
Cohu (COHU) Stock Forecast & Price Target
Cohu (COHU) Analyst Ratings
Bulls say
Cohu Inc. is experiencing strong revenue growth driven by emerging products like Neon for HBM, projected to achieve $11 million in sales for CY25 and $18 million for CY26, signifying a 65% year-over-year increase. In the fourth quarter of 2025, the company reported a 47% surge in systems orders and a 34% increase in recurring revenue orders, demonstrating broad customer demand and solid performance across service and spares segments, which make up 60% of the revenue mix. Additionally, test cell utilization rose to 76%, marking a 150 basis point improvement quarter-over-quarter, further enhancing prospects for incremental revenue from new design wins in the analog/mixed-signal and data center segments.
Bears say
Cohu Inc. faces a negative outlook due to rising tax expenses that significantly exceeded expectations, adversely impacting earnings per share (EPS) projections for calendar years 2026 and 2027. Furthermore, the company is grappling with a cyclical downturn in the semiconductor market, particularly affecting the auto and industrial segments, which could lead to a deterioration in overall results. Additionally, uncertainties surrounding the successful integration of a recent acquisition further complicate Cohu's financial position, potentially resulting in disappointing returns amid ongoing challenges in inventory corrections and gross margin maintenance.
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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