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COCOHU

Cohu, Inc.

$COHU·$2.8B·Semiconductors·Technology
$50.93-7.4%YTD+129.8%1Y+181.7%
Mentions · last 7 days
2026-07-08: 53 posts2026-07-09: 130 posts2026-07-10: 151 posts2026-07-11: 56 posts2026-07-12: 112 posts2026-07-13: 159 posts2026-07-14: 58 posts723+29%
Price updated 24m ago·X counts updated 2d ago
COCOHU
$COHUCohu, Inc.
$50.93-7.43%723 posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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 hypeCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Cohu up 182% in a year on the AI back-end test thesis — CFO just sold and the setup is now event-heavy.

Cohu makes semiconductor back-end test handlers — the machines that check finished chips for defects before shipping. It's a smaller-cap picks-and-shovels play on the AI and HBM test-intensity thesis, and the stock is up 182% over the past year on that narrative.

  • Revenue grew 29% YoY to $125M last quarter with -8% operating margin — the top-line acceleration is real, and the July 3 news that CFO sold 13,000 shares is worth naming as an insider distribution signal.
  • Trades at 4.9x TTM sales with -$42 TTM P/E on cyclical losses — the FY27 EPS estimate of ~$1.20 makes the forward P/E ~45x, still expensive for a semi-cap play but justified if HPC revenue guidance ($80-100M vs $65-80M prior) actually lands.
  • TD Cowen raised PT to $80 from $60 — real sell-side upgrade, and the framing 'AI narrative setup like Teradyne a year ago' captures the bull case perfectly (if the analog holds).
  • Small 46M share float means outsized moves in both directions — the volume multiplier at 0.47x shows positioning is not yet stretched, so there's still upside if execution delivers.
  • 52-week position 66th percentile with position vs 200-day MA +58% — the tape is confirmed above the trend, but the position is starting to look extended.

July 30 Q2 earnings is where the AI-test story either gets validated or the multiple compresses: revenue guidance at $144M held plus a raised FY26 HPC contribution is what restarts the run; a modest beat with unchanged guide plus CFO selling continuing is where the +182% T12M gain gives back hard. Real AI-test exposure with real execution risk — the setup is event-heavy and the CFO sale is the shadow.

Agrees with X sentimentThe bullish X take on Cohu as an underappreciated AI back-end test play with the raised HPC guide ($80-100M from $65-80M) is analytically fair — the TD Cowen PT raise and Teradyne-comparison framing capture the bull setup. The CFO sale is a real signal worth naming despite the bull momentum.

What to watch: July 30 Q2 earnings — need revenue guidance at $144M held and a raised FY26 HPC contribution. A modest beat plus continued CFO selling is where the +182% T12M gain gives back hard.

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

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

  • 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)
  • 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
+60.1%YTD
+103.2%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
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.0.5×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.66%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.-0.9%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.+57.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 45.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β1.555-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

SellJun 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$38KSellMar 16Christopher BohrsonSr VP & Chief Customer Officer1.0K sh$29K
1–10 of 12
+ 31 other (14 awards · 12 inkinds · 5 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.

Why Cohu Stock Raced Nearly 6% Higher Todayfool.com·7d 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·8d agoCohu: AI Test Exposure Can Still Pull Earnings Higherseekingalpha.com·13d agoCohu's CFO Sold 13,000 Company Shares. Here's What That Means for Investors.fool.com·13d agoCohu Is Riding AI and HBM Trends But Execution Still Matterszacks.com·14d ago

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Voices on X · top 2 · 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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