Cohu, Inc. COHU

SAN DIEGO, September 29, 2026--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate in the 18th Annual CEO Investor Summit, being held Tuesday, October 13th, 2026, at the St. Regis Hotel in San Francisco, California.

QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) Hard IP, Strategic Radiation Hardened and Antifuse FPGAs and ruggedized programmable logic solutions, today announced management's participation in the 18th Annual CEO Investor Summit, being held Tuesday, October 13th, 2026, at the St. Regis Hotel in San Francisco, California.

Cohu (COHU) has drawn fresh attention after recent share moves, with the price closing at $51.06. Investors are weighing this level against the company’s semiconductor test equipment footprint and recent return profile. Cohu’s recent pullback is hard to miss, with the 7-day share price return down 9.92% and the 30-day share price return down 18.46%. However, the year-to-date share price return of 107.48% and 1-year total shareholder return of 132.73% show momentum that has built over a longer...

Cohu stock has had a strong run over the past year, even after a recent pullback. This puts a spotlight on whether its current share price lines up with the sales the business is generating. With that backdrop, the key issue for you is how much of the recent optimism is already embedded in the valuation that the market is placing on its revenue base. Over the past 12 months, Cohu has returned 132.7%, which raises the question of how closely that move tracks the underlying power of its...

Teradyne (TER) makes the equipment that tests semiconductors, and AI data centers have remade a business that last peaked on smartphones in 2021. The stock has returned about 185% over the past year. Even after falling about 32% from its 52-week high, it trades at about 41.8 times trailing adjusted earnings, the least useful number on the screen.

Teradyne (TER) trades at 51.7 times trailing earnings. A multiple that high is a requirement rather than an opinion: the business has to grow into it, and you can work out how much growth that takes. The harder question is whether the calculation deserves your trust when the trailing year has been this unusual.

Semiconductor test equipment stocks are getting hammered Wednesday while the broader chip ETF barely flinches, and the reason has nothing to do with bad earnings or analyst downgrades.

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