Cohu Inc. (COHU) Soars on AI-Driven Semiconductor Demand and Strong 2026 Outlook

Cohu Inc (NASDAQ:COHU) reported its Q1 2026 results connected April 30. The study showed a beardown commencement to the twelvemonth amid AI-driven demand. Revenue came successful astatine $125.1 million, up from $96.8 cardinal a twelvemonth ago. Roughly 60% of the gross came from recurring sources. GAAP nett nonaccomplishment narrowed to $12.1 million, oregon $0.26 per share, compared with a nett nonaccomplishment of $30.8 million, oregon $0.66 per share, successful the aforesaid 4th past year.

On a non-GAAP basis, Cohu posted nett income of $0.6 million, oregon $0.01 per share. That compares with a non-GAAP nett nonaccomplishment of $0.8 million, oregon $0.02 per share, successful the anterior year.

The institution said maturation was driven by accelerating request for AI and high-performance computing applications. Moreover, the institution pointed to increasing adoption of its analytics bundle solution.

CEO Luis Muller said they’re seeing important maturation ahead. Consequently, the absorption raised the fiscal 2026 outlook. Cohu is anticipating 2026 high-performance computing gross successful the scope of $80 cardinal to $100 million. For Q2, the institution expects gross of astir $144 million, springiness oregon instrumentality $7 million.

Cohu besides accrued the estimation for its AI-driven compute addressable marketplace to astir $750 million.

Cohu Inc (NASDAQ:COHU) is simply a planetary supplier of back-end semiconductor instrumentality and services. It provides automated semiconductor trial equipment, inspection, and metrology solutions. It besides offers bundle analytics to optimize semiconductor manufacturing yield.

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