COHU Cohu, Inc.

$COHU reported earnings after the close: EPS of $0.43 vs. $0.35 estimated, a beat of 24.5%. I used Stock Meadow to review the results. What do you think?

Cohu reported strong Q3 results, beating Wall Street estimates with non-GAAP EPS of $0.43 versus $0.35 expected and revenue of $173M, up 37% year over year and above the $170.24M consensus. Management raised its 2026 high-performance computing (HPC) revenue target to approximately $120M and forecast 30%–40% revenue growth in 2027, supported by expectations of roughly triple the shipments of its Eclipse thermal-testing platform. HPC opportunities expanded to approximately $1B, while total bookings surged 126% year over year and systems bookings rose 318%, reflecting strong demand tied to AI infrastructure and data-center expansion. Analysts responded positively: Stifel raised its price target to $75 from $70, maintaining Buy, while Robert W. Baird lifted its target to $83, citing Eclipse momentum and improving 2027 growth prospects. Shares advanced despite broader technology-sector weakness, with the Nasdaq down about 1.2% amid disappointing Alphabet results. $COHU

$COHU I'm guessing that bad news has started to leak out. This drop seems to be more than just today's negativity about AI growth. Can't decide whether to bail or not. Looking at the chart, this might be headed for $42. I'm in at $54. Why aren't there more people on this board ??

$COHU Hey, where is everybody ?? This gem is a well kept secret. But that's not how money is made. Spread the good word re COHU. I'm looking for a run up right on thru earnings on 10/28. Extremely Bullish !! Who's with me ?

$COHU test handlers earn when chips move down a line at volume. seems like a hall full of designs waiting on funding is not volume, and test time cannot be billed to a press release

$COHU Can Cohu's AI-chip test ramp, with a $178M Q4 guide up 46% and a ~$120M HPC outlook, keep growing into 2027? 🏢 Cohu, a San Diego maker of chip test and inspection equipment worth about $2.52B at $53.19 at 16:00 ET on October 28, 2026, reported Q3 2026 sales up 37% to $173.0M and GAAP net income of $12.1M against a $4.1M loss a year earlier 🚀 Cohu raised its FY26 high-performance computing revenue outlook to about $120M from the $100M to $110M it gave on July 30, roughly a fifth of the about $625M full-year sales implied by $447.1M for nine months plus the $178M Q4 midpoint ⚠️ The case against is that Q3 sales beat the $170M midpoint guided on July 30 by only $3M, and $53.19 is about 31 times Q3 non-GAAP EPS of $0.43 annualized 📅 Next: Q4 2026 results will test the $178 million +/- $7 million sales guide and the ~$120 million HPC outlook Source: SEC 8-K, Oct 28 + SEC 8-K, Jul 30

$COHU Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.43 up 816.67% YoY • Reported revenue of $172.96M up 37.00% YoY • Cohu is raising fiscal year 2026 high-performance computing revenue outlook to approximately $120M; Cohu expects fourth quarter 2026 sales to be up 46% year-over-year and in the range of $178M +/- $7M.

$COHU reports earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: COHU has beaten EPS estimates in 4 of its last 8 reports. What are you watching for?

$COHU reports earnings tomorrow after the close. I used Stock Meadow’s earnings dashboard to review its history: COHU has beaten EPS estimates in 4 of its last 8 reports. Analysts expect EPS of $0.35. What are you watching for?