CohuCOHU
COHU
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
0
Funds holding %
of 6,812 funds
0
Analysts bullish %
of 4 analysts
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
29% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 65
0.66% less ownership
Funds ownership: 91.86% [Q2] → 91.2% (-0.66%) [Q3]
6% less funds holding
Funds holding: 220 [Q2] → 206 (-14) [Q3]
23% less capital invested
Capital invested by funds: $1.43B [Q2] → $1.1B (-$325M) [Q3]
33% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 42
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
Low target
$23
12%
downside
Avg. target
$28
8%
upside
High target
$30
15%
upside
4 analyst ratings
3 positive
75%
0 neutral
0%
1 negative
25%
TD Cowen Krish Sankar 38% 1-year accuracy 10 / 26 met price target | 15%upside $30 | Buy Maintained | 1 Nov 2024 |
Goldman Sachs Toshiya Hari 58% 1-year accuracy 62 / 106 met price target | 12%downside $23 | Sell Maintained | 1 Nov 2024 |
Craig-Hallum Christian Schwab 68% 1-year accuracy 23 / 34 met price target | 15%upside $30 | Buy Upgraded | 1 Nov 2024 |
Needham Charles Shi 32% 1-year accuracy 25 / 78 met price target | 15%upside $30 | Buy Maintained | 1 Nov 2024 |
Financial journalist opinion
Neutral
Business Wire
1 week ago
Cohu to Enhance Data Analytics and AI/ML Platform with Acquisition of Tignis
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that it has entered into a definitive agreement to acquire Tignis, Inc. (“Tignis”), a provider of artificial intelligence (AI) process control and analytics-based monitoring software. This strategic acquisition enables Cohu to expand its analytics offerings to the estimated $2.6 billion semiconductor process control.
Neutral
Business Wire
3 weeks ago
Cohu to Participate in the 13th Annual NYC Summit Investor Conference
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate in the 13th Annual NYC Summit Investor Conference, being held at Mastro's New York on Tuesday, December 17, 2024. The presentation material utilized during the NYC Summit will be made accessible on the investor page of the company's website at www.cohu.com. About The 13th Annual NYC.
Neutral
Seeking Alpha
1 month ago
Cohu: Restraint Still Necessary Even With An Improved Outlook
The Q3 FY2024 results and Q4 guidance fell short, but Cohu was able to avoid a backlash by holding out an imminent return to growth. The last few years have been brutal for COHU, but next year could be different, assuming Q1 FY2025 carries over into the following quarters. The stock has rallied following the latest report, but the charts suggest the trend for the last few years remains intact for now, especially with resistance in the way.
Neutral
Seeking Alpha
1 month ago
Cohu, Inc. (COHU) Q3 2024 Earnings Call Transcript
Cohu, Inc. (COHU) Q3 2024 Earnings Call Transcript
Neutral
Zacks Investment Research
1 month ago
Cohu (COHU) Reports Q3 Loss, Tops Revenue Estimates
Cohu (COHU) came out with a quarterly loss of $0.08 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.35 per share a year ago.
Neutral
Business Wire
1 month ago
Cohu Enters HBM Memory Market with Neon Inspection Metrology Platform
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that its Neon platform was selected by a leading U.S. memory and data storage technologies customer for inspection metrology of high bandwidth memory devices (HBM) used in high-performance computing (HPC) and generative artificial intelligence (AI) applications. Neon offers a highly efficient vision system enabling.
Neutral
Business Wire
1 month ago
Cohu Enters Silicon Carbide (SiC) Burn-In Test Market
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that a leading European customer has selected Cohu's Neon system for high-speed handling and inspection of high-power SiC dies in burn-in test applications. This expands Cohu's products into burn-in and stress-test SiC processes. Cohu's solution offers a proprietary carrier concept that allows singulated die burn-in.
Neutral
Business Wire
1 month ago
Cohu Reports Third Quarter 2024 Results
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today reported fiscal 2024 third quarter net sales of $95.3 million and GAAP loss of $18.1 million or $0.39 per share. Net sales for the first nine months of 2024 were $307.7 million and GAAP loss was $48.5 million or $1.03 per share. Cohu also reported non-GAAP results, with third quarter 2024 loss of $3.8 million or $0.08 per sha.
Neutral
Business Wire
2 months ago
Cohu to Participate at the Stifel 2024 Midwest 1x1 Conference
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate at the Stifel 2024 Midwest 1x1 Conference on Thursday, November 7, 2024 at the Waldorf Astoria, Chicago, IL. Portfolio managers and analysts should contact their respective banking representatives to schedule a meeting at this conference. Presentation materials will be available conc.
Neutral
Business Wire
2 months ago
Cohu To Announce Third Quarter 2024 Results on October 31
POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for third quarter on Thursday, October 31, 2024, at 1:00 p.m. Pacific Time/4:00 p.m. Eastern Time. The Company will host a live conference call and webcast with presentation materials to discuss the results at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time. Interested parties may listen live via webcas.
Charts implemented using Lightweight Charts™