Headquartered in San Diego, CA Fiscal year ends December NASDAQ: COHU cohu.com
Cohu, Inc. (NASDAQ: COHU), founded in 1947, supplies equipment, software and services to the semiconductor industry to improve manufacturing yield and productivity. Its portfolio spans semiconductor test, automation (test handlers), inspection and metrology products, and software analytics solutions, including AI/ML-driven process analytics added through its acquisition of Tignis. Revenue comes from two streams. Systems sales include test handlers and Eclipse thermal solutions used to test high-power, complex devices. Recurring revenue comes from services, consumables (such as contactors and kits) and software, which management describes as a stable foundation for the business. Cohu is increasingly exposed to AI-driven and high-performance computing demand. It has an AI compute opportunity pipeline of about $1 billion, a raised fiscal 2026 HPC revenue outlook of about $120 million, and several hundred Eclipse systems forecast for 2027. The company is expanding manufacturing capacity to support customer production ramps. It has carried out restructuring and manufacturing transition programs, including a 2025 Strategic Restructuring plan, and has issued convertible notes. Updated
Cohu topped expectations on both lines and guided fourth-quarter sales to $178 million, with management now seeing roughly $120 million of fiscal 2026 high-performance computing revenue. Eclipse thermal demand is the engine: several hundred systems are already forecast for 2027.
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Cohu, Inc. (NASDAQ: COHU), founded in 1947, supplies equipment, software and services to the semiconductor industry to improve manufacturing yield and productivity.
The Wall Street consensus 12-month price target for COHU is $70.88.
