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Price
$196
USD
Day
+0.3%
YTD
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Research feed
Latest imported research note for this ticker.
longbuy candidateParadisLabs
Imported thesis
HBM advanced-packaging 3D metrology pure-play; second listed pure-play alongside ONTO. Forward-architecture priority per Pharos Tier 2 #7a.
Imported reasoning
Both prior watch gates cleared: Q1 print landed on 2026-05-12 and BofA/Evercore raised PT to $200. Implied 1.14x off $200 high PT / $174.78 spot near-term; 2-3x by 2028 if HBM4 metrology share holds and 12/16-Hi stack progression plays out → medium potential. Sleeve fit: semicap & foundry UNDERWEIGHT — strong amplifier. Visual Layer acquisition extends into 3D inspection AI. No tripwire breached.
Last imported
May 29, 05:35 a.m.
Source report
2026-05-29_premarket.md
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Watchlist notes
Public watchlist context and imported research metadata.
Thesis
HBM advanced-packaging 3D metrology pure-play; second listed pure-play alongside ONTO. Forward-architecture priority per Pharos Tier 2 #7a.
Sleeve
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Consensus PT (USD)
$187
Holdings
No holdings recorded for this ticker.
Social Signal — last 90 days
@ParadisLabs
1 mention · 1 bullish / 0 bearish
Camtek provides 3D metrology and inspection equipment critical for HBM yield and advanced node qualification.