
Cohu (COHU) Stock Forecast & Price Target
Cohu (COHU) Analyst Ratings
Bulls say
Cohu Inc. exhibits a positive financial outlook driven by emerging revenue growth factors such as the Neon project, projected to generate $11 million in sales for CY25 and $18 million for CY26, marking a 65% year-over-year increase. The company experienced significant gains in 4Q25, with Systems and Recurring revenue orders increasing by 47% and 34% respectively, indicating robust customer demand and broad market traction. Moreover, the overall test cell utilization rose to 76%, with an expected continuation of positive trends in fiscal year 2026 due to new design wins and growing opportunities in key sectors like HBM and AI compute.
Bears say
Cohu Inc. faces a negative outlook primarily due to increasing tax liabilities that have adversely impacted expected earnings per share (EPS) for the years 2026 and 2027, coupled with disappointing integration prospects from a recent acquisition, which could hinder returns. The company is experiencing a cyclical downturn in semiconductor markets, particularly within the auto and industrial sectors, which may lead to declining demand and lower test cell utilization rates. Additionally, a significant one-time cost of goods sold (COGS) charge contributed to mixed quarterly results, with revenue declining on a quarter-over-quarter basis, further intensifying concerns regarding gross margin stability moving forward.
This aggregate rating is based on analysts' research of Cohu and is not a guaranteed prediction by Public.com or investment advice.
Cohu (COHU) Analyst Forecast & Price Prediction
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