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COHU vs ICHR
Which Stock Would AI Choose? Cohu, Inc. (COHU) vs. Ichor Holdings, Ltd. (ICHR) Stock Comparison
Key Takeaways
- Cohu, Inc. (COHU) and Ichor Holdings, Ltd. (ICHR) both provide critical equipment for the semiconductor industry, riding the wave of AI-driven demand.
- COHU has delivered approximately 40% returns over the recent month, outperforming broader market trends.
- ICHR exhibits strong momentum with recent gains exceeding 3% in a single session, supported by robust revenue growth.
- Both stocks benefit from semiconductor capital expenditure (capex) cycles but differ in focus: COHU on testing and ICHR on fluid subsystems.
- COHU reports recent high-performance computing (HPC) orders, bolstering sentiment.
- Market positioning favors growth-oriented traders monitoring relative performance in the sector.
Introduction
This stock comparison examines COHU and ICHR, two key players in the semiconductor equipment space amid surging demand for AI chips and advanced computing. Investors and traders interested in sector-specific opportunities, particularly those tracking cyclical recoveries and technology supply chain dynamics, will find value in understanding their business models, recent trajectories, and head-to-head metrics. As semiconductor capex rebounds, these stocks highlight trade-offs in specialization, momentum, and risk exposure within a high-growth but volatile market.
COHU Overview and Recent Performance
Cohu, Inc. (COHU) is a global leader in semiconductor test, automation, inspection, and metrology solutions, serving major chipmakers with handlers, interfaces, and probing systems. In recent market activity, COHU shares have surged, gaining nearly 40% over the past month and trading around $44. This momentum stems from broader semiconductor sector strength, including announcements of $30 million in follow-on orders for high-performance computing test solutions, signaling sustained demand for AI-related infrastructure. Sentiment has shifted positively as revenue reached $453 million in the latest period, though net losses persist amid operating expenses; traders eye improving trends and peer outperformance for continued upside potential.
ICHR Overview and Recent Performance
Ichor Holdings, Ltd. (ICHR) specializes in designing and manufacturing fluid delivery subsystems and components for semiconductor capital equipment, enabling precise chemical handling in chip fabrication. Recent weeks have seen ICHR shares advance, with intraday gains over 3% pushing prices near $65, reflecting solid YTD performance amid industry tailwinds. Key influences include revenue expansion to $948 million and upcoming earnings, which underscore recovery from prior unprofitability streaks. Positive analyst upgrades and participation in investor events have supported sentiment, as the company benefits from increased capex in advanced nodes, though cyclical risks remain tied to end-market spending.
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Head-to-Head Comparison
COHU and ICHR share semiconductor equipment exposure but diverge in business models: COHU emphasizes backend testing and handling, while ICHR focuses on frontend fluid systems, creating complementary yet competitive dynamics. Growth drivers include AI chip demand, with ICHR boasting larger revenue ($948M vs. $453M) but COHU showing superior recent momentum (40% monthly gain). Risk factors are similar—cyclical capex sensitivity and supply chain volatility—though ICHR’s higher beta (1.74) indicates greater swings. Market sentiment leans positive for both amid sector rallies, but COHU’s HPC catalysts provide nearer-term edges over ICHR’s broader base.
Tickeron AI Verdict
Tickeron’s AI currently leans toward COHU based on stronger trend consistency, recent 40% outperformance, and fresh HPC order catalysts positioning it ahead in the semiconductor rebound. While ICHR offers scale and stability, COHU’s relative momentum suggests higher probability of near-term gains for trend-following strategies.
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 COHU is a Hold and ICHR 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).
COHU’s FA Score shows that 1 FA rating(s) are green whileICHR’s FA Score has 1 green FA rating(s).
- COHU’s FA Score: 1 green, 4 red.
- ICHR’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.
COHU’s TA Score shows that 4 TA indicator(s) are bullish while ICHR’s TA Score has 5 bullish TA indicator(s).
- COHU’s TA Score: 4 bullish, 4 bearish.
- ICHR’s TA Score: 5 bullish, 4 bearish.
Price Growth
COHU (@Electronic Production Equipment) experienced а +9.48% price change this week, while ICHR (@Electronic Production Equipment) price change was +11.40% 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
COHU is expected to report earnings on Jul 30, 2026.
ICHR is expected to report earnings on Aug 11, 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.
| COHU | ICHR | COHU / ICHR | |
| Capitalization | 3.04B | 3.21B | 95% |
| EBITDA | 6.05M | -4.83M | -125% |
| Gain YTD | 201.332 | 440.803 | 46% |
| P/E Ratio | 51.42 | N/A | - |
| Revenue | 481M | 959M | 50% |
| Total Cash | 489M | 89.1M | 549% |
| Total Debt | 327M | 159M | 206% |
COHU | ICHR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 31 | 43 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 46 Fair valued | 50 Fair valued | |
PROFIT vs RISK RATING 1..100 | 45 | 46 | |
SMR RATING 1..100 | 94 | 94 | |
PRICE GROWTH RATING 1..100 | 34 | 34 | |
P/E GROWTH RATING 1..100 | 5 | 5 | |
SEASONALITY SCORE 1..100 | 50 | 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 in the same range as ICHR (50) in the Semiconductors industry. This means that COHU’s stock grew similarly to ICHR’s over the last 12 months.
COHU's Profit vs Risk Rating (45) in the Electronic Production Equipment industry is in the same range as ICHR (46) in the Semiconductors industry. This means that COHU’s stock grew similarly to ICHR’s over the last 12 months.
COHU's SMR Rating (94) in the Electronic Production Equipment industry is in the same range as ICHR (94) in the Semiconductors industry. This means that COHU’s stock grew similarly to ICHR’s over the last 12 months.
COHU's Price Growth Rating (34) in the Electronic Production Equipment industry is in the same range as ICHR (34) in the Semiconductors industry. This means that COHU’s stock grew similarly to ICHR’s over the last 12 months.
COHU's P/E Growth Rating (5) in the Electronic Production Equipment industry is in the same range as ICHR (5) in the Semiconductors industry. This means that COHU’s stock grew similarly to ICHR’s over the last 12 months.
| COHU | ICHR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 71% | 2 days ago 88% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 85% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 71% |
| TrendWeek ODDS (%) | 2 days ago 75% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 75% | 2 days ago 76% |
| Advances ODDS (%) | 2 days ago 74% | 2 days ago 75% |
| Declines ODDS (%) | 19 days ago 70% | 19 days ago 84% |
| BollingerBands ODDS (%) | 2 days ago 85% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 75% | 2 days ago 79% |
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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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ICHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, ICHR has been closely correlated with UCTT. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ICHR jumps, then UCTT could also see price increases.
| Ticker / NAME | Correlation To ICHR | 1D Price Change % | ||
|---|---|---|---|---|
| ICHR | 100% | +1.07% | ||
| UCTT - ICHR | 73% Closely correlated | +1.45% | ||
| KLIC - ICHR | 70% Closely correlated | +1.99% | ||
| GFS - ICHR | 63% Loosely correlated | +4.47% | ||
| IPGP - ICHR | 63% Loosely correlated | +0.14% | ||
| COHU - ICHR | 63% Loosely correlated | +1.04% | ||
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