Cohu (NASDAQ:COHU – Free Report) had its target price trimmed by B. Riley Securities from $35.00 to $33.00 in a research report report published on Friday,Benzinga reports. The firm currently has a buy rating on the semiconductor company’s stock.
Other equities analysts have also recently issued research reports about the company. B. Riley Financial raised their price target on Cohu from $30.00 to $35.00 and gave the company a “buy” rating in a report on Monday, January 26th. Stifel Nicolaus raised their target price on shares of Cohu from $30.00 to $32.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cohu in a research note on Wednesday, January 21st. Needham & Company LLC increased their price objective on shares of Cohu from $30.00 to $33.00 and gave the company a “buy” rating in a research report on Friday. Finally, TD Cowen boosted their target price on shares of Cohu from $30.00 to $35.00 and gave the stock a “buy” rating in a report on Friday. Five equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Cohu has a consensus rating of “Moderate Buy” and an average price target of $33.60.
Get Our Latest Stock Analysis on Cohu
Cohu Stock Performance
Cohu (NASDAQ:COHU – Get Free Report) last released its quarterly earnings data on Thursday, February 12th. The semiconductor company reported ($0.15) EPS for the quarter, missing the consensus estimate of $0.07 by ($0.22). Cohu had a negative net margin of 16.40% and a negative return on equity of 3.76%. The company had revenue of $122.23 million for the quarter, compared to the consensus estimate of $122.09 million. During the same period last year, the company earned ($0.15) EPS. The firm’s revenue for the quarter was up 29.9% on a year-over-year basis. As a group, analysts anticipate that Cohu will post -0.36 EPS for the current fiscal year.
Institutional Trading of Cohu
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Kestra Advisory Services LLC purchased a new position in shares of Cohu during the fourth quarter valued at approximately $34,000. Segall Bryant & Hamill LLC bought a new stake in shares of Cohu during the 4th quarter worth approximately $9,859,000. Bridgefront Capital LLC boosted its holdings in Cohu by 156.5% during the 4th quarter. Bridgefront Capital LLC now owns 31,501 shares of the semiconductor company’s stock valued at $733,000 after acquiring an additional 19,221 shares during the period. Gen Wealth Partners Inc purchased a new position in Cohu during the 4th quarter valued at $44,000. Finally, SG Capital Management LLC bought a new position in Cohu in the 4th quarter valued at $33,174,000. 94.67% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting Cohu
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
About Cohu
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.
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