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. » Altro su 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. » Altro su 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. » Altro su de.investing.com