Cohu (COHU) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.26
- Estimate
- $0.14
- Surprise
- +87.4%
- Revenue (period 2026-06-27)
- $149.0M
- Score today
- 6.1/10
Revenue source: xbrl.
How the report landed
Cohu (COHU) beat the $0.14 estimate with adjusted EPS of $0.26 — a large 87.4% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates COHU Sell at 6.1/10; no pre/post engine snapshot brackets this report.
2 of the last 4 quarters beat the estimate; this quarter's +87.4% surprise compares with a -74.5% four-quarter average. Next scheduled report: 2027-02-11.
What supports the rating
- Attractive valuation
- Strong growth profile
What argues against it
- Concentration risk — Customer: top-ten customers (60.0%)
- Concentration risk — Supplier: Jabil (contract manufacturer, Malaysia)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $50.03
- Price target
- $64.92
- Stop
- $46.53
- Upside to target
- +29.8%
- Reward-to-risk
- 2.0:1
Model outputs from TrendMatrix’s engine as of 2026-11-03 — shown for context, not personalized investment advice.
COHU at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Semiconductor Equipment & Materials
- Market cap
- $2.29B
- P/E (fwd)
- 20.4
- 52-week range
- $21.10–$75.72
- Off 52-week high
- 33.9%
- RSI (14)
- 39
- Volume vs avg
- 0.97×
- Score today
- 6.1/10