Why did Cohu Inc. (COHU) stock move recently?

On 9/2/2026, Cohu Inc. moved +3.6% — No company-specific catalyst or filing today; the gain appears to track broader semiconductor equipment sector momentum amid ongoing AI test demand resilience noted in prior coverage. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Cohu Inc. (COHU) overvalued or fairly valued?

MarketChacha shows Cohu Inc.'s valuation in context — a forward P/E of about 27.5, a price-to-book of about 3.1 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Cohu Inc.'s revenue?

Cohu Inc. reported revenue of $453.0M for FY2025, with net profit of $-74.3M, per official filings.

What is the share price of Cohu Inc. (COHU)?

Cohu Inc. last traded at $50.72 (+10.3% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Cohu Inc.

COHU · NYSE · Technology · United States

Snapshot

TickerCOHU

ExchangeNYSE

SectorTechnology

IndustrySemiconductor Equipment & Materials

CountryUnited States

Employees2,777

HeadquartersSan Diego, United States

Websitewww.cohu.com

Filings tracked13

About Cohu Inc.

Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally. It supplies test and inspection metrology automation systems, micro-electromechanical system test modules, test contactors, thermal subsystems, and data analytics software for semiconductor manufacturers and test subcontractors. The company also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, film frame, laser marker, and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, it offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. Further, the company provides artificial intelligence process control and analytics-based monitoring software. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu, Inc. in 1972. Cohu, Inc. was incorporated in 1947 and is headquartered in San Diego, California.

Who owns it

Insiders2.8%
Institutions97.2%
Public & other0.0%

462 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.15.60%
Capital World Investors5.82%
Vanguard Portfolio Management LLC4.87%
Invesco Ltd.4.29%
Vanguard Capital Management LLC4.24%
State Street Corporation3.99%
Geode Capital Management, LLC2.74%
Systematic Financial Management, L.P.2.48%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 20.8 points over the period — profitability is trending down.

Net margin trend4.4% → -16.4%

Margin has compressed by about 20.8 points over the period — profitability is trending down.

Return on equity-9.5%

Latest ROE of -9.5% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $168.1M · EPS 0.32

Est. earnings growth +310.8%

Next fiscal year

Rev $769.8M · EPS 1.85

Est. earnings growth +94.3%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$453.0M

Net margin

-16.4%

ROE

-9.5%

Revenue CAGR (2y)

-15.6%

EPS (FY2025)

-1.59

Net profit (FY2025)

$-74.3M

Ask MarketChacha about COHU

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 2, 2026
No company-specific catalyst or filing today; the gain appears to track broader semiconductor equipment sector momentum amid ongoing AI test demand resilience noted in prior coverage.
· confidence: low
Sep 1, 2026
COHU fell with the broader market and tech/semiconductor sector on September 1 amid rising odds of a Fed rate hike and elevated Treasury yields, with no company-specific news or filing reported.
source 1 ↗· confidence: medium
Aug 4, 2026
Cohu shares rose with broader semiconductor and tech sector momentum; no company-specific catalyst or new filing/news was reported for August 4.
· confidence: low
Jul 28, 2026
Cohu shares fell sharply with the broader semiconductor equipment sector amid ongoing AI-related selloff pressures and profit-taking after recent gains, with no company-specific news or filings released today ahead of its Q2 earnings on July 30.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium
Jul 27, 2026
No specific company catalyst identified in filings or credible coverage; the decline appears to reflect broader sector or market movement ahead of the July 30 earnings release.
· confidence: low
Jul 24, 2026
No company-specific catalyst found in filings or credible coverage; COHU moved with the broader semiconductor sector or market.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$453.0M	$-74.3M	-1.59	-16.4%	-9.5%
FY2024	$401.8M	$-69.8M	-1.49	-17.4%	-8.1%
FY2023	$636.3M	$28.2M	0.59	4.4%	3.0%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$149.0M	$-159,000	0.00	-0.1%
2026Q1	$125.1M	$-12.1M	-0.26	-9.6%
2025Q3	$126.2M	$-4.1M	-0.09	-3.2%
2025Q2	$107.7M	$-16.9M	-0.36	-15.7%
2025Q1	$96.8M	$-30.8M	-0.66	-31.8%
2024Q3	$95.3M	$-18.1M	-0.39	-18.9%
2024Q2	$104.7M	$-15.8M	-0.34	-15.1%
2024Q1	$107.6M	$-14.6M	-0.31	-13.6%
2023Q3	$150.8M	$3.9M	0.08	2.6%
2023Q2	$179.4M	$15.7M	0.33	8.7%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q — FORM 10-Q
SEC7/31/2026
8-K — Results of operations, Exhibits
SEC7/30/2026material
8-K — Bylaw/charter change, Shareholder vote results, Exhibits
SEC5/15/2026material
10-Q — FORM 10-Q
SEC5/1/2026
8-K — Results of operations, Exhibits
SEC4/30/2026material
10-K — FORM 10-K
SEC2/17/2026
8-K — Results of operations, Exhibits
SEC2/12/2026material

2025

10-Q — FORM 10-Q
SEC10/30/2025
8-K — Results of operations, Exhibits
SEC10/29/2025material
8-K — Material agreement, Material financial obligation, Unregistered equity sale, Reg FD disclosure, Other events, Exhibits
SEC9/29/2025material
8-K — Other events, Exhibits
SEC9/23/2025material
10-Q — FORM 10-Q
SEC8/1/2025
8-K — Results of operations, Exhibits
SEC7/31/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.