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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (7805)	7/25/2025 11:04:00 PM
From: Johnny Canuck	1 Recommendation Recommended By nicewatch Respond to of 7822

I am starting to track semi and semi equip stocks below their 50 day SMA. If the list starts to grow, we know a broader issues is emerging. Message 35205758 Message 35205756

To: robert b furman who wrote (7805)

7/30/2025 12:32:31 PM

From: robert b furman

Read Replies (1) | Respond to of 7822

For those who have been here longer in time, You'll note I say as TER goes , so goes Cohu.

They announced strong beat and have had a nice move this morning:

Teradyne Reports Second Quarter 2025 Results

Revenue and earnings above mid-point of Q2 guidance ranges
Semiconductor Test drove better than expected results in Q2
Strength in Compute expected to drive stronger second half results

NORTH READING, Mass.--(BUSINESS WIRE)-- Teradyne, Inc. (NASDAQ:TER):

Q2'25

Q2'24

Q1'25

Revenue (mil)

652

730

686

GAAP EPS

0.49

1.14

0.61

Non-GAAP EPS

0.57

0.86

0.75

Teradyne, Inc. (NASDAQ: TER) reported revenue of $652 million for the second quarter of 2025 of which $492 million was in Semiconductor Test, $75 million in Robotics, and $85 million in Product Test. GAAP net income for the second quarter of 2025 was $78.4 million, or $0.49 per diluted share. On a non-GAAP basis, Teradyne’s net income for the second quarter of 2025 was $91.6 million, or $0.57 per diluted share, which excluded acquired intangible asset amortization, restructuring and other charges, and included the related tax impact on non-GAAP adjustment.

“Our Semiconductor Test Group drove better than expected results in the second quarter. System-on-a-Chip (SOC), primarily for artificial intelligence applications, was the strongest growth driver,” said Teradyne CEO, Greg Smith. “Visibility into the remainder of the year has improved, and demand in compute, networking and memory is strengthening. The exact timing of program ramps and capacity adds remain uncertain, but we believe that AI will drive strong second half performance for Teradyne."

Guidance for the third quarter of 2025 is revenue of $710 million to $770 million, with GAAP net income of $0.62 to $0.80 per diluted share and non-GAAP net income of $0.69 to $0.87 per diluted share. Non-GAAP guidance excludes acquired intangible asset amortization and amortization on our investment in Technoprobe, as well as the related tax impact on non-GAAP adjustments.

Semiconductor Test drove better than expected results in Q2 - I didn't think that could happen anymore. <smile>

Cohu announces Q 2 tomorrow AH.

Up $18.06 today!

Bob