COHU

$58.34+$2.20 (+3.92%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$2.7B

47M shares

52-week range

$18.67 – $74.60

71% from low

Sector

INSTRUMENTS FOR MEAS & TESTING OF ELECTRICITY & ELEC SIGNALS

Exchange

NASDAQ

Change+$27.46

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$612M	+35.3%	$0.95	$0.87–$1.01	61.4×	4
2027	$770M	+25.7%	$1.85	$1.82–$1.88	31.6×	4
2028	$887M	+15.3%	$2.56	$1.88–$3.23	22.8×	2

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 5 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-30	$0.14	$0.26	+86.4%
2026-04-30	$0.03	$0.01	-66.7%
2026-02-12	$0.07	$-0.15	-314.3%
2025-10-29	$-0.19	$-0.06	+68.4%
2025-07-31	$-0.02	$0.02	+200.0%
2025-05-01	$-0.16	$-0.02	+87.5%
2025-02-13	$-0.07	$-0.15	-114.3%
2024-10-31	$-0.08	$-0.08	+0.0%

DCF fair valuemodel estimate

Intrinsic value

$6.63

Price

$58.34

Implied downside

-89%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
COHUCohu, Inc.	$58.34	+3.92%	$2.8B	—
AOSLAlpha and Omega Semiconductor Limited	$30.62	-15.60%	$916M	—
CRCTCricut, Inc.	$5.93	+0.85%	$1.2B	—
INDIindie Semiconductor, Inc.	$4.14	+3.24%	$875M	—
LAESSEALSQ Corp	$2.84	+6.77%

Cohu Inc

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.com

Employees: 2,857
IPO / List date: Jun 1, 1972
HQ: POWAY, CA

Held by traders on TradeandTell

No one on the platform currently holds COHU.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	84,500	$2.6M

Insider activity (SEC Form 4)

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.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded COHU yet.

$COHU chatter on StockTwits

T W@woodhousBullish1d
$COHU
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Nicholas@JFDI1d
I dont know who put $COHU on my watch list. but good lookin
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Tabaluga@TabalugaBullish1d
$COHU
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PatternRank@patternrankBullish1d
Today's 7-Day signals are out 🚀 Short-term setups ranked by confidence — no opinions, just models. Names showing up today: $INTC $VECO $SMTC $COHU $HIMS (7D horizon · refreshed for 2026-08-12)
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Dr. Stoxx@Dr_Stoxx6d
Just added $COHU to my Greens List for today. Here are the levels as seen on the 2hr chart. This is a forward CAGR/pipeline play in the semicap space as the backlog has surged to nearly $1B.
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Nasdaq Frontier@NasdaqFrontier6Aug 5
A few interesting earnings setups I’m watching: $FLNC One of the largest standalone battery storage integrators in the West. Market cap: ~$2.7B Contracted backlog: ~$5.6B After the last earnings report, the stock rallied 40% despite a revenue miss because they announced major hyperscaler supply agreements. The key question: Will they provide updates on those AI/data center power contracts? $VIAV / $VIAG Optical demand remains strong. Every high-speed transceiver needs testing, and VIAVI is one of the leaders in optical test equipment. The stock has reacted strongly after recent earnings, while peers like $AEHR, $COHU, and FORM have also shown strength. AI infrastructure is not just GPUs. Power, testing, and advanced PCBs are all becoming critical bottlenecks. Earnings season continues to reveal the real winners of the AI buildout. Follow my profile for more AI infrastructure, semiconductor, and earnings setups.
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William Parker@ParkerTradesXAug 5
AI Infrastructure Earnings Setups I’m Watching A few names stand out ahead of earnings: $FLNC has a ~$2.7B market cap against a $5.6B backlog. After its last report, shares jumped 40% despite a revenue miss, helped by hyperscaler supply agreements. Investors are watching for updates on the first purchase order. $VIAV continues to benefit from optical testing demand, exceeding guidance for four straight quarters. Strong results from AEHR, $COHU, and $FORM suggest the cycle remains healthy. $TTMI is a U.S. PCB supplier tied to AI infrastructure. PCB book-to-bill reached 1.60, a 25-year high, while AI demand continues to expand. I’m tracking these setups closely. Follow along for the levels, ideas, and market moves I’m watching.
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DredonMegarryr@TradeIntelligence_Aug 5
$VIAV quietly turned a missed acquisition into a major strategic win. Back in 2024, VIAVI lost the Spirent deal after bidding about $1.3B against $KEYS at $1.5B. Then everything changed. The DOJ challenged the Keysight + Spirent combination, forcing the divestiture of three critical businesses: • High-speed ethernet testing • Network security testing • Channel emulation In October 2025, $VIAV acquired those assets for just $425M cash -capturing roughly 40% of Spirent's revenue at a fraction of the original purchase price. The company went from owning the physical layer of networking to covering Layer 0 through Layer 7. Now the high-speed network testing market has effectively become a $VIAV + $KEYS duopoly. This is why I believe the market is underestimating VIAVI’s positioning in AI infrastructure, optical networking, and next-generation connectivity. Keeping an eye on: $AEHR $FORM $COHU Welcome to my personal webpage for the latest trading ideas, strategies, and market insights.
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Donald Osullivan@FibonacciTrader_Aug 5
EARNINGS GAP-UP PATTERN IN TESTING STOCKS Every testing name that reported over the past three weeks saw a strong upside reaction after earnings: $AEHR +50% move -$72 → $110 $TER +30% $FORM +16.6% $COHU +20% Next one to watch: $VIAV Reporting tomorrow after the close. Four consecutive quarters beating the top end of guidance, while shares remain ~38% below previous highs. Could this be the next earnings breakout? If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.
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Tabaluga@TabalugaBullishAug 4
$COHU $70 soon !
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Tabaluga@TabalugaBullishAug 4
$COHU leeets go 🥳
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Debby Esther@DebbyEstherAug 2
$MU $DRAM.X$COHU: Massive HBM Tsunami Incoming! HBM wave is hitting hard! $COHU CEO confirms shipping HBM3/4/4E systems to US IDMs with strong H2 guidance and eyes on HBM5+.Shares coiling intraday through the $42.47–$47.99 demand zone. As the memory backbone of AI, smart money is quietly absorbing liquidity off key support for the next big leg up!Full HBM supply chain tracker & targets on my profile.
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Mr. Denny@EquityResearch6Aug 2
HBM tsunami incoming. The AI infrastructure boom is creating a massive demand wave for high-bandwidth memory. $COHU CEO Luis Müller highlighted: "During Q2, we shipped additional final inspection systems for HBM3, HBM4, and HBM4E devices to a U.S.-based IDM with a strong forecast into the second half of 2026." And the bigger picture: "HBM is the memory backbone of AI training and inference infrastructure, and we continue to invest to stay ahead of customer roadmaps into HBM5 and beyond." The takeaway: AI doesn't just need more GPUs. It needs more advanced memory, testing, and manufacturing capacity. Key beneficiaries to watch: $MU — DRAM & HBM supplier $SKHY — HBM leader $DRAM.X — memory ETF exposure $COHU — HBM testing and metrology opportunity The memory cycle may be entering a structurally different phase. The AI bottleneck is moving deeper into the supply chain.
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Tabaluga@TabalugaAug 1
$COHU Whats your short term PT on this ? Let me know
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Mm@NakedDayTrader4Jul 31
$COHU I’m neither long nor short, I’ve just been following this stock. Gotta say, what a shitty thing the MM did to you all. Fucking horseshit. Down $10 from highs..gimme a break. Crooks
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.