Cohu, Inc. (COHU) Fair Value 2026

COHU · Semiconductor Equipment & Materials ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

6.8 /10

32 fundamental signals · 5 models active

Value Trap Risk

SAFE (23/100)

Quick Summary — As of 2026-08-27, Cohu, Inc. (COHU) trades at $51.69, versus a $25.49 median fair value across its 5 active models — 50.7% below the current price. QOC: 6.8/10. Value Trap Risk: 23/100 (SAFE). 5/13 models active. Within that set, the Bayesian DCF component alone returns $1.64.

Key Facts

Ticker
COHU
Price
$51.69
Quality Score
6.8/10
Value Trap Risk
23/100
Models Active
5/13
Last Updated
Strength: 5 independent models provide multi-angle coverage
Risk: Majority of models suggest overvaluation

Is Cohu, Inc. (COHU) Undervalued or Overvalued in 2026?

According to CirclFi’s 5-model valuation engine, Cohu, Inc. (COHU) appears overvalued as of : the median of 5 independent fair value estimates is $25.49, 50.7% below the current price of $51.69. Estimates range from $1.64 to $81.23. COHU scores 6.8/10 on fundamental quality and 23/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. COHU’s -50.7% gap is wider than that market norm, and the Semiconductor Equipment & Materials sector median is -71.1%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Cohu, Inc. Stock in 2026? →

What Fair Value Does Each Model Give COHU?

5 Intrinsic Value Models vs. Current Price ($51.69)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $1.64 -96.8%
Ensemble · Low Conviction
 $25.49 -50.7%
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What Is COHU's Fair Value Range?

Spread across 5 independent models · $1.64 to $81.23

CirclFi's 5 active models place Cohu, Inc. (COHU) between $1.64 and $81.23 per share, a spread of 312% of the median. The median of that range — $25.49 — is the fair value CirclFi publishes for COHU, against a current price of $51.69.

Low · Bayesian DCFHigh · Regime Cross
$1.64median $25.49$81.23
Where the range comes from
Most bearish modelBayesian DCF$1.64
Most bullish modelRegime Cross-Sectional$81.23
Model agreement2 bullish · 3 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for COHU. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on COHU, not a CirclFi price target. How each model works →

What Is Cohu, Inc. (COHU) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, the balance of valuation evidence tilts cautious on Cohu, Inc. at its current price of $51.69. The median intrinsic value is estimated at $25.49 (-50.7% vs price), with 3 models flagging overvaluation risk. The most optimistic model, Regime Cross, places fair value at $81.24 (+57.2%), while Bayesian DCF — the most conservative — estimates $1.64 (-96.8%). This +154.0% gap reflects genuine analytical uncertainty about Cohu, Inc.'s intrinsic worth.

What Do the Models Say About COHU?

5 of 13 models are currently active for COHU. Of these, 2 models suggest upside while 3 models suggest overvaluation. Taken together, their median fair value for COHU is $25.49 — the figure CirclFi publishes as this stock's fair value. One component of that median, the Bayesian DCF, returns $1.64 on its own, implying -96.8% downside from the current price. See which stocks rank higher →

How Does COHU Rank in Semiconductor Equipment & Materials?

Among 32 Semiconductor Equipment & Materials stocks, COHU ranks #24 by Quality of Company score. CirclFi's QOC score of 6.8/10 evaluates 32 fundamental signals. A score of 6.8 indicates above-average quality.

Within the Semiconductor Equipment & Materials space, Cohu, Inc. competes in an environment where R&D-to-revenue ratio often separates market leaders from laggards. Understanding these industry-specific dynamics is essential context for interpreting our model outputs.

Is COHU a Value Trap?

CirclFi's Value Trap algorithm assigns COHU a score of 23/100 (SAFE). This indicates minimal risk. Fundamentals are healthy. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

5 of 13 models are active for Cohu, Inc.. Limited activation may indicate insufficient history. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, Cohu, Inc. is rated at 6.8/10. This solid-tier score maintains reasonable quality metrics with some areas for improvement.

The gap between the most bullish and bearish model spans +154.0% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every COHU valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across COHU's 5 active models, average confidence is 36%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Cohu, Inc. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Semiconductor Equipment & Materials Stocks Should You Also Analyze?

11 related Semiconductor Equipment & Materials stocks with 13-model coverage

AEHRAehr Test Systems, Inc.QOC 6.9ICHRIchor Holdings, Ltd.QOC 6.8AMBAAmbarella, Inc.QOC 7.0AXTIAXT, Inc.QOC 6.7IPGPIPG Photonics CorporationQOC 7.5ASYSAmtech Systems, Inc.QOC 6.4DQDaqo New Energy Corp.QOC 2.4ACLSAxcelis Technologies, Inc.QOC 8.9SODISolitron Devices, Inc.QOC 7.9KLACKLA CorporationQOC 9.8ASMLASML Holding N.V.QOC 9.7

Read investment analysis: AEHR · ICHR · AMBA · AXTI · IPGP · ASYS · DQ · ACLS · SODI · KLAC · ASML

Which Other Stocks Have a Similar Quality Score to COHU?

7 companies across all industries closest to COHU’s Quality of Company score of 6.8/10.

BVBrightView Holdings, Inc.QOC 6.8BHCBausch Health Companies Inc.QOC 6.8GLGIGreystone Logistics, Inc.QOC 6.8VSHVishay Intertechnology, Inc.QOC 6.8ESOAEnergy Services of America CorporationQOC 6.8WRLDWorld Acceptance CorporationQOC 6.8NVDANVIDIA CorporationQOC 10.0

Read investment analysis: BV · BHC · GLGI · VSH · ESOA · WRLD · NVDA

What Else Do Investors Ask About Cohu, Inc.’s Valuation?

What is Cohu, Inc.'s intrinsic value in 2026?

CirclFi puts Cohu, Inc. (COHU)'s intrinsic value at $25.49 — the median of 5 independent model estimates as of 2026-08-27, ranging from $1.64 to $81.23. One component of that median, the Bayesian DCF, runs 10,000 Monte Carlo simulations with jump-diffusion and returns $1.64 on its own. The Quality of Company score is 6.8/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is COHU overvalued or undervalued right now?

At $51.69, 2 of 5 active models suggest COHU may be undervalued, while 3 indicate potential overvaluation. The median of all 5 fair value estimates is $25.49, 50.7% below the current price of $51.69 — a consensus view that COHU is overvalued. The assessment depends on which methodology best fits Cohu, Inc.'s business model in Semiconductor Equipment & Materials.

What does a Quality of Company score of 6.8 mean for COHU?

Cohu, Inc.'s QOC of 6.8/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores between 5-7 reflect moderate fundamentals with areas for improvement.

How many valuation models does CirclFi run on COHU?

CirclFi analyzes COHU with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 5 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on COHU?

Of the 5 models currently active on COHU, Regime Cross-Sectional is the most bullish at $81.23 per share, and Bayesian DCF is the most bearish at $1.64. CirclFi's published fair value for COHU is the median of that range, $25.49, not either extreme. The gap between the two ends equals 312% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is COHU a value trap in 2026?

Cohu, Inc.'s Value Trap score is 23/100 (SAFE). This low score indicates the current valuation is not artificially depressed by fundamental deterioration, suggesting genuine opportunity rather than a trap.

Cite this analysis — “According to CirclFi’s 5-model valuation engine, Cohu, Inc. (COHU) has a median fair value of $25.49 — 50.7% below the current price of $51.69 — as of 2026-08-27.” Source: circlfi.com/stock/COHU/ · Methodology
Primary sources for this COHU valuation
  • Financial statements: Cohu, Inc. 10-K and 10-Q filings on SEC EDGAR (CIK 0000021535) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for COHU as of ; valuations recomputed .

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