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

1,396 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 Recovery And Raised Growth OutlookThe rebound is broadening beyond a temporary quarterly improvement, with management raising full-year expectations and citing stronger computing and industrial orders. Sustained growth would improve operating leverage and support a durable recovery in profitability.
Recurring Consumables And Interface Revenue BaseA recurring revenue base tied to installed equipment and ongoing production makes results less dependent on new system placements alone. This can improve revenue visibility, customer retention and cash generation across semiconductor spending cycles.
Large HPC Opportunity With Expanding Software CapabilitiesHPC qualification wins and software adoption could expand Cohu's role in advanced semiconductor production and increase content per customer. The combination of inspection, analytics and test solutions may create longer-lived growth than cyclical handler demand alone.
Bears Say
Profitability Remains Negative And Free Cash Flow Is DecliningDespite revenue improvement and positive operating cash flow, Cohu has not yet restored sustainable earnings or cash conversion. Continued losses limit internal investment capacity and leave results vulnerable if the semiconductor recovery or margin improvement takes longer.
Supply Costs And Capacity Constraints Threaten MarginsComponent inflation, proactive inventory purchases and constrained manufacturing capacity could delay HPC revenue and reduce gross-margin gains. Customer pass-through discussions remain uncertain, so execution pressure may persist while production is expanded.
Automotive Weakness And Uneven End-market DemandWeak automotive demand and mixed performance across end markets increase forecasting uncertainty and limit the breadth of the recovery. Prolonged underutilization can weigh on factory efficiency, revenue mix and margins even as computing demand strengthens.

Cohu News

COHU FAQ

What was Cohu’s price range in the past 12 months?
Cohu lowest stock price was $18.66 and its highest was $74.60 in the past 12 months.
    What is Cohu’s market cap?
    Cohu’s market cap is $2.09B.
      When is Cohu’s upcoming earnings report date?
      Cohu’s upcoming earnings report date is Oct 29, 2026 which is in 56 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 N/A. 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

                      $69.38
                      ▲(35.87% Upside)
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                      Ownership Overview

                      4.62%31.43%32.36%2.57%
                      32.36% Other Institutional Investors
                      2.57% Public Companies and Individual Investors
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