Cohu
COHUMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -39%
- 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
- 1 month
- 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. Business is picking up because AI chips run hotter and are much harder to test.
The case for and against
Both sides of the story, in plain English.
- Back In Black
Sales jumped 37% from a year ago to 173 million dollars. Cohu also earned a 12.1 million dollar profit, after losing 4.1 million dollars a year earlier. Management expects next quarter's sales near 178 million dollars, which would be about 46% growth.
- Booming Bookings
New orders rose 126% from a year ago, and orders for its testing machines more than quadrupled as AI chip makers adopted its cooling systems. Cohu now sees about 1 billion dollars in future AI computing business, up 18% in just three months. It expects AI chip testing alone to bring in about 120 million dollars this year.
- Priced For Perfection
Cohu is worth about 2.5 billion dollars, roughly four times the sales it expects this year, so investors are paying up for future growth. Over the past full year it still lost money, with net margins near negative 7%. If growth cools, a pricey stock can fall fast.
- Lumpy Orders
Big machine orders come in waves, and a 318% jump can cool off just as quickly once customers finish their buildouts. The 1 billion dollar opportunity list is a wish list, not signed contracts. The stock also tends to swing about 50% more than the overall market.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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