1 Under-the-Radar AI Semiconductor Stock to Buy Hand Over Fist, According to Wall Street

The Motley Fool highlights Cohu (COHU) as an under-the-radar AI semiconductor equipment supplier whose testing and inspection systems could benefit from rising demand for AI chips. Cohu stock is up roughly 160% over the past 12 months, and Wall Street’s seven covering analysts rate it a buy with an average price target of $57.43 (about 24% upside). Yahoo!-compiled forecasts show $558.5M in revenue for 2026 (up 23% year-over-year) and a $750M high-performance computing sales pipeline that has yet to hit the books. Analysts forecast adjusted EPS of $0.58 in 2026 and $1.46 in 2027, implying elevated forward P/Es but strong earnings growth. The article frames this as a bullish, longer-term opportunity within the AI semiconductor ecosystem that also supports demand for suppliers to major chipmakers like Nvidia, AMD, Micron, and Intel.