Cohu makes the robotic handlers and testers that check semiconductor chips before they ship, like a quality-control gatekeeper for chip factories.
Revenue comes from selling test equipment plus recurring spare parts, service, and software like DI-Core analytics. Gross margin is 39.2% TTM, but the company is losing money—net margin is -7.4%—so no business segment currently pays the bills.
Cohu's installed base of handlers and testers creates switching costs, but Advantest and Teradyne dominate the ATE market with deeper R&D, and Cohu's recent losses suggest pricing pressure. Moat is eroding as larger competitors invest more in next-gen test tec
Hold (sector percentile 59) — value C, growth B+, profitability C-, momentum A-, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Trader highlights backlog surge as semicap growth signal
Post-earnings stock move plus sector-wide gap-up pattern extends the Q2 beat storyline
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COHU is mentioned as a top technology sector gainer and part of a watchlist. The discussion focuses on recent performance and potential trading opportunities.
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📈Stock Watchlist For Monday - TradingView Pinescreening 👀 $ALAB $DKNG $IONQ $NVT $OSCR $SMCI $STX $TER $BELFA $CAVA $COHU $MP $ROG $USAR $ACVA $ANAB $EYPT $GHM $JBIO $NN $TH While I primarily scan using a custom database and python algorithms, you can get a decent set of results
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Memely Thematic Ranking (Week 33 of 2026) Stock First call KOL Top Contributor Performance 1 $IDR @osculum_capital @CapitalBolsa +62.11% 2 $NBIS @danielnewmanUV @danielnewmanUV +47.00% 3 $NEON @Sir_Kory @Sir_Kory +35.88% 4 $AEHR @SunvMikey @SunvMikey +30.42% 5 $FLNC @oguzerkan @I
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