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AEHR vs COHU
Which Stock Would AI Choose? Aehr Test Systems (AEHR) vs. Cohu (COHU) Stock Comparison
Key Takeaways
- Both AEHR and COHU operate in the semiconductor testing equipment sector, benefiting from surging demand for AI and high-performance computing chips.
- AEHR stock has skyrocketed approximately 363% year-to-date (YTD), dramatically outpacing COHU's roughly 90% YTD gain.
- AEHR recently secured a record $41 million production order from a leading hyperscale AI customer, boosting bookings.
- COHU announced $30 million in follow-on orders for high-performance computing test solutions.
- Analyst consensus leans toward "Hold" for both, with AEHR facing higher volatility amid its parabolic rise.
- Tickeron's comparison tool indicates COHU as a stronger short-term buy relative to AEHR.
Introduction
In the booming semiconductor industry, AEHR and COHU stand out as key providers of testing equipment essential for AI chips and advanced computing. This stock comparison analyzes their business models, recent performance, and market positioning amid heightened demand for chip testing solutions. Traders seeking momentum plays and investors eyeing sector growth will find value in understanding their relative strengths, risks, and catalysts in the current market environment.
AEHR Overview and Recent Performance
Aehr Test Systems (AEHR) specializes in wafer-level test and burn-in systems for semiconductors, including silicon carbide (SiC) power devices, sensors, and AI processors. Its FOX systems enable high-throughput testing for next-generation chips. In recent market activity, AEHR stock has surged over 360% YTD and more than 1,000% over the past year, with market cap reaching about $2.94 billion. This momentum stems from a record $41 million production order from a hyperscale AI customer and second-half bookings exceeding $92 million, fueling positive sentiment despite mixed fiscal Q3 earnings. Trading near 52-week highs around $93, the stock reflects strong AI-driven demand but trades without a positive price-to-earnings (P/E) ratio amid earnings per share (EPS) losses.
COHU Overview and Recent Performance
Cohu (COHU) delivers a broad portfolio of semiconductor test handlers, interfaces, and inspection systems, supporting wafer-level and packaged device testing. Its solutions cater to automotive, consumer electronics, and high-performance computing markets. Recently, COHU shares have advanced about 90% YTD and over 210% annually, with market cap near $2.09 billion and price around $44. Key drivers include $30 million in follow-on orders for high-performance computing test equipment, enhancing outlook despite prior earnings misses. The stock hit new 52-week highs, supported by analyst price target upgrades, though it also lacks a positive P/E amid negative EPS.
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Head-to-Head Comparison
Both firms focus on semiconductor testing but differ in emphasis: AEHR excels in specialized wafer burn-in for power and AI chips, while COHU offers versatile handlers and metrology for broader applications. Growth drivers align on AI and HPC demand, yet AEHR shows explosive momentum with superior recent returns, contrasted by COHU's steadier climb. Risk profiles highlight AEHR's higher volatility (e.g., RSI over 80 indicating overbought conditions) versus COHU's relative stability. Market sentiment favors both amid chip shortages, but AEHR trades at a premium valuation multiple to peers.
Tickeron AI Verdict
Tickeron’s AI tools, including comparison analyses, currently favor COHU over AEHR in the short term due to relatively better price growth positioning and lower overextension risk amid AEHR's parabolic trends. While AEHR boasts stronger catalysts like AI orders, COHU offers enhanced stability and analyst support, potentially providing a more consistent edge in volatile conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEHR is a Hold and COHU is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AEHR’s FA Score shows that 1 FA rating(s) are green whileCOHU’s FA Score has 1 green FA rating(s).
- AEHR’s FA Score: 1 green, 4 red.
- COHU’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AEHR’s TA Score shows that 5 TA indicator(s) are bullish while COHU’s TA Score has 4 bullish TA indicator(s).
- AEHR’s TA Score: 5 bullish, 1 bearish.
- COHU’s TA Score: 4 bullish, 4 bearish.
Price Growth
AEHR (@Electronic Production Equipment) experienced а -2.20% price change this week, while COHU (@Electronic Production Equipment) price change was +9.48% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.28%. For the same industry, the average monthly price growth was +8.67%, and the average quarterly price growth was +129.72%.
Reported Earning Dates
AEHR is expected to report earnings on Jul 21, 2026.
COHU is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.28% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
| AEHR | COHU | AEHR / COHU | |
| Capitalization | 3.22B | 3.04B | 106% |
| EBITDA | -11.6M | 6.05M | -192% |
| Gain YTD | 461.317 | 201.332 | 229% |
| P/E Ratio | 19.45 | 51.42 | 38% |
| Revenue | 45.3M | 481M | 9% |
| Total Cash | 36.9M | 489M | 8% |
| Total Debt | 10M | 327M | 3% |
AEHR | COHU | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 31 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 46 Fair valued | |
PROFIT vs RISK RATING 1..100 | 19 | 45 | |
SMR RATING 1..100 | 95 | 94 | |
PRICE GROWTH RATING 1..100 | 34 | 34 | |
P/E GROWTH RATING 1..100 | 72 | 5 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
COHU's Valuation (46) in the Electronic Production Equipment industry is somewhat better than the same rating for AEHR (87). This means that COHU’s stock grew somewhat faster than AEHR’s over the last 12 months.
AEHR's Profit vs Risk Rating (19) in the Electronic Production Equipment industry is in the same range as COHU (45). This means that AEHR’s stock grew similarly to COHU’s over the last 12 months.
COHU's SMR Rating (94) in the Electronic Production Equipment industry is in the same range as AEHR (95). This means that COHU’s stock grew similarly to AEHR’s over the last 12 months.
COHU's Price Growth Rating (34) in the Electronic Production Equipment industry is in the same range as AEHR (34). This means that COHU’s stock grew similarly to AEHR’s over the last 12 months.
COHU's P/E Growth Rating (5) in the Electronic Production Equipment industry is significantly better than the same rating for AEHR (72). This means that COHU’s stock grew significantly faster than AEHR’s over the last 12 months.
| AEHR | COHU | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 90% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 84% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 88% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 88% | 2 days ago 75% |
| Advances ODDS (%) | 6 days ago 90% | 2 days ago 74% |
| Declines ODDS (%) | 14 days ago 82% | 19 days ago 70% |
| BollingerBands ODDS (%) | N/A | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 89% | 2 days ago 75% |
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AEHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, AEHR has been loosely correlated with ONTO. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if AEHR jumps, then ONTO could also see price increases.
| Ticker / NAME | Correlation To AEHR | 1D Price Change % | ||
|---|---|---|---|---|
| AEHR | 100% | -1.71% | ||
| ONTO - AEHR | 59% Loosely correlated | +4.23% | ||
| UCTT - AEHR | 58% Loosely correlated | +1.45% | ||
| AMAT - AEHR | 57% Loosely correlated | +3.74% | ||
| COHU - AEHR | 57% Loosely correlated | +1.04% | ||
| NVMI - AEHR | 56% Loosely correlated | +1.35% | ||
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COHU and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHU has been closely correlated with DIOD. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if COHU jumps, then DIOD could also see price increases.
| Ticker / NAME | Correlation To COHU | 1D Price Change % | ||
|---|---|---|---|---|
| COHU | 100% | +1.04% | ||
| DIOD - COHU | 73% Closely correlated | +2.75% | ||
| POWI - COHU | 70% Closely correlated | +0.28% | ||
| UCTT - COHU | 69% Closely correlated | +1.45% | ||
| NXPI - COHU | 68% Closely correlated | +3.18% | ||
| SLAB - COHU | 68% Closely correlated | +0.00% | ||
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