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COCOHU

Cohu, Inc.

$COHU·$2.4B·Semiconductors·Technology
$51.19-0.6%YTD+113.8%1Y+155.6%
Mentions · last 7 days
2026-07-10: 151 posts2026-07-11: 56 posts2026-07-12: 112 posts2026-07-13: 159 posts2026-07-14: 65 posts2026-07-15: 79 posts2026-07-16: 51 posts693+4%
Price updated 7h ago·X counts updated 1d ago
COCOHU
$COHUCohu, Inc.
$51.19-0.62%693 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $COHU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cohu is one of the cleanest AI-test-equipment breakout stories — up 156% in a year with TD Cowen setting a $80 target.

Cohu is a semiconductor back-end test-equipment vendor — handlers, contactors and thermal subsystems that the entire semi industry uses to test dies at the wafer and package stage. The tape has been extraordinary: up 114% year-to-date and 156% year-over-year, and the AI back-end thesis is genuinely landing in the numbers.

  • Revenue growth is finally re-accelerating off a real recovery: Q1 revenue grew 29% YoY to $125M after +30% in Q4 and +32% in Q3 — three straight quarters at 29%+ growth is a real cycle recovery, not a story-driven ramp.
  • The HPC-guidance raise is where the AI thesis lands: management raised 2026 HPC revenue guidance to $80-100M from $65-80M — a real dollar increase, not just narrative, and every CXL memory controller, switch and PCIe retimer runs through Cohu's Eclipse and Neon handlers.
  • The TD Cowen re-rate is now on the tape: TD Cowen raised its price target to $80 from $60, comparing the AI-test setup to Teradyne's a year ago — that specific analog is what makes the multiple-expansion case, and it's exactly the setup that pulls the sell-side into a coordinated re-rate.
  • The insider tape is minor and consistent with a coil: one small $58K officer S-Sale from Bohrson on July 16 plus routine director activity — no distribution cluster into the run, which is what you want to see at a stock up 155% YoY.

The July 30 Q2 print is the confirming event: revenue growth extending above +29% with a raised full-year HPC guide above $100M is what pushes the tape toward the $80 TD Cowen target; a growth deceleration below +25% or an HPC-mix disappointment sends the stock back through $42 support and turns coiling into cooling.

Agrees with X sentimentThe X 'AI back-end test play' framing is directly consistent with the raised HPC guidance and the TD Cowen re-rate. The specific Teradyne-analog framing is a fair analogy — TER did 250% in the year after its equivalent print, and COHU could follow the same path if the guide holds.

What to watch: The July 30 Q2 earnings — revenue growth vs Q1's +29%, HPC revenue trajectory vs the raised $80-100M guide, and any CXL/PCIe-retimer product-mix commentary. Above-29% growth with a raised HPC guide pushes the tape to $80; deceleration below +25% sends the stock through $42.

On the calendar: 2026-07-30 — Q2 2026 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-23

Cohu is being pitched as an underappreciated AI back-end test play, with Q1 revenue of $125M, Q2 guidance of ~$144M, and management raising 2026 HPC revenue guidance to $80-100M from $65-80M. Bulls argue every CXL memory controller, switch and PCIe retimer eventually runs through Cohu's Eclipse and Neon handlers, framing it as a derivative play on the entire CXL ecosystem scaling. TD Cowen raised its price target to $80 from $60, comparing the AI narrative setup to Teradyne a year ago, and posters note the stock just crossed from GAAP losses to non-GAAP breakeven.

Read the AI verdict + X sentiment for $COHU

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Semiconductor test and inspection handler equipment maker serving chip manufacturers across Asia and the US.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $COHU.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $COHU

Partial — Semiconductor test and inspection handler equipment maker serving chip manufacturers across Asia and the US; the AI capex and HBM/compute demand cycle is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$SMHVanEck Semiconductor ETF
+50.8%YTD
+90.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-42.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.01$0.03-66.7%
Q4 2025Feb 12, 2026$-0.15$0.07-314.3%
Q3 2025Oct 29, 2025$-0.06$-0.19+68.4%
Q2 2025Jul 31, 2025$0.02$-0.02+200.0%
Next earningsThu, Jul 30·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$125.1M+29.3%40.4%-8.4%$-0.26$8.3M
Q4 FY25$122.2M+29.9%34.1%-11.4%$-0.48$36.5M
Q3 FY25$126.2M+32.4%35.7%-7.4%$-0.09$-18.0M
Q2 FY25$107.7M+2.8%34.4%-15.2%$-0.36$13.4M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$558.8M$558.4M – $559.1M$0.58$0.53 – $0.625
FY27$683.7M$675.4M – $692.0M$1.48$1.46 – $1.515
FY28$764.9M$763.3M – $766.4M$2.13$2.08 – $2.222

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+45.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 15Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$58KSellJun 15Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$64KSellMay 22Jeffrey D JonesCFO13.0K sh$609KSellMay 22Luis A MullerCEO45.2K sh$2.1MSellMay 22James A DonahueDirector10.3K sh$480KSellMay 20Steven J BilodeauDirector10.3K sh$460KSellMay 15Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$47KSellMay 13William BendushDirector7.5K sh$369KSellMay 11Christopher BohrsonSr VP & Chief Customer Officer1.5K sh$77KSellApr 15Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$38K
1–10 of 13
+ 32 other (14 awards · 12 inkinds · 6 others) in window

See when $COHU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentMay 158-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Cohu, Inc. held its 2026 Annual Meeting of Stockholders on May 15, 2026 at which stockholders approved an amendment to the Amended and Restated Certificate of Incorporation increasing authorized common shares from 90,000,000 to 150,000,000. All annual meeting votes are reported. The authorized share increase provides Cohu with expanded capacity for future equity compensation, acquisitions, or capital market transactions — a positive operational flexibility move for the semiconductor test equipment company.

S-3ASRAuto-shelf registrationFeb 17S-3ASR
+ 18 other (6 S-8 POSs · 3 13Gs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cohu To Announce Second Quarter Financial Results on July 30businesswire.com·2d agoCohu Is An Underfollowed AI Testing Playseekingalpha.com·2d agoWhy Cohu Stock Raced Nearly 6% Higher Todayfool.com·8d agoHere Are Thursday's Best Wall Street Analyst Research Calls: Align Technology, American Tower, Caesars Entertainment, Cohu, Five Below, Intuitive Surgical, Salesforce, Toast, and More247wallst.com·9d agoCohu: AI Test Exposure Can Still Pull Earnings Higherseekingalpha.com·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $COHU on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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