Cohu (COHU)

• Market cap: $774M
• 1 day: -3.27%
• 5 days: -1.60%
• 1 month: -18.41%
• 3 months: -39.64%
• 6 months: -35.20%
• Year to date: -37.35%
• 1 year: -46.31%
• 5 years: 15.31%
• 10 years: 51.46%
• Sector: Industrials
• Industry: Instruments for Measuring & Testing of Electricity & Electrical Signals

About: Cohu Inc is a supplier of semiconductor test and inspection handlers, micro-electro-mechanical system (MEMS) test modules, test contactors, and thermal sub-systems used by semiconductor manufacturers and test subcontractors. The company's products include Semiconductor ATE (Automated Test Equipment), Semiconductor Handlers, Interface Products such as test contactors, probe heads and probe pins, Spares and Kits, Bare Board PCB Test Systems, and services. It has one reportable segment, Semiconductor Test and Inspection Equipment (Semiconductor Test & Inspection).

Employees: 3,024

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

531% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $184K

24% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $1.1B [Q3] → $1.18B (+$77.5M) [Q4]

3.45% more ownership

Funds ownership: 91.52% [Q3] → 94.98% (+3.45%) [Q4]

5% less funds holding

Funds holding: 207 [Q3] → 196 (-11) [Q4]

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $30 81% upside
• Avg. target: $33 96% upside
• High target: $35 111% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

B. Riley Securities Craig Ellis 21% 1-year accuracy 13 / 61 met price target	81% upside $30	Buy Maintained	14 Feb 2025
Stifel Brian Chin 26% 1-year accuracy 6 / 23 met price target	111% upside $35	Buy Maintained	14 Feb 2025