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COHU

CohuB
Nasdaq / Semiconductors & Semiconductor Equipment
Last Price
At close
2026-07-18
View Chart
Current thesis
The bull case is that Cohu is moving from cyclical recovery into a company-specific compute expansion: Q1 revenue grew 29% year over year, gross margin improved, Q2 guidance stepped higher, and company releases now point to rising Eclipse adoption and a larger AI/HPC revenue pool. Secondary post-earnings coverage also points to positive target revisions rather than estimate cuts.
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +1.9.
What can break
AI/HPC demand is improving, but automotive, industrial, and consumer end markets were still described as pressured in the 10-Q [#10-Q-2026-05-01].
Momentum
95
Value
44
Sentiment
39
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $46.00 · Bull $58.00 · Bear $32.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-16 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-03 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $63.38
Why
Momentum95 · Δ7d +1.9
Value44 · Δ7d -0.1
Sentiment39 · Δ7d +5.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
95
26% active weight
Current posture
7d trendFlat
Δ7d
+1.9
Δ21d
+3.4
Value
44
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
+0.7
Sentiment
39
34% active weight
Current posture
7d trendImproving
Δ7d
+5.3
Δ21d
+15.9
Why this grade

Composite grade B. Momentum 95.4 / Value 44.5 / Sentiment 38.8

Fundamentals (TTM)
As of 2026-07-16
Market Cap
$2.43B
Beta
1.29
Shares Out
47.18M
P/E (TTM) · Derived
-32.4
P/S (TTM)
2.76
P/FCF (TTM)
432.65
Rev YoY
+29.3%
EPS YoY
-61.1%
Gross Margin
+36.2%
Op Margin
-17.3%
Net Debt
-$153.11M
Current Ratio
6.43
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology