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13F filers
1
institution
Market cap
$3.0B
47M shares
52-week range
$17.80 – $70.92
95% from low
Sector
INSTRUMENTS FOR MEAS & TESTING OF ELECTRICITY & ELEC SIGNALS
Exchange
NASDAQ
CS
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $451.8M | $583.3M | $636.0M | $887.2M | $812.8M | $636.3M | $401.8M | $453.0M |
| Cost of revenue | $273.4M | $353.5M | $360.5M | $500.8M | $429.9M | $333.5M | $221.9M | $296.8M |
| Gross profit | $178.4M | $229.8M | $275.5M | $386.4M | $382.9M | $302.8M | $179.8M | $156.2M |
| Gross margin | 39.5% | 39.4% | 43.3% | 43.6% | 47.1% | 47.6% | 44.8% | 34.5% |
| R&D | $56.4M | $86.1M | $86.2M | $92.0M | $92.6M | $88.6M | $84.8M | $92.2M |
| Operating income | −$29.8M | −$52.3M | $3.3M | $201.5M | $125.6M | $43.3M | −$71.7M | −$60.4M |
| EBITDA | $34.0M | $7.3M | $74.1M | $180.6M | $171.7M | $97.0M | −$19.4M | −$6.8M |
| Net income | −$32.2M | −$69.7M | −$13.8M | $167.3M | $96.8M | $28.2M | −$69.8M | −$74.3M |
| Net margin | -7.1% | -11.9% | -2.2% | 18.9% | 11.9% | 4.4% | -17.4% | -16.4% |
| EPS (diluted) | -1.01 | -1.68 | -0.33 | 3.45 | 1.98 | 0.59 | -1.49 | -1.59 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $559M | $0.58 | $0.53–$0.62 | 5 |
| 2027 | $682M | $1.48 | $1.46–$1.51 | 4 |
| 2028 | $762M | $2.21 | $2.15–$2.30 | 1 |
Forward consensus · source: Financial Modeling Prep
Cohu Inc is a supplier of semiconductor test and inspection handlers, micro-electro-mechanical system (MEMS) test modules, test contactors, and thermal sub-systems used by semiconductor manufacturers and test subcontractors. The company's products include Semiconductor ATE (Automated Test Equipment), Semiconductor Handlers, Interface Products such as test contactors, probe heads, and probe pins, Spares and Kits, Bare Board PCB Test Systems, and services. It has one reportable segment, Semiconductor Test and Inspection Equipment (Semiconductor Test & Inspection). Geographically, the company generates maximum revenue from the Philippines, followed by Taiwan, China, Malaysia, the United States, Singapore, and the Rest of the world.
www.cohu.comNo one on the platform currently holds COHU.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 84,500 | $2.6M |
No one on the platform has traded COHU yet.
| $445M |
| — |
| MXLMaxLinear, Inc. | $96.60 | +2.25% | $8.7B | — |
| RCATRed Cat Holdings, Inc. | $9.28 | +4.15% | $1.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
@MaverikIT @Jblack500 @cynicaloptimist @BustaCapital @IsabellaDC Own all three. $AEHR since $20 last summer, $COHU in some fashion since low 30s in early Feb
View on StockTwits ↗Profitable Gems Under $15B 11. $COHU 12. $AMBA 13. $PDFS 14. $PLAB 15. $CEVA Screening for profitable gems under a $15B market cap is the ultimate playbook for locking in pure alpha amidst macro volatility. This shortlist beautifully captures massive secular growth operating with rigid fundamental moats. Test equipment powerhouse $COHU recently logged all-time highs fueled by accelerating AI and high-performance computing test backlogs. Concurrently, edge-AI vision disruptor $AMBA successfully clinched a massive $800M long-term agreement, marking a structural fundamental turnaround. Photomask monopoly $PLAB, yield-enhancement software sovereign $PDFS, and silicon IP pioneer $CEVA all showcase immense institutional margin protection near crucial Fibonacci support levels. When growth is backed by structural backlogs and hard net income, macro consolidation opens pristine buying windows. Which of these sub-$15B titans anchors your portfolio today?
View on StockTwits ↗Top realized gainers by theme: Semiconductor Capital Equipment. Not enough love for $MKSI $ONTO $COHU
View on StockTwits ↗$COHU Working nicely. Never tested stop. Holding this for awhile with lots cushion. Gave alert @ 53s
View on StockTwits ↗$COHU been bleeding all day after that spike ; I wonder who is selling 🤔
View on StockTwits ↗$COHU trimmed 50 shares at $68 today ; great stock but it ran fast ; still holding a 75% of my initial position
View on StockTwits ↗Cohu shares rose during morning trading after TD Cowen raised its price target on the semiconductor test equipment maker to $80 from $60, while reiterating its buy rating. The upgrade highlights Cohu’s strengthening role in the AI-driven high-performance computing (HPC) supply chain, particularly through its Eclipse thermal handling systems and Neon HBM inspection platform, which analysts see as key growth drivers. TD Cowen now expects the company to return to profitability in 2026, with meaningful earnings leverage extending into 2027 and beyond. The bullish call builds on improving fundamentals already in place, including Cohu’s earlier increase in its 2026 HPC revenue outlook to $80–100 million and a reported ~$750 million pipeline in computing-related opportunities spanning HBM testing and inspection solutions. Shares hit a new 52-week high at $69.63 during the session, underscoring growing investor confidence in its positioning within AI infrastructure supply chains. $COHU
View on StockTwits ↗$COHU Boom. Nice breakout today. Been mentioning this name since 50s
View on StockTwits ↗$COHU Under appreciated name. Still acting very strong
View on StockTwits ↗Here are some of the most prominent themes that our team is focusing on: Semi test systems: $AEHR $ONTO $FORM $COHU This Semi Test watchlist targets the ultimate bottleneck of the AI era: it's no longer just about fabrication, it's about yield optimization and strict testing! As HBM and advanced packaging scale, test systems are entering an explosive super-cycle. $ONTO has surged impressively this year, driven by intense advanced node metrology demand, while probe-card giant $FORM remains unassailable. For high-beta torque, wafer-level burn-in pioneer $AEHR shows fierce right-side momentum with high backlog visibility, and $COHU is hitting a pivotal turning point. This macro pullback washes out short-term froth, resetting these vital yield guardians straight into critical technical support zones. Which of these 4 test equipment leaders offers the best asymmetric risk-reward setup to buy the dip right now?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at NaN× earnings vs its 15.1× historical median P/E.
Fair value ≈ $-27.95 · price $68.12 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.