COHU INC
Cohu supplies equipment and services for semiconductor manufacturers, including integrated device manufacturers, outsourced semiconductor assembly and test providers, and fabless semiconductor companies. It has one reportable segment, Semiconductor Test and Inspection Equipment. Its products include test automation systems, inspection and metrology equipment, semiconductor automated test equipment, test contactors and power probe cards, software analytics, spares and services. Cohu’s systems and recurring offerings support semiconductor testing and manufacturing across computing and networking, automotive, industrial, mobile and consumer electronics markets. Cohu makes money through sales of semiconductor test and inspection systems and recurring offerings, including interface products, spares, kits, software and services. Its recurring offerings support customers’ installed equipment base. Cohu is headquartered in Poway, California.
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COHU INC (COHU) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Cohu Reports Third Quarter 2026 Results ● Third quarter net sales increased 37% year-over-year to $173.0 million ● Gross margin of 45.5%; non-GAAP gross margin of 45.7% ● Estimated test cell utilization increased 200 bps sequentially to 82% ● Bookings increased 126%
Cohu Inc. reported Q3 non-GAAP EPS of $0.43, exceeding estimates by $0.09, with revenue of $173M, up 37.1% year-over-year and beating by $2.76M. The company's shares rose 4.24% following the results.
Cohu (COHU) will host an Investor Day on November 10, 2026, featuring AMD, a major customer, discussing market trends in advanced semiconductor technology. The event will cover Cohu's strategy, growth platforms, financial targets, and capital priorities. AMD will provide insights on demand drivers for high-performance and AI computing chips. The event is invitation-only in person but open to virtual attendance via webcast.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning COHU (COHU INC). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent COHU coverage spans financial news, insider activity and earnings.
In the last 30 days, COHU insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.6M). The most active reporter was BOHRSON CHRISTOPHER, Chief Recurring Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Earnings beat and raised guidance suggest stronger demand and improved margins.
Earnings beat suggests near‑term upside.
The event may generate modest investor interest and short‑term price movement for Cohu.
The stock's recent drop and valuation gap suggest further downside pressure.
The insider sale may signal reduced confidence from top management, potentially pressuring the stock.
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.
COHU INC (COHU) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Cohu Reports Third Quarter 2026 Results ● Third quarter net sales increased 37% year-over-year to $173.0 million ● Gross margin of 45.5%; non-GAAP gross margin of 45.7% ● Estimated test cell utilization increased 200 bps sequentially to 82% ● Bookings increased 126%
3 min readCohu Inc. reported Q3 non-GAAP EPS of $0.43, exceeding estimates by $0.09, with revenue of $173M, up 37.1% year-over-year and beating by $2.76M. The company's shares rose 4.24% following the results.
1 min readCohu (COHU) will host an Investor Day on November 10, 2026, featuring AMD, a major customer, discussing market trends in advanced semiconductor technology. The event will cover Cohu's strategy, growth platforms, financial targets, and capital priorities. AMD will provide insights on demand drivers for high-performance and AI computing chips. The event is invitation-only in person but open to virtual attendance via webcast.
1 min readCohu Inc (COHU) shares fell 3.2% to $70.78, despite a 277.7% 1-year gain. GuruFocus values the stock at $29.53, indicating 139.7% overvaluation. Insiders sold $13.0M in shares over the past year. The company has a GF Score of 62/100, with weak valuation metrics.
2 min readMuller Luis A (President & CEO) sold 21,662 shares of COHU INC (COHU) at $73.00 ($1.58M total) on 2026-10-02 under a Rule 10b5-1 trading plan.
1 min readCohu (COHU) CEO Luis Muller sold 55,794 shares for $3.3M. The stock is up 31.22% in a month and 172.25% year-to-date. Analysts estimate a fair value of $70.88, suggesting a 5% undervaluation, but a DCF model values it at $34.10, indicating overvaluation. Cohu's growth is driven by AI and software demand, but it faces risks from cyclical chip spending.
1 min readMuller Luis A (President & CEO) sold 27,236 shares of COHU INC (COHU) at $65.00 ($1.77M total) on 2026-09-25 under a Rule 10b5-1 trading plan.
1 min readCohu officer Luis Muller plans to sell 27,236 shares worth $1.77M, with a proposed sale date of September 25, 2026. Muller also sold 55,794 shares on September 21, 2026, for $3.35M. The shares were acquired from restricted stock vesting in March 2023.
1 min readCohu, Inc. CEO Luis Muller sold 55,794 shares for approximately $3.3 million on Sept. 21, 2026, according to an SEC filing. The sale, part of a prearranged trading plan, represents 6% of his stake. Cohu's shares have risen 169% over the past year, with TTM revenue at $522.6 million and a net loss of $38.8 million. The company provides semiconductor test equipment and services.
2 min readMuller Luis A (President & CEO) sold 55,794 shares of COHU INC (COHU) at $60.00 ($3.35M total) on 2026-09-21 under a Rule 10b5-1 trading plan.
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