COHU, Inc. (COHU) is a leading global player in the test handling, burn-in, thermal subsystems, and MEMS test solutions industry. The company is headquartered in Poway, California, and was established in 1947. COHU is known for its focus on back-end semiconductor equipment and services and has an active presence in several global locations including Europe, Asia, and America.
COHU's commitment to innovative technology, dedicated customer service, and exemplary business principles have helped it forge a leading position in the semiconductor industry. The company's proficient team excels in providing superior semiconductor testing and inspection handlers, micro-electro-mechanical system (MEMS) test modules, test contactors, and thermal subsystems.
COHU's mission is tethered to providing high-performance solutions for extremely demanding semiconductor test applications. The company has an extensive product catalog that includes pick-and-place handlers, thermal subsystems, turret handlers, and MEMS that meet the advanced test handling requirements of its broad client base.
The expert team at COHU continually strives to create products and solutions enhancing productivity and reducing the cost of test for customers engaged in building and manufacturing semiconductors for a vast array of end-market applications. This includes mobile communications, IoT, automotive, industrial, and consumer applications.
Despite keeping an eye on the future, COHU operates on a platform of sustainability. It is devoted to ensuring a minimal carbon footprint by implementing energy- and waste-efficient systems. The company also places a high emphasis on corporate social responsibility and is committed to the upliftment of the communities in which it operates.
COHU is publicly traded on the NASDAQ under the ticker COHU. With over 70 years in the business, multi-sector exposure, a robust global presence, and a commitment to sustainability and corporate social responsibility, COHU has cemented its place as a leader in the back-end semiconductor equipment and services industry. The company stands poised for future growth as the global digitalization trend and increasing automation across industries continue to expand the demand for semiconductor devices.
To summarize, COHU, Inc. (COHU) is a globally recognized force within the semiconductor industry that takes pride in creating high-quality, innovative solutions while ensuring sustainability and giving back to the community. The company's continuous expansion and adaptation to the changing requirements of the industry are factors that place it in good stead for future growth and development.
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Cohu's stock (COHU) is currently trading at $67.0, with some analysts considering it 5% undervalued compared to a fair value of $70.88, driven by its growth narrative in AI, automation, and recurring revenue. However, a discounted cash flow model suggests the stock may be overvalued at $67.0 against an estimated $34.10, indicating mixed signals for investors. The company's strategic diversification and software suite are expected to enhance long-term margins, but its exposure to cyclical chip spending poses risks.
Cohu, Inc. shares surged 5.1% on Friday, closing at $66.96, as the semiconductor equipment manufacturing sector experienced a broad rally. This synchronized movement across its peers, including VECO, AEHR, ACLS, AXTI, and PDFS, suggests a sector-wide investor rotation driven by improving sentiment regarding chip demand and technology spending, rather than company-specific news. The rally contributed to Cohu’s $3.2 billion market capitalization with notable trading volume, indicating institutional participation.
Cohu CEO Luis Muller sold 55,794 shares of common stock for approximately $3.3 million on September 21, 2026, as part of a pre-planned trading schedule. This transaction represents 6% of his total equity stake and is not seen as a concern for investors, given the company's robust growth and the pre-arranged nature of the sale. Cohu, a semiconductor test equipment provider, has seen its shares appreciate by 169% over the past year, with strong revenue growth despite current net losses.
Cohu, Inc. experienced a 5.7% surge on Tuesday, closing at $64.06 per share, driven by a broad rally across the semiconductor equipment sector. This increase was not due to company-specific news but reflected a sector-wide bullish sentiment, with other companies like UCTT and PDFS also seeing gains. The significant volume of 735,961 shares suggests strong institutional interest, positioning Cohu as a potential leveraged play on a recovery in semiconductor capital equipment spending.