CohuCOHU
About: Cohu Inc is a supplier of semiconductor test and inspection handlers, micro-electro-mechanical system (MEMS) test modules, test contactors, and thermal sub-systems used by semiconductor manufacturers and test subcontractors. The company's products include Semiconductor ATE (Automated Test Equipment), Semiconductor Handlers, Interface Products such as test contactors, probe heads and probe pins, Spares and Kits, Bare Board PCB Test Systems, and services. It has one reportable segment, Semiconductor Test and Inspection Equipment (Semiconductor Test & Inspection).
Employees: 3,259
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
544% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $166K
26% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 66
0.49% less ownership
Funds ownership: 91.03% [Q2] → 90.54% (-0.49%) [Q3]
6% less funds holding
Funds holding: 219 [Q2] → 206 (-13) [Q3]
23% less capital invested
Capital invested by funds: $1.42B [Q2] → $1.1B (-$320M) [Q3]
32% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 41
100% less funds holding in top 10
Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
TD Cowen Krish Sankar 29% 1-year accuracy 5 / 17 met price target | 18%upside $30 | Buy Maintained | 1 Nov 2024 |
Goldman Sachs Toshiya Hari 63% 1-year accuracy 29 / 46 met price target | 10%downside $23 | Sell Maintained | 1 Nov 2024 |
Craig-Hallum Christian Schwab 48% 1-year accuracy 11 / 23 met price target | 18%upside $30 | Buy Upgraded | 1 Nov 2024 |
Needham Charles Shi 27% 1-year accuracy 21 / 78 met price target | 18%upside $30 | Buy Maintained | 1 Nov 2024 |
Financial journalist opinion
Based on 7 articles about COHU published over the past 30 days