COHU
Cohu, Inc.
COHU's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over COHU overall, supported by stronger valuation and stronger modeled upside.
COHU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Stable | |
| Healthy | |
| Healthy |
COHU's revenue, cash flow and balance sheet are currently healthy, and its profitability is stable.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
COHU PE Valuation
COHU has no meaningful PE right now: it lost money over the past year.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR's PE is in its cheap range at 120x. If earnings grow as analysts expect, today's price would be 75x next year's earnings.
COHU Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for COHU, with profitability improving. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
COHU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.99 | — |
| Q3 2026 | -$0.52 | +$1.04 |
| Q2 2026 | -$0.83 | +$1.03 |
| Q1 2026 | -$1.19 | +$0.65 |
| Q4 2025 | -$1.59 | -$0.10 |
| Q3 2025 | -$1.56 | -$0.48 |
| Q2 2025 | -$1.86 | -$1.25 |
| Q1 2025 | -$1.84 | -$1.79 |
| Q4 2024 | -$1.49 | -353% |
COHU is still losing money, but far less than before: $0.52 per share over the past year, against $1.86 at its worst in mid-2025.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over COHU on earnings quality, reporting a profit while its opponent remains loss making.
COHU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $173M | +37% |
| Q2 2026 | $149M | +38% |
| Q1 2026 | $125.1M | +29% |
| Q4 2025 | $122.2M | +30% |
| Q3 2025 | $126.2M | +32% |
| Q2 2025 | $107.7M | +2.8% |
| Q1 2025 | $96.8M | -10% |
| Q4 2024 | $94.1M | -31% |
COHU's revenue is recovering but still below its 2021 peak: $173M last quarter, up 37% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.4% | +15 points |
| Q2 2026 | 0.2% | +16 points |
| Q1 2026 | -8.9% | +19 points |
| Q4 2025 | -13% | +10 points |
| Q3 2025 | -7.7% | +8.8 points |
| Q2 2025 | -16% | -0.4 points |
| Q1 2025 | -28% | -12 points |
| Q4 2024 | -23% | -23 points |
COHU's operating margin was 7.4% last quarter, up 15 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over COHU on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over COHU on profitability, with a higher operating margin.
COHU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3M | +$20.9M |
| Q2 2026 | $8.1M | -39% |
| Q1 2026 | $8.3M | +$29.4M |
| Q4 2025 | $36.5M | +$41.2M |
| Q3 2025 | -$18M | -219% |
| Q2 2025 | $13.4M | +$14.3M |
| Q1 2025 | -$21.1M | -$3.9M |
| Q4 2024 | -$4.8M | -$3.6M |
COHU's free cash flow has turned positive after two years mostly in the red: $56M over the past year.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over COHU on cash flow, with more consistent year-over-year improvement.
COHU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +15% | +7M shares |
| 1 year | +16% | +7.6M shares |
| 3 years | +13% | +6.3M shares |
| 5 years | +9.9% | +4.9M shares |
| Available history | +32% | +13.2M shares |
COHU has 54M diluted shares, up 16% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $1,000 |
| Q2 2025 | $138,000 |
| Q1 2025 | $8.4M |
| Q4 2024 | $32,000 |
COHU hasn't bought back shares in the past year.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over COHU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
COHU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 8.6x | High |
| Q3 2024 | -60.8x | Net Cash |
| Q2 2024 | -7.7x | Net Cash |
| Q1 2024 | -3.2x | Net Cash |
| Q4 2023 | -2.2x | Net Cash |
| Q3 2023 | -2.1x | Net Cash |
| Q2 2023 | -1.6x | Net Cash |
COHU's net debt is about 1.1 years of its operating earnings (EBITDA), after holding more cash than debt a year ago.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has the edge over COHU on leverage, with a lower net debt burden relative to earnings.
COHU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.9 | Neutral |
| Stochastic | 21.9 | Neutral |
COHU's weekly RSI is 46 (neutral) and its Stochastic is 22 (neutral).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
COHU PE vs Technology Sector
| Metric | COHU | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
COHU has no meaningful PE right now: it lost money over the past year.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
COHU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $55.2 | 19% below |
| 20 week MA | $54.4 | 17% below |
| 50 week MA | $44.0 | 2.2% above |
| 100 week MA | $32.1 | 40% above |
| 200 week MA | $32.4 | 39% above |
COHU has slipped below its 8- and 20-week averages, though it's still 39% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over COHU on trend strength, trading above more of its moving averages.
COHU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $22.3 | $38.8 | +74% |
| 2021 | $38.8 | $38.0 | -1.9% |
| 2022 | $38.0 | $31.6 | -17% |
| 2023 | $31.6 | $35.4 | +12% |
| 2024 | $35.4 | $26.8 | -24% |
| 2025 | $26.8 | $23.5 | -12% |
| 2026 YTD | $23.5 | $45.0 | +92% |
COHU has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.