Cohu

Cohu reported adjusted EPS of $0.26 and revenue of $149m for Q2 2026, both well above analyst expectations, and revenue grew 38% year over year. Management raised the full-year guidance for HPC revenue to $100–110m (previously $80–100m) and expects about $170m in revenue for Q3. The HPC pipeline grew to roughly $850m annually, test-cell utilization rose to 80%, and recurring revenue accounted for 53%, after which analyst Needham raised its price target and the stock climbed sharply in pre-market trading. » Mere på de.investing.com

Cohu shares hit a new 52-week high of $58.49, driven by a strong price surge (+206.55% over the past year) and positive market sentiment. Revenue rose 23% over the last twelve months; for Q1/2026 Cohu reported revenue of $125.1 million (expected $122.07 million) with EPS of $0.01 (expected $0.03). Cohu received orders of about $5 million for its DiamondX test platform, analysts raised price targets (Stifel 50, Needham 54, Jefferies 60), and the company forecasts revenue of $144.0 million for Q2/2026. The strategic focus on AI and high-performance computing is seen as a driver for further growth, and analysts expect a return to profitability with $0.61 earnings per share for the year. » Mere på de.investing.com

Cohu shares rose to a 52-week high of $49.45 and are up 184% year-to-date (YTD +101%). In Q1, earnings per share were $0.01, missing the $0.03 expectation, while revenue of $125.1 million beat forecasts; the non-GAAP gross margin was 46.5%. Cohu expects Q2 revenue of $144.0 million (+15% q/q) and forecasts 20–25% growth for 2026; analysts raised price targets (Stifel 50, Needham 54, Jefferies 60) and maintained buy ratings, while InvestingPro views the stock as overvalued relative to fair value. » Mere på de.investing.com

Cohu reported Q1'26 revenue of $125.1m (+29% y/y) and a non‑GAAP gross margin of 46.5%; adjusted EBITDA turned positive at 5.6%. The driver is a $750m HPC pipeline; the company raised its 2026 revenue outlook for the HPC systems business to $80–100m and expects total 2026 revenue growth of 20–25%. Cohu is increasing investment in R&D and manufacturing, maintains a solid balance sheet with $489m in cash, reported non‑GAAP EPS of $0.01, and plans further growth through HPC and AI applications. » Mere på de.investing.com

Cohu secured $30 million in follow-on orders from two customers for its Eclipse test platform configured with active thermal control, with equipment to be delivered over the next few quarters. One customer also subscribed to Cohu’s PAICe Prescriptive software, expected to generate about $330,000 annually and improve OEE through predictive analytics. Strong demand has led Cohu to expect its 2026 HPC segment revenue to reach the higher end of its $60 million–$85 million guidance. » Mere på finance.yahoo.com