Information Technology·Semiconductor Materials & Equipment·$2.2B
Cohu Inc is a company in the Information Technology sector that specializes in semiconductor materials and equipment. As the semiconductor industry continues to grow, driven by trends like AI and cloud computing, Cohu plays a crucial role in providing essential tools and services for chip manufacturers.
Earnings Per Share (EPS)
EPS is a key indicator of a company's profitability and is closely watched by investors.
Revenue
Revenue figures provide insight into the company's sales performance and overall market demand.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
88%
Avg EPS Surprise
+38.18%
Avg Stock Reaction
-0.33%
In the last quarter, Cohu reported an EPS of -$0.15, significantly missing expectations. This resulted in a negative stock reaction of nearly 4% the following day.
Management Promises & Guidance
Analysts expect Cohu to report a modest profit this quarter, with a consensus EPS of $0.03. Given the recent earnings history, there is a mix of optimism and caution among investors.
Bull Case
If Cohu meets or exceeds EPS expectations, it could signal a recovery in profitability and boost investor confidence, especially after recent surprises.
Bear Case
A failure to meet earnings expectations could reinforce concerns about the company's profitability and lead to further declines in stock price.
Earnings Per Share (EPS)
$0.03EPS is a key indicator of a company's profitability and is closely watched by investors.
Revenue
$122MRevenue figures provide insight into the company's sales performance and overall market demand.
The print will turn on these two things.
Q1
Will Cohu achieve an EPS of $0.03 or better?
This specific EPS target is crucial as it will determine market sentiment and could impact stock performance significantly.
Q2
What insights can management provide about revenue growth trends?
Understanding revenue growth will help gauge demand in the semiconductor market and the company's competitive position.
Why consensus could be wrong
The consensus may underestimate Cohu's ability to rebound from previous earnings misses, as recent trends in semiconductor demand suggest a stronger recovery than anticipated.
Supporting Evidence
Cohu has a history of surprising on the upside, with an 88% EPS beat rate over the last eight quarters.
The options market's implied move of 7.43% indicates that traders expect significant volatility, which could favor a positive surprise.
Key Risk
If the EPS comes in below $0.03, it could undermine the recovery narrative and lead to a reassessment of the company's growth prospects.
Pre-commit to what would confirm each case.
The market is weighing the potential for recovery in profitability against the backdrop of recent earnings misses.
Bull Confirmed If
Achieving an EPS of $0.03 or better with revenue at or above $122M would confirm the bull case.
Bear Confirmed If
An EPS below $0.03 and revenue significantly under $122M would confirm the bear case.
Implied Move
±7.43%
Historical Avg
±3.1%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±7.4% while COHU has averaged ±3.1% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Cohu beats expectations, history suggests a potential stock increase of around 0.19%, confirming a positive turnaround.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
A miss could lead to a decline of approximately 3.98%, reinforcing existing concerns about profitability.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026