Cohu, Inc. (COHU) Stock Price & Analysis

Cohu, Inc. (COHU) closed at USD 46.26 on Thursday, October 22, 2026, down 16.33% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 55.29; the Oct 22, 2026 session ranged USD 45.29–51.9 on volume of 2,255,616 shares. Market capitalization is $2.19B, with a 52-week range of USD 21.1–75.72 (NMS). Source: Nexqual, retrieved October 23, 2026 at 07:55 UTC.

Also available as compact Markdown for AI agents: nexqual.com/COHU.md

Key facts (COHU)

• Last four reported quarters (through Jun 27, 2026): revenue $523M, net income -$38.8M (-7.4% margin), free cash flow $34.9M (SEC filings).
• 1 of 80 tracked superinvestors hold COHU (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 19 Form 4 filings, $12.7M; 6 not under a Rule 10b5-1 plan ($4.3M); 0 by opportunistic insiders, 1 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 1.88 on a 1–5 scale) (8 analysts), mean target USD 70.88 (range 65–80).
• Total return with dividends: 1Y +105.8% vs S&P 500 +14.9%; 5Y +49.7% vs S&P 500 +80.3%.
• Next earnings: 2026-10-28, EPS estimate USD 0.35, revenue estimate $170M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (COHU)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 27, 2026) (COHU)

P/S 4.2x · EV/EBITDA 223.0x · EV/Sales 3.8x · P/FCF 62.7x · P/B 2.8x · FCF yield 1.59% · Earnings yield -1.77% · Buyback yield (TTM) 0.00% · Net cash $202M · EV $1.99B

P/E at fiscal year-ends: Dec 2023 60.4x.

Superinvestors (SEC 13F-HR, Q2 2026) (COHU)

1 of 80 tracked investors hold COHU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (COHU)

13 of 19 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (COHU)

Consensus Buy (mean 1.88 on a 1–5 scale), 8 analysts; mean target USD 70.88 (low 65, high 80).

Rating changes, last 120 days:

Total return (dividends reinvested) (COHU)

COHU revenue by product line (quarter ended Jun 27, 2026)

COHU revenue by region (quarter ended Jun 27, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

COHU suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 17, 2026.

COHU customer concentration

In the period ended Jun 27, 2026, a single direct customer accounted for 11% of revenue, per the company's 10-Q filed Jul 31, 2026. The company does not name it.

COHU company outlook (results filed Jul 30, 2026)

• “Increased confidence in this market is leading us to raise our FY26 high-performance computing revenue estimate to $100 million to $110 million, further reinforcing Cohu's differentiated position in test and inspection." Cohu expects third quarter 2026 sales to be in a range of $170 million +/- $7 million.”

Analysts expect $170.2M for the current quarter, in line with the midpoint of the company's guidance ($170.0M).

Quoted word-for-word from the SEC 8-K results press release.

COHU analyst estimates and revisions

COHU options: expected move

Options price a move of about ±20.4% (±$9.50) by Nov 20, 2026, which includes earnings on Oct 28, 2026. Over the last 8 reports the stock moved ±6.1% on average.

30-day implied volatility 88.3% vs 92.7% realized over the last 30 trading days. Put/call ratio (volume) 0.26. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 07:55 UTC)

Technical Analysis (COHU)

Nexqual's technical model rates COHU "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 07:55 UTC.

Analyst Ratings (COHU)

Wall Street analysts rate COHU "Buy" based on 8 analysts, with a mean price target of USD 70.88 (range USD 65–80), per Nexqual as of October 23, 2026 at 07:55 UTC.

Earnings (COHU)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 07:55 UTC.

Financials & Fundamentals (COHU)

Source: Nexqual, October 23, 2026 at 07:55 UTC.

Financial Health Score (COHU)

Nexqual rates Cohu, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 07:55 UTC.

Ownership (COHU)

Source: Nexqual, October 23, 2026 at 07:55 UTC.

Leadership (COHU)

Cohu, Inc. is led by Luis Antonio Müller, President, CEO & Director, per Nexqual as of October 23, 2026 at 07:55 UTC.

Major Backers & Investors (COHU)

Notable institutional backers of Cohu, Inc. include SmallCap World Fund Inc, Capital Group, Invesco, according to Nexqual as of October 23, 2026 at 07:55 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 07:55 UTC.

From Cohu, Inc.'s Latest SEC 10-K Filing (filed 2026-02-17)

Key Strengths & Strategy (as disclosed to the SEC)

• Cohu's ongoing investments in R&D and strategic acquisitions, including advanced analytics platforms and test interface technologies, continue to expand our technology portfolio and addressable market, positioning Cohu as a leader in semiconductor test and inspection solutions.

Partnerships

• Their technical fluency enables direct collaboration with management, engineering, operations, and procurement teams to identify upgrade opportunities with the installed base, and expand recurring revenue from software, services, and interface solutions.

Legal & Regulatory Risks (Item 1A, quoted)

• Trade regulations and restrictions impact our ability to manufacture certain products and to sell to certain customers, specifically in China, which may materially harm and limit our business.
• We are subject to U.S. laws and regulations that limit and restrict the export of some of our products and services and may restrict our transactions with certain customers, business partners and other persons.
• We have tax incentives or tax holiday arrangements in the Philippines and Malaysia which may change or cease to be in effect or applicable, in part or in whole, for reasons within or beyond our control.
• Compliance with regulations may impact sales to foreign customers and impose costs and any failure to comply with such laws may result in severe sanctions and liabilities, which may negatively affect our business, operating results and financial condition.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 07:55 UTC. This page is informational and not investment advice.

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