Cohu (COHU) 주식 개요
는 자회사를 통해 미국, 대만, 중국, 말레이시아, 필리핀, 싱가포르 및 전 세계에 반도체 테스트 장비와 서비스를 제공하고 있습니다. 자세히 보기
COHU Community Fair Values
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Analyst Price Targets
Cohu, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$47.14 |
| 52주 최고가 | US$52.43 |
| 52주 최저가 | US$16.46 |
| 베타 | 1.61 |
| 1개월 변동 | 14.25% |
| 3개월 변동 | 55.73% |
| 1년 변동 | 165.88% |
| 3년 변동 | 25.71% |
| 5년 변동 | 27.41% |
| IPO 이후 변동 | 4,057.75% |
최근 뉴스 및 업데이트
내러티브 업데이트 • May 10
COHU: AI And Auto Recovery Upside Will Likely Drive Forward Returns
Analysts have lifted the implied fair value for Cohu from $35.50 to about $57.43, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples that are consistent with a series of recent price target increases across major research firms. Analyst Commentary Recent Street research on Cohu has centered around a series of price target adjustments and fresh coverage that collectively frame how analysts are thinking about the stock's risk and reward profile.Seeking Alpha • May 02
Cohu: Earnings Growth Is Not Keeping Up With Increased Valuations
Summary The stock has surged higher in 2026 after being in a downtrend, but valuations have arguably gotten too high relative to earnings growth. The latest report showed several good things, which include an upgraded FY2026 outlook and strong gains in the top and the bottom line. The latest report also showed earnings are not growing fast enough to meet the current financial model or current elevated valuations. COHU looks too expensive for the earnings growth it offers, which is why I am neutral on COHU with a hold rating. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • May 10
COHU: AI And Auto Recovery Upside Will Likely Drive Forward Returns
Analysts have lifted the implied fair value for Cohu from $35.50 to about $57.43, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples that are consistent with a series of recent price target increases across major research firms. Analyst Commentary Recent Street research on Cohu has centered around a series of price target adjustments and fresh coverage that collectively frame how analysts are thinking about the stock's risk and reward profile.Seeking Alpha • May 02
Cohu: Earnings Growth Is Not Keeping Up With Increased Valuations
Summary The stock has surged higher in 2026 after being in a downtrend, but valuations have arguably gotten too high relative to earnings growth. The latest report showed several good things, which include an upgraded FY2026 outlook and strong gains in the top and the bottom line. The latest report also showed earnings are not growing fast enough to meet the current financial model or current elevated valuations. COHU looks too expensive for the earnings growth it offers, which is why I am neutral on COHU with a hold rating. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 23
COHU: AI And Auto Recovery Hopes Will Likely Disappoint Forward Returns
Analysts have lifted their fair value estimate for Cohu from $34.00 to $35.50, citing recent price target increases and research that highlights cyclical auto industrial demand, AI and compute exposure, and recurring revenue as key factors behind the updated view. Analyst Commentary Recent Street research on Cohu has focused on how the company is positioned for cyclical demand in auto and industrial markets, potential exposure to AI and compute applications, and the stability offered by recurring revenue.
새로운 내러티브 • Apr 20
HBM Inspection And AI Test Exposure Will Constrain Margins And Future Earnings
Catalysts About Cohu Cohu supplies semiconductor test and inspection equipment and related recurring products and services to customers across computing, automotive, industrial and mobile end markets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Apr 08
COHU: AI Compute And Auto Recovery Themes Will Shape Future Risk Balance
Analysts have raised their fair value estimate for Cohu to $34.00, supported by a series of higher Street price targets and new coverage that highlight recurring revenue, AI and compute exposure, and anticipated auto industrial demand as key supports for the story. Analyst Commentary Recent Street research on Cohu centers on how the stock lines up with key secular themes, the balance of recurring versus cyclical revenue, and where current execution sits relative to analyst price targets in the low to mid US$30s.
새로운 내러티브 • Apr 06
High Recurring Revenue And AI Test Demand Will Support Stronger Future Prospects
Catalysts About Cohu Cohu supplies test handlers, inspection, metrology, testers, interfaces and related services for semiconductor and electronics manufacturing. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Mar 25
COHU: AI Memory And Auto Recovery Themes Will Shape Balanced Risk Profile
The updated analyst price target for Cohu has moved modestly higher to about $32.67. Analysts point to expected support from an eventual auto industrial recovery, expansion into AI and compute applications, and recurring revenue as key reasons for refining their assumptions.내러티브 업데이트 • Mar 10
COHU: Future AI Memory Demand Will Support Hidden HBM Exposure Potential
Analysts have slightly reset their Cohu price targets around the $30 level, with modest trims and raises reflecting updated views on discount rates, profit expectations, and the stock's role as a "hidden HBM play" tied to high bandwidth memory demand in artificial intelligence. Analyst Commentary Recent research on Cohu clusters around the idea that the stock is increasingly tied to high bandwidth memory demand in artificial intelligence, with price targets generally coalescing near the $30 level and modest moves both higher and lower as assumptions are updated.내러티브 업데이트 • Feb 23
COHU: Future AI Memory Role Will Balance Execution Uncertainty And Shareholder Actions
Our analyst price target for Cohu has moved modestly higher to $31.80 from $30.60, reflecting updated views on fair value, profitability, and long term P/E assumptions informed by recent research in which several firms raised their targets while another trimmed its outlook. Analyst Commentary Recent research on Cohu shows a mix of optimism and caution, with several firms adjusting price targets and one issuing an upgrade alongside a specific thematic angle around high bandwidth memory, or HBM.내러티브 업데이트 • Feb 09
COHU: Future AI Memory Exposure Will Balance Opportunity With Execution Risk
Analysts have lifted their fair value estimate for Cohu by about US$1 to US$30.60, citing updated price targets and a view that the company is positioned to benefit from high bandwidth memory trends in artificial intelligence in the coming years. Analyst Commentary Recent Street research has turned more constructive on Cohu, with several firms updating ratings and price targets as they reassess the company’s role in high bandwidth memory for artificial intelligence applications.내러티브 업데이트 • Jan 24
COHU: Future AI Memory Exposure Will Shape Returns With Measured Upside Potential
Analysts have nudged their fair value estimate for Cohu to US$29.60 from US$29.20, citing Street research that highlights the company's exposure as a "hidden HBM play" in artificial intelligence memory and a higher future P/E assumption of 18.60x. Analyst Commentary Bullish Takeaways Bullish analysts see Cohu's role in high bandwidth memory testing as a key driver for its positioning in artificial intelligence infrastructure, which supports the higher fair value and future P/E assumption of 18.60x.분석 기사 • Jan 16
Cohu, Inc. (NASDAQ:COHU) Surges 25% Yet Its Low P/S Is No Reason For Excitement
Cohu, Inc. ( NASDAQ:COHU ) shares have continued their recent momentum with a 25% gain in the last month alone. Taking...내러티브 업데이트 • Jan 09
COHU: Hidden HBM Exposure Will Support Future AI-Driven Earnings Potential
Analysts have nudged their fair value estimate for Cohu from US$29.00 to roughly US$29.20, reflecting updated assumptions around revenue growth, profit margins and future P/E, as well as growing interest in the company as a potential high bandwidth memory beneficiary for artificial intelligence demand. Analyst Commentary Bullish Takeaways Bullish analysts see Cohu as a “hidden HBM play,” suggesting its exposure to high bandwidth memory test demand could support assumptions for revenue and earnings over time if AI related orders remain healthy.내러티브 업데이트 • Dec 17
COHU: Future AI And HPC Demand Will Drive Margin Expansion Potential
Analysts have modestly raised their price target on Cohu to approximately $29.00 per share, reflecting slightly improved profit margin expectations and a marginally lower anticipated future price-to-earnings multiple. What's in the News Cohu issued new sales guidance for the fourth quarter of 2025, targeting revenue of approximately $122 million, plus or minus $7 million (company guidance).분석 기사 • Dec 15
Is Cohu (NASDAQ:COHU) Using Debt In A Risky Way?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Dec 03
COHU: Future AI And HPC Demand Will Drive Strong Upside Potential
Narrative Update on Cohu Analysts have modestly raised their price target on Cohu from approximately $29.00 to about $29.50 per share, reflecting slightly lower discount rate assumptions and sustained expectations for revenue growth in the mid teens and stable profit margins. What's in the News Cohu completed its existing share repurchase program, retiring 4,022,737 shares, representing about 8.43% of shares outstanding for $117.17 million, with no additional shares repurchased in the latest tranche (Key Developments).내러티브 업데이트 • Nov 19
COHU: Improved Profit Margins And Share Buybacks Will Drive Future Upside
Analysts have raised their price target for Cohu from $28.50 to $29.00. They cite a notable improvement in expected profit margin and a lower future price-earnings ratio as key factors supporting the updated valuation.내러티브 업데이트 • Nov 05
COHU: Upcoming Demand For AI And Memory Markets Will Drive Performance
Analysts have raised their price target for Cohu from $25.75 to $28.50, citing updated estimates on valuation and profitability. What's in the News Cohu, Inc.분석 기사 • Sep 19
Improved Revenues Required Before Cohu, Inc. (NASDAQ:COHU) Shares Find Their Feet
You may think that with a price-to-sales (or "P/S") ratio of 2.8x Cohu, Inc. ( NASDAQ:COHU ) is a stock worth checking...분석 기사 • Aug 13
Is Cohu (NASDAQ:COHU) Using Too Much Debt?
NasdaqGS:COHU 1 Year Share Price vs Fair Value Explore Cohu's Fair Values from the Community and select yours The...분석 기사 • May 17
Cohu, Inc.'s (NASDAQ:COHU) Shares Bounce 28% But Its Business Still Trails The Industry
Cohu, Inc. ( NASDAQ:COHU ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...분석 기사 • May 13
Is Cohu (NASDAQ:COHU) Weighed On By Its Debt Load?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
새로운 내러티브 • Mar 24
Data Center, EDGE AI And Semiconductor Solutions Will Create Opportunities
Strategic expansion into data center, EDGE AI, memory, and silicon carbide markets could drive substantial future revenue growth and diversification.분석 기사 • Mar 11
Cohu, Inc. (NASDAQ:COHU) Not Doing Enough For Some Investors As Its Shares Slump 26%
Unfortunately for some shareholders, the Cohu, Inc. ( NASDAQ:COHU ) share price has dived 26% in the last thirty days...분석 기사 • Feb 09
Cohu (NASDAQ:COHU) Has Debt But No Earnings; Should You Worry?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Nov 08
Cohu: Restraint Still Necessary Even With An Improved Outlook
Summary 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. Some may decide to jump in on the rally, but there are nonetheless several reasons why keeping some restraint is in order. Read the full article on Seeking Alpha분석 기사 • Oct 29
Is Cohu (NASDAQ:COHU) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Sep 28
Cohu, Inc.'s (NASDAQ:COHU) Business And Shares Still Trailing The Industry
Cohu, Inc.'s ( NASDAQ:COHU ) price-to-sales (or "P/S") ratio of 2.4x might make it look like a buy right now compared...Seeking Alpha • Aug 15
Cohu: The Timing Of The Next Upturn Remains Unclear
Summary Cohu stock’s collapse in August was exacerbated by stock market volatility, but the latest guidance coming in weaker than expected was the main villain. The conditions are there for a bounce in the stock after the big drop, but more will be needed to prevent the stock from continuing weakness. There is a wide divergence as to what to expect from COHU after Q3, and the risk someone places the wrong bet is high. COHU is likely to see a rebound in demand at some point, but that does not mean the stock cannot go lower before that happens. Read the full article on Seeking Alpha분석 기사 • Jun 29
There Is A Reason Cohu, Inc.'s (NASDAQ:COHU) Price Is Undemanding
You may think that with a price-to-sales (or "P/S") ratio of 2.8x Cohu, Inc. ( NASDAQ:COHU ) is a stock worth checking...분석 기사 • May 23
These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • May 19
Cohu: Waiting For Some Green Shoots
Summary Cohu, a niche player in the back-end semiconductor manufacturing industry, has experienced declining revenues and is currently breaking even. The company's valuation is reasonable, trading at a low sales multiple as its earnings power has been severely pressured. Cohu's recent performance has been disappointing, with continued revenue declines and margin pressure, but there is potential for growth in the future. Read the full article on Seeking Alpha분석 기사 • Apr 16
What Does Cohu, Inc.'s (NASDAQ:COHU) Share Price Indicate?
Cohu, Inc. ( NASDAQ:COHU ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Apr 02
Does This Valuation Of Cohu, Inc. (NASDAQ:COHU) Imply Investors Are Overpaying?
Key Insights Cohu's estimated fair value is US$25.46 based on 2 Stage Free Cash Flow to Equity Cohu is estimated to be...분석 기사 • Mar 04
Cohu, Inc.'s (NASDAQ:COHU) Business Is Yet to Catch Up With Its Share Price
With a price-to-earnings (or "P/E") ratio of 54.9x Cohu, Inc. ( NASDAQ:COHU ) may be sending very bearish signals at...Seeking Alpha • Feb 27
Cohu Q4: The Bottom Could Be Near
Summary Earnings have been going down for some time and guidance points to a loss in Q1 FY2024, but a recovery may also not be far away. The recent Investor Presentation suggests $1B in sales and non-GAAP EPS of $4.00 are possible by FY2027 at the latest. A look at the charts suggests the stock is hemmed in between support and resistance, which may require a catalyst to break out of. COHU may be close to the bottom, and buying close to the bottom makes sense, but this depends on the industry recovering as predicted. Read the full article on Seeking Alpha분석 기사 • Feb 19
Does Cohu (NASDAQ:COHU) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Feb 05
Cohu (NASDAQ:COHU) Is Reinvesting At Lower Rates Of Return
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...분석 기사 • Dec 25
Is Cohu, Inc. (NASDAQ:COHU) Potentially Undervalued?
While Cohu, Inc. ( NASDAQ:COHU ) might not have the largest market cap around , it saw a double-digit share price rise...분석 기사 • Dec 12
Are Investors Undervaluing Cohu, Inc. (NASDAQ:COHU) By 28%?
Key Insights Cohu's estimated fair value is US$47.22 based on 2 Stage Free Cash Flow to Equity Cohu's US$33.81 share...분석 기사 • Nov 10
Need To Know: The Consensus Just Cut Its Cohu, Inc. (NASDAQ:COHU) Estimates For 2024
The analysts covering Cohu, Inc. ( NASDAQ:COHU ) delivered a dose of negativity to shareholders today, by making a...분석 기사 • Oct 26
These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 21
Some Investors May Be Worried About Cohu's (NASDAQ:COHU) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...분석 기사 • Aug 07
Is Now An Opportune Moment To Examine Cohu, Inc. (NASDAQ:COHU)?
While Cohu, Inc. ( NASDAQ:COHU ) might not be the most widely known stock at the moment, it saw a double-digit share...주주 수익률
| COHU | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | -8.1% | -0.04% | -0.3% |
| 1Y | 165.9% | 101.7% | 24.1% |
수익률 대 산업: COHU은 지난 1년 동안 101.7%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: COHU은 지난 1년 동안 24.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| COHU volatility | |
|---|---|
| COHU Average Weekly Movement | 7.3% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: COHU는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: COHU의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1947 | 2,777 | Luis Müller | www.cohu.com |
는 자회사를 통해 미국, 대만, 중국, 말레이시아, 필리핀, 싱가포르 및 전 세계에 반도체 테스트 장비와 서비스를 제공하고 있습니다. 반도체 제조업체와 테스트 하청업체를 위한 테스트 및 검사 계측 자동화 시스템, 마이크로 전자기계 시스템 테스트 모듈, 테스트 접촉기, 열 서브시스템, 데이터 분석 소프트웨어를 공급합니다. 또한 웨이퍼 레벨 및 디바이스 패키지 테스트를 위한 반도체 자동화 테스트 장비, 픽 앤 플레이스, 터렛, 중력, 스트립, 필름 프레임, 레이저 마커 및 열 서브 시스템을 포함한 다양한 테스트 핸들러, 테스트 접촉기, 프로브 헤드 및 핀으로 구성된 인터페이스 제품, 스페어 및 키트, 테스트 및 핸들링 시스템과 계측기에 대한 다양한 부품 및 노동 보증, 시스템 유지보수 및 운영에 대한 교육, 제품에 대한 애플리케이션, 데이터 관리 소프트웨어 및 컨설팅 서비스도 제공합니다.
Cohu, Inc. 기초 지표 요약
| COHU 기초 통계 | |
|---|---|
| 시가총액 | US$2.22b |
| 순이익 (TTM) | -US$55.54m |
| 매출 (TTM) | US$481.28m |
4.6x
주가매출비율(P/S)-40.0x
주가수익비율(P/E)COHU는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| COHU 손익계산서 (TTM) | |
|---|---|
| 매출 | US$481.28m |
| 매출원가 | US$272.07m |
| 총이익 | US$209.21m |
| 기타 비용 | US$264.74m |
| 순이익 | -US$55.54m |
최근 보고된 실적
Mar 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -1.18 |
| 총이익률 | 43.47% |
| 순이익률 | -11.54% |
| 부채/자본 비율 | 38.5% |
COHU의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/18 14:36 |
| 종가 | 2026/05/15 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2025/12/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Cohu, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Ryan | Colliers Securities |
| Christian Schwab | Craig-Hallum Capital Group LLC |