Cohu, Inc. (COHU) is experiencing a strong 2026 rally driven by AI-related semiconductor test demand, with the stock closing at $55.14 on July 9, 2026 (up 5.79%), amid positive analyst upgrades and Q1 results highlighting recurring revenue and expanding AI market opportunities.
Current Stock Price (as of July 9, 2026 close)
$55.14 (+$3.02 / +5.79%)
Previous close: $52.12
Day's range: $55.08 – $58.44
After-hours: ~$56.41 (+2.30%)
52-week range: $17.80 – $74.60
Market cap: ~$2.6B
Volume: ~1.19M shares
Source: Yahoo Finance and MarketWatch data as of latest available close.
Stock Performance
Recent and Historical Returns (Facts)
Period
Return (approx.)
Notes
YTD 2026
+136.96%
Strong outperformance vs. S&P 500 (+10.20%)
1-Year
Significant rally (tripled in some reports)
Driven by AI/HPC demand
5-Year
+54.37%
Longer-term growth
Recent (Jul 9, 2026)
+5.79%
Single-day surge on news
Performance Highlights (Bullet Points)
Stock has more than doubled YTD amid AI test equipment demand.
52-week high of $74.60 reached earlier in 2026; recent volatility with swings between $50–$63 in early July.
Added to Russell Growth indexes recently.
Interpretation: The outsized YTD gains reflect market enthusiasm for AI-driven semiconductor testing opportunities, though the stock remains below its 52-week high, indicating potential for further upside or consolidation.
Limitation/Assumption: Performance data is based on closing prices from July 9, 2026; intraday or post-close movements on July 10 are not reflected. Historical returns do not guarantee future results. Data sourced primarily from Yahoo Finance and analyst reports.
Global technology leader in semiconductor test, automation, inspection, metrology, interface solutions, and software analytics.
Products optimize semiconductor manufacturing yield and productivity; serves automotive, industrial, mobile, consumer, computing, and networking markets.
Headquartered in Poway, California; operations in North America, Europe, and Asia-Pacific.
~60% of Q1 2026 revenue was recurring.
Fact: Founded in 1947; publicly traded on NASDAQ since the 1950s/1970s era.
Company History (Facts)
1947: Founded as Kalbfell Laboratories, Inc. (later Kay Lab, Kintel Electronics).
1957: Reincorporated as Cohu Electronics Inc.; began public trading trajectory.
1972: Adopted current name Cohu, Inc.
Key acquisitions: Delta Design (test handling), Ismeca (2013), others leading to rebranding of brands to Cohu.
Evolution: Shifted from electronics/TV equipment and metal detectors to primary focus on semiconductor test and handling equipment.
2025–2026: Continued growth in AI/power device testing; multiple orders announced for GaN devices.
Sources: Official company history page and encyclopedia summaries.
Recent News Highlights (2026)
April 30: Reported Q1 2026 results – $125.1M sales, GAAP net loss $12.1M ($0.26/share), non-GAAP EPS $0.01; raised AI market estimate to ~$750M.
May 12: Multiple orders (~$5M) for next-gen GaN power device testing for AI data centers.
May 18: Scheduled investor conference presentations.
Analyst activity: Multiple price target raises (e.g., to $70–$80 range); Baird initiated Outperform; strong buy consensus from several firms.
Insider activity: Some share sales by executives/directors noted.
Uncertainty: While AI tailwinds are frequently cited by analysts, execution risks and broader semiconductor cycle uncertainties remain; Q2 guidance was provided but actual results pending.
Data Limitations: All prices, financials, and news are as of the latest available data on or before July 10, 2026 (primarily July 9 closes and releases). Stock prices fluctuate rapidly; this is not investment advice. Analyst targets and ratings can change. Recurring revenue percentage and market estimates are company-provided and subject to interpretation.