Cohu, Inc. (COHU): one to watch?

Likely a sector-wide profit-taking pullback after a huge AI-fueled rally, not a company blowup — but weak margins mean no clear edge yet.

👀 WATCH Fundamentals59/100

Fell 23% in 10 trading day(s) — now $48.00

Why COHU dropped

Multiple recent reports attribute the drop to broad semiconductor-equipment sector selling and profit-taking after Cohu's stock had surged over 100% year-to-date on AI/HPC enthusiasm, with peers like Aehr, Axcelis, Ultra Clean and Veeco falling similarly on the same days — not a Cohu-specific negative event.

Fwd P/E 26.0Op margin 0.6%Rev growth 38.4%Debt/equity 42.8%Analyst upside 47.7%

How this scored 59/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Loss-making today, but operations are profitable (0.6%) and analysts expect positive earnings next year

✅ Generates cash Free cash flow $66M

✅ Not drowning in debt Debt/equity 42.8% (limit 200%)

✅ Can pay its bills Current ratio 5.7 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 0/25

Operating margin 0.6% 0/9

Net profit margin -7.4% 0/8

Return on equity -4.8% 0/8

Growth Is it getting bigger, or dying? 19/25

Revenue growth 38.4% 9/9

Earnings growth unknown 2/8

Expected profit change 322.4% 8/8

Value Is it cheap right now? 16/25

Forward P/E 26.0 4/10

PEG ratio 1.1 6/8

Analyst target upside 47.7% 6/7

Balance sheet Will it survive? 24/25

Debt / equity 42.8% 9/10

Current ratio 5.7 8/8

Free cash flow $66M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-31. Research only — not financial advice.