COHU INC(COHU)Stock Analysis
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Rank #2,553 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
COHU Stock Analysis & AI Quality Score
AI stock analysis and institutional research for COHU INC (COHU), a Technology sector company. 13F Pro's AI-powered ranking engine scores COHU at 25.2/100 on a 32-signal composite quality model, placing it at rank #2,553 of 2,879 stocks — the bottom half of the AI-ranked universe. COHU scores in the top quartile across institutional flow (85.6). Areas of concern include revenue growth (10.0) and profitability (17.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), COHU INC reports quarterly revenue of $125.1M, net income of $-12.1M, an operating margin of -8.9%. Top institutional holders of COHU by reported 13-F value include BlackRock,, VICTORY CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. COHU trades on the Nasdaq exchange and files with the SEC under CIK 21535. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate COHU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for COHU INC directly from SEC EDGAR. COHU INC's 13F Pro composite quality score has ranged between 8 and 33 since 2026, currently 25.2 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.
Revenue
Q1 2026
$125.1M
Net Income
Q1 2026
$-12.1M
Free Cash Flow
Q1 2026
$8.3M
Operating Margin
Q1 2026
-8.9%
ROIC
Q1 2026
-1.1%
D/E Ratio
Q1 2026
0.38
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+12.7% YoYNet Income
-6.4% YoYOperating Income
+2.6% YoYEPS (Diluted)
-6.7% YoYTotal Assets
+24.4% YoYTotal Debt
+2897.2% YoYOp. Cash Flow
+1040.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $453.0M +12.7% | $401.8M -36.9% | $636.3M -21.7% | $812.8M -8.4% | $887.2M +39.5% | $636.0M |
| Net Income | $-74.3M -6.4% | $-69.8M -348.0% | $28.2M -70.9% | $96.8M -42.1% | $167.3M +1312.4% | $-13.8M |
| Operating Income | $-69.8M +2.6% | $-71.7M -265.6% | $43.3M -65.5% | $125.6M -37.7% | $201.5M +6081.5% | $3.3M |
| EPS (Diluted) | $-1.59 -6.7% | $-1.49 -352.5% | $0.59 -70.2% | $1.98 -42.6% | $3.45 +1145.5% | $-0.33 |
| Total Assets | $1.24B +24.4% | $999.4M -13.1% | $1.15B -6.3% | $1.23B -2.5% | $1.26B +15.5% | $1.09B |
| Total Debt | $316.1M +2897.2% | $10.5M -77.7% | $47.2M -45.1% | $86.0M -35.6% | $133.7M -60.0% | $333.9M |
| Operating Cash Flow | $31.7M +1040.8% | $2.8M -97.3% | $101.5M -10.1% | $112.9M +15.3% | $97.9M +96.3% | $49.9M |
AI Insight: COHU Financial Trends
Revenue recovered 29% from Q2 2024 lows to Q1 2026, but persistent losses and surging debt to $296M signal ongoing operational struggles.
• Revenue climbed from $94M in Q4 2024 to $125M in Q1 2026, showing recovery momentum.
• Net losses persisted across all quarters, ranging from $-4M to $-31M with no path to profitability.
• Total debt spiked from $18M in Q3 2025 to $316M in Q4 2025, then declined to $296M.
⚠ Operating cash flow remains highly volatile, swinging from $40M positive in Q4 2025 to $10M in Q1 2026.
⚠ Equity declined from $896M in Q2 2024 to $769M in Q1 2026 amid continued losses.
AI Insight: COHU Ratio Trends
COHU shows sequential improvement from Q1 2025 trough but remains deeply unprofitable with operating margin at -8.9% in Q1 2026.
• Operating margin improved from -28.2% in Q1 2025 to -8.9% in Q1 2026, recovering from the worst quarterly performance.
• ROA strengthened from -12.6% in Q1 2025 to -3.9% in Q1 2026, showing consistent quarter-over-quarter improvement since the trough.
• Debt-to-equity ratio spiked from 0.02 in Q3 2025 to 0.40 in Q4 2025, remaining elevated at 0.38.
⚠ Q4 2025 margin deterioration to -12.7% from -7.7% in Q3 2025 broke the improvement streak temporarily.
⚠ All profitability metrics remain deeply negative despite improvement trajectory, indicating persistent operational challenges.
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Available Research
13F Pro tracks comprehensive data for COHU INC including:
Top Institutional Holders of COHU
BlackRock, Inc.
$223.9M7,311,286 shVICTORY CAPITAL MANAGEMENT INC
$70.6M2,306,491 shVANGUARD PORTFOLIO MANAGEMENT LLC
$62.4M2,038,477 shROYCE & ASSOCIATES LP
$62.1M2,027,717 shVANGUARD CAPITAL MANAGEMENT LLC
$60.3M1,967,675 shSTATE STREET CORP
$55.9M1,826,336 shBARROW HANLEY MEWHINNEY & STRAUSS LLC
$54.5M1,779,795 shDIMENSIONAL FUND ADVISORS LP
$48.0M1,567,511 shSYSTEMATIC FINANCIAL MANAGEMENT LP
$42.9M1,401,234 shFRONTIER CAPITAL MANAGEMENT CO LLC
$39.6M1,294,616 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $223.9M | 7,311,286 |
| VICTORY CAPITAL MANAGEMENT INC | $70.6M | 2,306,491 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62.4M | 2,038,477 |
| ROYCE & ASSOCIATES LP | $62.1M | 2,027,717 |
| VANGUARD CAPITAL MANAGEMENT LLC | $60.3M | 1,967,675 |
| STATE STREET CORP | $55.9M | 1,826,336 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $54.5M | 1,779,795 |
| DIMENSIONAL FUND ADVISORS LP | $48.0M | 1,567,511 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $42.9M | 1,401,234 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $39.6M | 1,294,616 |
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Popular Research
Is COHU a good stock to buy?
13F Pro's AI-powered analysis of COHU INC (COHU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for COHU are available on the COHU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own COHU?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling COHU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of COHU INC's investment landscape.