Cohu, Inc.(COHU)Earnings, Financials & Key RatiosCohu, Inc. (COHU) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
which reached -$12.1M in 2026Q1, combined with a forward P/E of 110.22, suggests that the current valuation may not be supported by underlying operational performance.
Cohu, Inc. (COHU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Cohu, Inc. (COHU) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.01vs $0.03-66.7% | $125Mvs $122M+2.4% |
| Q1 2026 | Feb 12, 2026 | $0.15vs $0.07-314.3% | $122Mvs $122M+0.1% |
| Q4 2025 | Oct 29, 2025 | $0.06vs $0.19+68.4% | $126Mvs $122M+3.4% |
| Q3 2025 | Jul 31, 2025 | $0.02vs $0.02+200.0% | $108Mvs $114M-5.9% |
Recent stock market news and headlines for Cohu, Inc. (COHU)
I rate Cohu a buy, as its AI/HPC pipeline and recurring revenue base are underappreciated in current earnings. COHU's products address the increasing complexity of AI and high-performance computing chip testing, positioning it for significant revenue growth. Management targets $600–800M revenue, 48–50% gross margin, and $1.50–$3.25 non-GAAP EPS mid-term, with upside if the AI/HPC funnel converts.
CFO Jeffrey Jones sold 13,000 shares for a total value of approximately $609,000 on May 22, 2026. This transaction represented 3.64% of Jones' direct holdings at the time of sale.
COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.
COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.
Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.
Key metrics vs top competitors for Cohu, Inc. (COHU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $58.70 | $2.76B | -36.92 | 12.74% | -16.4% | -9.04% | — | |
| $118.67 | $9.25B | 171.99 | 2.8% | 8.14% | 6.68% | — | |
| $139.97 | $4.3B | 36.83 | -17.57% | 11.93% | 9.79% | — | |
| $95.67 | $3.32B | -62.12 | 11.61% | -5.28% | -7.5% | — | |
| $303.86 | $15.12B | 109.30 | 1.82% | 10.33% | 5.19% | — | |
| $119.61 | $6.26B | 9999.00 | -7.38% | 0.4% | 0.37% | — |
Cohu, Inc. (COHU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Cohu, Inc. (COHU) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 30, 2026·SEC
Feb 12, 2026·SEC
Oct 29, 2025·SEC
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Cohu, Inc. (COHU) stock FAQ — growth, dividends, profitability & financials explained
Cohu, Inc. (COHU) reported $481.3M in revenue for fiscal year 2025. This represents a 202% increase from $159.4M in 1996.
Cohu, Inc. (COHU) grew revenue by 12.7% over the past year. This is steady growth.
Cohu, Inc. (COHU) reported a net loss of $55.5M for fiscal year 2025.
Cohu, Inc. (COHU) has a return on equity (ROE) of -9.0%. Negative ROE indicates the company is unprofitable.
Cohu, Inc. (COHU) generated $31.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
