For the second quarter of 2026, analysts anticipate Cohu Inc to report consensus revenue of $144.08 million and earnings per share of $0.14, with the stock currently trading near $54.99 compared to an average analyst price target of $63.86.
Investors are primarily focused on the company's accelerating traction in the High-Performance Computing (HPC) and AI-driven compute segments. Recent performance has been driven by over $30 million in new orders for the Eclipse platform and strong demand for DiamondX systems used in AI data center power management. Analysts are looking for confirmation that these AI-related tailwinds will continue to drive margin expansion and top-line growth through the second half of the year.