Cohu Inc (COHU) Shares Up 4.44% on Feb 20
Cohu Inc (COHU) shares increased by 4.44% in mid-day trading on February 20, reaching an intraday high of $31.71 before closing at $31.66. While Wall Street analysts have an average price target of $31.80, GuruFocus estimates a GF Value of $26.19, suggesting a potential downside. The stock is currently 9.45% below its 52-week high and 151.83% above its 52-week low.
Cohu Inc Files For Mixed Shelf; Size Not Disclosed
Cohu Inc has filed for a mixed shelf offering, according to a report from Refinitiv. The size of this offering was not disclosed in the filing. This news is relevant for investors tracking COHU's financial activities.
How Mixed 2025 Results and AI Test Wins At Cohu (COHU) Have Changed Its Investment Story
Cohu reported mixed Q4 2025 results with increased sales but widened net loss, and full-year 2025 sales growth alongside a deeper annual loss. Despite these financial results, management is optimistic about Q1 2026 sales guidance, strong systems order rebound, growing high-bandwidth-memory test exposure, and expected gross-margin improvements from recurring revenue and new AI-related design wins. The company's investment narrative now focuses on potential margin recovery and recurring revenue, while acknowledging risks like execution and customer concentration.
Teradyne Surges 88% in Three Months: Time to Buy the Stock?
Teradyne (TER) shares have surged 87.9% in the last three months, outperforming the sector due to strong AI-related demand, particularly in its Semiconductor Test and Robotics divisions. The company's focus on AI-driven applications, strategic acquisitions, and a new joint venture with MultiLane are key growth drivers, leading to positive guidance for Q1 2026 and a "Strong Buy" Zacks Rank, despite its current premium valuation.
Needham Maintains Cohu Inc(COHU.US) With Buy Rating, Raises Target Price to $33
Needham analyst Charles Shi has reiterated a "Buy" rating for Cohu Inc (COHU.US) and increased the target price from $30 to $33. This adjustment reflects a positive outlook for the company, with the analyst having a reported 55.5% success rate and an average return of 29.5% over the past year.
B. Riley Securities Maintains Cohu Inc(COHU.US) With Buy Rating, Cuts Target Price to $33
B. Riley Securities analyst Craig Ellis has reaffirmed a Buy rating for Cohu Inc (COHU.US) but has reduced the target price from $35 to $33. According to TipRanks, Ellis has a success rate of 56.9% and an average return of 33.3% over the past year. This report highlights the analyst's continued positive outlook on Cohu while adjusting for new price expectations.
TD Cowen Raises Cohu (COHU) Price Target; Maintains Buy Rating
TD Cowen has increased its price target for Cohu (COHU) from $30.00 to $35.00, representing a 16.67% rise, while maintaining a "Buy" rating. This adjustment reflects continued analyst optimism regarding Cohu's potential market performance. Cohu, a supplier of semiconductor test and inspection equipment, has received several positive analyst revisions recently, though the average analyst target still indicates a slight downside from its current price.
Cohu Balances Strong Q4 Growth With AI And Automotive Order Momentum
Cohu reported strong Q4 revenue growth, driven by increasing demand in high-bandwidth memory and AI-related markets, despite a larger-than-expected quarterly loss. The company is focusing on higher complexity testing niches, as evidenced by design wins and solid order activity in automotive, computing, and advanced packaging. Investors should monitor how quickly net income recovers from the current loss and if new design wins lift margins.
Needham raises Cohu stock price target to $33 on AI opportunities
Needham has raised its price target for Cohu (NASDAQ:COHU) to $33 from $30, maintaining a 'Buy' rating due to AI opportunities, despite a Q4 2025 earnings miss caused by a one-time inventory charge. The semiconductor equipment maker's revenue was in line with guidance, and the company is poised for growth with new design wins and HBM/AI compute applications. Cohu maintains a strong financial position with more cash than debt and a healthy current ratio.
Needham raises Cohu stock price target to $33 on AI opportunities
Needham has increased its price target for Cohu (NASDAQ:COHU) to $33 from $30, while maintaining a Buy rating, citing AI opportunities despite a Q4 2025 earnings miss largely due to a one-time inventory charge. The company shows a strong financial foundation with more cash than debt and a healthy current ratio. Needham recommends buying the dip given Cohu's promising data center design win and opportunities in HBM and AI compute.
Cohu Q4 Earnings Call Highlights
Cohu's Q4 2025 earnings call highlighted improving demand signals, with revenue up 30% year-over-year to $122.2 million, driven by resilient recurring revenue and increased systems demand. The company saw strengthened test utilization, particularly in computing and automotive, and significant design wins for its Eclipse handlers and HBM inspection solutions. Despite a one-time inventory charge impacting Q4 gross margin, management expects normalization and continued growth into 2026, forecasting $15M-$20M in HBM revenue.
Cohu: Q4 Earnings Snapshot
Cohu Inc. reported a loss of $22.5 million, or 48 cents per share, in its fourth quarter, missing Wall Street expectations. The semiconductor test equipment maker posted adjusted losses of 15 cents per share on revenue of $122.2 million. For the full year, the company's loss was $74.3 million, or $1.59 per share, with revenue totaling $453 million.
Cohu Q4 Financial Results: Loss of $22.5M, Revenue of $122.2M - News and Statistics
Cohu Inc. reported a Q4 net loss of $22.5 million, or 48 cents per share, missing analyst expectations of 7 cents per share, with revenue reaching $122.2 million. For the full fiscal year, the semiconductor test equipment manufacturer posted an annual loss of $74.3 million on $453 million in revenue. The article additionally introduces a market intelligence report on the telecommunications instrument industry in the United States.
Cohu reports Q4 EPS (15c), consensus 6c
Cohu (COHU) reported a Q4 EPS of (15c), missing the consensus by 6c, and generated revenue of $122.2M, which met the consensus. The company's Q4 revenue increased by 30% year-over-year, driven by improving market fundamentals and strong demand in recurring revenue segments. Analyst price targets for Cohu have been raised by B. Riley and Stifel, and Needham upgraded the stock to Buy from Hold.
Earnings Flash (COHU) Cohu, Inc. Reports Q4 Revenue $122.2M, vs. FactSet Est of $122.1M
Cohu, Inc. (COHU) announced its Q4 revenue reached $122.2 million, slightly surpassing FactSet's estimate of $122.1 million. The semiconductor equipment and testing company also reported an adjusted loss of $0.15 per share for Q4 and provided Q1 revenue guidance ranging from $115.0 million to $129.0 million. This news comes amidst other recent updates including additional orders for its Neon Platform and a successful convertible notes offering.
Cohu shares nosedive 18% on surprise Q4 loss despite top-line beat
Cohu, Inc. experienced an 18.6% drop in shares after reporting a Q4 adjusted loss of -$0.15 per share, significantly missing analyst expectations. Despite beating revenue estimates with $122.2 million, up 30% year-over-year, the earnings miss overshadowed the company's top-line growth. Cohu expects Q1 2026 sales to be between $115 million and $129 million, with a midpoint of $122 million.
Cohu Q4 Earnings Report: What Investors Need to Know
Cohu (NASDAQ: COHU) announced its Q4 2026 earnings, reporting an EPS of $-0.15, missing the estimated $0.02 by a significant -850.0%. Despite the earnings miss, revenue increased by $28.11 million compared to the same period last year. The company's stock previously saw a 0.21% increase following Q3 2025 earnings where it beat EPS estimates.
Micron is Up 44% in 2026: Is It a Better Buy Than Camtek or Cohu?
Micron Technology (MU) has seen a significant surge in its stock, up 44% year-to-date in 2026 and 323% over one year, driven by strong Q1 fiscal 2026 earnings and a severe supply shortage in high-bandwidth memory (HBM). The company's HBM revenue reached nearly $2 billion in Q4, and analysts have raised price targets due to ongoing DRAM price increases and technical leadership in HBM4. The article also suggests looking at suppliers like Camtek and Cohu as potential alternative investments in the memory space.
Cohu: Fourth Quarter Earnings Overview
Cohu Inc. reported a net loss of $22.5 million for its fourth quarter, translating to a loss of $0.48 per share, or an adjusted loss of $0.15 per share. These results, which included $122.2 million in revenue, fell short of analyst expectations. For the full year, the company had a total loss of $74.3 million ($1.59 per share) on $453 million in revenue.
Cohu stock hits 52-week high at 32.56 USD By Investing.com
Cohu Inc. stock has reached a new 52-week high of $32.56, demonstrating significant growth over the past year with a 51.79% increase. This surge is attributed to strong investor confidence, the company's healthy financial position, and a positive outlook from analysts, partly due to Cohu's potential in high-bandwidth memory technology. Investors should be aware of the upcoming earnings report and that the stock is currently trading above its Fair Value estimate.
Cohu stock hits 52-week high at 32.56 USD
Cohu Inc. (COHU) stock reached a 52-week high of $32.56, reflecting significant investor confidence and positive market sentiment. The company has demonstrated strong financial performance, with stock price increases of 51.79% over the past year, 63.33% over six months, and 36.1% year-to-date, supported by a healthy current ratio and more cash than debt. Analysts from Stifel and Needham have also issued positive ratings and increased price targets, with Needham highlighting Cohu's potential in high-bandwidth memory (HBM).
Essex Investment Management Co. LLC Acquires 46,113 Shares of Cohu, Inc. $COHU
Essex Investment Management Co. LLC increased its stake in Cohu, Inc. by 31.4% during the third quarter, acquiring an additional 46,113 shares to reach a total of 192,846 shares valued at $3.92 million. Institutional investors now own 94.67% of Cohu's stock, with several other funds also boosting their positions. Analysts currently hold a "Moderate Buy" consensus rating for Cohu, with an average price target of $31.75.
Analysts’ AI Demand Spotlight Could Be A Game Changer For Cohu’s (COHU) Investment Narrative
Analysts from B. Riley and Stifel recently highlighted Cohu’s significant exposure to the growing AI market, including HBM, CoWoS, and GPU ecosystems, boosting confidence in its role within the semiconductor capital equipment sector. While this renewed interest in AI-driven demand has positively impacted Cohu's stock performance, the company still faces challenges with profitability and exposure to cyclical order swings. A valuation report also suggests that Cohu's current stock price might be inflated.
Analysts’ AI Demand Spotlight Could Be A Game Changer For Cohu’s (COHU) Investment Narrative
Analysts from B. Riley and Stifel have highlighted Cohu's significant exposure to the growing AI-related demand within HBM, CoWoS, and GPU ecosystems, alongside market recovery in Taiwan, automotive, and industrial sectors. This renewed analyst confidence suggests a potential upturn for Cohu as AI spending increases, although the company remains unprofitable and susceptible to cyclical order shifts. Investors are encouraged to consider diverse perspectives, as its current valuation might be inflated despite the AI-driven opportunities.
Cohu 2025 results call and webcast scheduled for Feb. 12
Cohu, Inc. (NASDAQ: COHU) will release its financial results for the fourth quarter and fiscal year 2025 on Thursday, February 12, 2026, at 1:00 p.m. Pacific Time. The company will host a live conference call and webcast to discuss these results starting at 1:30 p.m. Pacific Time. Interested parties can access the webcast via Cohu’s investor relations website or register in advance to participate via telephone.
Cohu stock hits 52-week high at $30.83 By Investing.com
Cohu Inc.'s stock recently reached a new 52-week high of $30.83, reflecting a 32.72% increase over the past year and indicating strong investor confidence. This surge is supported by positive analyst sentiment, with Stifel raising its price target to $32.00 and Needham upgrading the stock to Buy with a $30.00 target, citing improved profitability and potential in high-bandwidth memory. These developments highlight a significant growth phase for the company in the semiconductor industry.
Cohu stock hits 52-week high at $30.83 By Investing.com
Cohu Inc.'s stock reached a new 52-week high of $30.83, reflecting a 32.72% increase over the past year, driven by strong investor confidence and market optimism. This milestone follows positive analyst developments, including Stifel raising its price target to $32.00 (Buy rating) and Needham upgrading Cohu's stock from Hold to Buy with a $30.00 price target, citing improved profitability and potential growth in high-bandwidth memory.
Cohu stock hits 52-week high at $30.83
Cohu Inc.'s stock recently reached a new 52-week high of $30.83, marking a 32.72% increase over the past year and reflecting strong investor confidence. This performance follows positive analyst developments, with Stifel raising its price target to $32.00 (Buy rating) and Needham upgrading Cohu from Hold to Buy with a $30.00 price target, citing its potential in high-bandwidth memory (HBM). These movements suggest favorable conditions and strong growth prospects for Cohu in the semiconductor industry.
B. Riley Raises Cohu (COHU) PT to $35 Amid Surging AI-Driven Demand
B. Riley analyst Craig Ellis raised Cohu's price target to $35 from $30 with a Buy rating, citing strong AI-driven demand exceeding supply for HBM, CoWoS, and GPUs. Stifel also increased its price target for Cohu to $32 from $30, maintaining a Buy rating on the semiconductor equipment provider. Both firms anticipate significant growth for Cohu due to recovering demand and long-term AI trends, despite near-term cyclical pressures.
Responsive Playbooks and the COHU Inflection
This article analyzes Cohu Inc. (NASDAQ: COHU) using AI models, identifying a near-term neutral sentiment amidst mid and long-term strength. It presents three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for support and resistance levels. The piece emphasizes AI-generated signals for real-time insights and risk management.
Where Cohu Stands With Analysts
Four analysts have evaluated Cohu (NASDAQ: COHU) over the last three months, all expressing bullish sentiments with an average price target of $31.75, an increase from the previous average of $27.33. The company also reported strong revenue growth of 32.42% as of September 30, 2025, outperforming its industry peers in the Information Technology sector, despite facing challenges with net margin, return on equity, and return on assets. Cohu, a supplier of semiconductor test and inspection equipment, also maintains a sound financial structure with a low debt-to-equity ratio of 0.06.
B. Riley Securities Maintains Cohu Inc(COHU.US) With Buy Rating, Raises Target Price to $35
B. Riley Securities has reiterated its "Buy" rating for Cohu Inc (COHU.US), with analyst Craig Ellis increasing the target price from $30 to $35. This adjustment reflects a positive outlook on the company's stock. TipRanks data indicates that the analyst has a 56.4% success rate and a 31.6% average return over the past year.
Does Cohu’s Q3 Beat And HBM Exposure Change The Bull Case For Cohu (COHU)?
Cohu (COHU) recently reported better-than-expected Q3 earnings, with analysts upgrading their views due to the company's high-bandwidth memory (HBM) exposure and potential for higher profitability. Despite this positive sentiment and the stock reaching a 52-week high, Cohu remains unprofitable, and its valuation may still be considered high by some analysts. The article suggests that while the HBM trend is a strong near-term catalyst, sustained profitability is crucial for Cohu's long-term investment viability.
Does Cohu’s Q3 Beat And HBM Exposure Change The Bull Case For Cohu (COHU)?
Cohu recently exceeded third-quarter 2025 earnings expectations, driven by strong semiconductor demand and exposure to high-bandwidth memory (HBM) trends. While analysts upgraded Cohu's outlook due to HBM and projected higher profitability, the company remains unprofitable and its shares may be overvalued according to Simply Wall St's analysis. The article underscores that despite the positive near-term catalysts, Cohu needs to demonstrate sustainable profitability to justify the increased optimism.
Cohu stock hits 52-week high at 30.63 USD By Investing.com
Cohu Inc (NASDAQ:COHU) stock reached a 52-week high of $30.63, reflecting a 21.4% increase over the past year and a 50.48% surge in the last six months. Despite its strong financial health, indicated by a high Altman Z-Score and more cash than debt, InvestingPro analysis suggests the stock might be overvalued. Recent positive developments for Cohu include exceeding Q3 2025 earnings expectations and upgrades from Needham and Stifel, highlighting its potential in high-bandwidth memory growth and improved profitability.
Cohu (NASDAQ:COHU) Sets New 1-Year High - What's Next?
Cohu (NASDAQ:COHU) recently reached a new 52-week high of $30.65, with the stock closing at $29.77. Analysts have a "Moderate Buy" consensus rating with an average price target of $30.50, and the company beat Q3 earnings estimates. Institutional ownership is high at almost 94.7%, and Cohu specializes in semiconductor test and inspection solutions.
Cohu stock hits 52-week high at 30.63 USD
Cohu Inc. (NASDAQ:COHU) stock has reached a 52-week high of 30.63 USD, reflecting a 21.4% increase over the past year and a 50.48% surge in the last six months. This performance is attributed to strong demand in the semiconductor industry and positive investor sentiment, despite the company not being profitable over the last twelve months. Analysts have recently upgraded Cohu's stock rating and raised price targets, citing its potential in high-bandwidth memory growth and improved profitability.
Cohu, BE Semiconductor upgraded by Needham on HBM momentum
Needham has upgraded Cohu (COHU) and BE Semiconductor (BESI) due to anticipated strong growth in the High Bandwidth Memory (HBM) market. The firm projects HBM market growth of 100% in 2024 and 50% in 2025, driven by AI accelerators which rely on advanced chip packaging and testing. Both companies are expected to benefit significantly from this trend, with Cohu's testing solutions and BE Semiconductor's hybrid bonding tools being key contributors.
Cohu, Inc. (NASDAQ:COHU) Surges 25% Yet Its Low P/S Is No Reason For Excitement
Cohu, Inc. (NASDAQ:COHU) has seen a 25% stock surge in the last month, and a 20% gain over the past year. Despite these gains and a low price-to-sales (P/S) ratio of 3.2x compared to its industry, the company's declining revenue and weaker future revenue forecasts compared to industry averages suggest that its low P/S is justified and not necessarily a buy signal. Investors are expecting limited future growth, contributing to the reduced valuation.
Mizuho Markets Americas LLC Takes Position in Cohu, Inc. $COHU
Mizuho Markets Americas LLC recently acquired a new stake of 67,400 shares, valued at $1.37 million, in Cohu, Inc. (NASDAQ:COHU) during the third quarter. Cohu, a semiconductor company, has largely bullish sentiment from Wall Street analysts, with a consensus price target of $30.50. Despite beating EPS estimates and seeing a significant year-over-year revenue increase, the company remains unprofitable.
Cohu, Inc. (NASDAQ:COHU) Surges 25% Yet Its Low P/S Is No Reason For Excitement
Cohu, Inc. (NASDAQ:COHU) has seen a 25% share price gain in the last month, yet its Price-to-Sales (P/S) ratio of 3.2x remains low compared to the Semiconductor industry average. This low P/S is attributed to Cohu's declining revenue over the past three years and a projected slower revenue growth of 16% for the coming year, significantly trailing the industry's anticipated 45% growth. Investors are therefore cautious, expecting limited future growth and consequently valuing the stock at a reduced amount.
Stifel Maintains Cohu Inc(COHU.US) With Buy Rating, Raises Target Price to $32
Stifel analyst Brian Chin has reiterated a Buy rating for Cohu Inc (COHU.US) and increased the target price from $28 to $32. According to TipRanks data, the analyst has a strong track record, with a 64.4% success rate and an average return of 31.4% over the past year.
COHU Stock: Stifel Maintains Rating, Raises Price Target to $32.
Stifel analyst Brian Chin has re-affirmed a "Buy" rating for Cohu (COHU) and increased the price target from $30.00 to $32.00, indicating continued confidence in the company's performance. This follows previous positive adjustments by other analysts like Needham and TD Cowen. Cohu, a semiconductor test and inspection equipment supplier, has an average analyst target price of $29.20, suggesting a 4.90% upside from its current price.
Stifel raises Cohu stock price target to $32 on improved profitability
Stifel has increased its price target for Cohu (NASDAQ:COHU) to $32.00 from $30.00, maintaining a Buy rating due to the semiconductor equipment manufacturer's "structurally improved cross-cycle profitability." This new target suggests a 15% upside from the current stock price, with Cohu's business increasingly focusing on higher-margin automated test equipment and test contactors. The company recently reported strong Q3 2025 earnings, surpassing expectations, and Needham also upgraded Cohu's stock to Buy, citing potential in high-bandwidth memory technology.
Stifel raises Cohu stock price target to $32 on improved profitability
Stifel has increased its price target for Cohu (NASDAQ:COHU) stock to $32.00 from $30.00, maintaining a Buy rating, due to the semiconductor equipment manufacturer's improved profitability from higher-margin products like automated test equipment. This new target suggests a 15% upside from the current share price, supported by a strong balance sheet and recent earnings surpassing expectations. Needham also upgraded Cohu to Buy, citing the company's potential in high-bandwidth memory technology.
Stifel raises Cohu stock price target to $32 on improved profitability
Stifel has increased its price target for Cohu (NASDAQ:COHU) to $32.00 from $30.00, maintaining a Buy rating, citing the semiconductor equipment manufacturer's "structurally improved cross-cycle profitability" and its shift towards higher-margin products. This new target suggests a 15% upside from the current price, with the company's strong balance sheet further supporting the positive outlook. Cohu recently surpassed Q3 2025 earnings expectations and received an upgrade from Needham based on its potential in high-bandwidth memory (HBM) technology.
Cohu stock hits 52-week high at 27.17 USD By Investing.com
Cohu Inc.'s stock reached a 52-week high of $27.17 USD, demonstrating a 14.43% increase over the past year, driven by strong investor confidence. The company reported a better-than-expected Q3 2025 earnings with an EPS of -0.06 and revenue of $126.2 million, leading Needham to upgrade its stock rating to Buy with a $30 price target due to potential in high-bandwidth memory (HBM) technology. Despite appearing overvalued by some metrics, Cohu's robust cash position (more cash than debt) highlights its financial strength and resilience in the semiconductor equipment industry.
Cohu stock hits 52-week high at 27.17 USD
Cohu Inc.'s stock reached a 52-week high of $27.17, reflecting a 14.43% increase over the past year and investor confidence. The company's recent Q3 2025 earnings exceeded expectations, and Needham upgraded its stock rating to Buy with a $30.00 price target due to growth potential in high-bandwidth memory (HBM) technology.
Cohu stock hits 52-week high at 27.17 USD By Investing.com
Cohu Inc.'s stock reached a new 52-week high of $27.17, reflecting a 14.43% increase over the past year due to investor confidence and positive market conditions. The company holds more cash than debt and recently reported stronger-than-expected Q3 2025 earnings and a stock upgrade from Needham due to high-bandwidth memory (HBM) growth potential. Despite appearing overvalued by some metrics, these factors highlight Cohu's potential for continued growth in the semiconductor equipment industry.
Is Cohu's (COHU) HBM Testing Momentum Quietly Rewiring Its Role In The AI Chip Chain?
Needham upgraded Cohu (COHU) from Hold to Buy, citing the company's significant and underappreciated role in high-bandwidth memory (HBM) test and inspection, driven by AI semiconductor demand. Cohu has secured repeat orders for its Neon HBM systems, highlighting HBM exposure as a key short-term catalyst. While this strengthens Cohu's position in AI-driven chip supply chains, investors should also consider risks like industry cyclicality and customer concentration.
