Semiconductor equipment firm Cohu Q3 sales beat estimates on recurring revenue growth

Cohu

29/10/2025 20:35

Overview

Cohu fiscal Q3 net sales rise to $126.2 mln, beating analyst expectations

Company reports GAAP net loss of $4.1 mln for fiscal Q3 2025

Cohu accelerates presence in AI data center markets with Neon HBM inspection

Outlook

Cohu expects Q4 2025 sales to be $122 mln +/- $7 mln

Result Drivers

RECURRING REVENUE - Cohu reports ongoing growth in recurring revenue as a key driver of Q3 results

AI MARKET EXPANSION - Co accelerates presence in AI data center markets with Neon HBM inspection and Eclipse test handler

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$126.20 mln
$124.98 mln (5 Analysts)
Q3 EPS
-$0.09
Q3 Net Income
-$4.10 mln
Q3 Operating Income
-$9.71 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

Wall Street's median 12-month price target for Cohu Inc is $26.50, about 11.4% above its October 28 closing price of $23.48

The stock recently traded at 50 times the next 12-month earnings vs. a P/E of 52 three months ago

Press Release: ID:nBwbykQk9a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)