Needham & Company LLC Issues Positive Forecast for Cohu (NASDAQ:COHU) Stock Price

Cohu (NASDAQ:COHU) had its price objective upped by equities researchers at Needham & Company LLC from $33.00 to $54.00 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 price objective would suggest a potential upside of 14.04% from the stock’s previous close.

A number of other research analysts have also recently weighed in on the stock. Stifel Nicolaus boosted their target price on shares of Cohu from $32.00 to $34.00 and gave the company a “buy” rating in a research note on Wednesday, March 18th. Zacks Research upgraded shares of Cohu from a “strong sell” rating to a “hold” rating in a research note on Monday, April 20th. TD Cowen lifted their price target on shares of Cohu from $30.00 to $35.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Evercore reaffirmed an “outperform” rating and issued a $53.00 price target on shares of Cohu in a report on Tuesday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cohu in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Cohu has a consensus rating of “Moderate Buy” and a consensus price target of $44.83.

Cohu Price Performance

Cohu stock opened at $47.35 on Friday. Cohu has a 52 week low of $15.34 and a 52 week high of $48.17. The company’s 50 day moving average price is $34.12 and its two-hundred day moving average price is $28.47. 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 stock has a market cap of $2.23 billion, a P/E ratio of -29.78 and a beta of 1.24.

Cohu (NASDAQ:COHU) last posted its earnings results on Thursday, April 30th. The semiconductor company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.03 by ($0.02). Cohu had a negative return on equity of 3.76% and a negative net margin of 16.40%.The firm had revenue of $125.12 million for the quarter, compared to the consensus estimate of $122.14 million. During the same period in the prior year, the business earned ($0.02) EPS. Cohu’s quarterly revenue was up 29.3% compared to the same quarter last year. On average, equities analysts predict that Cohu will post 0.12 earnings per share for the current year.

Insider Activity at Cohu

In related news, SVP Christopher Bohrson sold 1,000 shares of Cohu stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $38.00, for a total value of $38,000.00. Following the sale, the senior vice president owned 175,202 shares of the company’s stock, valued at approximately $6,657,676. The trade was a 0.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 3.05% of the company’s stock.

Institutional Investors Weigh In On Cohu

A number of hedge funds have recently modified their holdings of COHU. Bessemer Group Inc. raised its holdings in shares of Cohu by 45.4% in the 3rd quarter. Bessemer Group Inc. now owns 1,564 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 488 shares during the period. Hantz Financial Services Inc. grew its stake 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 buying an additional 715 shares in the last quarter. Farther Finance Advisors LLC grew its stake in Cohu by 45.0% in the 4th quarter. Farther Finance Advisors LLC now owns 1,456 shares of the semiconductor company’s stock valued at $34,000 after buying an additional 452 shares in the last quarter. Kestra Advisory Services LLC purchased a new position in Cohu in the 4th quarter valued at approximately $34,000. Finally, Los Angeles Capital Management LLC purchased a new position in Cohu in the 4th quarter valued at approximately $37,000. Institutional investors own 94.67% of the company’s stock.

Cohu News Summary

Here are the key news stories impacting Cohu this week:

• Positive Sentiment: TD Cowen reiterated a Buy and raised the price target to $60, citing AI-driven test demand and expanded exposure to HPC markets — a bullish analyst signal that can support upside. Cohu Price Target Raised to $60
• Positive Sentiment: Cohu disclosed follow-on orders totaling about $30M for its Eclipse HPC test platform (configured with active thermal control) to support next‑gen HPC processor production — tangible revenue momentum in a key growth market. Cohu Secures $30M in Follow-on Orders
• Positive Sentiment: Management gave Q2 revenue guidance of roughly $137M–$151M versus a consensus near $127M, signaling stronger near‑term top-line growth and better-than-expected demand visibility. (Guidance was highlighted during the earnings call.) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Several outlets summarized the earnings call and upgraded outlook language — company commentary emphasized strong order growth and confidence in HPC tailwinds, which helps sentiment but is forward-looking. Q1 2026 Earnings Call Summary
• Neutral Sentiment: Cohu was listed among “small-cap stocks on fire” in a sector roundup — useful for retail attention but not a direct fundamental driver. 10 Small-Cap Stocks That Are On Fire Right Now
• Negative Sentiment: Q1 EPS was $0.01 vs. consensus ~$0.03 (an earnings miss), and the company still shows a negative net margin and negative ROE — metrics that highlight profitability pressure despite revenue growth. Cohu Lags Q1 Earnings Estimates
• Negative Sentiment: While revenue grew ~29% year-over-year to ~$125M, profitability remains a concern (negative margins); some coverage called out the EPS miss and the need to convert increased orders into sustained profit. Cohu Reports First Quarter 2026 Results

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.