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COHU Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
53.110
Open
51.450
VWAP
51.94
Vol
172.61K
Mkt Cap
2.49B
Low
51.275
Amount
8.96M
EV/EBITDA(TTM)
1.48K
Total Shares
47.18M
EV
2.30B
EV/OCF(TTM)
43.99
P/S(TTM)
5.13
Cohu, Inc. is a supplier of semiconductor test automation and interface solutions, and a provider of semiconductor test equipment, inspection and metrology solutions, and software analytics to optimize semiconductor manufacturing yield and productivity. It offers a comprehensive suite of equipment, interface solutions, software, spares and services designed to address the evolving requirements of global semiconductor manufacturers. Its products support customers across computing & networking, automotive, industrial, mobile and consumer electronics markets. Its systems are designed to support smart manufacturing initiatives, including interface with robotics, automated guided vehicles (AGVs), overhead transport systems (OHTs), and automated mobile robots (AMRs) to reduce manual handling and enhance workplace safety. Its product lines include Test Automation, Inspection and Metrology, Semiconductor Automated Test Equipment (ATE), Interface Solutions, Software Analytics, and Services.
Show More

Events Timeline

(ET)
2026-05-12
09:20:00
Cohu Secures $5M Orders from Semiconductor Manufacturer
select
2026-04-30 (ET)
2026-04-30
16:11:00
Cohu Reports Q1 Revenue of $125.1M, Beating Estimates
select
2026-04-30
16:10:00
Cohu Sees Q2 Revenue of $144M, Consensus $127M
select

News

NASDAQ.COM
8.5
05-27NASDAQ.COM
Cohu's Critical Role in the AI Industry
  • Revenue Growth Forecast: Cohu is projected to achieve total revenue of $558.5 million in 2026, representing a 23% increase from the previous year, indicating accelerating demand for semiconductor testing equipment, particularly in the AI sector.
  • Surge in Orders: Cohu's inspection and metrology business saw a 64% year-over-year increase in orders in Q1 2026, highlighting strong demand for its Neon platform and solidifying its position in the rapidly evolving memory market.
  • Sales Pipeline Potential: Cohu currently has a $750 million sales pipeline in high-performance computing, and while these orders have yet to appear in financial statements, they are expected to significantly boost future revenue, especially in AI accelerators and GPUs.
  • Analyst Ratings Favorable: All seven Wall Street analysts covering Cohu have given it a buy rating, with an average price target of $57.43, implying a 24% upside over the next 12 months, reflecting strong market confidence in its long-term growth prospects.
Fool
8.5
05-27Fool
Cohu's Growth Potential in the AI Market
  • Surging Market Demand: Cohu's equipment has seen a 160% stock price increase over the past year due to soaring demand, indicating its critical role in the AI semiconductor sector, with expectations for continued benefits from rapid market growth.
  • Strong Order Pipeline: Cohu boasts a $750 million sales pipeline in the high-performance computing segment, which has yet to reflect in financial statements, suggesting significant future revenue growth potential, particularly in the AI accelerator and GPU markets.
  • Leading Technological Innovation: Cohu's Eclipse platform and Neon inspection system enhance semiconductor quality through automated testing and high-precision defect detection, improving production efficiency to meet the fast-evolving memory market demands, especially with the rollout of HBM4 and HBM5.
  • Analysts' Consensus Outlook: All seven Wall Street analysts covering Cohu stock have rated it as a buy, with an average price target of $57.43, implying a 24% upside over the next 12 months, reflecting strong market confidence in its long-term growth prospects.
NASDAQ.COM
4.5
05-19NASDAQ.COM
ETF Component Trading Dynamics Analysis
  • Highest Volume Component: On Tuesday, APA traded over 3.8 million shares, rising about 0.7%, indicating sustained investor interest and possibly reflecting optimistic market expectations for its future performance.
  • CVS Health Decline: CVS Health fell approximately 0.9% on Tuesday with over 2.9 million shares traded, suggesting market concerns regarding its recent performance, which may impact its short-term stock price trajectory.
  • RES Price Increase: RES was the best-performing component on Tuesday, rising about 1.9%, indicating strong performance in the current market environment and potentially attracting more investor attention.
  • COHU Weak Performance: COHU lagged with a decline of about 3.6% on Tuesday, with lower trading volume, reflecting market doubts about its future growth potential, which may lead investors to reassess its investment value.
Yahoo Finance
9.5
05-03Yahoo Finance
Cohu Exceeds Q1 Expectations but Shares Decline
  • Earnings Beat: Cohu reported Q1 revenue of $125 million, exceeding forecasts by 2.4%, yet its shares fell 2.9%, indicating market concerns about future performance.
  • Loss Forecast Adjustment: Analysts predict a 43% reduction in loss per share to $0.68 by 2026, although this is an increase from the previous estimate of $0.64, reflecting cautious sentiment regarding profitability.
  • Revenue Growth Expectations: Revenue forecasts for 2026 have been raised to $544.6 million, representing a 13% increase from the previous year, but still below the broader industry growth expectation of 21%, highlighting competitive pressures on Cohu.
  • Price Target Increase: The average price target for Cohu has been raised by 19% to $42.29, despite increased loss expectations, suggesting a divergence in market views on the company's intrinsic value.
seekingalpha
9.5
05-01seekingalpha
Cohu Reports Strong Q1 2026 Earnings with Increased Revenue Outlook
  • Significant Order Growth: Cohu experienced a 57% year-over-year increase in orders in Q1 2026, indicating strong momentum across multiple product lines, with a computing segment opportunity pipeline of approximately $750 million, including $650 million in test handlers, highlighting the company's substantial potential in the high-performance computing market.
  • Revenue Outlook Raised: The company has raised its fiscal 2026 high-performance computing revenue outlook to between $80 million and $100 million, reflecting robust collaboration opportunities with 12 customers, 5 of which are in the qualification stage, showcasing Cohu's strong growth potential in emerging markets.
  • Strong Financial Performance: Q1 2026 revenue reached $125.1 million, exceeding the midpoint of guidance, with a gross margin of 46.5%, above expectations, despite operating expenses of $55 million, which reflect the company's decision to scale resources to support high-performance computing opportunities, demonstrating confidence in future growth.
  • Ongoing Investment Plans: Cohu expects total capital expenditures to be about 2% of revenue in 2026 and plans to keep operating expenses around $53 million, indicating that while expanding production capacity, the company will maintain financial health to support its long-term growth strategy.
seekingalpha
9.5
04-30seekingalpha
Cohu Reports Q1 Earnings Miss Despite Revenue Growth
  • Earnings Miss: Cohu's Q1 non-GAAP EPS of $0.01 fell short by $0.02, indicating pressure on profitability that could undermine investor confidence moving forward.
  • Significant Revenue Growth: The company reported Q1 revenue of $125.1 million, a 29.2% year-over-year increase, surpassing expectations by $2.96 million, highlighting strong demand in the high-performance computing testing sector that may lay the groundwork for future growth.
  • Negative Stock Reaction: Despite revenue growth, Cohu's shares fell by 1%, reflecting market concerns over insufficient profitability, which may lead investors to reassess their strategies regarding the stock.
  • Increased Follow-On Orders: Cohu secured $30 million in follow-on orders focused on high-performance computing tests, demonstrating ongoing demand in the technology sector and potential support for future performance.
Wall Street analysts forecast COHU stock price to rise
4 Analyst Rating
Wall Street analysts forecast COHU stock price to rise
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
30.00
Averages
32.33
High
35.00
Current: 0.000
sliders
Low
30.00
Averages
32.33
High
35.00
B. Riley
Craig Ellis
Buy
maintain
$50 -> $60
AI Analysis
2026-05-01
Reason
B. Riley
Craig Ellis
Price Target
$50 -> $60
AI Analysis
2026-05-01
maintain
Buy
Reason
B. Riley analyst Craig Ellis raised the firm's price target on Cohu to $60 from $50 and keeps a Buy rating on the shares. The firm views the company's Q1 report as mixed. The analyst upped Cohu's estimates to reflect the AI high performance compute strength.
TD Cowen
Krish Sankar
Buy
upgrade
$35 -> $60
2026-05-01
Reason
TD Cowen
Krish Sankar
Price Target
$35 -> $60
2026-05-01
upgrade
Buy
Reason
TD Cowen analyst Krish Sankar raised the firm's price target on Cohu to $60 from $35 and keeps a Buy rating on the shares. The firm said they reported a strong quarter and guide; the focus was on the HPC opportunity with +62% quarter over quarter systems order growth driven by a $30M Eclipse follow on, and the total HPC opportunity increased to $80-100M in CY26.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for COHU
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Valuation Metrics

The current forward P/E ratio for Cohu Inc (COHU.O) is 100.00, compared to its 5-year average forward P/E of -247.25. For a more detailed relative valuation and DCF analysis to assess Cohu Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-247.25
Current PE
100.00
Overvalued PE
1275.71
Undervalued PE
-1770.22

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
18.32
Current EV/EBITDA
-246.91
Overvalued EV/EBITDA
76.62
Undervalued EV/EBITDA
-39.98

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.42
Current PS
3.68
Overvalued PS
3.05
Undervalued PS
1.80

Financials

AI Analysis
Annual
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Whales Holding COHU

P
Paradigm Capital Management, Inc.
Holding
COHU
+21.80%
3M Return
S
Systematic Financial Management LP
Holding
COHU
+15.87%
3M Return
R
Royce & Associates, LP
Holding
COHU
+1.69%
3M Return
L
Leeward Investments, LLC
Holding
COHU
-0.71%
3M Return

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Frequently Asked Questions

What is Cohu Inc (COHU) stock price today?

The current price of COHU is 51.43 USD — it has decreased -2.5

What is Cohu Inc (COHU)'s business?

Cohu, Inc. is a supplier of semiconductor test automation and interface solutions, and a provider of semiconductor test equipment, inspection and metrology solutions, and software analytics to optimize semiconductor manufacturing yield and productivity. It offers a comprehensive suite of equipment, interface solutions, software, spares and services designed to address the evolving requirements of global semiconductor manufacturers. Its products support customers across computing & networking, automotive, industrial, mobile and consumer electronics markets. Its systems are designed to support smart manufacturing initiatives, including interface with robotics, automated guided vehicles (AGVs), overhead transport systems (OHTs), and automated mobile robots (AMRs) to reduce manual handling and enhance workplace safety. Its product lines include Test Automation, Inspection and Metrology, Semiconductor Automated Test Equipment (ATE), Interface Solutions, Software Analytics, and Services.

What is the price predicton of COHU Stock?

Wall Street analysts forecast COHU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COHU is32.33 USD with a low forecast of 30.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cohu Inc (COHU)'s revenue for the last quarter?

Cohu Inc revenue for the last quarter amounts to 125.12M USD, increased 29.26

What is Cohu Inc (COHU)'s earnings per share (EPS) for the last quarter?

Cohu Inc. EPS for the last quarter amounts to -0.26 USD, decreased -60.61

How many employees does Cohu Inc (COHU). have?

Cohu Inc (COHU) has 2857 emplpoyees as of June 01 2026.

What is Cohu Inc (COHU) market cap?

Today COHU has the market capitalization of 2.49B USD.