secwatch.observer — SEC 8-K summary
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Issuer:     COHU INC (COHU)
CIK:        0000021535
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001437749-26-014188
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cohu Q1 sales $125.1M, GAAP loss $0.26; raises AI addressable market to ~$750M, FY26 HPC outlook to $80-100M
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- Net sales $125.1M vs $96.8M YoY; GAAP net loss $12.1M ($0.26 loss per share) vs loss $30.8M ($0.66) YoY.
- Non-GAAP net income $0.6M ($0.01 EPS) vs non-GAAP loss $0.8M ($0.02) YoY.
- Raising AI-driven compute addressable market estimate to ~$750M; raising FY26 HPC revenue outlook to ~$80-100M.
- Q2 FY2026 sales guidance: $144M +/- $7M.
- Total cash and investments $488.7M at end of Q1; no share repurchases in Q1.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/0001437749-26-014188-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/21535/000143774926014188/cohu20260428_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-014188

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer