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CAMT vs CRDO
Which Stock Would AI Choose? Camtek Ltd (CAMT) vs. Credo Technology Group Holding Ltd (CRDO) Stock Comparison
Key Takeaways
- Both CAMT and CRDO operate in the semiconductor ecosystem, benefiting from AI-driven demand for advanced packaging and high-speed connectivity.
- CAMT shows stronger YTD performance at 85% gain versus CRDO's 35%, driven by record Q4 revenue of $128M.
- CRDO exhibits explosive recent momentum with over 80% monthly surge, fueled by Q3 revenue of $407M (up 200% YoY) and DustPhotonics acquisition.
- CRDO's larger market cap (~$36B) contrasts CAMT's $9B, reflecting broader AI infrastructure exposure but higher volatility (beta ~3.2).
- Recent OSAT orders exceeding $90M for CAMT signal sustained advanced packaging demand; CRDO leads in optical interconnects for hyperscale data centers.
- Tickeron's AI favors CRDO for superior growth trajectory amid AI buildouts.
Introduction
This comparison examines CAMT and CRDO, two semiconductor specialists riding the AI wave. Camtek Ltd (CAMT) focuses on inspection and metrology for advanced packaging, while Credo Technology Group Holding Ltd (CRDO) delivers high-speed connectivity solutions. Traders eyeing relative performance in the semiconductor sector, particularly AI infrastructure plays, will find value in their contrasting momentum, growth drivers, and market positioning. Both stocks have delivered triple-digit one-year returns, underscoring their relevance amid surging data center investments.
CAMT Overview and Recent Performance
Camtek Ltd (CAMT), an Israel-based provider of inspection and metrology equipment, supports semiconductor fabrication with tools like the Eagle series for 2D/3D analysis and MicroProf for wafer metrology. Serving IDMs (integrated device manufacturers), OSATs (outsourced semiconductor assembly and test), and foundries, it targets advanced packaging critical for AI chips.
In recent market activity, CAMT traded around $197, with YTD gains of 85% outpacing the S&P 500's 6%. One-year returns reached 194%, reflecting robust demand. Q4 2025 revenue hit a record $128M (up 9% YoY), with full-year sales at $496M. Recent weeks saw volatility, including a 7-8% daily gain amid broader semiconductor strength, influenced by $90M+ OSAT orders for CoWoS-like (chip on wafer on substrate) AI packaging. Sentiment remains positive on AI tailwinds, though upcoming Q1 2026 results may shape near-term trajectory.
CRDO Overview and Recent Performance
Credo Technology Group Holding Ltd (CRDO) specializes in high-speed connectivity for AI data centers, offering active electrical cables (AECs), optical DSPs (digital signal processors), SerDes (serializer/deserializer) chiplets, and PCIe solutions. Its HiWire AECs enable efficient GPU clustering for hyperscalers, with sales to OEMs and module makers.
Recently, CRDO hovered near $194, posting 35% YTD and 298% one-year returns. Q3 FY2026 revenue soared to $407M (up 202% YoY), driving TTM sales over $1B. Recent momentum accelerated with an 80%+ monthly surge, propelled by the $750M DustPhotonics acquisition for silicon photonics expansion and analyst upgrades. Trading volumes spiked amid AI capex hype, though high beta introduces volatility. Positive sentiment stems from AI infrastructure ramps, with Q4 guidance signaling continued growth.
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Head-to-Head Comparison
CAMT and CRDO both thrive in AI-enabling semis but differ in focus: CAMT's metrology ensures packaging quality for HBM (high-bandwidth memory) and chiplets, while CRDO's connectivity powers data center scale-out with low-latency AECs and emerging optics.
Growth drivers contrast: CAMT leverages steady OSAT demand; CRDO rides hyperscaler capex. Recent momentum favors CRDO (80%+ monthly vs. CAMT's steadier 20-25%). Risk factors include CAMT's geographic exposure (Asia-heavy) and CRDO's valuation stretch (P/S ~31x). Sector overlap in AI exposes both to cycles, but CRDO shows stronger sentiment from acquisitions. Trade-offs: CAMT offers stability; CRDO higher upside potential.
Tickeron AI Verdict
Tickeron’s AI currently leans toward CRDO, citing superior recent momentum, explosive revenue growth (200%+ YoY), and strategic optics expansion amid AI data center buildouts. While CAMT exhibits trend consistency in packaging, CRDO's catalysts and relative positioning suggest higher probability of outperformance in the near term, balanced against volatility risks.
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 disclaimer. 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 Hold and CRDO is a Hold.
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 whileCRDO’s FA Score has 0 green FA rating(s).
- CAMT’s FA Score: 2 green, 3 red.
- CRDO’s FA Score: 0 green, 5 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 2 TA indicator(s) are bullish while CRDO’s TA Score has 6 bullish TA indicator(s).
- CAMT’s TA Score: 2 bullish, 6 bearish.
- CRDO’s TA Score: 6 bullish, 4 bearish.
Price Growth
CAMT (@Electronic Production Equipment) experienced а -11.45% price change this week, while CRDO (@Semiconductors) price change was +2.58% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +5.35%. For the same industry, the average monthly price growth was +27.17%, and the average quarterly price growth was +132.80%.
The average weekly price growth across all stocks in the @Semiconductors industry was +8.51%. For the same industry, the average monthly price growth was +47.26%, and the average quarterly price growth was +78.68%.
Reported Earning Dates
CAMT is expected to report earnings on Aug 05, 2026.
CRDO is expected to report earnings on Jun 03, 2026.
Industries' Descriptions
@Electronic Production Equipment (+5.35% 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.
@Semiconductors (+8.51% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| CAMT | CRDO | CAMT / CRDO | |
| Capitalization | 8.13B | 36.6B | 22% |
| EBITDA | 152M | 350M | 43% |
| Gain YTD | 64.206 | 38.001 | 169% |
| P/E Ratio | 199.67 | 109.10 | 183% |
| Revenue | 485M | 1.07B | 45% |
| Total Cash | 639M | 1.3B | 49% |
| Total Debt | 519M | 16.3M | 3,184% |
CAMT | ||
|---|---|---|
OUTLOOK RATING 1..100 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 24 | |
SMR RATING 1..100 | 75 | |
PRICE GROWTH RATING 1..100 | 36 | |
P/E GROWTH RATING 1..100 | 2 | |
SEASONALITY SCORE 1..100 | 41 |
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.
| CAMT | CRDO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 74% | 1 day ago 80% |
| Stochastic ODDS (%) | 2 days ago 70% | 1 day ago 77% |
| Momentum ODDS (%) | 2 days ago 76% | 1 day ago 85% |
| MACD ODDS (%) | 2 days ago 79% | 1 day ago 87% |
| TrendWeek ODDS (%) | 2 days ago 82% | 1 day ago 86% |
| TrendMonth ODDS (%) | 2 days ago 84% | 1 day ago 86% |
| Advances ODDS (%) | 2 days ago 83% | 2 days ago 88% |
| Declines ODDS (%) | 9 days ago 72% | 15 days ago 81% |
| BollingerBands ODDS (%) | 2 days ago 83% | 1 day ago 82% |
| Aroon ODDS (%) | 2 days ago 83% | 1 day ago 87% |
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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 74% 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% | -15.83% | ||
| NVMI - CAMT | 74% Closely correlated | -6.28% | ||
| KLAC - CAMT | 73% Closely correlated | -1.83% | ||
| AMAT - CAMT | 71% Closely correlated | -2.80% | ||
| LRCX - CAMT | 69% Closely correlated | -2.30% | ||
| RMBS - CAMT | 68% Closely correlated | -3.12% | ||
More | ||||