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Sign InRoku reported impressive Q1 results with an EPS of $0.57, significantly outperforming estimates and prompting Pivotal Research to hike its price target to $160. The company's growth was bolstered by strong advertising and subscription revenue, alongside an upgraded financial outlook for FY2026. Meanwhile, Cohu posted a mixed performance, beating revenue expectations at $125.12 million but missing EPS estimates. Notably, Cohu's stock experienced a significant technical reversal in 2026, surging after a prolonged downtrend. Despite the earnings miss, Jefferies maintained its 'Buy' rating, though GuruFocus continues to warn that the stock may be significantly overvalued. These updates highlight a shift toward long-term optimism in the streaming and semiconductor sectors. Investors remain focused on these revised 2026 projections and the evolving price-to-value ratios.