
Cohu (COHU) Stock Forecast & Price Target
Cohu (COHU) Analyst Ratings
Bulls say
Cohu Inc. is positioned for growth due to its strategic shift towards higher-margin products such as automated test equipment (ATE) and test contactors, which is expected to enhance cross-cycle profitability. The company anticipates additional revenue opportunities in the mobile sector and the expansion of its Serviceable Available Market (SAM), with projected incremental revenues of $25-$30 million tied to recent platform successes. Furthermore, Cohu's exploration of new markets and design wins could contribute an additional $25-$30 million in revenue by 2025, signaling a robust potential for asset efficiency and margin expansion.
Bears say
Cohu Inc. reported a marginal revenue decline of 1% quarter-over-quarter, falling slightly below internal and external estimates for the period, with ongoing order delays affecting future revenue realization. The company has also been forced to take a $2.1 million inventory reserve charge due to obsolete inventory, further impairing gross margins and contributing to disappointing financial results. Furthermore, management indicated a negative outlook for 1Q25 due to a $7 million pushout of orders from major auto and industrial clients, reflecting the broader challenge of weak demand and excessive inventory digestion across key customer segments.
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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