COHUTechnology · Semiconductor Equipment & MaterialsThe 8 Wall Street analysts covering Cohu, Inc. hold a median 12-month price target of $70 — +20.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 13 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Cohu, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (95): Sales and profits are climbing, and climbing faster than before.
Quality (17): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on COHU, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.2% from it.
Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | B. Riley Securities | Maintains | Buy | $65 → $69 |
| 31 July 2026 | Needham | Maintains | Buy | $54 → $65 |
| 22 July 2026 | B. Riley Securities | Maintains | Buy | — |
| 22 July 2026 | B. Riley Securities | Maintains | Buy | $60 → $65 |
| 10 July 2026 | Stifel | Maintains | Buy | — |
| 10 July 2026 | Stifel | Maintains | Buy | $50 → $70 |
| 9 July 2026 | Baird | Initiates | Outperform | — |
| 9 July 2026 | Baird | Initiates | Outperform | $65 |
| 16 June 2026 | TD Cowen | Maintains | Buy | — |
| 1 May 2026 | Needham | Maintains | Buy | — |
| 1 May 2026 | TD Cowen | Maintains | Buy | — |
| 28 Apr 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 27 Apr 2026 | Jefferies | Initiates | Buy | — |
| 18 Mar 2026 | Stifel | Maintains | Buy | — |
| 16 Mar 2026 | Evercore ISI Group | Initiates | Outperform | — |
| 13 Feb 2026 | B. Riley Securities | Maintains | Buy | — |
| 13 Feb 2026 | Needham | Maintains | Buy | — |
| 13 Feb 2026 | TD Cowen | Maintains | Buy | — |
| 26 Jan 2026 | B. Riley Securities | Maintains | Buy | — |
| 14 Jan 2026 | Stifel | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. COHU appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Cohu, Inc. returned +168.8% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 14% of US stocks
Cheaper than 22% of US stocks
Cheaper than 25% of US stocks
Cheaper than 1% of US stocks
Higher than 82% of US stocks
Higher than 70% of US stocks
Higher than 56% of US stocks
Higher than 46% of US stocks
Higher than 22% of US stocks
Higher than 40% of US stocks
Higher than 38% of US stocks
Higher than 65% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cohu, Inc. has a market value of $3.0B and an enterprise value of $2.9B.
Revenue in the twelve months to 30 June 2026: $522.6M. The latest quarter grew 38.4% year on year.
Net income over the same four quarters: −$38.8M, a −7.4% net margin.
Diluted earnings per share, trailing twelve months: $−0.83.
Free cash flow in the twelve months to 30 June 2026: $34.9M.
Cohu, Inc. spent $2.9M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 52.7×; forward P/E: 34.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.38%, paying out 0% of earnings.
Cohu, Inc. employs 2,777 people — $188K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cohu, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Cohu announced that it will release its third-quarter 2026 financial results on October 28 at 1:00 p.m. Pacific Time. The company will hold a live conference call and webcast at 1:30 p.m. Pacific Time to discuss the results.
Why it matters — The announcement gives COHU watchers the date and time to follow the company's upcoming financial results and discussion.
Cohu announced an Investor Day in New York City on November 10, 2026, from 9:00 a.m. to noon Eastern Time. Senior leaders will discuss the company’s strategy, growth platforms, financial targets and capital priorities, with a keynote address from AMD.
Why it matters — COHU watchers may follow the event for updates on the company’s strategy, growth platforms and financial priorities.
Cohu, Inc. announced that its management will participate in the 18th Annual CEO Investor Summit on October 13, 2026, at the St. Regis Hotel in San Francisco, California. The presentation material used during the summit will be made available on the investor page of the company's website.
Why it matters — A Cohu watcher would care because the company's participation offers investors an opportunity to access its presentation material and hear directly from management at a major investor event.
A Seeking Alpha analyst reiterated a Strong Buy rating on Cohu, Inc. and raised the price target to $95, citing robust Q2 2026 results and an expanded AI-driven growth thesis. The company's high-performance computing pipeline increased from roughly $750 million to $850 million, and the analyst raised the 2027 non-GAAP EPS estimate to $1.89.
Why it matters — Cohu watchers would care because the report highlights a strengthened AI/HPC opportunity with a larger pipeline and higher earnings expectations, signaling growing confidence in the company's growth trajectory.
Cohu CEO Luis Muller sold 55,794 shares of common stock at $60.00 per share, for a total value of approximately $3.3 million. The transaction represented 6% of the direct equity held by the insider prior to the filing.
Why it matters — The sale of a substantial portion of the CEO's direct holdings is a notable insider transaction that Cohu shareholders may monitor for signals about management's view of the company.
The 8 Wall Street analysts covering Cohu, Inc. have a median 12-month price target of $70, with estimates ranging from $65 to $80. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Cohu, Inc., 8 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Cohu, Inc. 63 out of 100 across roughly 4,600 US stocks as at 13 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Oct 2026, Cohu, Inc. ranks 63 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (95 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +20.2% from the last close, and Ticker Nerd's factor model ranks Cohu, Inc. 63 out of 100 as at 13 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cohu, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for COHU are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $80 over the next 12 months.
Cohu, Inc. returned +168.8% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cohu, Inc. is a semiconductor equipment and solutions company that provides test, automation, inspection, and metrology products for chip manufacturers and outsourced semiconductor assembly and test providers.
The most recent item we track (Business Wire, 14 Oct 2026): "Cohu To Announce Third Quarter Financial Results on October 28". Cohu announced that it will release its third-quarter 2026 financial results on October 28 at 1:00 p.m. Pacific Time. The company will hold a live conference call and webcast at 1:30 p.m. Pacific Time to discuss the results.
Cohu, Inc. is a semiconductor equipment and solutions company that provides test, automation, inspection, and metrology products for chip manufacturers and outsourced semiconductor assembly and test providers. The company’s portfolio includes semiconductor test handlers, interface products, thermal subsystems, automated test equipment, MEMS test modules, and inspection and metrology systems, supported by software analytics, spares, and field services. Cohu’s products are used to improve manufacturing yield, streamline testing workflows, and enhance productivity across semiconductor production environments. Its solutions serve a broad range of end markets, including automotive, computing, consumer electronics, industrial, medical, IoT, mobility, and optoelectronics. Headquartered in San Diego, California, Cohu plays a specialized role in the semiconductor supply chain by helping customers validate device performance and optimize back-end manufacturing operations.
CEO Dr. Luis Antonio Müller Ph.D. · 2,777 employees · United States · https://www.cohu.com
