Cohu
COHUMarket price data through October 2, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- 0%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$73
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- October 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 0 months
- How long Benson has been tracking this pick.
About Cohu
Cohu makes the machines that test computer chips before they ship. Think of it as the quality control line at the end of the chip factory, now busier because AI chips run hotter and are far harder to test.
The case for and against
Both sides of the story, in plain English.
- AI Testing Boom
Revenue jumped 38% year over year to 149 million dollars last quarter, ahead of the company's own guidance. Management now expects about 35% growth this year, with sales near 610 million dollars.
- Big Pipeline
Cohu is tracking about 850 million dollars of AI computing opportunities and just won a 26 million dollar order from one customer. It is doubling factory output in Malaysia to meet demand.
- Pricey And Unprofitable
Net margins are still negative at about 7%, and the stock trades near 70 times next year's expected earnings. If growth slips even a little, the price can fall fast.
- Orders Can Slip
A pipeline is not a purchase order. Customers can delay or shrink orders, and car chip testing is weak, with orders down 24%. It is also a small company, so the stock swings a lot.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-10-02. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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