Cohu, Inc.

NasdaqGS:COHU Stok Raporu

Piyasa değeri: US$2.2b

Cohu Gelecekteki Büyüme

Future kriter kontrolleri 4/6

Cohu kazanç ve gelirinin sırasıyla yıllık 107.4% ve 17.2% oranında artması tahmin edilirken, EPS'nin yıllık 105.7% oranında büyümesi bekleniyor.

Anahtar bilgiler

107.4%

Kazanç büyüme oranı

105.71%

EPS büyüme oranı

Semiconductor kazanç büyümesi25.9%
Gelir büyüme oranı17.2%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Good

Son güncelleme01 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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 Alpha
Anlatı 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 Anlatı • 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?
Anlatı 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 Anlatı • 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?
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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...
Anlatı 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.
Anlatı 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...
Anlatı 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).
Anlatı 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.
Anlatı 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...
User avatar
Yeni Anlatı • 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 Alpha
Analiz 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 Alpha
Analiz 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 Alpha
Analiz 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 Alpha
Analiz 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...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:COHU - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202876253N/A632
12/31/20276771493377
12/31/2026559-2316-67
3/28/2026481-564052N/A
12/27/2025453-741132N/A
9/27/2025425-73-30-10N/A
6/28/2025394-87322N/A
3/29/2025391-86-127N/A
12/28/2024402-70-83N/A
9/28/2024445-50-47N/A
6/29/2024500-29619N/A
3/30/2024565-25771N/A
12/30/20236362885101N/A
9/30/202369052110126N/A
7/1/202374673120137N/A
4/1/202379491110127N/A
12/31/20228139798113N/A
9/24/20228149699113N/A
6/25/20228329596108N/A
3/26/20228591618294N/A
12/25/20218871678698N/A
9/25/20218981617892N/A
6/26/20218231315672N/A
3/27/2021723311838N/A
12/26/2020636-143150N/A
9/26/2020576-452442N/A
6/27/2020569-491835N/A
3/28/2020574-641430N/A
12/28/2019583-69N/A17N/A
9/28/2019612-110N/A9N/A
6/29/2019555-94N/A24N/A
3/30/2019504-63N/A48N/A
12/29/2018452-32N/A34N/A
9/29/201836531N/A45N/A
6/30/201837335N/A48N/A
3/31/201836734N/A38N/A
12/30/201735333N/A40N/A
9/30/201733929N/A30N/A
6/24/201731520N/A16N/A
3/25/201729712N/A19N/A
12/31/20162823N/A25N/A
9/24/20162753N/A15N/A
6/25/20162734N/A24N/A
3/26/20162726N/A16N/A
12/26/20152706N/A21N/A
9/26/20152979N/A39N/A
6/27/201532117N/A24N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: COHU önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: COHU önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: COHU önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: COHU şirketinin gelirinin (yıllık 17.2% ) US pazarından (yıllık 11.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: COHU şirketinin gelirinin (yıllık 17.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: COHU 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/16 16:10
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/27

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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.

AnalistKurum
Craig EllisB. Riley Securities, Inc.
Richard RyanColliers Securities
Christian SchwabCraig-Hallum Capital Group LLC