COHU
Bearish signalScored 2026-10-27 Drivers: trend, fundamentals. Insiders: neutral. Moteurs : tendance, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
Cohu, Inc.
- Nom
- Cohu, Inc.
- Secteur
- Technology
- Industrie
- Semiconductors
- Bourse
- NASDAQ
- Capitalisation
- $2.3B
- Employés
- 2,777
- PDG
- Luis Antonio Müller
- Site web
- https://www.cohu.com
- Marché
- AEHRCAMTDAIOFORMINTTTER
Cohu, Inc. stands as a prominent global provider of advanced semiconductor test equipment and comprehensive associated services. Operating through its various subsidiaries, the company extends its reach across key international markets including China, the United States, Taiwan, Malaysia, and the Philippines. Its diverse product portfolio caters to semiconductor and electronics manufacturers, as well as test subcontractors, encompassing crucial equipment such as automated test equipment (ATE) for both wafer-level and device package testing, and a wide array of test and inspection handlers. These handlers include specialized pick-and-place, turret, gravity, strip, and advanced micro-electromechanical system (MEMS) and thermal sub-systems. Cohu also offers vital interface components like test contactors, probe heads, and pins. Beyond hardware, Cohu delivers extensive post-sales support, including spare parts and kits, robust parts and labor warranties for its systems and instruments, and essential training for system maintenance and operation. The company further provides application and data management software, alongside expert consulting services related to its product offerings. A significant technological offering is the DI-Core data analytics product suite. This sophisticated software is engineered to optimize the performance of Cohu equipment, facilitating real-time online monitoring and precise process control. Cohu distributes its solutions through a combination of its direct sales force and a network of independent sales representatives. Established in 1947, the company originally operated as Cohu Electronics, Inc. before adopting its current name, Cohu, Inc., in 1972. Its corporate headquarters are located in Poway, California.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 18 307 titres (~946 593,18 $ US)
- Insiders
- Richardson NinaCAGGIA ANDREW M
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$7,803,857
Avg sell (VWAP, 90d window) $62.43 vs last close $48.85 (-21.8%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$7,245,657 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-08-05
- Liquidity
- Liquid $57,739,034/day · 20d vol
- Last synced
-
2026-10-27 02:49:12
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-15 | BOHRSON CHRISTOPHER | Sell · S · 10b5-1 | 1,000 | $55.31 | $55,310 | Form 4 |
| 2026-10-02 | Muller Luis A | Sell · S · 10b5-1 | 21,662 | $73.00 | $1,581,326 | Form 4 |
| 2026-09-25 | Muller Luis A | Sell · S · 10b5-1 | 27,236 | $65.00 | $1,770,340 | Form 4 |
| 2026-09-21 | Muller Luis A | Sell · S · 10b5-1 | 55,794 | $60.00 | $3,347,640 | Form 4 |
| 2026-08-19 | BOHRSON CHRISTOPHER | Sell · S | 10,000 | $55.82 | $558,200 | Form 4 |
| 2026-08-17 | BOHRSON CHRISTOPHER | Sell · S · 10b5-1 | 1,000 | $61.90 | $61,900 | Form 4 |
| 2026-08-05 | CAGGIA ANDREW M | Sell · S · 10b5-1 | 5,252 | $51.73 | $271,686 | Form 4 |
| 2026-08-05 | Richardson Nina | Sell · S · 10b5-1 | 3,055 | $51.54 | $157,455 | Form 4 |
| 2025-09-15 | BOHRSON CHRISTOPHER | Sell · S · 10b5-1 | 1,000 | $51.07 | $51,070 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Signal
Bearish signalScored 2026-10-27 Drivers: trend, fundamentals. Insiders: neutral. Moteurs : tendance, fondamentaux. Initiés : neutre.
COHU combines a weak fundamental profile (negative EBIT, EBITDA, and net margins, declining ROE/ROIC/ROA) with a low-conviction catalyst score of 35, driven by heavy insider selling that undermines any bullish…
The first sentence of the analysis written for COHU on 2026-10-27 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. – Insider: neutral. All sales (≈ $429K) were pre-planned Rule 10b5-1 trades, excluded from the score. No open-market buys or discretionary sales. – Initiés : neutre. Toutes les ventes (≈ $429K) sont sous plan 10b5-1 préétabli, exclues du score. Aucun achat ni vente discrétionnaire.
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Timing Pulls against a bullish reading. Interesting trend — weekly bias down
- Financial indicators Unavailable or mixed. Current ratio 6.88 · operating margin -13% — readings disagree
Suggested stop 44.91, nearest stored support minus 0.5 ATR(8.1% under the last close). Reward/risk to the next stored resistance is 0.93. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Recent news
- 2026-10-19 Cohu (NASDAQ:COHU) Insider Sells $55,310.00 in Stock Cohu, Inc. (NASDAQ: COHU - Get Free Report) insider Christopher Bohrson sold 1,000 shares of the firm''s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $55.31, for a total transaction of $55,310.00. Following the transaction, the insider directly owned 157,702 shares in the company, valued at $8,722,497.62.
- 2026-10-15 2 Glorious Growth Stocks to Buy Hand Over Fist If the Stock Market Crashes The stock market faces several headwinds, and its elevated valuation could lead to a sharp correction.
- 2026-10-14 Cohu To Announce Third Quarter Financial Results on October 28 SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for third quarter 2026 on Wednesday, October 28, 2026, at 1:00 p.m. Pacific Time/4:00 p.m. Eastern Time.The Company will host a live conference call and webcast with presentation materials to discuss the results at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time.Interested parties may listen live via webcast.
- 2026-10-08 Cohu to Host Investor Day on November 10, 2026 SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced they will host an Investor Day on Tuesday, November 10, 2026, in New York City from 9:00 a.m. to 12 p.m. Eastern Time. Cohu''s senior leadership team will provide a business update focusing on our strategy, growth platforms, financial targets and capital priorities. The event will also feature a keynote address from AMD,.
- 2026-09-30 Did You Miss Out on Nvidia and Micron Technology? This Super Semiconductor Stock Could Soar Over the Next Few Years. This company is becoming one of the most important equipment suppliers to the semiconductor industry.
- 2026-09-30 Head to Head Contrast: Rambus (NASDAQ:RMBS) & Cohu (NASDAQ:COHU) Cohu (NASDAQ: COHU - Get Free Report) and Rambus (NASDAQ: RMBS - Get Free Report) are both technology companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, valuation, analyst recommendations, risk, earnings, dividends and institutional ownership. Risk and Volatility Cohu has a beta of 1.58, meaning
- 2026-09-29 Cohu to Participate in the 18th Annual CEO Investor Summit on October 13 SAN DIEGO--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate in the 18th Annual CEO Investor Summit, being held Tuesday, October 13th, 2026, at the St. Regis Hotel in San Francisco, California. The presentation material utilized during the CEO Investor Summit will be made accessible on the investor page of the company''s website at www.cohu.com. Ab.
- 2026-09-28 Cohu: Earnings Are Catching Up With The Rally I am maintaining a Strong Buy on Cohu, Inc. and raising my price target to $95, reflecting robust Q2 2026 results and a strengthened AI-driven growth thesis. The biggest change is Cohu''s HPC opportunity. The pipeline increased from roughly $750 million to $850 million. I increased my 2027 non-GAAP EPS estimate from $1.63 to $1.89. Applying a 50x FWD non-GAAP P/E gives me a price target of $95.
- 2026-09-25 Bank of America Corp DE Makes New Investment in Cohu, Inc. $COHU Bank of America Corp DE bought a new stake in shares of Cohu, Inc. (NASDAQ: COHU) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 240,075 shares of the semiconductor company''s stock, valued at approximately $17,744,000. Bank of America Corp DE owned
- 2026-09-23 Cohu CEO Luis Muller Sells Shares for $3.3 Million Luis Muller sold 55,794 shares of common stock at $60.00 per share for a total value of ~$3.3 million. The transaction size represented 6% of the direct equity held by the insider prior to the filing.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-27 | 2024-12-28 | 2023-12-30 | 2022-12-31 | 2021-12-25 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 34.5% | 44.8% | 47.6% | 47.1% | 43.6% | |
| Ebit Margin | -13.3% | -17.9% | 7.4% | 15.5% | 14.9% | |
| Ebitda Margin | -1.5% | -4.8% | 15.2% | 21.1% | 20.4% | |
| Operating Profit Margin | -13.3% | -17.8% | 6.8% | 15.4% | 22.7% | |
| Pretax Profit Margin | -13.8% | -16.2% | 7.2% | 15.6% | 21.7% | |
| Continuous Operations Profit Margin | -16.4% | -17.4% | 4.4% | 11.9% | 18.9% | |
| Net Profit Margin | -16.4% | -17.4% | 4.4% | 11.9% | 18.9% | |
| Bottom Line Profit Margin | -16.4% | -17.4% | 4.4% | 11.9% | 18.9% | |
| Current Ratio | 6.876 | 6.272 | 6.177 | 4.754 | 3.901 | |
| Quick Ratio | 5.693 | 4.607 | 4.670 | 3.697 | 3.064 | |
| Solvency Ratio | -0.045 | -0.122 | 0.389 | 0.478 | 0.573 | |
| Cash Ratio | 2.082 | 2.423 | 2.374 | 1.506 | 1.508 | |
| Price To Earnings Ratio | -14.774 | -18.007 | 59.983 | 15.945 | 10.768 | |
| Price To Earnings Growth Ratio | -2.201 | 0.051 | -0.849 | -0.370 | -0.009 | |
| Forward Price To Earnings Growth Ratio | -2.201 | 0.051 | -0.849 | -0.370 | -0.009 | |
| Price To Earnings Diluted Ratio | -14.774 | -18.007 | 59.983 | 16.187 | 11.017 | |
| Price To Earnings Diluted Growth Ratio | -2.201 | 0.051 | -0.854 | -0.380 | -0.010 | |
| Price To Book Ratio | 1.397 | 1.469 | 1.769 | 1.662 | 2.042 | |
| Price To Sales Ratio | 2.423 | 3.132 | 2.641 | 1.900 | 2.031 | |
| Price To Free Cash Flow Ratio | 102.247 | -160.201 | 19.674 | 15.742 | 21.020 | |
| Price To Operating Cash Flow Ratio | 34.631 | 453.039 | 16.562 | 13.681 | 18.439 | |
| Debt To Assets Ratio | 0.264 | 0.019 | 0.051 | 0.084 | 0.115 | |
| Debt To Equity Ratio | 0.417 | 0.022 | 0.062 | 0.111 | 0.164 | |
| Debt To Capital Ratio | 0.294 | 0.021 | 0.058 | 0.100 | 0.141 | |
| Long Term Debt To Capital Ratio | 0.266 | 0.008 | 0.035 | 0.073 | 0.105 | |
| Financial Leverage Ratio | 1.582 | 1.166 | 1.211 | 1.321 | 1.427 | |
| Working Capital Turnover Ratio | 0.831 | 0.816 | 1.117 | 1.399 | 2.042 | |
| Operating Cash Flow Ratio | 0.291 | 0.033 | 0.981 | 0.702 | 0.508 | |
| Operating Cash Flow Sales Ratio | 0.070 | 0.007 | 0.159 | 0.139 | 0.110 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.339 | -2.828 | 0.842 | 0.869 | 0.877 | |
| Debt Service Coverage Ratio | -1.427 | -10.261 | 8.172 | 9.173 | 6.017 | |
| Interest Coverage Ratio | -29.419 | -115.968 | 12.795 | 30.059 | 31.423 | |
| Short Term Operating Cash Flow Coverage Ratio | 2.868 | 1.589 | 16.045 | 9.999 | 5.025 | |
| Operating Cash Flow Coverage Ratio | 0.097 | 0.149 | 1.722 | 1.094 | 0.675 | |
| Capital Expenditure Coverage Ratio | 1.512 | 0.261 | 6.321 | 7.641 | 8.144 | |
| Dividend Paid And Capex Coverage Ratio | 1.512 | 0.261 | 6.321 | 7.641 | 8.144 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | -175.386 | -55.183 | 15.405 | 8.181 | 9.171 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 34.5% | ▼-10.3% | ▼-9.0% |
| Ebit Margin | -13.3% | ▲4.6% | ▼-14.6% |
| Ebitda Margin | -1.5% | ▲3.3% | ▼-11.6% |
| Operating Profit Margin | -13.3% | ▲4.5% | ▼-16.1% |
| Pretax Profit Margin | -13.8% | ▲2.4% | ▼-16.7% |
| Continuous Operations Profit Margin | -16.4% | ▲1.0% | ▼-16.7% |
| Net Profit Margin | -16.4% | ▲1.0% | ▼-16.7% |
| Bottom Line Profit Margin | -16.4% | ▲1.0% | ▼-16.7% |
| Current Ratio | 6.876 | ▲0.603 | ▲1.280 |
| Quick Ratio | 5.693 | ▲1.086 | ▲1.347 |
| Solvency Ratio | -0.045 | ▲0.076 | ▼-0.300 |
| Cash Ratio | 2.082 | ▼-0.342 | ▲0.103 |
| Price To Earnings Ratio | -14.774 | ▲3.233 | ▼-25.557 |
| Price To Earnings Growth Ratio | -2.201 | ▼-2.252 | ▼-1.526 |
| Forward Price To Earnings Growth Ratio | -2.201 | ▼-2.252 | ▼-1.526 |
| Price To Earnings Diluted Ratio | -14.774 | ▲3.233 | ▼-25.655 |
| Price To Earnings Diluted Growth Ratio | -2.201 | ▼-2.252 | ▼-1.522 |
| Price To Book Ratio | 1.397 | ▼-0.072 | ▼-0.271 |
| Price To Sales Ratio | 2.423 | ▼-0.709 | ▼-0.002 |
| Price To Free Cash Flow Ratio | 102.247 | ▲262.449 | ▲102.551 |
| Price To Operating Cash Flow Ratio | 34.631 | ▼-418.408 | ▼-72.639 |
| Debt To Assets Ratio | 0.264 | ▲0.245 | ▲0.157 |
| Debt To Equity Ratio | 0.417 | ▲0.395 | ▲0.262 |
| Debt To Capital Ratio | 0.294 | ▲0.273 | ▲0.171 |
| Long Term Debt To Capital Ratio | 0.266 | ▲0.258 | ▲0.169 |
| Financial Leverage Ratio | 1.582 | ▲0.416 | ▲0.241 |
| Working Capital Turnover Ratio | 0.831 | ▲0.015 | ▼-0.410 |
| Operating Cash Flow Ratio | 0.290 | ▲0.258 | ▼-0.212 |
| Operating Cash Flow Sales Ratio | 0.070 | ▲0.063 | ▼-0.027 |
| Free Cash Flow Operating Cash Flow Ratio | 0.339 | ▲3.167 | ▲0.319 |
| Debt Service Coverage Ratio | -1.427 | ▲8.834 | ▼-3.762 |
| Interest Coverage Ratio | -29.419 | ▲86.549 | ▼-15.197 |
| Short Term Operating Cash Flow Coverage Ratio | 2.868 | ▲1.278 | ▼-4.237 |
| Operating Cash Flow Coverage Ratio | 0.097 | ▼-0.052 | ▼-0.650 |
| Capital Expenditure Coverage Ratio | 1.512 | ▲1.251 | ▼-3.264 |
| Dividend Paid And Capex Coverage Ratio | 1.512 | ▲1.251 | ▼-3.264 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | -175.387 | ▼-120.203 | ▼-135.824 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $1.10B | $1.26B | $1.68B | $1.54B | $1.80B | |
| Enterprise value | $1.20B | $1.07B | $1.49B | $1.40B | $1.66B | |
| EV / Sales | 2.65x | 2.67x | 2.35x | 1.73x | 1.87x | |
| EV / Op. cash flow | 37.81x | 385.47x | 14.72x | 12.45x | 16.95x | |
| EV / Free cash flow | 111.63x | -136.31x | 17.49x | 14.32x | 19.32x | |
| EV / EBITDA | -175.39x | -55.18x | 15.40x | 8.18x | 9.17x | |
| Net debt / EBITDA | -14.74x | 9.67x | -1.92x | -0.81x | -0.80x | |
| Current ratio | 6.88x | 6.27x | 6.18x | 4.75x | 3.90x | |
| Income quality | -0.43x | -0.04x | 3.60x | 1.17x | 0.58x | |
| Graham number | — | — | $16 | $30 | $38 | |
| Graham net-net | $4 | $6 | $6 | $6 | $5 | |
| Tax burden | 119.0% | 107.5% | 61.5% | 76.4% | 87.0% | |
| Interest burden | 103.4% | 90.3% | 97.0% | 100.8% | 145.6% | |
| Working capital | $640.9M | $449.1M | $535.4M | $604.0M | $558.3M | |
| Invested capital | $1.11B | $883.2M | $1.01B | $1.05B | $1.04B | |
| Return on assets | -6.0% | -7.0% | 2.4% | 7.9% | 13.3% | |
| Operating ROA | -5.4% | -6.7% | 3.6% | 10.1% | 17.2% | |
| Return on tangible assets | -8.4% | -10.7% | 3.7% | 11.1% | 19.4% | |
| Return on equity | -9.5% | -8.1% | 3.0% | 10.4% | 19.0% | |
| Return on invested capital | -5.3% | -7.8% | 2.5% | 8.9% | 16.1% | |
| Return on capital employed | -5.3% | -7.8% | 4.1% | 11.8% | 18.9% | |
| Earnings yield | -6.8% | -5.5% | 1.7% | 6.3% | 9.3% | |
| Free cash flow yield | 1.0% | -0.6% | 5.1% | 6.4% | 4.8% | |
| Capex / Op. cash flow | 66.1% | 382.8% | 15.8% | 13.1% | 12.3% | |
| Capex / Depreciation | 39.2% | 20.3% | 32.3% | 32.1% | 24.7% | |
| Capex / Sales | 4.6% | 2.6% | 2.5% | 1.8% | 1.4% | |
| SG&A / Sales | 27.5% | 31.8% | 20.5% | 16.2% | 14.3% | |
| R&D / Sales | 20.4% | 21.1% | 13.9% | 11.4% | 10.4% | |
| Stock comp / Sales | 5.1% | 5.2% | 2.7% | 1.8% | 1.6% | |
| Intangibles / Total assets | 29.1% | 34.6% | 34.2% | 28.8% | 31.5% | |
| Days sales outstanding | 88d | 83d | 71d | 79d | 79d | |
| Days payables outstanding | 50d | 50d | 37d | 44d | 62d | |
| Operating cycle | 246d | 317d | 242d | 224d | 197d | |
| Cash conversion cycle | 196d | 266d | 205d | 180d | 135d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years