COHU

Cohu's stock price has experienced significant positive movement, rising by 117.95% over the past six months and 205.99% over the last year. As of May 4, 2026, the stock price was $46.69, with a market cap of $2.2 billion. In Q1 2026, Cohu reported net sales of $125.1 million, exceeding revenue expectations, and a GAAP loss of $12.1 million or $0.26 per share. Management raised its full-year 2026 revenue outlook for growth of 20% to 25% and projected Q2 2026 revenue to be approximately $144 million, plus or minus $7 million. Strong demand for AI-driven compute and high-performance computing has been a significant driver. A $70 million share buyback in 2024 contributed to a shift in ownership towards larger institutional positions and passive ETF investors.