Cohu (NASDAQ:COHU) Price Target Raised to $33.00

Cohu (NASDAQ:COHU) had its price objective lifted by Needham & Company LLC from $30.00 to $33.00 in a research report released on Friday, MarketBeat reports. The brokerage currently has a buy rating on the semiconductor company’s stock.

Several other equities analysts also recently commented on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Cohu in a research note on Wednesday, January 21st. Stifel Nicolaus boosted their target price on Cohu from $30.00 to $32.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of Cohu in a research report on Thursday, October 30th. Finally, B. Riley Financial increased their price target on Cohu from $30.00 to $35.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Five investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $33.60.

Cohu Stock Performance

COHU stock opened at $30.60 on Friday. The firm has a market cap of $1.43 billion, a PE ratio of -19.25 and a beta of 1.29. The company has a quick ratio of 5.69, a current ratio of 6.88 and a debt-to-equity ratio of 0.36. The business has a 50 day moving average of $26.97 and a 200-day moving average of $23.44. Cohu has a 12-month low of $12.57 and a 12-month high of $34.96.

Cohu (NASDAQ:COHU) last announced its quarterly earnings data on Thursday, February 12th. The semiconductor company reported ($0.15) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.22). The business had revenue of $122.23 million during the quarter, compared to the consensus estimate of $122.09 million. Cohu had a negative net margin of 16.40% and a negative return on equity of 3.76%. The firm’s revenue for the quarter was up 29.9% compared to the same quarter last year. During the same quarter last year, the company earned ($0.15) EPS. As a group, sell-side analysts expect that Cohu will post -0.36 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the stock. Bessemer Group Inc. boosted its position in shares of Cohu by 45.4% in the third quarter. Bessemer Group Inc. now owns 1,564 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 488 shares during the period. Hantz Financial Services Inc. boosted its holdings in Cohu by 83.7% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,569 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 715 shares during the period. Farther Finance Advisors LLC grew its position in shares of Cohu by 45.0% during the 4th quarter. Farther Finance Advisors LLC now owns 1,456 shares of the semiconductor company’s stock valued at $34,000 after purchasing an additional 452 shares in the last quarter. Kestra Advisory Services LLC bought a new position in shares of Cohu in the fourth quarter worth $34,000. Finally, Los Angeles Capital Management LLC bought a new position in shares of Cohu in the fourth quarter worth $37,000. Hedge funds and other institutional investors own 94.67% of the company’s stock.

Key Cohu News

Here are the key news stories impacting Cohu this week:

• Positive Sentiment: Revenue growth and topline beat: Q4 revenue rose ~29.9% year‑over‑year to $122.2M and slightly exceeded consensus, showing demand strength in testing equipment. MarketBeat Earnings
• Positive Sentiment: New HBM opportunity: Cohu is targeting $15M–$20M of HBM (high‑bandwidth memory) revenue in 2026, signaling expanding exposure to higher‑value AI/data‑center markets. MSN Article
• Positive Sentiment: Analysts largely maintain conviction: Needham and TD Cowen reaffirmed Buy ratings and raised/maintained price targets ($33, $35), highlighting improving utilization, margin recovery and AI/data‑center tailwinds. TipRanks – Needham
• Neutral Sentiment: Analyst target tweaks: B. Riley trimmed its target slightly from $35 to $33 but kept a Buy — a modest adjustment rather than a shift to caution. Benzinga Note
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper color on margins, backlog and end‑market demand if you want to dig into management commentary. Yahoo Finance Highlights
• Neutral Sentiment: Short‑interest data reported as zeros in some feeds (likely data artifacts) — not actionable as shown.
• Negative Sentiment: Q4 surprise adjusted loss: Cohu reported an adjusted loss of $0.15/sh vs. consensus +$0.07, which triggered investor selling despite the revenue beat. Fool Article
• Negative Sentiment: Cautious near‑term guidance: Q1 revenue was guided to $115M–$129M (consensus ~ $120.2M) and EPS guidance was not clearly provided, increasing uncertainty around near‑term profitability. Zacks Coverage
• Negative Sentiment: Market reaction: The surprise loss and guidance uncertainty prompted a sharp intraday sell‑off and heavy volume, driving the stock lower on the day. Investing.com

Cohu Company Profile

Cohu, Inc is a global provider of semiconductor test and inspection solutions, offering a broad portfolio of products designed to support chip manufacturers, outsourced semiconductor assembly and test (OSAT) providers, and electronics original equipment manufacturers (OEMs). The company’s product lineup includes automatic test handlers, wafer probers, test sockets, thermal subassembly systems and burn-in boards, all engineered to optimize throughput, accuracy and reliability in semiconductor production and final test.

Founded in 1947 and headquartered in Poway, California, Cohu has grown through both organic development and targeted acquisitions to become a recognized leader in test handling and interconnect technologies.