Cohu Beheer
Beheer criteriumcontroles 4/4
De CEO Cohu is Luis Müller, benoemd in Dec2014, heeft een ambtstermijn van 11.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 4.50M, bestaande uit 15.9% salaris en 84.1% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.99% van de aandelen van het bedrijf, ter waarde $ 21.18M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.5 jaar en 11.4 jaar.
Belangrijke informatie
Luis Müller
Algemeen directeur
US$4.5m
Totale compensatie
| Percentage CEO-salaris | 15.90% |
| Dienstverband CEO | 11.4yrs |
| Eigendom CEO | 1.0% |
| Management gemiddelde ambtstermijn | 4.5yrs |
| Gemiddelde ambtstermijn bestuur | 11.4yrs |
Recente managementupdates
Recent updates
Cohu: Earnings Growth Is Not Keeping Up With Increased Valuations
May 02
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.
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?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.
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?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.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.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.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.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.Cohu, Inc. (NASDAQ:COHU) Surges 25% Yet Its Low P/S Is No Reason For Excitement
Jan 16
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.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).Is Cohu (NASDAQ:COHU) Using Debt In A Risky Way?
Dec 15COHU: 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).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.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.Improved Revenues Required Before Cohu, Inc. (NASDAQ:COHU) Shares Find Their Feet
Sep 19Is Cohu (NASDAQ:COHU) Using Too Much Debt?
Aug 13Cohu, Inc.'s (NASDAQ:COHU) Shares Bounce 28% But Its Business Still Trails The Industry
May 17Is Cohu (NASDAQ:COHU) Weighed On By Its Debt Load?
May 13
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.Cohu, Inc. (NASDAQ:COHU) Not Doing Enough For Some Investors As Its Shares Slump 26%
Mar 11Cohu (NASDAQ:COHU) Has Debt But No Earnings; Should You Worry?
Feb 09Cohu: Restraint Still Necessary Even With An Improved Outlook
Nov 08Is Cohu (NASDAQ:COHU) Using Debt Sensibly?
Oct 29Cohu, Inc.'s (NASDAQ:COHU) Business And Shares Still Trailing The Industry
Sep 28Cohu: The Timing Of The Next Upturn Remains Unclear
Aug 15There Is A Reason Cohu, Inc.'s (NASDAQ:COHU) Price Is Undemanding
Jun 29These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well
May 23Cohu: Waiting For Some Green Shoots
May 19What Does Cohu, Inc.'s (NASDAQ:COHU) Share Price Indicate?
Apr 16Does This Valuation Of Cohu, Inc. (NASDAQ:COHU) Imply Investors Are Overpaying?
Apr 02Cohu, Inc.'s (NASDAQ:COHU) Business Is Yet to Catch Up With Its Share Price
Mar 04Cohu Q4: The Bottom Could Be Near
Feb 27Does Cohu (NASDAQ:COHU) Have A Healthy Balance Sheet?
Feb 19Cohu (NASDAQ:COHU) Is Reinvesting At Lower Rates Of Return
Feb 05Is Cohu, Inc. (NASDAQ:COHU) Potentially Undervalued?
Dec 25Are Investors Undervaluing Cohu, Inc. (NASDAQ:COHU) By 28%?
Dec 12Need To Know: The Consensus Just Cut Its Cohu, Inc. (NASDAQ:COHU) Estimates For 2024
Nov 10These 4 Measures Indicate That Cohu (NASDAQ:COHU) Is Using Debt Reasonably Well
Oct 26Some Investors May Be Worried About Cohu's (NASDAQ:COHU) Returns On Capital
Aug 21Is Now An Opportune Moment To Examine Cohu, Inc. (NASDAQ:COHU)?
Aug 07Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 28 2026 | n/a | n/a | -US$56m |
| Dec 27 2025 | US$4m | US$715k | -US$74m |
| Sep 27 2025 | n/a | n/a | -US$73m |
| Jun 28 2025 | n/a | n/a | -US$87m |
| Mar 29 2025 | n/a | n/a | -US$86m |
| Dec 28 2024 | US$5m | US$715k | -US$70m |
| Sep 28 2024 | n/a | n/a | -US$50m |
| Jun 29 2024 | n/a | n/a | -US$29m |
| Mar 30 2024 | n/a | n/a | -US$2m |
| Dec 30 2023 | US$7m | US$709k | US$28m |
| Sep 30 2023 | n/a | n/a | US$52m |
| Jul 01 2023 | n/a | n/a | US$73m |
| Apr 01 2023 | n/a | n/a | US$91m |
| Dec 31 2022 | US$5m | US$667k | US$97m |
| Sep 24 2022 | n/a | n/a | US$96m |
| Jun 25 2022 | n/a | n/a | US$95m |
| Mar 26 2022 | n/a | n/a | US$161m |
| Dec 25 2021 | US$5m | US$619k | US$167m |
| Sep 25 2021 | n/a | n/a | US$161m |
| Jun 26 2021 | n/a | n/a | US$131m |
| Mar 27 2021 | n/a | n/a | US$31m |
| Dec 26 2020 | US$3m | US$544k | -US$14m |
| Sep 26 2020 | n/a | n/a | -US$45m |
| Jun 27 2020 | n/a | n/a | -US$49m |
| Mar 28 2020 | n/a | n/a | -US$64m |
| Dec 28 2019 | US$3m | US$584k | -US$69m |
Compensatie versus markt: De totale vergoeding ($USD 4.50M ) Luis } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.37M ).
Compensatie versus inkomsten: De vergoeding van Luis is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Luis Müller (55 yo)
11.4yrs
Tenure
US$4,498,059
Compensatie
Dr. Luis Antonio Müller, Ph D., is Independent Director of Ralliant Corporation since June 28, 2025. Dr. Müller had been an Independent Director of Celestica Inc. since August 31, 2021 until January 28, 20...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 11.4yrs | US$4.50m | 0.99% $ 21.2m | |
| CFO & Executive Officer | 18.5yrs | US$1.68m | 0.43% $ 9.3m | |
| Chief Customer Officer & Executive Officer | 7.6yrs | US$1.35m | 0.14% $ 3.0m | |
| Chief Product Officer & Executive Officer | 1.3yrs | US$1.06m | 0.040% $ 869.8k | |
| VP & General Counsel | 1.3yrs | geen gegevens | geen gegevens | |
| Chief Human Resources Officer | 1.3yrs | geen gegevens | geen gegevens |
4.5yrs
Gemiddelde duur
58.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van COHU wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 11.4yrs | US$4.50m | 0.99% $ 21.2m | |
| Independent Director | 14.4yrs | US$272.22k | 0.068% $ 1.5m | |
| Non-Executive Chairman | 26.6yrs | US$331.02k | 0.82% $ 17.6m | |
| Lead Independent Director | 16.5yrs | US$286.79k | 0.045% $ 970.7k | |
| Independent Director | 11.8yrs | US$256.64k | 0.033% $ 701.9k | |
| Independent Director | 5yrs | US$257.22k | 0.045% $ 975.2k | |
| Independent Director | 3.5yrs | US$249.72k | 0.025% $ 546.2k | |
| Independent Director | 6.6yrs | US$249.72k | 0.035% $ 744.0k | |
| Independent Director | 2yrs | US$252.22k | 0.011% $ 230.3k |
11.4yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van COHU zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.4 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/03 09:50 |
| Aandelenkoers aan het einde van de dag | 2026/05/01 00:00 |
| Inkomsten | 2026/03/28 |
| Jaarlijkse inkomsten | 2025/12/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cohu, Inc. wordt gevolgd door 11 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Ryan | Colliers Securities |
| Christian Schwab | Craig-Hallum Capital Group LLC |