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COHU vs POWI
Cohu, Inc. (COHU) vs Power Integrations, Inc. (POWI) Earnings Preview: Q1 Expectations in Semiconductor Recovery
Key Takeaways
- Cohu (COHU) faces Q1 2026 consensus estimates of $0.03 EPS and $122 million in revenue, following 30% year-over-year Q4 revenue growth to $122.2 million.
- Power Integrations (POWI) eyes Q1 estimates of $0.23 EPS and approximately $106 million in revenue, after delivering Q4 non-GAAP EPS of $0.23 and $103.2 million in sales.
- Both companies operate in the semiconductor space, with Cohu providing test and inspection equipment and Power Integrations focusing on power conversion semiconductors.
- Cohu's recent multi-unit orders for AI datacenter processor testing signal potential high-performance computing (HPC) growth.
- Analyst price targets average $35 for Cohu and $56 for Power Integrations, reflecting optimism amid improving chip demand.
- Semiconductor test cell utilization improvements support Cohu's outlook, while Power Integrations benefits from stable consumer and industrial end-markets.
Earnings Context and Why This Comparison Matters
Earnings reports from Cohu and Power Integrations offer critical insights into the semiconductor industry's recovery trajectory. Cohu supplies semiconductor test, handling, and inspection equipment essential for chip manufacturing, particularly in automotive and HPC applications. Power Integrations designs high-voltage power conversion integrated circuits (ICs) used in consumer electronics, appliances, and renewable energy systems. As peers in the semiconductor ecosystem, their results highlight demand trends from chipmakers, supply chain dynamics, and exposure to cyclical markets. Investors compare them to gauge equipment spending versus component production health, especially with rising AI and electrification demands.
Cohu Focus
Cohu is scheduled to report Q1 2026 results on April 30, after market close, followed by a conference call. Analysts project EPS of $0.03 and revenue of $122 million, aligning closely with Q4 2025's $122.2 million in sales, which beat estimates by a slim margin despite an EPS miss at -$0.15. Year-over-year Q4 revenue surged 30%, driven by higher test cell utilization and HPC demand. Management highlighted follow-on orders worth $30 million for high-performance computing test systems, boosting confidence in 2026 growth. Key watches include gross margins, which improved in Q4, and updates on semiconductor capital expenditure (capex) recovery from customers like fabless designers and integrated device manufacturers (IDMs).
Power Integrations Context
Power Integrations will release Q1 2026 earnings on May 7, after market close. Consensus calls for $0.23 EPS and revenue around $106 million, within prior guidance of $104-109 million. Q4 2025 delivered $103.2 million in revenue, in line with expectations, and non-GAAP EPS of $0.23, beating forecasts by $0.04. Full-year 2025 revenue reached $443.5 million, up 6% year-over-year, with strong cash flow of $111.5 million supporting a dividend hike. The company announced workforce reductions for efficiency but emphasized growth in power supply markets. Investors will focus on end-market demand, inventory levels, and guidance amid moderating declines in consumer segments.
Head-to-Head Earnings and Market Comparison
Cohu demonstrates stronger recent revenue momentum with 30% Q4 growth versus Power Integrations' 1.9% year-over-year decline, but trails in profitability, posting losses while Power Integrations maintains positive EPS. Cohu's trailing twelve-month (TTM) revenue stands at about $453 million with a market cap around $2.2 billion, compared to Power Integrations' $444 million TTM revenue and $4.1 billion market cap. Both face semiconductor cyclicality, but Cohu has higher exposure to capex volatility, offset by AI/HPC tailwinds, while Power Integrations offers stability via diversified power IC applications. Sentiment leans positive for both, with Cohu emphasizing growth drivers like test consumables and Power Integrations highlighting margins above 40%. Risks include geopolitical tensions and inventory corrections, but improving utilization rates favor earnings beats.
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Tickeron AI Verdict
Tickeron AI currently favors Power Integrations (POWI) with a 60% probability edge over Cohu, citing superior earnings consistency, positive EPS track record, and lower volatility amid sector recovery, though Cohu's HPC positioning adds upside potential.
Disclaimer
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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 POWI 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 whilePOWI’s FA Score has 1 green FA rating(s).
- COHU’s FA Score: 1 green, 4 red.
- POWI’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 POWI’s TA Score has 3 bullish TA indicator(s).
- COHU’s TA Score: 4 bullish, 4 bearish.
- POWI’s TA Score: 3 bullish, 5 bearish.
Price Growth
COHU (@Electronic Production Equipment) experienced а -5.57% price change this week, while POWI (@Semiconductors) price change was -8.31% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -5.00%. For the same industry, the average monthly price growth was -6.66%, and the average quarterly price growth was +104.91%.
The average weekly price growth across all stocks in the @Semiconductors industry was -7.85%. For the same industry, the average monthly price growth was +10.34%, and the average quarterly price growth was +77.02%.
Reported Earning Dates
COHU is expected to report earnings on Jul 30, 2026.
POWI is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Electronic Production Equipment (-5.00% 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.
@Semiconductors (-7.85% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| COHU | POWI | COHU / POWI | |
| Capitalization | 2.35B | 4.29B | 55% |
| EBITDA | 6.05M | 38.3M | 16% |
| Gain YTD | 114.052 | 118.218 | 96% |
| P/E Ratio | 51.42 | 256.73 | 20% |
| Revenue | 481M | 446M | 108% |
| Total Cash | 489M | N/A | - |
| Total Debt | 327M | 41K | 797,561% |
COHU | POWI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 86 | 45 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 44 Fair valued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 72 | 95 | |
SMR RATING 1..100 | 95 | 90 | |
PRICE GROWTH RATING 1..100 | 36 | 37 | |
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 (44) in the Electronic Production Equipment industry is somewhat better than the same rating for POWI (83) in the Semiconductors industry. This means that COHU’s stock grew somewhat faster than POWI’s over the last 12 months.
COHU's Profit vs Risk Rating (72) in the Electronic Production Equipment industry is in the same range as POWI (95) in the Semiconductors industry. This means that COHU’s stock grew similarly to POWI’s over the last 12 months.
POWI's SMR Rating (90) in the Semiconductors industry is in the same range as COHU (95) in the Electronic Production Equipment industry. This means that POWI’s stock grew similarly to COHU’s over the last 12 months.
COHU's Price Growth Rating (36) in the Electronic Production Equipment industry is in the same range as POWI (37) in the Semiconductors industry. This means that COHU’s stock grew similarly to POWI’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 POWI (5) in the Semiconductors industry. This means that COHU’s stock grew similarly to POWI’s over the last 12 months.
| COHU | POWI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 83% | 3 days ago 80% |
| Stochastic ODDS (%) | 3 days ago 76% | 3 days ago 75% |
| Momentum ODDS (%) | 3 days ago 83% | 3 days ago 68% |
| MACD ODDS (%) | 3 days ago 77% | 3 days ago 83% |
| TrendWeek ODDS (%) | 3 days ago 70% | 3 days ago 76% |
| TrendMonth ODDS (%) | 3 days ago 75% | 3 days ago 67% |
| Advances ODDS (%) | 6 days ago 73% | 4 days ago 69% |
| Declines ODDS (%) | 3 days ago 70% | 7 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 76% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 79% | 3 days ago 71% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SSG | 14.59 | 2.10 | +16.81% |
| ProShares UltraShort Semiconductors | |||
| CLOB | 50.39 | 0.04 | +0.07% |
| VanEck AA-BB CLO ETF | |||
| CPRA | 27.48 | -0.10 | -0.36% |
| Calamos Russell 2000 Str Alt Prt ETF-Apr | |||
| SFLR | 38.15 | -0.96 | -2.45% |
| Innovator Equity Managed Floor ETF | |||
| AMZU | 36.25 | -2.39 | -6.19% |
| Direxion Daily AMZN Bull 2X Shares | |||
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% | -10.86% | ||
| DIOD - COHU | 73% Closely correlated | -10.17% | ||
| POWI - COHU | 70% Closely correlated | -9.71% | ||
| UCTT - COHU | 69% Closely correlated | -12.40% | ||
| NXPI - COHU | 68% Closely correlated | -8.15% | ||
| SLAB - COHU | 68% Closely correlated | -0.41% | ||
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POWI and
Correlation & Price change
A.I.dvisor indicates that over the last year, POWI has been closely correlated with KLIC. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if POWI jumps, then KLIC could also see price increases.
| Ticker / NAME | Correlation To POWI | 1D Price Change % | ||
|---|---|---|---|---|
| POWI | 100% | -9.71% | ||
| KLIC - POWI | 82% Closely correlated | -8.71% | ||
| VECO - POWI | 72% Closely correlated | -8.18% | ||
| ACLS - POWI | 72% Closely correlated | -9.09% | ||
| ENTG - POWI | 71% Closely correlated | -10.34% | ||
| COHU - POWI | 70% Closely correlated | -10.86% | ||
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