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

1,393 Followers

COHU Stock Chart & Stats

$50.70
-$3.81(-6.99%)
At close: 4:00 PM EDT
$50.70
-$3.81(-6.99%)

Bulls Say, Bears Say

Bulls Say
Strong Revenue Growth OutlookBroad revenue acceleration indicates recovering semiconductor back-end demand and improving customer utilization. Sustained growth would expand the installed base, support recurring consumables revenue, and improve operating leverage over the next several quarters.
Recurring Revenue BaseA recurring revenue mix above half of sales provides greater visibility than equipment-only revenue and ties results to customers’ ongoing production. Consumables and interfaces can also deepen customer relationships and moderate semiconductor capital-cycle volatility.
HPC And Software ExpansionExposure to HPC, advanced memory, analytics, and AI-enabled factory tools positions Cohu in structurally growing applications. Qualification progress and software adoption could diversify revenue and increase the value of its equipment ecosystem.
Bears Say
Profitability Remains WeakThe company remains loss-making and has not restored historical profitability, limiting internal capital generation and returns on its equity base. Margin recovery depends on sustained volume growth, favorable mix, and controlling operating expenses.
Declining Free Cash FlowPositive cash generation is encouraging, but the sharp deterioration in free cash flow shows that earnings recovery is not yet translating consistently into cash. Weaker conversion can constrain investment flexibility and amplify the impact of demand volatility.
Supply And End-Market Execution RiskComponent inflation and constrained capacity can delay deliveries or compress margins while the company scales for HPC demand. Continued automotive weakness adds end-market cyclicality, making revenue timing and customer-mix outcomes less predictable.

Cohu News

COHU FAQ

What was Cohu Inc’s price range in the past 12 months?
Cohu Inc lowest stock price was $18.66 and its highest was $74.60 in the past 12 months.
    What is Cohu Inc’s market cap?
    Cohu Inc’s market cap is $2.80B.
      When is Cohu Inc’s upcoming earnings report date?
      Cohu Inc’s upcoming earnings report date is Oct 29, 2026 which is in 70 days.
        How were Cohu Inc’s earnings last quarter?
        Cohu Inc 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 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 0.35.
                How many shares outstanding does Cohu Inc have?
                Cohu Inc has 47,338,432 shares outstanding.
                  What happened to Cohu Inc’s price movement after its last earnings report?
                  Cohu Inc 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 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

                      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
                      ▲(36.83% Upside)
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                      Ownership Overview

                      4.64%31.43%32.35%2.61%
                      32.35% Other Institutional Investors
                      2.61% Public Companies and Individual Investors
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