Cohu, Inc. (COHU) Q2 2026 Earnings Call Transcript
Cohu's Q2 earnings and revenues beat estimates as AI compute demand, higher tester and recurring sales and a favorable mix lift results.
Cohu (COHU) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.02 per share a year ago.

Cohu Q2 Earnings Call Highlights

06:06pm, Thursday, 30'th Jul 2026
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 reco

Cohu Reports Second Quarter 2026 Results

04:00pm, Thursday, 30'th Jul 2026
SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today reported fiscal 2026 second quar
Heading into August 2026, the S&P 500 seems to be experiencing a sluggish summer, although the market remains up about 8% year to date (YTD). This is despite a protracted sell-off in the AI industry t
SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for sec

Cohu Is An Underfollowed AI Testing Play

03:29pm, Thursday, 16'th Jul 2026
I rate Cohu a Strong Buy with an $83 price target, reflecting 57% upside from current levels. COHU is expanding into AI processor testing, high-bandwidth memory inspection, power management, and analy

Why Cohu Stock Raced Nearly 6% Higher Today

07:44pm, Thursday, 09'th Jul 2026
He feels the company is well-positioned to capitalize on the current feverish build-out of AI capacity. He's also flagged it as a business that can weather semiconductor sector dips.
Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up just modestly higher at 25,87
I rate Cohu a buy, as its AI/HPC pipeline and recurring revenue base are underappreciated in current earnings. COHU's products address the increasing complexity of AI and high-performance computing ch
CFO Jeffrey Jones sold 13,000 shares for a total value of approximately $609,000 on May 22, 2026. This transaction represented 3.64% of Jones' direct holdings at the time of sale.
COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.
COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.
Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.
Click to get the best stock tips daily for free!

Top Fintech Company

StockInvest.us featured in The Global Fintech Index 2020 as the top Fintech company of the country.

Full report by FINDEXABLE