He feels the company is well-positioned to capitalize on the current feverish build-out of AI capacity. He's also flagged it as a business that can weather semiconductor sector dips.

fool.com - 2026-07-09 19:44:54

Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up just modestly higher at 25,870, up 0.20%.

247wallst.com - 2026-07-09 07:52:34

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.

seekingalpha.com - 2026-07-04 04:01:20

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.

fool.com - 2026-07-03 15:41:01

COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.

zacks.com - 2026-07-02 10:51:15

COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.

zacks.com - 2026-07-02 10:46:11

Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.

zacks.com - 2026-07-02 10:40:47

Director Steven Bilodeau sold 10,257 shares for a transaction value of ~$460,000 on May 20, 2026, at a reported price of $44.85 per share. This sale represented 16.40% of his direct holdings at the time, reducing his directly owned shares from 62,529 to 52,272.

fool.com - 2026-06-24 05:05:01

On June 12, 2026, Cohu Inc (COHU) shares rose 4.7% today, bringing the current price to $61.33. The stock has experienced notable price performance, with a 52-w

gurufocus.com - 2026-06-12 19:07:00

The crowd on Polymarket is pricing a 100% probability that SpaceX completes its IPO by June 30, with the offering targeted at $135 per share for a $75 billion raise.

247wallst.com - 2026-06-10 13:40:56

On June 08, 2026, Cohu Inc (COHU) shares experienced a notable increase of 5.5%, bringing the current price to $52.49. Despite this recent uptick, the stock has

gurufocus.com - 2026-06-08 20:40:00

This company is experiencing huge demand for its semiconductor equipment.

fool.com - 2026-05-27 05:43:00

On May 19, 2026, Cohu Inc (COHU) shares fell 3.2% to a current price of $42.77. The stock has experienced a volatile year, with a 52-week high of $52.43 and a l

gurufocus.com - 2026-05-19 21:08:00

Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that mana

gurufocus.com - 2026-05-18 16:00:00

SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate at the following investor conferences: TD Cowen 54th Annual Technology, Media & Telecom Conference Location: InterContinental New York Barclay, New York, NY May 27, 2026 23rd Annual Craig-Hallum Institutional Investor Conference Location: Depot Renaissance Hotel Minneapolis, MN May 2.

businesswire.com - 2026-05-18 16:00:00

SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading semiconductor manufacturer has placed multiple orders totaling approximately $5 million for the DiamondX platform, delivering high-current capability, ultra-low resistance measurement accuracy and scalable multi-site throughput. The systems will support development and manufacturing of next-generation gal.

businesswire.com - 2026-05-12 09:00:00

The stock has surged higher in 2026 after being in a downtrend, but valuations have arguably gotten too high relative to earnings growth. The latest report showed several good things, which includes an upgraded FY2026 outlook and strong gains in the top and the bottom line. The latest report also showed earnings are not growing fast enough to meet the current financial model or current elevated valuations.

seekingalpha.com - 2026-05-02 00:54:57

Cohu, Inc. (COHU) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-01 09:31:37

Cohu (COHU) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.03 per share. This compares to a loss of $0.02 per share a year ago.

zacks.com - 2026-04-30 18:15:16

SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today reported fiscal 2026 first quarter net sales of $125.1 million and GAAP loss of $12.1 million or $0.26 per share. Cohu also reported first quarter 2026 non-GAAP income of $0.6 million or $0.01 per share.                       GAAP Results                 (in millions, except per share amounts) Q1 FY 2026   Q4 FY 2025   Q1 FY 2025.

businesswire.com - 2026-04-30 16:00:00

Ultra Clean Holdings (UCTT) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.28 per share a year ago.

zacks.com - 2026-04-28 18:46:32

On April 28, 2026, Cohu Inc (COHU) shares fell 4.4% to a current price of $44.15, reflecting a volatile trading environment. The stock's performance has fluctua

gurufocus.com - 2026-04-28 18:22:00

Pre-Market Stock Futures: The futures are trading lower as we get set to start a new trading week, and after last week's string of record highs, it may be tough to duplicate the stellar performance that Wall Street put on. All of the major indices closed higher, except the Dow Jones Industrials, which finished the... Here Are Monday's Top Wall Street Analyst Research Calls: Adobe, Advanced Micro Devices, CrowdStrike, DoorDash, Fortinet, GE Vernova, Snap, StubHub, and More

247wallst.com - 2026-04-27 07:45:21

Cohu stock is going up today thanks to positive coverage from an investment firm. B. Riley raised its price target on Cohu stock to $50 per share.

fool.com - 2026-04-20 15:18:27

SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for first quarter 2026 on Thursday, April 30, 2026, at 1:00 p.m. Pacific Time/4:00 p.m. Eastern Time. The Company will host a live conference call and webcast with presentation materials to discuss the results at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time. Interested parties may listen live via webcast.

businesswire.com - 2026-04-16 16:00:00