
Cohu (COHU) Stock Forecast & Price Target
Cohu (COHU) Analyst Ratings
Bulls say
Cohu Inc. is experiencing robust revenue growth, with emerging drivers such as the Neon for HBM showing notable sales progress of $11 million in CY25 and projected growth to $18 million in CY26, representing a 65% year-over-year increase. Significant demand is reflected in the company's strong order performance, with systems and recurring revenue orders surging 47% and 34%, respectively, indicating broad customer traction in the semiconductor market. Additionally, improved test cell utilization, rising to 76% in 4Q25, coupled with new design wins, underscores Cohu's favorable market position and growth potential amid increasing opportunities in key industries such as data centers, HBM, and AI compute.
Bears say
Cohu Inc. is facing a challenging financial outlook due to a combination of higher-than-expected tax liabilities and an increased likelihood of disappointing returns from a recent acquisition, which have negatively impacted projected earnings per share for 2026 and 2027. The company is also experiencing a downturn in key markets, notably within the auto and industrial semiconductor sectors, suggesting a potential decline in test cell utilization and gross margins, compounding the earnings pressure. Lastly, the mixed guidance for upcoming periods, characterized by a substantial one-time cost of goods sold charge and reduced revenue expectations, further underscores the precarious position the company finds itself in.
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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