Cohu (NASDAQ:COHU) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Cohu (NASDAQ:COHU) had its price target raised by Needham & Company LLC from $30.00 to $33.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the semiconductor company’s stock. Needham & Company LLC’s target price would indicate a potential upside of 0.61% from the company’s previous close.

Other analysts also recently issued research reports about the company. Stifel Nicolaus upped their target price on Cohu from $30.00 to $32.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. TD Cowen restated a “buy” rating on shares of Cohu in a research report on Thursday, October 30th. B. Riley Financial lifted their target price on shares of Cohu from $30.00 to $35.00 and gave the company a “buy” rating in a report on Monday, January 26th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Cohu in a research note on Wednesday, January 21st. Four investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $32.50.

Cohu Price Performance

Shares of NASDAQ:COHU opened at $32.80 on Friday. Cohu has a twelve month low of $12.57 and a twelve month high of $34.96. The company’s 50 day moving average is $26.86 and its 200 day moving average is $23.30. The company has a current ratio of 4.39, a quick ratio of 3.24 and a debt-to-equity ratio of 0.01. The company has a market cap of $1.53 billion, a PE ratio of -20.89 and a beta of 1.29.

Cohu (NASDAQ:COHU) 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). The business had revenue of $122.23 million during the quarter, compared to analysts’ expectations of $122.09 million. Cohu had a negative net margin of 17.22% and a negative return on equity of 3.73%. The firm’s revenue was up 29.9% on a year-over-year basis. During the same period last year, the company earned ($0.15) earnings per share. On average, sell-side analysts forecast that Cohu will post -0.36 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in COHU. HRT Financial LP grew its stake in Cohu by 33.4% in the 4th quarter. HRT Financial LP now owns 103,032 shares of the semiconductor company’s stock valued at $2,397,000 after acquiring an additional 25,806 shares during the period. Paradigm Capital Management Inc. NY grew its position in shares of Cohu by 12.3% in the fourth quarter. Paradigm Capital Management Inc. NY now owns 914,897 shares of the semiconductor company’s stock valued at $21,290,000 after purchasing an additional 99,998 shares during the period. Renaissance Technologies LLC increased its stake in shares of Cohu by 3.9% during the fourth quarter. Renaissance Technologies LLC now owns 152,654 shares of the semiconductor company’s stock worth $3,552,000 after purchasing an additional 5,747 shares in the last quarter. Federated Hermes Inc. raised its position in shares of Cohu by 51.3% during the 4th quarter. Federated Hermes Inc. now owns 9,274 shares of the semiconductor company’s stock worth $216,000 after purchasing an additional 3,143 shares during the last quarter. Finally, Campbell & CO Investment Adviser LLC purchased a new position in Cohu in the 4th quarter valued at about $629,000. 94.67% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Cohu

Here are the key news stories impacting Cohu this week:

• Positive Sentiment: Needham reaffirmed a Buy on Cohu and raised its price target to $33, citing improving factory utilization, a margin rebound and new data‑center wins that boost AI/test exposure. Article Title
• Positive Sentiment: TD Cowen (Krish Sankar) also maintained a Buy and a $35 target, highlighting growing AI/data‑center exposure and more recurring revenue as support for a multi‑year recovery thesis. Article Title
• Neutral Sentiment: Company provided Q1 revenue guidance of $115M–$129M (consensus ~$120.2M); the range overlaps consensus but leaves execution risk if demand softens. Article Title
• Neutral Sentiment: Full Q4 earnings call transcript and slide deck are available for detail on backlog, customer mix and margin recovery timing — useful for investors gauging when EPS should turn positive. Article Title
• Negative Sentiment: Q4 EPS was a loss of ($0.15) vs. consensus +$0.07 (a sizeable miss), despite revenue of $122.23M essentially matching estimates and rising ~29.9% YoY — the EPS miss, negative margins/ROE and analyst year‑ahead negative EPS forecast are the main near‑term pressures. Article Title

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.