COHU Cohu, Inc.

TER's AI-driven test momentum is accelerating, with Iris 100 expanding its optical portfolio as semiconductor and data-center demand surges.

Muller's sale was executed under a pre-planned trading schedule and follows a 169% surge in the stock over the past year.

Aehr Test Systems' 363% 2026 surge and 18.59X sales multiple reflect AI optimism, but customer concentration and execution risks leave little room for error.

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...

Cohu stock has had a strong run over the past year, even after a recent pullback. This puts a spotlight on whether its current share price lines up with the sales the business is generating. With that backdrop, the key issue for you is how much of the recent optimism is already embedded in the valuation that the market is placing on its revenue base. Over the past 12 months, Cohu has returned 132.7%, which raises the question of how closely that move tracks the underlying power of its...

Teradyne (TER) makes the equipment that tests semiconductors, and AI data centers have remade a business that last peaked on smartphones in 2021. The stock has returned about 185% over the past year. Even after falling about 32% from its 52-week high, it trades at about 41.8 times trailing adjusted earnings, the least useful number on the screen.

Teradyne (TER) trades at 51.7 times trailing earnings. A multiple that high is a requirement rather than an opinion: the business has to grow into it, and you can work out how much growth that takes. The harder question is whether the calculation deserves your trust when the trailing year has been this unusual.

TER's UltraFLEXplus demand is surging on AI-driven test needs, fueling chip-test growth and strengthening its position against KLA and Cohu.

AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.

Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.

Semiconductor test equipment stocks are getting hammered Wednesday while the broader chip ETF barely flinches, and the reason has nothing to do with bad earnings or analyst downgrades.

A fresh Wall Street initiation just sent one of 2026's most explosive small caps through its all-time high, and the analyst behind it called the price target conservative while leaving several major catalysts completely out of the model.

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

AEHR's 72.2% surge reflects record bookings, a $100.6M backlog and rising AI demand, but its premium valuation raises the stakes.

A blowout quarter from a key semiconductor peer and a blockbuster Wall Street financing deal sent Onto Innovation surging Tuesday, and the reasons behind the rally suggest the move could be just the beginning.

The consensus price target hints at a 28.3% upside potential for Cohu (COHU). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

HPC pipeline surges to $850 million as semiconductor test utilization hits 80%.

Cohu, Inc. reported past Q2 2026 results with sales rising to US$149 million from US$107.68 million and net loss narrowing to US$0.159 million from US$16.88 million, alongside updated Q3 sales guidance of US$170 million plus or minus US$7 million. The company also completed a multi‑year buyback of 4,022,737 shares for US$117.17 million and highlighted rapid growth in high-performance computing test solutions, where its annual customer pipeline has expanded to about US$850 million with...

Cohu (COHU) just paired its second quarter 2026 earnings release with fresh third quarter sales guidance, giving you updated numbers to assess the stock after a strong year so far. See our latest analysis for Cohu. The latest guidance has landed after a choppy stretch for Cohu’s stock, with a 1-day share price return of 3.32% and a 30-day share price return down 30.56%. Year to date the share price return is 95.00% and the 1-year total shareholder return is 150.86%, pointing to strong longer...

Cohu stock has delivered a strong 150.9% return over the past year, yet the valuation checks are split, with the Discounted Cash Flow (DCF) intrinsic value suggesting the shares may be priced ahead of fundamentals while market based multiples screen the stock as undervalued. Over the last 12 months, Cohu has returned 150.9%. This puts extra focus on whether recent gains are already pricing in much of the good news. Investor expectations around high performance computing and AI related demand...

Revenue up 38% year-over-year with Q3 guidance of $170M, as HPC capacity expansion and software analytics momentum drive growth despite automotive weakness

HPC pipeline surges to $850 million as semiconductor test utilization hits 80%.

Moby summary of Cohu, Inc.'s Q2 2026 earnings call

Cohu (NASDAQ:COHU) reported second-quarter 2026 revenue of $149 million, up 38% from a year earlier and above the midpoint of its guidance, as demand for high-performance computing equipment and a recovery in several core semiconductor markets supported results. President and CEO Luis Müller said r

Cohu (COHU) delivered earnings and revenue surprises of +85.71% and +3.47%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

FormFactor's Keystone Microtech pact expands Taiwan support and testing capacity for AI, HBM, advanced packaging and high-speed chips.

FORM heads into Q2 earnings with AI, HBM and advanced packaging momentum, but valuation and trade risks temper the upside.

Baird recently started covering COHU stock with a positive rating and $65 price target, while Stifel raised its target the very next day. Both firms are betting on the same thing for Cohu.

FORM's AI-driven HBM momentum, broader chip-testing wins and CPO growth support its outlook despite premium valuation and margin pressure.