COHU INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Cohu reported Q3 2026 net sales of $173.0M (up 37% YoY from $126.2M), with GAAP net income of $12.1M ($0.22/share) and non-GAAP net income of $23.3M ($0.43/share). Bookings increased 126% YoY with systems bookings up 318% and recurring up 36%. The company raised full-year 2026 high-performance computing revenue guidance to ~$120M and projects Q4 2026 sales of $178M ± $7M (46% YoY growth). Cash and investments totaled $507.9M; no share repurchases occurred.
Why this rating
Strong revenue growth and inflection to profitability on AI/HPC tailwinds meaningful vs. $879M market cap; elevated bookings and raised guidance signal sustained demand trajectory.
Price action (we called it positive)
before filing · preread $53.14 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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