
Cohu (COHU) Stock Forecast & Price Target
Cohu (COHU) Analyst Ratings
Bulls say
Cohu Inc. is positioned positively due to a projected revenue growth trajectory, with anticipated sales from its Neon for HBM initiative reaching $18 million in CY26, reflecting a remarkable 65% year-over-year increase following initial sales of $11 million in CY25. Additionally, the company experienced significant customer traction, as evidenced by a 47% surge in Systems orders and a 34% rise in Recurring revenue orders in the fourth quarter of 2025, indicating a robust demand for its diverse product offerings. The overall improvement in test cell utilization, which rose to 76% in 4Q25 and ended CY25 at approximately 74.5%, further reinforces Cohu's operational efficiency and market competitiveness.
Bears say
Cohu Inc's financial outlook is negatively impacted by higher-than-expected tax liabilities, which have led to downward revisions in EPS for fiscal years 2026 and 2027, despite retained sales estimates. The company faces potential challenges in integrating recent acquisitions, which could result in disappointing returns, alongside an ongoing correction in the auto and industrial semiconductor markets that may further depress financial performance. Additionally, the reported revenue of $122.2 million for 4Q25 showed a quarter-over-quarter decline, with profitability affected by one-time charges and a reduced gross margin, suggesting vulnerabilities in maintaining strong financial metrics moving forward.
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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