Cohu 2025 Q3 Earnings Narrows Loss by 77.3% Amid Strong Revenue Growth

Cohu (COHU) delivered a strong Q3 2025 performance, . , reflecting improved operational efficiency and AI-driven demand.

Revenue

, , , . This growth was driven by robust demand for mobile and AI-based computing applications, particularly in the Neon HBM inspection and Eclipse test handler segments.

Earnings/Net Income

, . The significant reduction in losses highlights effective cost control and restructuring efforts, though the company remains unprofitable.

Post-Earnings Price Action Review

Cohu’s stock price reacted positively to the earnings report, , driven by optimism around AI expansion. However, , , respectively. The stock’s volatility underscores macroeconomic risks and semiconductor market dynamics.

CEO Commentary

CEO emphasized recurring revenue growth and AI-driven product adoption, citing strategic investments in Neon HBM inspection systems and operational efficiency. He expressed confidence in long-term prospects amid rising demand for advanced semiconductor solutions.

Guidance

, . The company did not specify earnings expectations, focusing on executing AI and high-bandwidth memory (HBM) initiatives.

Additional News

, funding growth and strategic initiatives. The company also appointed as VP of Strategy to lead M&A and partnership opportunities. Recent orders for Neon HBM inspection tools and the Eclipse test handler highlight expanding AI data center demand.

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Cohu’s Q3 results reflect progress in AI and HBM markets, though profitability challenges persist. Investors should monitor macroeconomic trends and capital allocation strategies as key catalysts.