Cohu, Inc.
COHU
NASDAQ·Technology·Semiconductors·Mkt cap $2.4B
$50.72
▲ +10.31%
P/E
-61.03
Mkt Cap
$2.4B
52-Wk Range
$18.67–$74.60
52-Week Range
$18.67 - $74.60
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 146.8% over the trailing year
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).
- Premium valuation to Analog & Mixed Signal peers
Growth
Turning profitable
Increasing semiconductor complexity and testing requirements from AI and advanced chip architectures
Value
Premium valuation to Analog & Mixed Signal peers
Momentum
Stable
-3.4% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying COHU right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $0.26 vs $0.14 consensus (+86.4% surprise). Revenue of $149.0M vs $144.2M expected (+3.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+86.4%
Revenue trend · last 8Q
—
-31%
-10%
+3%
+32%
+30%
+29%
+38%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$95.3M
$94.1M
$96.8M
$107.7M
$126.2M
$122.2M
$125.1M
$149.0M
Margins · last 8Q
Gross
0.0%
Operating
0.2%
Profit
-0.1%
Wall Street consensus
7 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Craig-Hallum · Jul 31, 2026
vs Industry
How COHU stacks vs Semiconductors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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