COHU
Market read
COHU accounts for 5.1% of the group's measured movement across 6.8 effective names. raw member direction is mixed; 0 of 12 session-normalized paths align to the mixed. Capital-flow agreement is 52%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No material onset for COHU could be timestamped inside the aligned 5-minute window.
5 of 29 members in Semiconductor Manufacturing are active. 0 of 4 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 10 of 29 members or fewer.
Research brief
COHU accounts for 5.1% of the group's measured movement across 6.8 effective names. raw member direction is mixed; 0 of 12 session-normalized paths align to the mixed. Capital-flow agreement is 52%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Inventory increased during the six months ended June 27, 2026, reflecting higher production levels to support anticipated customer demand and changes in product mix, partially offset by continued efforts to manage inventory and working capital efficiently acr…”10-Q · Jul 31, 2026 ↗
“The increase in interest expense compared to the prior year was primarily attributable to higher interest expense associated with the convertible notes issued during the fourth quarter of fiscal 2025.”10-Q · Jul 31, 2026 ↗
“The increase in accounts payable was primarily due to the timing of supplier payments, the increase in accrued compensation, warranty, and other liabilities reflects the timing of payments and settlements during the period, and the increase in customer advanc…”10-Q · Jul 31, 2026 ↗
“R&D expense increased during the first six months of fiscal 2026 due to higher material costs associated with new product development during the current year.”10-Q · Jul 31, 2026 ↗
Valuation discipline
Price/sales 7.0× · EV/sales 7.2×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for COHU. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for COHU. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Cohu’s supply chain is further strengthened by long-standing relationships with strategic partners, including dedicated semiconductor ATE manufacturing operations at a facility of Jabil, Inc.”
“Key Competitors Cohu’s primary competitors include established global players in semiconductor test and inspection, such as Advantest, Teradyne, Hon Precision, KLA, and other Asia-based manufacturers.”
Depended on by
“Competitors in the Semiconductor Test segment include, among others, Advantest Corporation, SPEA S.p.A., and Cohu, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
COHU is currently a Participant in the organic co-movement group Semiconductor Manufacturing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.