B. Riley Securities Issues Pessimistic Forecast for Cohu (NASDAQ:COHU) Stock Price

Cohu (NASDAQ:COHU) had its price objective reduced by B. Riley Securities from $35.00 to $33.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. B. Riley Securities’ price objective points to a potential upside of 7.84% from the stock’s previous close.

A number of other research analysts also recently commented on COHU. B. Riley Financial increased their price target on shares of Cohu from $30.00 to $35.00 and gave the company a “buy” rating in a report on Monday, January 26th. Stifel Nicolaus raised their price objective on Cohu from $30.00 to $32.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Cohu in a report on Wednesday, January 21st. Needham & Company LLC increased their price target on Cohu from $30.00 to $33.00 and gave the company a “buy” rating in a report on Friday. Finally, TD Cowen lifted their price objective on shares of Cohu from $30.00 to $35.00 and gave the stock a “buy” rating in a research note on Friday. Five analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Cohu currently has a consensus rating of “Moderate Buy” and an average price target of $33.60.

Cohu Trading Down 6.7%

COHU stock opened at $30.60 on Friday. The firm has a fifty day moving average price of $26.97 and a 200 day moving average price of $23.41. Cohu has a fifty-two week low of $12.57 and a fifty-two week high of $34.96. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.24 and a current ratio of 4.39. The firm has a market cap of $1.43 billion, a PE ratio of -19.25 and a beta of 1.29.

Cohu (NASDAQ:COHU) last released its quarterly earnings results on Thursday, February 12th. The semiconductor company reported ($0.15) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.22). Cohu had a negative net margin of 16.40% and a negative return on equity of 3.71%. The business had revenue of $122.23 million for the quarter, compared to analysts’ expectations of $122.09 million. During the same period in the previous year, the company earned ($0.15) EPS. Cohu’s revenue for the quarter was up 29.9% compared to the same quarter last year. Sell-side analysts anticipate that Cohu will post -0.36 earnings per share for the current fiscal year.

Institutional Trading of Cohu

Hedge funds and other institutional investors have recently bought and sold shares of the business. Kestra Advisory Services LLC bought a new stake in shares of Cohu during the fourth quarter worth $34,000. Segall Bryant & Hamill LLC purchased a new position in Cohu in the 4th quarter worth about $9,859,000. Bridgefront Capital LLC lifted its holdings in Cohu by 156.5% during the 4th quarter. Bridgefront Capital LLC now owns 31,501 shares of the semiconductor company’s stock valued at $733,000 after buying an additional 19,221 shares in the last quarter. Gen Wealth Partners Inc purchased a new stake in Cohu in the 4th quarter valued at about $44,000. Finally, SG Capital Management LLC bought a new position in Cohu in the 4th quarter worth about $33,174,000. Hedge funds and other institutional investors own 94.67% of the company’s stock.

Cohu News Summary

Here are the key news stories impacting Cohu this week:

• Positive Sentiment: Revenue growth and topline beat: Q4 revenue rose ~29.9% year‑over‑year to $122.2M and slightly exceeded consensus, showing demand strength in testing equipment. MarketBeat Earnings
• Positive Sentiment: New HBM opportunity: Cohu is targeting $15M–$20M of HBM (high‑bandwidth memory) revenue in 2026, signaling expanding exposure to higher‑value AI/data‑center markets. MSN Article
• Positive Sentiment: Analysts largely maintain conviction: Needham and TD Cowen reaffirmed Buy ratings and raised/maintained price targets ($33, $35), highlighting improving utilization, margin recovery and AI/data‑center tailwinds. TipRanks – Needham
• Neutral Sentiment: Analyst target tweaks: B. Riley trimmed its target slightly from $35 to $33 but kept a Buy — a modest adjustment rather than a shift to caution. Benzinga Note
• Neutral Sentiment: Earnings call materials and transcripts are available for deeper color on margins, backlog and end‑market demand if you want to dig into management commentary. Yahoo Finance Highlights
• Neutral Sentiment: Short‑interest data reported as zeros in some feeds (likely data artifacts) — not actionable as shown.
• Negative Sentiment: Q4 surprise adjusted loss: Cohu reported an adjusted loss of $0.15/sh vs. consensus +$0.07, which triggered investor selling despite the revenue beat. Fool Article
• Negative Sentiment: Cautious near‑term guidance: Q1 revenue was guided to $115M–$129M (consensus ~ $120.2M) and EPS guidance was not clearly provided, increasing uncertainty around near‑term profitability. Zacks Coverage
• Negative Sentiment: Market reaction: The surprise loss and guidance uncertainty prompted a sharp intraday sell‑off and heavy volume, driving the stock lower on the day. Investing.com

About Cohu

Cohu, Inc is a global provider of semiconductor test and inspection solutions, offering a broad portfolio of products designed to support chip manufacturers, outsourced semiconductor assembly and test (OSAT) providers, and electronics original equipment manufacturers (OEMs). The company’s product lineup includes automatic test handlers, wafer probers, test sockets, thermal subassembly systems and burn-in boards, all engineered to optimize throughput, accuracy and reliability in semiconductor production and final test.

Founded in 1947 and headquartered in Poway, California, Cohu has grown through both organic development and targeted acquisitions to become a recognized leader in test handling and interconnect technologies.