Cohu, Inc. is engaged in semiconductor inspection and test equipment and printed circuit board (PCB) test equipment businesses in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company is headquartered in Poway, California.
| Revenue (TTM) | $481.28M |
| Gross Profit (TTM) | $209.21M |
| EBITDA | $-1.19M |
| Operating Margin | -8.30% |
| Return on Equity | -6.96% |
| Return on Assets | -2.78% |
| Revenue/Share (TTM) | $10.28 |
| Book Value | $16.30 |
| Price-to-Book | 2.93 |
| Price-to-Sales (TTM) | 4.16 |
| EV/Revenue | 4.35 |
| EV/EBITDA | 346.20 |
| Quarterly Earnings Growth (YoY) | -84.30% |
| Quarterly Revenue Growth (YoY) | 29.30% |
| Shares Outstanding | $47.18M |
| Float | $45.92M |
| % Insiders | 2.88% |
| % Institutions | 119.23% |
Volatility is currently contracting
Heading into August 2026, the S&P 500 seems to be experiencing a sluggish summer, although the market remains up about 8% year to date (YTD). This is despite a protracted sell-off in the AI industry that has rattled some of the biggest gainers this year.
SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for second quarter 2026 on Thursday, July 30, 2026, at 1:00 p.m. Pacific Time/4:00 p.m. Eastern Time. The Company will host a live conference call and webcast with presentation materials to discuss the results at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time. Interested parties may listen live via webcast.
I rate Cohu a Strong Buy with an $83 price target, reflecting 57% upside from current levels. COHU is expanding into AI processor testing, high-bandwidth memory inspection, power management, and analytics, targeting a $1.6B serviceable market. Eclipse, Neon, Diamondx, PAICe software, and improving utilization could add about $1.05 of incremental EPS and lift my 2027 non-GAAP EPS estimate to $1.63.
He feels the company is well-positioned to capitalize on the current feverish build-out of AI capacity. He's also flagged it as a business that can weather semiconductor sector dips.
Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up just modestly higher at 25,870, up 0.20%.
COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.
COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.
Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.
The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise.
SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate at the following investor conferences: TD Cowen 54th Annual Technology, Media & Telecom Conference Location: InterContinental New York Barclay, New York, NY May 27, 2026 23rd Annual Craig-Hallum Institutional Investor Conference Location: Depot Renaissance Hotel Minneapolis, MN May 2.
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