---
title: "Cohu Q4 revenue up 30%, slightly beats estimates"
description: "Cohu's Q4 revenue increased by 30% year-over-year, slightly surpassing analyst expectations with sales of $122.20 million. However, the company reported a GAAP net loss of $22.50 million. Recurring re"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/275807185.md"
published_at: "2026-02-12T21:08:16.000Z"
---

# Cohu Q4 revenue up 30%, slightly beats estimates

> Cohu's Q4 revenue increased by 30% year-over-year, slightly surpassing analyst expectations with sales of $122.20 million. However, the company reported a GAAP net loss of $22.50 million. Recurring revenue grew by 25%, driven by strong demand in automotive ADAS and computing AI sectors. Cohu anticipates Q1 2026 sales between $115 million and $129 million. The average analyst rating is "buy," with a median 12-month price target of $30.00, reflecting a 12.2% decrease from its recent closing price of $34.16.

)

Overview

-   Semiconductor equipment supplier’s Q4 revenue rose 30% yr/yr, slightly beating analyst expectations
-   Company reported a GAAP net loss for Q4
-   Recurring revenue grew 25% yr/yr, driven by strong demand

Outlook

-   Cohu expects Q1 2026 sales between $115 mln and $129 mln
-   Company notes strong demand in automotive ADAS and computing AI sectors

Result Drivers

-   RECURRING REVENUE GROWTH - Driven by strong demand across services, interface solutions, and handler-related spares business, recurring revenue increased 25% year-over-year
-   DESIGN-WIN MOMENTUM - Cohu saw robust design-win momentum in automotive ADAS, power devices, computing AI, and HBM inspection metrology solutions

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Slight $122.20 $122.09

Beat\* mln mln (5

Analysts

)

### Q4 EPS -$0.48

Q4 Net -$22.50

Income mln

### Q4 -$15.49

Operatin mln

g Income

\*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 $30.00, about 12.2% below its February 11 closing price of $34.16
-   The stock recently traded at 55 times the next 12-month earnings vs. a P/E of 46 three months ago

Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (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.)

### Related Stocks

- [COHU.US - Cohu](https://longbridge.com/en/quote/COHU.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 科休半导体｜10-K：2025 财年营收 4.53 亿美元超过预期 |  | [Link](https://longbridge.com/en/news/276167144.md) |
| 科休半导体公司的高杠杆提高了再融资、契约违约和流动性风险 | Cohu Inc. (COHU) 面临着由于其高杠杆而带来的加大风险，这可能会妨碍其应对不利宏观经济条件的能力。这种情况引发了对潜在契约违约和流动性压力的担忧， complicating 债务再融资的努力。尽管面临这些挑战，华尔街对 COH | [Link](https://longbridge.com/en/news/276308513.md) |
| 马年首家！盛合晶微 IPO 过会 | 盛合晶微半导体有限公司于 2 月 24 日成功通过上交所上市审核，成为马年首家科创板过会企业，拟募资 48 亿元。公司专注于集成电路晶圆级先进封测，致力于支持高性能芯片，尤其是 GPU、CPU 和 AI 芯片。此次 IPO 资金将用于三维多 | [Link](https://longbridge.com/en/news/276719832.md) |
| “AI 末日” 报告暗示亚洲科技股有望成赢家，作者点名 MiniMax 与智谱 | Citrini 报告引发美国软件股抛售，却意外推动亚洲科技股上涨，亚美科技股相关性降至七年低点。报告作者强调，半导体、数据中心及大模型公司是本轮 AI 交易中的核心受益者，指出中国 MiniMax 与智谱股价本月翻倍，并点名台积电、三星电子 | [Link](https://longbridge.com/en/news/276710948.md) |
| 休伦咨询｜8-K：2025 财年 Q4 营收 4.42 亿美元超过预期 |  | [Link](https://longbridge.com/en/news/276787653.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.