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 | 3.64 |
| Price-to-Sales (TTM) | 5.11 |
| EV/Revenue | 5.48 |
| EV/EBITDA | 435.84 |
| Quarterly Earnings Growth (YoY) | -84.30% |
| Quarterly Revenue Growth (YoY) | 29.30% |
| Shares Outstanding | $47.18M |
| Float | $45.92M |
| % Insiders | 2.88% |
| % Institutions | 109.62% |
Volatility is currently expanding
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.
SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading semiconductor manufacturer has placed multiple orders totaling approximately $5 million for the DiamondX platform, delivering high-current capability, ultra-low resistance measurement accuracy and scalable multi-site throughput. The systems will support development and manufacturing of next-generation gal.
The stock has surged higher in 2026 after being in a downtrend, but valuations have arguably gotten too high relative to earnings growth. The latest report showed several good things, which includes an upgraded FY2026 outlook and strong gains in the top and the bottom line. The latest report also showed earnings are not growing fast enough to meet the current financial model or current elevated valuations.
Cohu, Inc. (COHU) Q1 2026 Earnings Call Transcript
SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today reported fiscal 2026 first quarter net sales of $125.1 million and GAAP loss of $12.1 million or $0.26 per share. Cohu also reported first quarter 2026 non-GAAP income of $0.6 million or $0.01 per share. GAAP Results (in millions, except per share amounts) Q1 FY 2026 Q4 FY 2025 Q1 FY 2025.
