Cohu targets $15M–$20M HBM revenue in 2026 as systems and recurring business momentum accelerates [Seeking Alpha]
Cohu, Inc. (COHU)
Last cohu, inc. earnings: 2/12 09:15 pm
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US:NASDAQ Investor Relations:
cohu.gcs-web.com/investor-information
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Source: Seeking Alpha
Luis Müller, President and CEO, highlighted that recurring business represented about 60% of total revenue in the fourth quarter, with recurring bookings up 34% sequentially due to increased demand in service contracts, interface solutions, and handler-related spares. Müller Quick Insights Growth is driven by increased demand for recurring business (service contracts, interface solutions, handler spares) and systems orders from major global semiconductor and AI customers. Gross margin is expected to return to ~45% in Q1 and potentially reach 46-48% at higher revenue levels as one-time charges are not expected to recur. Cohu forecasts HBM revenue to rise to $15-20 million and sees expanding orders and engagement from AI device customers, supporting growth in these segments. Recommended For You More Trending News
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COHU
News
- Cohu, Inc. Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- Bullish chip stocks: A focus on small and mid caps ranked by price-to-sales multiple [Seeking Alpha]Seeking Alpha
- Cohu (NASDAQ:COHU) had its price target lowered by analysts at B. Riley Securities from $35.00 to $33.00. They now have a "buy" rating on the stock.MarketBeat
- Cohu (NASDAQ:COHU) had its "buy" rating reaffirmed by analysts at TD Cowen.MarketBeat
- Cohu (NASDAQ:COHU) had its price target raised by analysts at Needham & Company LLC from $30.00 to $33.00. They now have a "buy" rating on the stock.MarketBeat
COHU
Earnings
- 2/12/26 - Miss
COHU
Sec Filings
- 2/12/26 - Form 8-K
- 1/21/26 - Form SCHEDULE
- 12/30/25 - Form 4
- COHU's page on the SEC website