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

1,327 Followers

COHU Stock Chart & Stats

$41.26
-$1.49(-5.48%)
At close: 4:00 PM EST
$41.26
-$1.49(-5.48%)

Bulls Say, Bears Say

Bulls Say
High Recurring Revenue Mix & Strong Gross MarginsA 60% recurring revenue mix (consumables, services) paired with mid-40% gross margins increases revenue predictability and margin sustainability across cycles. This durable mix reduces dependence on lumpy systems sales and supports steady cash generation and pricing leverage over months.
Large HPC And Inspection Order PipelineA multi-customer ~$750M HPC/inspection pipeline and strong YoY order growth indicate durable commercial traction and a multi-year revenue backlog. This breadth across customers and product lines supports sustainable top-line growth and lowers single-account concentration risk over the medium term.
Improved Cash Generation And Strong LiquidityMaterial free cash flow generation and nearly $489M cash/investments provide flexibility to fund working capital, support capacity expansion, and service debt. Healthy liquidity supports execution on the pipeline and cushions against cyclical downswings over the next several quarters.
Bears Say
Ongoing Net Losses And Compressed ProfitabilityPersistent net losses and materially compressed margins versus earlier profitable periods undermine return generation and limit internal funding for R&D or capacity. Continued negative operating profit constrains long-term scalability unless margin recovery is sustained.
Sizable Convertible Debt And Capital-structure ComplexityA substantial convertible issuance concentrates future dilution and creates dual debt/equity dynamics that can complicate capital allocation. Convertible terms and potential share count expansion constrain strategic optionality and may pressure per-share economics over time.
Capacity And Supply-chain ConstraintsSupply bottlenecks and multi-month cycle times limit the firm's ability to convert pipeline into timely revenue, risk order push-outs, and raise per-unit costs. Addressing these requires operational investment and hiring, which can compress near-term margins and delay durable revenue realization.

Cohu News

COHU FAQ

What was Cohu Inc’s price range in the past 12 months?
Cohu Inc lowest stock price was $17.80 and its highest was $74.60 in the past 12 months.
    What is Cohu Inc’s market cap?
    Cohu Inc’s market cap is $3.26B.
      When is Cohu Inc’s upcoming earnings report date?
      Cohu Inc’s upcoming earnings report date is Jul 30, 2026 which is in 28 days.
        How were Cohu Inc’s earnings last quarter?
        Cohu Inc released its earnings results on Apr 30, 2026. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.032 by -$0.022.
          Is Cohu Inc overvalued?
          According to Wall Street analysts Cohu Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Cohu Inc pay dividends?
            Cohu Inc pays a Quarterly dividend of $0.06 which represents an annual dividend yield of N/A. See more information on Cohu Inc dividends here
              What is Cohu Inc’s EPS estimate?
              Cohu Inc’s EPS estimate is 0.14.
                How many shares outstanding does Cohu Inc have?
                Cohu Inc has 47,175,346 shares outstanding.
                  What happened to Cohu Inc’s price movement after its last earnings report?
                  Cohu Inc reported an EPS of $0.01 in its last earnings report, missing expectations of $0.032. Following the earnings report the stock price went down -3.717%.
                    Which hedge fund is a major shareholder of Cohu Inc?
                    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 Inc

                      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

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed strong commercial momentum: revenue beat, materially upgraded guidance, large and growing HPC and inspection pipelines, notable customer wins (including a $100M incremental account opportunity), and improving recurring revenue mix. These positives are moderated by near-term margin pressure from systems mix and initial ramp costs, higher operating expenses to secure growth, supply-chain and capacity constraints, and timing risk for converting a sizable pipeline into 2026 revenue (some likely shifting into 2027). Overall liquidity is healthy but the capital structure includes significant convertible debt. On balance, the strategic wins and upgraded outlook outweigh the manageable execution and timing risks.View all COHU earnings summaries

                      COHU Stock 12 Month Forecast

                      Average Price Target

                      $60.29
                      ▲(46.11% Upside)
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                      Ownership Overview

                      4.70%31.53%32.56%2.97%
                      32.56% Other Institutional Investors
                      2.97% Public Companies and Individual Investors
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