US · Technology · Semiconductor Equipment & Materials
EPS came in at 0.36 against a street estimate of 0.23 — a beat of 56.5%.
Analysts rate Cohu Inc a strong buy (8 buy, 0 hold, 0 sell out of 8) with an average price target of $74.62.
CONFIDENT Cohu delivered 38% YoY revenue growth to $149M with 53% recurring revenue. HPC pipeline raised to $850M annual opportunity; capacity expanding to double output by mid-2027. FY26 guidance raised to 35% growth. Q2 2026 Test sterilization at 80% semiconductor capacity utilization; computing/industrial both in low 80s, automotive/mobile in high 70s. Industrial orders rebounding strongest in core business. Analysts probed HPC funnel composition, supply chain risks, and OpEx scalability. Management detailed qualification timelines (1 month to mid-Q1 2027), confirmed $54M OpEx sufficient, and emphasized memory cost mitigation via prebuys and early customer discussions on pricing. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.60% |
| Capital World Investors | 5.82% |
| Vanguard Portfolio Management, LLC | 4.87% |
| Amvescap Plc. | 4.29% |
| Vanguard Capital Management, LLC | 4.24% |
| State Street Corp | 3.99% |
| Geode Capital Management, LLC | 2.74% |
| Systematic Financial Management LP | 2.48% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter fiscal 2026 net sales were $172,956 thousand, up from $126,249 thousand in the same quarter of fiscal 2025. • Third | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 FY2026 net sales increased 37% year-over-year to $173.0 million, compared with $126.2 million in Q3 FY2025 and $149.0 million i | 2026-10-28 |
| Quarterly report · Q2 2026 COHU, INC. — FORM 10-Q SUMMARY For Quarterly Period Ended June 27, 2026 --- HEADLINE NUMBERS • Net sales Q2 2026: $149.0 million (vs. $107.7 millio | 2026-07-31 |
| Results announced · Q3 2026 COHU, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 net sales: $149.0 million — 38% increase year-over-year (Q2 2025: $107.7 million) • | 2026-07-30 |
| Charter / bylaws change · Q2 2026 COHU, INC. - FORM 8-K SUMMARY May 15, 2026 Annual Meeting of Stockholders --- HEADLINE NUMBERS • 47,166,278 shares outstanding as of record date (M | 2026-05-15 |
| Quarterly report · Q1 2026 COHU, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $125.1 million (Q1 2026) vs. $96.8 million (Q1 2025) — 29% increase • Net Loss: $12. | 2026-05-01 |
| Results announced · Q2 2026 COHU, INC. — FORM 8-K SUMMARY Filing Date: April 30, 2026 --- HEADLINE NUMBERS • Company issued press release on April 30, 2026 regarding financial | 2026-04-30 |
| Proxy statement · Q2 2026 COHU, INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class 1 directors (William E. | 2026-04-02 |
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| Announcement | Date |
|---|---|
| Raised fiscal 2026 high-performance computing revenue outlook to approximately $120 million Cohu reported a strong fiscal third quarter. Revenue rose 37% year over year to $173.0 million, up from $126.2 million, while GAAP net income improved to $12.1 million, or $0.22 per share, v | 2026-10-28 |
| Raises annual AI-driven compute opportunity pipeline to $850 million Cohu, a semiconductor testing equipment supplier, reported strong second-quarter 2026 results with net sales of $149.0 million, up 38% year-over-year. The company achieved a 45.4% gross marg | 2026-07-30 |
| Raised FY26 high-performance computing revenue outlook to $80-100 million Cohu, a semiconductor equipment supplier, reported Q1 2026 results showing improving business momentum. Net sales reached $125.1 million, up 29% year-over-year from $96.8 million, with appro | 2026-04-30 |
| Q1 2026 revenue guidance provided; full year 2025 results reported Cohu, a semiconductor testing equipment supplier, reported strong revenue growth for 2025. Full-year revenue reached $453.0 million, up 13% from 2024, with fourth-quarter revenue of $122.2 m | 2026-02-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.