COHUTechnology · Semiconductor Equipment & MaterialsThe 8 Wall Street analysts covering Cohu, Inc. hold a median 12-month price target of $75 — +69.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 69 of 100 as at 4 Nov 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
Revisions (100): Analysts have, on balance, been raising their forecasts.
Quality (16): 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 systematic trader with 15+ 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 +69.4% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Oct 2026 | B. Riley Securities | Maintains | Buy | $69 → $75 |
| 29 Oct 2026 | Needham | Reiterates | Buy | $65 |
| 29 Oct 2026 | Stifel | Maintains | Buy | $70 → $75 |
| 31 July 2026 | B. Riley Securities | Maintains | Buy | — |
| 31 July 2026 | B. Riley Securities | Maintains | Buy | $65 → $69 |
| 31 July 2026 | Needham | Maintains | Buy | $54 → $65 |
| 31 July 2026 | Needham | Maintains | Buy | — |
| 22 July 2026 | B. Riley Securities | Maintains | Buy | — |
| 22 July 2026 | B. Riley Securities | Maintains | Buy | $60 → $65 |
| 10 July 2026 | Stifel | Maintains | Buy | $50 → $70 |
| 10 July 2026 | Stifel | Maintains | Buy | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
COHU appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Cohu, Inc. returned +94.0% against +14.8% for the S&P 500, dividends included.
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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 13% of US stocks
Cheaper than 29% of US stocks
Cheaper than 31% of US stocks
Cheaper than 3% of US stocks
Higher than 81% of US stocks
Higher than 71% of US stocks
Higher than 56% of US stocks
Higher than 60% of US stocks
Higher than 25% of US stocks
Higher than 41% of US stocks
Higher than 41% 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 $2.4B and an enterprise value of $2.1B.
Revenue in the twelve months to 30 June 2026: $522.6M. The latest quarter grew 37.0% 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: 20.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.48%, 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 →
Zacks Investment Research says FormFactor is a better buy than Cohu, citing higher profitability, established AI revenues, and stronger cash generation.
Why it matters — The comparison highlights areas where the source views Cohu as less attractive relative to FormFactor.
Seeking Alpha published a transcript of Cohu, Inc.’s Q3 2026 earnings call; no further call details are included in the provided excerpt.
Why it matters — The transcript is a source of information for COHU watchers, but the excerpt does not describe the company’s results or outlook.
Cohu reported third-quarter 2026 revenue of $173 million, up 37% year over year, citing accelerated adoption of high-performance computing thermal-test products and stronger recurring revenue. Bookings rose 126%, including a 318% increase in systems bookings and 36% growth in recurring bookings.
Why it matters — The results highlight growth in Cohu’s revenue and bookings, with gains in both systems and recurring business.
Cohu reported quarterly earnings of $0.43 per share, above the Zacks Consensus Estimate of $0.35. The result compares with a loss of $0.06 per share a year earlier.
Why it matters — COHU watchers may note the company’s earnings exceeded the cited consensus estimate and improved from a year-earlier loss.
Cohu reported fiscal third-quarter 2026 net sales of $173.0 million and GAAP income of $12.1 million, or $0.22 per share. For the first nine months, net sales were $447.1 million and GAAP loss was $0.1 million; the company also reported third-quarter non-GAAP income of $23.3 million, or $0.43 per share.
Why it matters — The report gives COHU watchers current quarterly and year-to-date sales and earnings figures across GAAP and non-GAAP measures.
The 8 Wall Street analysts covering Cohu, Inc. have a median 12-month price target of $75, with estimates ranging from $65 to $90. 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. 69 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Cohu, Inc. ranks 69 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 Revisions (100 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +69.4% from the last close, and Ticker Nerd's factor model ranks Cohu, Inc. 69 out of 100 as at 4 Nov 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 $90 over the next 12 months.
Cohu, Inc. returned +94.0% over the 12 months to 4 Nov 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 (Zacks Investment Research, 30 Oct 2026): "FORM vs. COHU: Which Semiconductor Testing Stock is a Better Buy?". Zacks Investment Research says FormFactor is a better buy than Cohu, citing higher profitability, established AI revenues, and stronger cash generation.
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
