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COCOHU

Cohu, Inc.

$COHU·$2.4B·Semiconductors·Technology
$50.81-7.4%YTD+129.3%1Y+128.1%
Price updated 7h ago·X counts updated 5d ago
COCOHU
$COHUCohu, Inc.
$50.81-7.45%120 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $COHU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

120X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $COHU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 61% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-08-07

Cohu Q2 revenue was $149M (+38.3% YoY) beating by $4.9M with EPS of $0.26 beating by $0.12 (~80% EPS beat), and the stock closed a 17% swing. Needham raised its price target to $65 from $54 (Buy) citing rising utilization, stronger HPC demand and Q3'26 growth. Posters group COHU with AEHR and TRT as riding an AI test-wave and note COHU on top-weekly-analyst-ratings and AI-semi thesis lists alongside SILC, FPS, AMKR and VECO.

Read what X is saying about $COHU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $COHU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Cohu's Q2 was an 80% EPS beat on an AI-test-wave — up 194% YTD into Oct 29 earnings, Needham raised PT.

Cohu makes semiconductor test and inspection equipment — one of the smaller testers riding the same AI-test-wave as Teradyne and Advantest. The business is finally capturing the cycle on the P&L.

  • The Q2 was substantial: revenue $149M (+38.3% YoY, a $4.9M beat) with EPS of $0.26 beating by $0.12 (~80% EPS beat) and a 17% stock swing — a tangible operational print validating the cycle, not a narrative.
  • The sell-side is upgrading: Needham raised PT to $65 (from $54) citing rising utilization, stronger HPC demand, and Q3'26 growth — a concrete, dated sell-side revision supporting continuation.
  • 52-week range position is 92% with volume at the 30-day average — the chart is at the high end on normal volume, which is sustainable acceleration rather than a parabolic rip; the AI-test-wave peer basket (AEHR, TRT) confirms sector-wide flow.

Oct 29 Q3 is the gate — any continuation of 30%+ revenue growth plus utilization commentary extends the move. A guide reset or any HPC-demand softening and the stock gives back some of the massive YTD gain.

Agrees with X sentimentThe thread has the right drivers — specific Q2 numbers ($149M, +38.3% YoY, $0.26 EPS, 17% stock swing), Needham PT raise with named rationale (utilization, HPC demand, Q3'26 growth), AEHR / TRT peer-group framing — all substantive, not generic enthusiasm.

What to watch: Oct 29 Q3 — HPC test revenue, utilization rate, operating-margin trajectory, and FY27 guide. A guide reset or utilization softening is the clear invalidator from an elevated setup.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $COHU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $COHU

Partial — Semiconductor test and inspection handler equipment maker serving chip manufacturers across Asia and the US.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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
Q2 2026Jul 30, 2026$0.26$0.14+86.4%
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%
Next earningsWed, Oct 28·consensus EPS $0.35

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$612.5M$612.0M – $613.0M$0.95$0.79 – $1.114
FY27$769.8M$749.1M – $790.5M$1.85$1.55 – $2.196
FY28$887.4M$797.1M – $974.1M$2.56$1.98 – $3.195

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.0.9×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.54%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.-12.3%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.+10.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellOct 15Christopher BohrsonChief Recurring Officer1.0K sh$55KSellOct 2Luis A MullerCEO21.7K sh$1.6MSellSep 25Luis A MullerCEO27.2K sh$1.8MSellSep 21Luis A MullerCEO55.8K sh$3.3MSellAug 19Christopher BohrsonSr VP & Chief Customer Officer10.0K sh$558KSellAug 17Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$62KSellAug 5Nina RichardsonDirector3.1K sh$157KSellAug 5Andrew M CaggiaDirector15.3K sh$789KSellJul 15Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$58KSellJun 15Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$64K
1–10 of 17
+ 12 other (10 awards · 2 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.

+ 15 other (6 S-8 POSs · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

2 Glorious Growth Stocks to Buy Hand Over Fist If the Stock Market Crashesfool.com·2d agoCohu To Announce Third Quarter Financial Results on October 28businesswire.com·3d agoCohu to Host Investor Day on November 10, 2026businesswire.com·9d agoDid You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years.fool.com·17d agoHead to Head Contrast: Rambus (NASDAQ:RMBS) & Cohu (NASDAQ:COHU)defenseworld.net·17d ago

In themes

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

Semiconductor Onshoring

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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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