Cohu Inc. reported strong Q2 performance with $107.7 million in revenue and a 44.4% non-GAAP gross margin, driven by increased test cell utilization, new orders, and product launches. The company secured a $28 million design win for its Eclipse handler and a system order in India, while anticipating a potential Q4 seasonal slowdown and tax provision adjustments. Strategic investments in AI-driven process control and new products like the PD3x instrument aim to sustain growth.

Teradyne's shares surged 15% on Wednesday as AI demand is expected to drive strong performance in the second half of 2025, following the company's Q2 2025 results. Analysts highlighted growth in Semiconductor Test for AI applications and improved visibility into 2H25, while competitors showed mixed performance.

Teradyne Inc. stock rallied 1.10% to $91.14, breaking a four-day losing streak, while the S&P 500 rose 0.02% and the Dow Jones fell 0.14%. Competitors Keysight Technologies Inc., Fortive Corp., and Cohu Inc. had mixed performances, and trading volume exceeded the 50-day average.

Bank of New York Mellon Corp reduced its stake in Cohu, Inc. by 20.7% in Q1 2025, while other hedge funds adjusted their positions. Research firms issued mixed ratings, and Cohu reported a negative EPS of $0.02 for Q1 2025, beating estimates but facing revenue declines.

Nisa Investment Advisors LLC reduced its stake in Cohu, Inc. (NASDAQ:COHU) by 26.2% in Q1, while other institutional investors increased their holdings. The company reported negative EPS of $0.02 for Q1, exceeding estimates. Analyst ratings and market analysis are detailed, including price targets and ratings changes.