Cohu Tidigare resultatutveckling
Tidigare kriterier kontrolleras 0/6
Cohu s intäkter har minskat med en genomsnittlig årlig takt på -62.9%, medan Semiconductor -branschen såg intäkter på växande 6.6% årligen. Intäkterna har varit fallande med en genomsnittlig takt på 16.8% per år.
Viktig information
-62.85%
Tillväxttakt i vinsten
-63.38%
Tillväxttakt för EPS
| Semiconductor Tillväxt i branschen | 27.66% |
| Intäkternas tillväxttakt | -16.79% |
| Avkastning på eget kapital | -7.22% |
| Nettomarginal | -11.54% |
| Senaste uppdateringen av resultatet | 28 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Cohu: Earnings Growth Is Not Keeping Up With Increased Valuations
May 02
COHU: AI And Auto Recovery Hopes Will Likely Disappoint Forward Returns
Analysts have lifted their fair value estimate for Cohu from $34.00 to $35.50, citing recent price target increases and research that highlights cyclical auto industrial demand, AI and compute exposure, and recurring revenue as key factors behind the updated view. Analyst Commentary Recent Street research on Cohu has focused on how the company is positioned for cyclical demand in auto and industrial markets, potential exposure to AI and compute applications, and the stability offered by recurring revenue.
HBM Inspection And AI Test Exposure Will Constrain Margins And Future Earnings
Catalysts About Cohu Cohu supplies semiconductor test and inspection equipment and related recurring products and services to customers across computing, automotive, industrial and mobile end markets. What are the underlying business or industry changes driving this perspective?COHU: AI Compute And Auto Recovery Themes Will Shape Future Risk Balance
Analysts have raised their fair value estimate for Cohu to $34.00, supported by a series of higher Street price targets and new coverage that highlight recurring revenue, AI and compute exposure, and anticipated auto industrial demand as key supports for the story. Analyst Commentary Recent Street research on Cohu centers on how the stock lines up with key secular themes, the balance of recurring versus cyclical revenue, and where current execution sits relative to analyst price targets in the low to mid US$30s.
High Recurring Revenue And AI Test Demand Will Support Stronger Future Prospects
Catalysts About Cohu Cohu supplies test handlers, inspection, metrology, testers, interfaces and related services for semiconductor and electronics manufacturing. What are the underlying business or industry changes driving this perspective?COHU: AI Memory And Auto Recovery Themes Will Shape Balanced Risk Profile
The updated analyst price target for Cohu has moved modestly higher to about $32.67. Analysts point to expected support from an eventual auto industrial recovery, expansion into AI and compute applications, and recurring revenue as key reasons for refining their assumptions.COHU: Future AI Memory Demand Will Support Hidden HBM Exposure Potential
Analysts have slightly reset their Cohu price targets around the $30 level, with modest trims and raises reflecting updated views on discount rates, profit expectations, and the stock's role as a "hidden HBM play" tied to high bandwidth memory demand in artificial intelligence. Analyst Commentary Recent research on Cohu clusters around the idea that the stock is increasingly tied to high bandwidth memory demand in artificial intelligence, with price targets generally coalescing near the $30 level and modest moves both higher and lower as assumptions are updated.COHU: Future AI Memory Role Will Balance Execution Uncertainty And Shareholder Actions
Our analyst price target for Cohu has moved modestly higher to $31.80 from $30.60, reflecting updated views on fair value, profitability, and long term P/E assumptions informed by recent research in which several firms raised their targets while another trimmed its outlook. Analyst Commentary Recent research on Cohu shows a mix of optimism and caution, with several firms adjusting price targets and one issuing an upgrade alongside a specific thematic angle around high bandwidth memory, or HBM.COHU: Future AI Memory Exposure Will Balance Opportunity With Execution Risk
Analysts have lifted their fair value estimate for Cohu by about US$1 to US$30.60, citing updated price targets and a view that the company is positioned to benefit from high bandwidth memory trends in artificial intelligence in the coming years. Analyst Commentary Recent Street research has turned more constructive on Cohu, with several firms updating ratings and price targets as they reassess the company’s role in high bandwidth memory for artificial intelligence applications.COHU: Future AI Memory Exposure Will Shape Returns With Measured Upside Potential
Analysts have nudged their fair value estimate for Cohu to US$29.60 from US$29.20, citing Street research that highlights the company's exposure as a "hidden HBM play" in artificial intelligence memory and a higher future P/E assumption of 18.60x. Analyst Commentary Bullish Takeaways Bullish analysts see Cohu's role in high bandwidth memory testing as a key driver for its positioning in artificial intelligence infrastructure, which supports the higher fair value and future P/E assumption of 18.60x.Cohu, Inc. (NASDAQ:COHU) Surges 25% Yet Its Low P/S Is No Reason For Excitement
Jan 16
COHU: Hidden HBM Exposure Will Support Future AI-Driven Earnings Potential
Analysts have nudged their fair value estimate for Cohu from US$29.00 to roughly US$29.20, reflecting updated assumptions around revenue growth, profit margins and future P/E, as well as growing interest in the company as a potential high bandwidth memory beneficiary for artificial intelligence demand. Analyst Commentary Bullish Takeaways Bullish analysts see Cohu as a “hidden HBM play,” suggesting its exposure to high bandwidth memory test demand could support assumptions for revenue and earnings over time if AI related orders remain healthy.COHU: Future AI And HPC Demand Will Drive Margin Expansion Potential
Analysts have modestly raised their price target on Cohu to approximately $29.00 per share, reflecting slightly improved profit margin expectations and a marginally lower anticipated future price-to-earnings multiple. What's in the News Cohu issued new sales guidance for the fourth quarter of 2025, targeting revenue of approximately $122 million, plus or minus $7 million (company guidance).Is Cohu (NASDAQ:COHU) Using Debt In A Risky Way?
Dec 15COHU: Future AI And HPC Demand Will Drive Strong Upside Potential
Narrative Update on Cohu Analysts have modestly raised their price target on Cohu from approximately $29.00 to about $29.50 per share, reflecting slightly lower discount rate assumptions and sustained expectations for revenue growth in the mid teens and stable profit margins. What's in the News Cohu completed its existing share repurchase program, retiring 4,022,737 shares, representing about 8.43% of shares outstanding for $117.17 million, with no additional shares repurchased in the latest tranche (Key Developments).COHU: Improved Profit Margins And Share Buybacks Will Drive Future Upside
Analysts have raised their price target for Cohu from $28.50 to $29.00. They cite a notable improvement in expected profit margin and a lower future price-earnings ratio as key factors supporting the updated valuation.COHU: Upcoming Demand For AI And Memory Markets Will Drive Performance
Analysts have raised their price target for Cohu from $25.75 to $28.50, citing updated estimates on valuation and profitability. What's in the News Cohu, Inc.Improved Revenues Required Before Cohu, Inc. (NASDAQ:COHU) Shares Find Their Feet
Sep 19Is Cohu (NASDAQ:COHU) Using Too Much Debt?
Aug 13Cohu, Inc.'s (NASDAQ:COHU) Shares Bounce 28% But Its Business Still Trails The Industry
May 17Is Cohu (NASDAQ:COHU) Weighed On By Its Debt Load?
May 13
Data Center, EDGE AI And Semiconductor Solutions Will Create Opportunities
Strategic expansion into data center, EDGE AI, memory, and silicon carbide markets could drive substantial future revenue growth and diversification.Cohu, Inc. (NASDAQ:COHU) Not Doing Enough For Some Investors As Its Shares Slump 26%
Mar 11Cohu (NASDAQ:COHU) Has Debt But No Earnings; Should You Worry?
Feb 09Cohu: Restraint Still Necessary Even With An Improved Outlook
Nov 08Is Cohu (NASDAQ:COHU) Using Debt Sensibly?
Oct 29Cohu, Inc.'s (NASDAQ:COHU) Business And Shares Still Trailing The Industry
Sep 28Cohu: The Timing Of The Next Upturn Remains Unclear
Aug 15There Is A Reason Cohu, Inc.'s (NASDAQ:COHU) Price Is Undemanding
Jun 29These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well
May 23Cohu: Waiting For Some Green Shoots
May 19What Does Cohu, Inc.'s (NASDAQ:COHU) Share Price Indicate?
Apr 16Does This Valuation Of Cohu, Inc. (NASDAQ:COHU) Imply Investors Are Overpaying?
Apr 02Cohu, Inc.'s (NASDAQ:COHU) Business Is Yet to Catch Up With Its Share Price
Mar 04Cohu Q4: The Bottom Could Be Near
Feb 27Does Cohu (NASDAQ:COHU) Have A Healthy Balance Sheet?
Feb 19Cohu (NASDAQ:COHU) Is Reinvesting At Lower Rates Of Return
Feb 05Is Cohu, Inc. (NASDAQ:COHU) Potentially Undervalued?
Dec 25Are Investors Undervaluing Cohu, Inc. (NASDAQ:COHU) By 28%?
Dec 12Need To Know: The Consensus Just Cut Its Cohu, Inc. (NASDAQ:COHU) Estimates For 2024
Nov 10These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well
Oct 26Some Investors May Be Worried About Cohu's (NASDAQ:COHU) Returns On Capital
Aug 21Is Now An Opportune Moment To Examine Cohu, Inc. (NASDAQ:COHU)?
Aug 07Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Cohu tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 28 Mar 26 | 481 | -56 | 129 | 95 |
| 27 Dec 25 | 453 | -74 | 125 | 92 |
| 27 Sep 25 | 425 | -73 | 127 | 90 |
| 28 Jun 25 | 394 | -87 | 125 | 87 |
| 29 Mar 25 | 391 | -86 | 124 | 86 |
| 28 Dec 24 | 402 | -70 | 124 | 85 |
| 28 Sep 24 | 445 | -50 | 125 | 86 |
| 29 Jun 24 | 500 | -29 | 128 | 87 |
| 30 Mar 24 | 565 | -2 | 132 | 88 |
| 30 Dec 23 | 636 | 28 | 131 | 89 |
| 30 Sep 23 | 690 | 52 | 134 | 89 |
| 01 Jul 23 | 746 | 73 | 134 | 91 |
| 01 Apr 23 | 794 | 91 | 134 | 92 |
| 31 Dec 22 | 813 | 97 | 131 | 93 |
| 24 Sep 22 | 814 | 96 | 128 | 92 |
| 25 Jun 22 | 832 | 95 | 125 | 92 |
| 26 Mar 22 | 859 | 161 | 126 | 92 |
| 25 Dec 21 | 887 | 167 | 127 | 92 |
| 25 Sep 21 | 898 | 161 | 129 | 92 |
| 26 Jun 21 | 823 | 131 | 130 | 90 |
| 27 Mar 21 | 723 | 31 | 129 | 87 |
| 26 Dec 20 | 636 | -14 | 129 | 86 |
| 26 Sep 20 | 576 | -45 | 129 | 84 |
| 27 Jun 20 | 569 | -49 | 131 | 84 |
| 28 Mar 20 | 574 | -64 | 136 | 86 |
| 28 Dec 19 | 583 | -69 | 143 | 86 |
| 28 Sep 19 | 612 | -110 | 143 | 88 |
| 29 Jun 19 | 555 | -94 | 125 | 78 |
| 30 Mar 19 | 504 | -63 | 108 | 67 |
| 29 Dec 18 | 452 | -32 | 97 | 56 |
| 29 Sep 18 | 365 | 31 | 62 | 46 |
| 30 Jun 18 | 373 | 35 | 63 | 44 |
| 31 Mar 18 | 367 | 34 | 59 | 43 |
| 30 Dec 17 | 353 | 33 | 61 | 41 |
| 30 Sep 17 | 339 | 29 | 56 | 39 |
| 24 Jun 17 | 315 | 20 | 53 | 38 |
| 25 Mar 17 | 297 | 12 | 52 | 37 |
| 31 Dec 16 | 282 | 3 | 53 | 35 |
| 24 Sep 16 | 275 | 3 | 53 | 33 |
| 25 Jun 16 | 273 | 4 | 52 | 33 |
| 26 Mar 16 | 272 | 6 | 51 | 32 |
| 26 Dec 15 | 270 | 6 | 50 | 33 |
| 26 Sep 15 | 297 | 9 | 50 | 34 |
| 27 Jun 15 | 321 | 17 | 49 | 34 |
Kvalitetsintäkter: COHU är för närvarande olönsam.
Växande vinstmarginal: COHU är för närvarande olönsam.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: COHU är olönsam och förlusterna har ökat under de senaste 5 åren i en takt av 62.9% per år.
Accelererande tillväxt: Det går inte att jämföra COHU s intäktstillväxt under det senaste året med dess 5-åriga genomsnitt eftersom det för närvarande är olönsamt
Resultat vs industri: COHU är olönsam, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Semiconductor branschen ( 8.1% ).
Avkastning på eget kapital
Hög ROE: COHU har en negativ avkastning på eget kapital ( -7.22% ), eftersom det för närvarande är olönsamt.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/03 12:19 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2026/03/28 |
| Årlig intjäning | 2025/12/27 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Cohu, Inc. bevakas av 11 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Ryan | Colliers Securities |
| Christian Schwab | Craig-Hallum Capital Group LLC |