgrades, like TD Cowen's Buy with $60 target, have bolstered sentiment, though profitability remains pressured with modest EPS. Momentum from recurring revenue (60% mix) and AI tailwinds drives outperformance.
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Head-to-Head Comparison
CAMT specializes in front-end metrology for yield enhancement in advanced nodes, contrasting COHU's back-end test focus with handlers and analytics. Growth drivers align on AI/HPC, but COHU emphasizes thermal tech for power-dense chips, while CAMT leverages inspection for packaging.
Recent momentum favors COHU with superior YTD/1Y returns and 52-week highs, versus CAMT's post-earnings dip. Risk profiles differ: CAMT's higher market cap ($8.2B vs. $2.4B) and profitability (PE ~169) suggest stability, but premium valuation heightens downside; COHU offers value amid losses yet aggressive guidance.
Sector exposure is similar (semiconductors), but COHU's diversified services yield steadier recurring revenue. Market sentiment tilts to COHU via upgrades, while CAMT faces some holds.
Tickeron AI Verdict
Tickeron’s AI would currently favor COHU due to superior recent momentum, stronger YTD relative performance, upward guidance revisions, and analyst upgrades amid AI/HPC catalysts. While CAMT offers profitability and backlog strength, COHU's trend consistency and positioning suggest higher near-term probability of outperformance in the semiconductor equipment sector.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAMT is a Buy and COHU is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CAMT’s FA Score shows that 2 FA rating(s) are green whileCOHU’s FA Score has 1 green FA rating(s).
- CAMT’s FA Score: 2 green, 3 red.
- COHU’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CAMT’s TA Score shows that 6 TA indicator(s) are bullish while COHU’s TA Score has 4 bullish TA indicator(s).
- CAMT’s TA Score: 6 bullish, 3 bearish.
- COHU’s TA Score: 4 bullish, 4 bearish.
Price Growth
CAMT (@Electronic Production Equipment) experienced а -7.05% price change this week, while COHU (@Electronic Production Equipment) price change was +3.14% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.08%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +128.49%.
Reported Earning Dates
CAMT is expected to report earnings on Aug 05, 2026.
COHU is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.08% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| CAMT | COHU | CAMT / COHU | |
| Capitalization | 7.8B | 3.04B | 257% |
| EBITDA | 48.6M | 6.05M | 804% |
| Gain YTD | 83.916 | 201.332 | 42% |
| P/E Ratio | 201.77 | 51.42 | 392% |
| Revenue | 499M | 481M | 104% |
| Total Cash | 670M | 489M | 137% |
| Total Debt | 488M | 327M | 149% |
CAMT | COHU | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 81 | 31 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 86 Overvalued | 46 Fair valued | |
PROFIT vs RISK RATING 1..100 | 26 | 45 | |
SMR RATING 1..100 | 79 | 94 | |
PRICE GROWTH RATING 1..100 | 36 | 34 | |
P/E GROWTH RATING 1..100 | 2 | 5 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
COHU's Valuation (46) in the Electronic Production Equipment industry is somewhat better than the same rating for CAMT (86). This means that COHU’s stock grew somewhat faster than CAMT’s over the last 12 months.
CAMT's Profit vs Risk Rating (26) in the Electronic Production Equipment industry is in the same range as COHU (45). This means that CAMT’s stock grew similarly to COHU’s over the last 12 months.
CAMT's SMR Rating (79) in the Electronic Production Equipment industry is in the same range as COHU (94). This means that CAMT’s stock grew similarly to COHU’s over the last 12 months.
COHU's Price Growth Rating (34) in the Electronic Production Equipment industry is in the same range as CAMT (36). This means that COHU’s stock grew similarly to CAMT’s over the last 12 months.
CAMT's P/E Growth Rating (2) in the Electronic Production Equipment industry is in the same range as COHU (5). This means that CAMT’s stock grew similarly to COHU’s over the last 12 months.
| CAMT | COHU | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 79% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 83% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 85% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 83% | 2 days ago 74% |
| Declines ODDS (%) | 7 days ago 72% | 19 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 72% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 75% |
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CAMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, CAMT has been closely correlated with NVMI. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAMT jumps, then NVMI could also see price increases.
| Ticker / NAME | Correlation To CAMT | 1D Price Change % | ||
|---|---|---|---|---|
| CAMT | 100% | +0.22% | ||
| NVMI - CAMT | 76% Closely correlated | +1.35% | ||
| AMAT - CAMT | 73% Closely correlated | +3.74% | ||
| KLAC - CAMT | 73% Closely correlated | +3.70% | ||
| ONTO - CAMT | 71% Closely correlated | +4.23% | ||
| LRCX - CAMT | 70% Closely correlated | +5.27% | ||
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COHU and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHU has been closely correlated with DIOD. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if COHU jumps, then DIOD could also see price increases.
| Ticker / NAME | Correlation To COHU | 1D Price Change % | ||
|---|---|---|---|---|
| COHU | 100% | +1.04% | ||
| DIOD - COHU | 73% Closely correlated | +2.75% | ||
| POWI - COHU | 70% Closely correlated | +0.28% | ||
| UCTT - COHU | 69% Closely correlated | +1.45% | ||
| NXPI - COHU | 68% Closely correlated | +3.18% | ||
| SLAB - COHU | 68% Closely correlated | +0.00% | ||
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