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COHU

Cohu, Inc.

COHU

NASDAQ·Technology·Semiconductors·Mkt cap $3.3B

$58.25

▼ -15.71%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$17.80 - $74.60

P/E

-49.04

Fwd P/E

100.18

Beta

1.62

Div Yield

0.00%

Avg Vol

1.4M

Shares Out

47.0M

Mkt Cap

$3.3B

Price action

Price chart

Up 237.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Specialized expertise in semiconductor test equipment with 75+ year operating history
  • Integrated hardware-software solutions providing superior value vs. point products
  • Global distribution network and direct sales force across key semiconductor manufacturing regions
  • High switching costs and customer lock-in through proprietary test interfaces and software platforms
  • Strong relationships with leading semiconductor manufacturers and test subcontractors
▼

Bear Case

2 risks

  • Above-average volatility (beta 1.6).
  • Significant premium - growth priced in

Growth

Turning profitable

Increasing semiconductor complexity and testing requirements from AI and advanced chip architectures

Value

Significant premium - growth priced in

Momentum

Hot

+115.0% over 3m

Quality

Stable

Excellent business quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

“
Q2 26 RECAP

APR 30, 2026

Reported EPS of $0.01 vs $0.03 consensus (-66.7% surprise). Revenue of $125.1M vs $122.1M expected (+2.4%).

EPS miss
Rev beat +2.4%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-66.7%

Next: Apr 29, 2026

Revenue trend · last 8Q

—

—

-31%

-10%

+3%

+32%

+30%

+29%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$104.7M

$95.3M

$94.1M

$96.8M

$107.7M

$126.2M

$122.2M

$125.1M

Margins · last 8Q

Gross

—

Operating

—

Profit

-9.7%

View full earnings history →

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$54.50

▼ -6.4% vs $58.25

Low $53.00
Median $54.50
High $60.00

Latest: TD Cowen · Jun 16, 2026

3 analysts covering

View full analyst page →

vs Industry

How COHU stacks vs Semiconductors

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.