Cohu, Inc.

Cohu, Inc.

COHUยทNASDAQ

$56.12

+3.0%
TechnologySemiconductors

Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company supplies semiconductor test and inspection handlers, micro-electromechanical system (MEMS) test modules, test contactors, thermal sub-systems, and semiconductor automated test equipment for semiconductor and electronics manufacturers, and test subcontractors. It also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, and MEMS and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, the company offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu, Inc. in 1972. Cohu, Inc. was incorporated in 1947 and is headquartered in Poway, California.

At a Glance

Live Snapshot
Market Cap$2.65B
EPS-1.5900
P/E Ratio-35.30
Earnings Date07/30/2026
cohu

Cohu, Inc. Street Expectations Map

COHU ยท NASDAQ

Wall Street analysts project that COHU stock may decline over the coming 12 months. The consensus 1-year price target stands at 49.75, with estimates ranging from a low of 32.00 to a high of 60.00.

Lowest Target
32.00
-42.98%
Consensus Target
49.75
-11.35%
Highest Target
60.00
6.91%

The consensus 1-year price target stands at 49.75, with estimates ranging from a low of 32.00 to a high of 60.00.

Analyst Consensus Analysis

Upside Potential

-11.3%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

56.3% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.16x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

cohu

Cohu, Inc. Forward Estimates of Revenue

COHU ยท NASDAQ
Latest Revenue
452.96M
FY 2025
Avg Estimate
558.52M
FY 2026
Estimate Range
558.17M - 558.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

cohu

Cohu, Inc. Forward Estimates of Net Income

COHU ยท NASDAQ
Latest Net Income
-74.27M
FY 2025
Avg Estimate
27.03M
FY 2026
Estimate Range
24.98M - 29.07M
Analyst Spread

Forward Growth Analysis

Projected Growth+136.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cohu, Inc. Forward Estimates of EPS

COHU ยท NASDAQ
Latest EPS
-1.59
FY 2025
Avg Estimate
$0.58
FY 2026
Estimate Range
$0.53 - $0.62
Analyst Spread

Forward Growth Analysis

Projected Growth+136.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

cohu

Cohu, Inc. Forward Estimates of EBIT

COHU ยท NASDAQ
Latest EBIT
-60.43M
FY 2025
Avg Estimate
7.31M
FY 2026
Estimate Range
7.30M - 7.31M
Analyst Spread

Forward Growth Analysis

Projected Growth+112.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

cohu

Cohu, Inc. Forward Estimates of EBITDA

COHU ยท NASDAQ
Latest EBITDA
-6.91M
FY 2025
Avg Estimate
56.27M
FY 2026
Estimate Range
56.23M - 56.30M
Analyst Spread

Forward Growth Analysis

Projected Growth+914.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Cohu, Inc. Forward Estimates of SG&A Expense

COHU ยท NASDAQ
Latest SG&A Expense
124.37M
FY 2025
Avg Estimate
123.19M
FY 2026
Estimate Range
123.11M - 123.27M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Cohu, Inc. Insider Positioning

COHU ยท NASDAQ

During the last 12 months, insiders have sold $4.59M worth of COHU shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

90.7K

4.21M

Net Activity

-4.2M

-$4.21M

3-6 Months

Bought

0

0.00

Sold

12.1K

377.37K

Net Activity

-377K

-$377K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
MLA

Muller Luis A

Officer: President & Ceo

45.2K sharesโ€ข1 transactions

$2.11M

2
BSJ

Bilodeau Steven J

Director

21.4K sharesโ€ข2 transactions

$807K

3
JJD

Jones Jeffrey D

Officer: Sr. Vp Finance & Cfo

13.0K sharesโ€ข1 transactions

$609K

4
DJA

Donahue James A

Director

10.3K sharesโ€ข1 transactions

$480K

5
BW

Bendush William

Director

7.5K sharesโ€ข1 transactions

$369K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.21M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.