Cohu (COHU) Hisse Özeti
Cohu, Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri, Tayvan, Çin, Malezya, Filipinler, Singapur'da ve uluslararası alanda yarı iletken test ekipmanı ve hizmetleri sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
COHU Community Fair Values
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Analyst Price Targets
Cohu, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$47.48 |
| 52 Haftanın En Yüksek Seviyesi | US$50.68 |
| 52 Haftanın En Düşük Seviyesi | US$15.97 |
| Beta | 1.61 |
| 1 Aylık Değişim | 43.88% |
| 3 Aylık Değişim | 53.91% |
| 1 Yıllık Değişim | 193.63% |
| 3 Yıllık Değişim | 38.59% |
| 5 Yıllık Değişim | 36.99% |
| Halka arzdan bu yana değişim | 4,087.74% |
Son Haberler & Güncellemeler
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 Alpha
Analiz Güncellemesi • 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.
Yeni Analiz • 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?Recent updates
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 AlphaAnaliz Güncellemesi • 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.Yeni Analiz • 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?Analiz Güncellemesi • 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.
Yeni Analiz • 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?Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Makalesi • 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...Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Analiz • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| COHU | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 0.3% | 8.4% | 3.2% |
| 1Y | 193.6% | 119.7% | 31.0% |
Getiri vs. Endüstri: COHU geçen yıl % 119.7 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: COHU geçen yıl % 31 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| COHU volatility | |
|---|---|
| COHU Average Weekly Movement | 7.5% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: COHU son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: COHU 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1947 | 2,777 | Luis Müller | www.cohu.com |
Cohu, Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri, Tayvan, Çin, Malezya, Filipinler, Singapur'da ve uluslararası alanda yarı iletken test ekipmanı ve hizmetleri sağlamaktadır. Yarı iletken üreticileri ve test taşeronları için test ve denetim metroloji otomasyon sistemleri, mikro-elektromekanik sistem test modülleri, test kontaktörleri, termal alt sistemler ve veri analitiği yazılımları tedarik etmektedir. Şirket ayrıca wafer seviyesi ve cihaz paketi testleri için yarı iletken otomatik test ekipmanları; alma ve yerleştirme, taret, yerçekimi, şerit, film çerçevesi, lazer işaretleyici ve termal alt sistemler dahil olmak üzere çeşitli test işleyicileri; test kontaktörleri ve prob kafaları ve pimlerinden oluşan arayüz ürünleri; yedek parçalar ve kitler; test ve taşıma sistemleri ve cihazları için çeşitli parça ve işçilik garantileri; ve sistemlerinin bakımı ve işletimi hakkında eğitimin yanı sıra uygulama, veri yönetimi yazılımı ve ürünleri hakkında danışmanlık hizmetleri sunmaktadır.
Cohu, Inc. Temel Bilgiler Özeti
| COHU temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.34b |
| Kazançlar(TTM) | -US$55.54m |
| Gelir(TTM) | US$481.28m |
4.7x
P/S Oranı-40.3x
F/K OranıCOHU aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| COHU gelir tablosu (TTM) | |
|---|---|
| Gelir | US$481.28m |
| Gelir Maliyeti | US$272.07m |
| Brüt Kâr | US$209.21m |
| Diğer Giderler | US$264.74m |
| Kazançlar | -US$55.54m |
Son Raporlanan Kazançlar
Mar 28, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -1.18 |
| Brüt Marj | 43.47% |
| Net Kâr Marjı | -11.54% |
| Borç/Özkaynak Oranı | 38.5% |
COHU uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/07 02:22 |
| Gün Sonu Hisse Fiyatı | 2026/05/07 00:00 |
| Kazançlar | 2026/03/28 |
| Yıllık Kazançlar | 2025/12/27 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Cohu, Inc. 11 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Richard Ryan | Colliers Securities |
| Christian Schwab | Craig-Hallum Capital Group LLC |