COHU

Cohu, Inc. (COHU) | Rumor.io

Cohu

COHU

Attention (50-day avg)0%

Attention rank (50-day avg)#731

Bullish sentiment (50-day avg)99%

Price to earnings ratio52.7

Market capitalization3.1B

Earnings per share-0.83

Dividend yield (TTM)0.36%

Revenue (annual)453M

Net income (annual)-74.3M

Social

What share of all stock conversation is about COHU?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% +0	0.01% +0	0.01% +0	0% +0

Jul 31

$COHU has reported Q2 earnings that beat expectations, with revenue of $149M (+38.3% YoY) and EPS of $0.26 beating by $0.12.
The stock has experienced significant price movement, with a 17% gain after earnings, and a 22.7% increase on the day of the earnings announcement.
Institutional fund positions in $COHU have increased by 13.03%, and the stock's short ratio is 5.51, which could fuel squeeze potential.

Generated by AI

Sentiment

Of the messages about COHU that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% 0	99.81% +2.59	94.92% +47.95
Bearish	0% 0	0% 0	0.19% -2.59	5.08% -47.95

Apr 30

$COHU has the potential to go "brrrr" and recover quickly from previous earnings, with a recent big contract adding to the bullish sentiment.
The company's recent Q1 2026 earnings show a 29% YoY revenue surge to $125.1 million, driven by accelerating AI and HPC demand, decisively exiting the semiconductor equipment cyclical trough.
$COHU is undervalued and has a strong MOAT (decades of expertise in a sector) that positions it well for the AI Buildout rush, with a new Korean HBM customer and raised guidance adding to the bullish case.

Generated by AI

Topics

Of the messages about COHU that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	100%	57.34%	49.27%
Announcements	—	0%	1.79%	11.88%
Macro	—	0%	14.19%	17.53%
Earnings	—	0%	12.72%	13.92%
Analysts	—	0%	13.95%	7.4%
Controversies	—	0%	0%	0%

Earnings· Feb 15

Cohu, Inc. reported Q4 adjusted EPS of $0.28, missing estimates by $0.03.
Revenues were in-line with estimates at $84.1M.
The company guided Q1 revenues below consensus.

Announcements· May 10

Cohu, Inc. (COHU) has divested its Printed Circuit Board Test Business for $125M.
The company has appointed Yon Jorden to its Board of Directors, effective May 10, 2021.
Cohu has filed a Form 8-K with the SEC announcing the divestment of its Printed Circuit Board Test Business and the appointment of Yon Jorden to the Board of Directors.

Technical Analysis· May 8

The MACD (Moving Average Convergence Divergence) indicator has triggered a bullish signal line cross for $COHU.
This technical alert is one of four recent alerts for Cohu, Inc. ($COHU).
The post highlights the potential for a bullish signal based on the MACD indicator.

Generated by AI

Community

Of the messages about COHU, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	87.57%	88.3%	71.88%	34.69%
Newcomers	12.43%	11.7%	28.12%	65.31%

Regulars· Jul 30

Cohu's Q2 2026 earnings report shows a 38% YoY revenue surge to $149 million, with a gross margin of 45.4% and non-GAAP EPS of $0.26.
The company's test cell utilization reached 80% at the end of June, and management raised its annual AI-driven compute opportunity pipeline to approximately $850 million.
Cohu's Q3 2026 sales are expected to be in a range of $170 million +/- $7 million, with a sequential increase in test cell utilization.

Newcomers· Jul 31

The newcomer is focused on the significant price movement of $COHU, with a 22.7% gap up on Q2 earnings beat, and the stock defending its gap zone with a strong EPS growth of 99%.
The newcomer is concerned about the risk of buying into a +20%+ gap up on semis, especially during a bearish retest zone, and notes the potential for a squeeze due to increased institutional fund positions and a short ratio of 5.51.
The newcomer is analyzing the Q2 earnings report of $COHU, which showed a GAAP net loss narrowed to $0.2M, and management raised the Q3 guidance to $170M +/- $7M, indicating a hotter-than-expected outlook for the company.

Generated by AI

News

Cohu: Earnings Are Catching Up With The Rally (NASDAQ:COHU)

Cohu is rated a Strong Buy with price target of $95, reflecting robust Q2 2026 results and a strengthened AI-driven growth thesis. Read more on COHU stock here.

2d agoSeeking Alpha

Cohu CEO Luis Muller Sells Shares for $3.3 Million

Motley Fool Press Release.

6d agoThe Globe and Mail

Cohu (COHU) Draws Valuation Debate As AI Driven Software Narrative Faces A Pullback

Cohu (COHU) has drawn fresh attention after recent share moves, with the price closing at $51.06. Investors are weighing this level against the company’s semiconductor test equipment footprint and recent return profile. Cohu’s recent pullback is hard to miss, with the 7-day share price return down 9.92% and the 30-day share price return down 18.46%. However, the year-to-date share price return of 107.48% and 1-year total shareholder return of 132.73% show momentum that has built over a longer...

13d agofinance.yahoo.com

Cohu: 80% Utilization Matters More Than The $850 Million AI Pipeline (NASDAQ:COHU)

20d agoSeeking Alpha

Cohu senior VP & chief customer officer sells $558,200 in stock

1mo agoInvesting.com

Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?

TER's AI-driven robotics growth is accelerating as data center demand boosts automation and semiconductor testing.

1mo agofinance.yahoo.com

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Cohu, Inc.

Technology
Semiconductor Equipment & Materials

Cohu, Inc. is a semiconductor equipment and solutions company that provides test, automation, inspection, and metrology products for chip manufacturers and outsourced semiconductor assembly and test providers. The company’s portfolio includes semiconductor test handlers, interface products, thermal subsystems, automated test equipment, MEMS test modules, and inspection and metrology systems, supported by software analytics, spares, and field services. Cohu’s products are used to improve manufacturing yield, streamline testing workflows, and enhance productivity across semiconductor production environments. Its solutions serve a broad range of end markets, including automotive, computing, consumer electronics, industrial, medical, IoT, mobility, and optoelectronics. Headquartered in San Diego, California, Cohu plays a specialized role in the semiconductor supply chain by helping customers validate device performance and optimize back-end manufacturing operations.

Website

Location

17087 Via Del Campo

San Diego, CA, 92127-1711

United States

Social

What share of all stock conversation is about COHU?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% +0	0.01% +0	0.01% +0	0% +0

Jul 31

$COHU has reported Q2 earnings that beat expectations, with revenue of $149M (+38.3% YoY) and EPS of $0.26 beating by $0.12.
The stock has experienced significant price movement, with a 17% gain after earnings, and a 22.7% increase on the day of the earnings announcement.
Institutional fund positions in $COHU have increased by 13.03%, and the stock's short ratio is 5.51, which could fuel squeeze potential.

Generated by AI

Sentiment

Of the messages about COHU that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% 0	99.81% +2.59	94.92% +47.95
Bearish	0% 0	0% 0	0.19% -2.59	5.08% -47.95

Apr 30

$COHU has the potential to go "brrrr" and recover quickly from previous earnings, with a recent big contract adding to the bullish sentiment.
The company's recent Q1 2026 earnings show a 29% YoY revenue surge to $125.1 million, driven by accelerating AI and HPC demand, decisively exiting the semiconductor equipment cyclical trough.
$COHU is undervalued and has a strong MOAT (decades of expertise in a sector) that positions it well for the AI Buildout rush, with a new Korean HBM customer and raised guidance adding to the bullish case.

Generated by AI

Topics

Of the messages about COHU that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	100%	57.34%	49.27%
Announcements	—	0%	1.79%	11.88%
Macro	—	0%	14.19%	17.53%
Earnings	—	0%	12.72%	13.92%
Analysts	—	0%	13.95%	7.4%
Controversies	—	0%	0%	0%

Earnings· Feb 15

Cohu, Inc. reported Q4 adjusted EPS of $0.28, missing estimates by $0.03.
Revenues were in-line with estimates at $84.1M.
The company guided Q1 revenues below consensus.

Announcements· May 10

Cohu, Inc. (COHU) has divested its Printed Circuit Board Test Business for $125M.
The company has appointed Yon Jorden to its Board of Directors, effective May 10, 2021.
Cohu has filed a Form 8-K with the SEC announcing the divestment of its Printed Circuit Board Test Business and the appointment of Yon Jorden to the Board of Directors.

Technical Analysis· May 8

The MACD (Moving Average Convergence Divergence) indicator has triggered a bullish signal line cross for $COHU.
This technical alert is one of four recent alerts for Cohu, Inc. ($COHU).
The post highlights the potential for a bullish signal based on the MACD indicator.

Generated by AI

Community

Of the messages about COHU, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	87.57%	88.3%	71.88%	34.69%
Newcomers	12.43%	11.7%	28.12%	65.31%

Regulars· Jul 30

Cohu's Q2 2026 earnings report shows a 38% YoY revenue surge to $149 million, with a gross margin of 45.4% and non-GAAP EPS of $0.26.
The company's test cell utilization reached 80% at the end of June, and management raised its annual AI-driven compute opportunity pipeline to approximately $850 million.
Cohu's Q3 2026 sales are expected to be in a range of $170 million +/- $7 million, with a sequential increase in test cell utilization.

Newcomers· Jul 31

The newcomer is focused on the significant price movement of $COHU, with a 22.7% gap up on Q2 earnings beat, and the stock defending its gap zone with a strong EPS growth of 99%.
The newcomer is concerned about the risk of buying into a +20%+ gap up on semis, especially during a bearish retest zone, and notes the potential for a squeeze due to increased institutional fund positions and a short ratio of 5.51.
The newcomer is analyzing the Q2 earnings report of $COHU, which showed a GAAP net loss narrowed to $0.2M, and management raised the Q3 guidance to $170M +/- $7M, indicating a hotter-than-expected outlook for the company.

Generated by AI

Cohu

Social

Jul 31

Apr 30

Earnings· Feb 15

Announcements· May 10

Technical Analysis· May 8

Regulars· Jul 30

Newcomers· Jul 31

Cohu: Earnings Are Catching Up With The Rally (NASDAQ:COHU)

Cohu CEO Luis Muller Sells Shares for $3.3 Million

Cohu (COHU) Draws Valuation Debate As AI Driven Software Narrative Faces A Pullback

Cohu: 80% Utilization Matters More Than The $850 Million AI Pipeline (NASDAQ:COHU)

Cohu senior VP & chief customer officer sells $558,200 in stock

Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?

Also Discussed

Cohu, Inc.

Company Information

Location

Cohu: Earnings Are Catching Up With The Rally (NASDAQ:COHU)

Cohu CEO Luis Muller Sells Shares for $3.3 Million

Cohu (COHU) Draws Valuation Debate As AI Driven Software Narrative Faces A Pullback

Cohu: 80% Utilization Matters More Than The $850 Million AI Pipeline (NASDAQ:COHU)

Cohu senior VP & chief customer officer sells $558,200 in stock

Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?

Also Discussed

Social

Jul 31

Apr 30

Earnings· Feb 15

Announcements· May 10

Technical Analysis· May 8

Regulars· Jul 30

Newcomers· Jul 31