AUG 6·SEC EDGARLow
CAGGIA ANDREW M sold $789K of COHU
CAGGIA ANDREW M sold 15,252 shares of COHU INC (COHU) at an average of $51.74 ($51.73–$51.74, $0.79M total) across 2 trades on 2026-08-05 under a Rule 10b5-1 trading plan.
StockNASDAQ · US · USDTechnology · Semiconductor Equipment & Materials
$COHU
COHU INC
Price · $COHUvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $COHU in the last 7 days.
Top stories · $COHUMore →
AUG 1·yahoo.com
Cohu (COHU) Q2 2026 Earnings Call Transcript
Cohu’s Q2 2026 earnings call said sales rose 38% year over year to $149 million, with about 53% of revenue from recurring sources. The company cited higher semiconductor test utilization to 80% and said computing drove 46% of system orders. Cohu raised its fiscal 2026 high-performance computing revenue estimate to $100 million to $110 million.
AUG 1·yahoo.com
Cohu, Inc. Q2 2026 Earnings Call Summary
Cohu reported Q2 FY2026 revenue up 38% YoY, driven by advanced thermal test handlers for AI processors and HBM inspection. Semiconductor test utilization rose to 80%. The company raised its FY2026 revenue growth outlook to about 35% (range $610M-$615M) and expects Q3 revenue near $170M. Gross margin seen mid-40%.
COHU sentiment & insider activity
Recent COHU coverage spans earnings, insider activity and sector analysis.
In the last 30 days, COHU insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($1.0M). The most active reporter was CAGGIA ANDREW M with 2 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
What's driving COHU
This is an insider-sale disclosure, not a fundamental update; it may slightly affect sentiment but is unlikely to change near-term valuation on its own.
Management highlights strong AI-infrastructure test demand, rising utilization, and a higher 2026 HPC revenue range, supporting a constructive near-term earnings outlook.
Guidance upside tied to HPC capacity expansion and pipeline conversion, partially offset by margin pressure from higher memory and specialty component costs.
Guidance and pipeline expansion tied to Eclipse handlers suggest improving visibility and capacity ramp, supporting a constructive near-term earnings outlook.
Earnings beat tied to AI-driven semiconductor demand and margin/operating execution supports a constructive setup.
alphai scores every news story that mentions COHU with an AI model for sentiment and relevance, and aggregates insider trades from COHU INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $COHU
Score
CAGGIA ANDREW M sold $789K of COHU
CAGGIA ANDREW M sold 15,252 shares of COHU INC (COHU) at an average of $51.74 ($51.73–$51.74, $0.79M total) across 2 trades on 2026-08-05 under a Rule 10b5-1 trading plan.
1 min readCohu (COHU) Q2 2026 Earnings Call Transcript
Cohu’s Q2 2026 earnings call said sales rose 38% year over year to $149 million, with about 53% of revenue from recurring sources. The company cited higher semiconductor test utilization to 80% and said computing drove 46% of system orders. Cohu raised its fiscal 2026 high-performance computing revenue estimate to $100 million to $110 million.
6 min readCohu, Inc. Q2 2026 Earnings Call Summary
Cohu reported Q2 FY2026 revenue up 38% YoY, driven by advanced thermal test handlers for AI processors and HBM inspection. Semiconductor test utilization rose to 80%. The company raised its FY2026 revenue growth outlook to about 35% (range $610M-$615M) and expects Q3 revenue near $170M. Gross margin seen mid-40%.
6 min readCohu Q2 Earnings Call Highlights
Cohu (NASDAQ:COHU) highlighted Q2 results and outlook on an earnings call. Computing system orders rose 150% YoY, while automotive orders fell 24%. Cohu raised FY2026 HPC revenue to $100M-$110M and expects Q3 revenue of about $170M (+/-$7M). Non-GAAP EPS was $0.26; Q2 gross margin was 45.5%.
6 min read
These Strong Buy Stocks Delivered Massive Q2 Earnings Beats: APEMY, COHU, IDCC, PBF
Zacks says several Zacks Rank #1 Strong Buy stocks beat Q2 EPS by more than 50%: Aperam (APEMY) EPS $1.01 vs $0.56, Cohu (COHU) EPS $0.26 vs $0.14, InterDigital (IDCC) EPS $4.62 vs $1.60 and raised 2026 revenue outlook, and PBF Energy (PBF) EPS $6.22 vs $4.05. The article cites improved profitability, margins, and cash flow.
4 min readCOHU Q2 Earnings Beat Estimates on AI Compute and Favorable Mix
Cohu (COHU) reported Q2 2026 non-GAAP EPS of 26 cents, up from 2 cents a year earlier, and revenue of $149 million, both above the Zacks Consensus. The company cited stronger high-performance computing demand, higher tester and recurring revenues, and improved semiconductor test cell utilization to 80%. It raised its 2026 HPC revenue outlook to $100-$110 million and guided Q3 revenue to $170 million plus or minus $7 million.
6 min readWhy is Cohu stock surging today?
Amazon shares rally as cloud growth surges and spending outlook climbs Investing.com -- Cohu stock surged +26.3% in pre-open trading today, reaching $58.68, after the company reported second-quarter 2026 results that handily beat Wall Street expectations on both earnings and revenue, while simultaneously issuing guidance that significantly exceeded prior forecasts.
4 min readCOHU INC (COHU): Results of Operations and Financial Condition
COHU INC (COHU) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 ex_994647.htm EXHIBIT 99.1 ex_994647.htm Exhibit 99.1 COHU, INC. 17087 VIA DEL CAMPO SAN DIEGO, CA 92127 FAX (858) 848-8185 PHONE (858) 858-8100 www.cohu.com Cohu Reports Second Quarter 2026 Results ● Second quarter net sales increased 38% year-over-year to $149.0 milli
2 min readB Riley names top semiconductor capital equipment stocks By Investing.com
B. Riley highlighted semiconductor capital equipment opportunities tied to AI demand and advanced packaging. It named Cohu (Buy, PT raised to $65), Camtek (Buy, PT $220), Amkor Technology (Neutral, PT cut to $75), and Kulicke & Soffa (Neutral, PT $100). The note cites AI-related capex and packaging demand, plus risks from PC and smartphone outlooks.
5 min readWall Street Is Suddenly Bullish on This Under-the-Radar Chip Stock
Cohu (COHU) is trading at a forward P/S of 5.8 versus a 5-year average of 2.4, with forward P/E not meaningful due to losses. After Q1 FY2026 revenue of $125.1M (vs $122.1M consensus) and non-GAAP EPS of $0.01 (vs $0.03), management guided Q2 revenue to $144M and FY2026 revenue up 20% to 25%, EPS $0.54. Baird initiated Outperform with a $65 target; consensus Strong Buy, mean target $65.
6 min read