
Cohu (COHU) Stock Forecast & Price Target
Cohu (COHU) Analyst Ratings
Bulls say
Cohu is a leading supplier of semiconductor test and inspection handlers, MEMS test modules, and thermal sub-systems used by semiconductor manufacturers and test subcontractors. Despite facing headwinds from the prolonged inventory digesting period in auto/industrial, mobile, and compute, Cohu's recent financial results have shown strong growth and management's outlook for CY26 revenue is also expected to be positive with increased demand for HPC-related systems and general industrial recovery. The company's leadership position in the automotive semiconductor market, growing opportunities in HBM inspection, and recurring revenue business also provide a favorable outlook for its growth potential.
Bears say
Cohu is facing mixed and negative factors, such as high valuation and low order visibility on consumable products. However, there is potential for growth with the opportunity to expand their contactor business to existing handler customers and an expected increase in sales and margin with the HPC opportunity in CY26. While the recent quarter and guidance are strong, the company still faces challenges with utilization rates and management expectations for the next quarter.
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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