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Cohu (COHU)
NASDAQ:COHU
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Cohu (COHU) Price & Analysis

1,406 Followers

COHU Stock Chart & Stats

$51.06
-$3.81(-6.99%)
At close: 4:00 PM EDT
$51.06
-$3.81(-6.99%)

Bulls Say, Bears Say

Bulls Say
Strong Revenue Growth OutlookAccelerating revenue and raised full-year guidance indicate improving demand across Cohu’s semiconductor test and handling portfolio. Sustained growth would increase operating leverage, support capacity investments, and strengthen the company’s position with customers over the next several quarters.
Recurring Revenue BaseA revenue mix led by consumables and interface products provides repeat demand tied to customers’ ongoing production and equipment utilization. This installed-base-driven business can make results more resilient than relying solely on cyclical new system purchases.
HPC Opportunity And Software ExpansionThe expanding HPC pipeline and growing software activity broaden Cohu’s exposure to advanced computing demand beyond traditional equipment cycles. Increasing customer qualification and software adoption could deepen relationships and create additional recurring, higher-value revenue.
Bears Say
Profitability Remains WeakCohu’s recovery has not yet translated into durable operating profitability, as losses remain after the revenue rebound. Continued negative margins limit internal funding capacity, reduce returns on the equity base, and leave earnings more dependent on successful execution of the growth plan.
Automotive Demand WeaknessPersistent automotive weakness is a meaningful headwind because it reduces utilization and delays a broader recovery across Cohu’s end markets. If the segment remains soft, mix and factory absorption could constrain revenue visibility and offset strength from computing and HPC.
Input Costs And Capacity ConstraintsHigher component costs and constrained availability can pressure gross margins and delay fulfillment as demand increases. Customer pass-through is uncertain, while longer lead times may limit Cohu’s ability to convert qualified orders promptly and capture the full benefit of HPC demand.

Cohu News

COHU FAQ

What was Cohu’s price range in the past 12 months?
Cohu lowest stock price was $21.10 and its highest was $75.72 in the past 12 months.
    What is Cohu’s market cap?
    Cohu’s market cap is $2.41B.
      When is Cohu’s upcoming earnings report date?
      Cohu’s upcoming earnings report date is Oct 28, 2026 which is in 9 days.
        How were Cohu’s earnings last quarter?
        Cohu released its earnings results on Jul 30, 2026. The company reported $0.26 earnings per share for the quarter, beating the consensus estimate of $0.139 by $0.121.
          Is Cohu overvalued?
          According to Wall Street analysts Cohu’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cohu pay dividends?
            Cohu pays a Quarterly dividend of $0.06 which represents an annual dividend yield of 1.11%. See more information on Cohu dividends here
              What is Cohu’s EPS estimate?
              Cohu’s EPS estimate is 0.35.
                How many shares outstanding does Cohu have?
                Cohu has 47,338,432 shares outstanding.
                  What happened to Cohu’s price movement after its last earnings report?
                  Cohu reported an EPS of $0.26 in its last earnings report, beating expectations of $0.139. Following the earnings report the stock price went up 3.315%.
                    Which hedge fund is a major shareholder of Cohu?
                    Currently, no hedge funds are holding shares in COHU
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Cohu

                      Cohu, Inc. stands as a prominent global provider of advanced semiconductor test equipment and comprehensive associated services. Operating through its various subsidiaries, the company extends its reach across key international markets including China, the United States, Taiwan, Malaysia, and the Philippines. Its diverse product portfolio caters to semiconductor and electronics manufacturers, as well as test subcontractors, encompassing crucial equipment such as automated test equipment (ATE) for both wafer-level and device package testing, and a wide array of test and inspection handlers. These handlers include specialized pick-and-place, turret, gravity, strip, and advanced micro-electromechanical system (MEMS) and thermal sub-systems. Cohu also offers vital interface components like test contactors, probe heads, and pins. Beyond hardware, Cohu delivers extensive post-sales support, including spare parts and kits, robust parts and labor warranties for its systems and instruments, and essential training for system maintenance and operation. The company further provides application and data management software, alongside expert consulting services related to its product offerings. A significant technological offering is the DI-Core data analytics product suite. This sophisticated software is engineered to optimize the performance of Cohu equipment, facilitating real-time online monitoring and precise process control. Cohu distributes its solutions through a combination of its direct sales force and a network of independent sales representatives. Established in 1947, the company originally operated as Cohu Electronics, Inc. before adopting its current name, Cohu, Inc., in 1972. Its corporate headquarters are located in Poway, California.

                      Cohu (COHU) Earnings & Revenues

                      COHU Company Deck

                      COHU Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call highlighted strong, broad‑based revenue growth, margin outperformance, an expanded and increasingly qualified HPC pipeline (~$850M annual opportunity), accelerating software revenue and a raised full‑year outlook. These positives are tempered by supply‑chain driven higher input costs (notably memory), capacity/lead‑time constraints as large HPC orders ramp, elevated operating expenses to capture HPC demand, and continued weakness in automotive. Management is investing to expand capacity (Malaysia/Philippines) and has proactively purchased components, but some margin pass‑through and conversion timing risks remain.View all COHU earnings summaries

                      COHU Stock 12 Month Forecast

                      Average Price Target

                      $71.71
                      ▲(40.45% Upside)
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                      Ownership Overview

                      4.39%31.43%1.30%32.96%
                      1.30% Other Institutional Investors
                      32.96% Public Companies and Individual Investors
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