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

Reuters10-30

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

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)

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testing peer group is \"buy\"</p></li><li><p>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</p></li><li><p>The stock recently traded at 50 times the next 12-month earnings vs. a P/E of 52 three months ago</p></li></ul><p>Press Release: <span>ID:nBwbykQk9a</span></p><p>For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(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.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4147","symbol_name":"半导体设备","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251029:nL1N3WA1IM:1","article_id":"2579534139","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579534139","pubTimestamp":1761770117,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Semiconductor equipment firm Cohu Q3 sales beat estimates on recurring revenue growthOverviewCohu fiscal Q3 net sales rise to $126.2 mln, beating analyst expectationsCompany reports GAAP net loss of $","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4147":"半导体设备","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU0566484027.USD":"安本美国小盘成长股","COHU":"科休半导体","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H"},"translate_title":"半导体设备公司Cohu第三季度销售额因经常性收入增长超出预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COHU":0.9},"content_text":"Semiconductor equipment firm Cohu Q3 sales beat estimates on recurring revenue growthOverviewCohu fiscal Q3 net sales rise to $126.2 mln, beating analyst expectationsCompany reports GAAP net loss of $4.1 mln for fiscal Q3 2025Cohu accelerates presence in AI data center markets with Neon HBM inspectionOutlookCohu expects Q4 2025 sales to be $122 mln +/- $7 mlnResult DriversRECURRING REVENUE - Cohu reports ongoing growth in recurring revenue as a key driver of Q3 resultsAI MARKET EXPANSION - Co accelerates presence in AI data center markets with Neon HBM inspection and Eclipse test handlerKey DetailsMetricBeat/MissActualConsensus EstimateQ3 SalesBeat$126.20 mln$124.98 mln (5 Analysts)Q3 EPS-$0.09Q3 Net Income-$4.10 mlnQ3 Operating Income-$9.71 mlnAnalyst CoverageThe 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 $23.48The stock recently traded at 50 times the next 12-month earnings vs. a P/E of 52 three months agoPress Release: ID:nBwbykQk9aFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.(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.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2579534139","isCrawlerRequest":true}