Cohu shares jumped 7.6% in yesterday’s session, driven by 1.2 million shares changing hands—50% above the 30-day average volume of 800,000. The sudden uptick followed a series of positive industry reports highlighting accelerating demand for test and inspection equipment in advanced-node semiconductor fabs. However, analysts have trimmed their consensus fiscal 2026 EPS forecasts by an average of 4% over the past four weeks, suggesting that earnings estimates are drifting lower despite the recent stock strength. Institutional investors added net 200,000 shares on the rally day, signaling renewed interest but cautious positioning ahead of upcoming company updates.

Cohu confirmed that senior executives will host one-on-one virtual meetings with portfolio managers and analysts at the 28th Annual Needham Growth Conference on January 15, 2026. Presentation slides and a pre-recorded overview of the company’s next-generation probe card and automated inspection platforms will be posted concurrently on the Investor Relations section of cohu.com. This engagement follows a string of product launches in late 2025 and offers investors an opportunity to ask detailed questions about the company’s 20% year-over-year revenue growth in its inspection business and its targets for expanding gross margins from 36% to 38% by fiscal year end.