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COHU Unclassified Latest YouTube: Q2 2026 Published 2026-07-31

COHU

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Cohu (COHU): The $170M Guide That Broke Wall Street’s Model — Q2 2026

Published 2026-07-31

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 2026
2026-07-31
Podcast available
Yes
Current price
$47.99
-6.91 (-12.59%)
Trailing / Forward P/E
Forward: 33.25x
Market cap / Volume
Volume:
Revenue / Earnings Growth
38.4%
Earnings: —
Margins
0.6% op
Gross: 44.0% · Net: -7.4%
Balance sheet
5.74x current
Debt / Equity: 42.2
52-week range / Beta
$17.87 - $74.60
Beta: —
Analyst target
$64.00
Upside: 33.4%
Cash / shareholder return
Dividend yield: —

Company context

Industry: Semiconductor Equipment & Materials
Country: United States
Employees:
Price to book: 2.93x
Return on equity: -4.8%
Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in the United States, Taiwan, China, Malaysia, the Philippines, Singapore, and internationally. It supplies test and inspection metrology automation systems, micro-electromechanical system test modules, test contactors, thermal subsystems, and data analytics software for semiconductor manufacturers and test subcontractors. The company also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, film frame, laser marker, and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, it offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. Further, the company provides artificial intelligence process control and analytics-based monitoring software. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu, Inc. in 1972. Cohu, Inc. was incorporated in 1947 and is headquartered in San Diego, California.

Price chart

Market context for COHU

Competitive view

COHU vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

COHU latest YouTube video thumbnail YouTube
COHU
COHU
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
COHU
$2.26B
COHU
SSNC
$18.56B
SS&C Technologies Holdings Inc.
DHR
$137.07B
Danaher Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
COHU
COHU
SSNC
22.1x
SS&C Technologies Holdings Inc.
DHR
34.8x
Danaher Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
COHU
33.2x
COHU
SSNC
10.0x
SS&C Technologies Holdings Inc.
DHR
21.0x
Danaher Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
COHU
38.4%
COHU
SSNC
10.3%
SS&C Technologies Holdings Inc.
DHR
5.5%
Danaher Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
COHU
COHU
SSNC
34.7%
SS&C Technologies Holdings Inc.
DHR
59.7%
Danaher Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
COHU
0.6%
COHU
SSNC
24.6%
SS&C Technologies Holdings Inc.
DHR
19.8%
Danaher Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
COHU
44.0%
COHU
SSNC
48.1%
SS&C Technologies Holdings Inc.
DHR
58.8%
Danaher Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
COHU
-7.4%
COHU
SSNC
13.2%
SS&C Technologies Holdings Inc.
DHR
15.9%
Danaher Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
COHU
-4.8%
COHU
SSNC
12.6%
SS&C Technologies Holdings Inc.
DHR
7.6%
Danaher Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
COHU
COHU
SSNC
7.0%
SS&C Technologies Holdings Inc.
DHR
3.2%
Danaher Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
COHU
42.21x
COHU
SSNC
115.90x
SS&C Technologies Holdings Inc.
DHR
52.97x
Danaher Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
COHU
5.74x
COHU
SSNC
1.06x
SS&C Technologies Holdings Inc.
DHR
1.65x
Danaher Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
COHU
COHU
SSNC
1.11
SS&C Technologies Holdings Inc.
DHR
0.82
Danaher Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
COHU
COHU
SSNC
0.7%
SS&C Technologies Holdings Inc.
DHR
0.7%
Danaher Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
COHU
33.4%
COHU
SSNC
19.8%
SS&C Technologies Holdings Inc.
DHR
16.9%
Danaher Corporation

Related research

Non-quarter videos featuring COHU

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-30

COHU: The $170M Guide That Broke Wall Street's Model #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for COHU

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-31
Published youtube podcast complete
Cohu (COHU): The $170M Guide That Broke Wall Street’s Model — Q2 2026
Quarterly earnings-analysis entry for COHU. Use the links on the right to open the video or podcast episode.