AlphaQuest LLC Decreases Stake in Cohu, Inc. $COHU

AlphaQuest LLC lowered its position in Cohu, Inc. (NASDAQ:COHU) by 22.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 11,620 shares of the semiconductor company’s stock after selling 3,320 shares during the quarter. AlphaQuest LLC’s holdings in Cohu were worth $224,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Parallel Advisors LLC increased its holdings in Cohu by 869.6% in the 2nd quarter. Parallel Advisors LLC now owns 1,755 shares of the semiconductor company’s stock worth $34,000 after acquiring an additional 1,574 shares during the last quarter. GAMMA Investing LLC increased its holdings in Cohu by 172.2% in the 1st quarter. GAMMA Investing LLC now owns 2,659 shares of the semiconductor company’s stock worth $39,000 after acquiring an additional 1,682 shares during the last quarter. Signaturefd LLC increased its holdings in Cohu by 355.8% in the 2nd quarter. Signaturefd LLC now owns 5,429 shares of the semiconductor company’s stock worth $104,000 after acquiring an additional 4,238 shares during the last quarter. Morgan Dempsey Capital Management LLC increased its holdings in Cohu by 41.7% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 7,609 shares of the semiconductor company’s stock worth $146,000 after acquiring an additional 2,241 shares during the last quarter. Finally, US Bancorp DE grew its holdings in Cohu by 12.9% during the 1st quarter. US Bancorp DE now owns 10,111 shares of the semiconductor company’s stock valued at $149,000 after buying an additional 1,159 shares in the last quarter. Hedge funds and other institutional investors own 94.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on COHU. TD Cowen lifted their target price on Cohu from $22.00 to $30.00 and gave the company a “buy” rating in a report on Thursday. B. Riley reaffirmed a “buy” rating on shares of Cohu in a report on Thursday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cohu in a report on Wednesday, October 8th. Finally, Cowen reaffirmed a “buy” rating on shares of Cohu in a report on Thursday. Four research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Cohu has an average rating of “Moderate Buy” and an average price target of $29.33.

Cohu Stock Down 1.1%

Shares of NASDAQ COHU opened at $23.79 on Friday. Cohu, Inc. has a 12 month low of $12.57 and a 12 month high of $29.42. The company has a current ratio of 4.88, a quick ratio of 3.51 and a debt-to-equity ratio of 0.01. The firm has a market capitalization of $1.11 billion, a price-to-earnings ratio of -15.15 and a beta of 1.36. The business has a 50-day moving average of $21.26 and a 200-day moving average of $19.37.

Cohu (NASDAQ:COHU) last issued its quarterly earnings data on Wednesday, October 29th. The semiconductor company reported ($0.06) EPS for the quarter, topping the consensus estimate of ($0.19) by $0.13. Cohu had a negative return on equity of 3.72% and a negative net margin of 17.22%.The company had revenue of $126.25 million during the quarter, compared to analyst estimates of $124.98 million. During the same quarter in the previous year, the firm earned ($0.08) earnings per share. Cohu’s revenue was up 32.5% on a year-over-year basis. Cohu has set its Q4 2025 guidance at EPS. Sell-side analysts expect that Cohu, Inc. will post -0.36 earnings per share for the current fiscal year.

Cohu Company Profile

Cohu, Inc, through its subsidiaries, provides semiconductor test equipment and services in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company supplies semiconductor test and inspection handlers, micro-electromechanical system (MEMS) test modules, test contactors, thermal sub-systems, and semiconductor automated test equipment for semiconductor manufacturers and test subcontractors.