BinaryLogic Posted - 2 weeks ago

$COHU Analysts are starting to adjust their figures now inline with my prior commentary. The Company had a fallout on ER this year (2024); however, the pipeline appears favorable across multiple dimensions, and if/where you are to value the Company on forward earnings/growth, you will see the 25-50% upside from my previous comments [$23.0-24.0], near/intermediate term. https://www.investing.com/news/company-news/cohu-shares-upgraded-to-buy-at-craighallum-stock-target-set-on-progress-93CH-3697554

Ro31n Posted - 2 weeks ago

@Snozz interesting, thx I think $AEHR has a better position here, $COHU seems to be entering this market at a bad time $AEHR also seems way more profitability

BinaryLogic Posted - 2 weeks ago

$COHU

BinaryLogic Posted - 2 weeks ago

$COHU

DonCorleone77 Posted - 10/31/24

$COHU Cohu enters silicon carbide burn-in test market Cohu announced that a leading European customer has selected Cohu's Neon system for high-speed handling and inspection of high-power SiC dies in burn-in test applications. This expands Cohu's products into burn-in and stress-test SiC processes. Cohu's solution offers a proprietary carrier concept that allows singulated die burn-in and stress-test for up to 150 devices per carrier, enabling high parallel test, and optimizing yield and productivity. The unique interface solution enables high-power test up to 2,500V and heat dissipation capability up to 3,000W. In conjunction with test, Cohu's vision inspection metrology technology provides 6-sided optical inspection with micro-scale defect detection and full traceability from wafer input to output, satisfying stringent automotive zero-defect requirements. The accompanying AI inspection software utilizes proprietary deep learning and neural network-based pattern recognition to improve inspection yield and maximize throughput, reducing customers' total cost of ownership. The silicon carbide power market is projected to be approximately $2.2 billion this year with a CAGR of 25% through 2029 driven mainly by vehicle electrification and renewable energy, representing a $50 million market opportunity for Cohu in this type of equipment. "We are pleased to have received multiple orders from one of the world's leading silicon carbide power device manufacturers for this application," commented Luis Muller, Cohu President and CEO. "This new product configuration will extend our offering in the silicon carbide market, enabling burn-in test at the die-level to significantly lower our customers' cost and optimizing yield and productivity."

DonCorleone77 Posted - 10/31/24

$COHU Cohu sees Q4 revenue $88M-$102M, consensus $98.2M

DonCorleone77 Posted - 10/31/24

$COHU Cohu reports Q3 EPS (8c), consensus (7c) Reports Q3 revenue $95.3M, consensus $95.8M. "We continued to execute on our strategy to win customers on Cohu's Diamondx tester, capturing design-wins in mixed signal applications, while also expanding our inspection metrology business with Neon and the new Krypton system," said Cohu President and CEO Luis Muller. "We are focused on developing new products that are aligned to higher near-term growth opportunities in data centers and continuing to build our recurring software revenue."

Estimize Posted - 10/28/24

Here’s what 3 Estimize analysts believe $COHU will report for Q3 2024 revenue [Reporting 10/31 AMC] http://www.estimize.com/intro/cohu?char

WeeklyTrader Posted - 10/23/24

Who's ready to make some moves with $COHU? RSI: 46.46% 50-day MA: $25.17 200-day MA: $30.0

BinaryLogic Posted - 1 month ago

$COHU Critical support level $22-25, downtrend driven by unfavorable trailing financial performance, admittedly; however, the Company is poised to improve substantively (IMO) over the next 6-9mos. 25-50% upside (IMO) intermediate term on stronger (future) financial performance and guidance.

insiderbuyingselling Posted - 1 month ago

$COHU new insider selling: 200 shares. http://insiderbuyingselling.com/?t=COHU

WeeklyTrader Posted - 1 month ago

The sky's the limit! Grab a CALL on $COHU at strike None! RSI: 57.2% 50-day MA: $25.13 200-day MA: $30.28

insiderbuyingselling Posted - 1 month ago

$COHU new insider selling: 4999 shares. http://insiderbuyingselling.com/?t=COHU

BinaryLogic Posted - 1 month ago

$COHU The Company does not get much traction; however, I believe the stock/valuation is becoming increasingly opportunistic. Expect YoY top line to continue its decline near term; however, this should lead into a considerable growth cycle starting in 2025. 25-50% upside from current levels (IMO); however, keep in mind the SP may continue to fall near term if/where earnings disappoint. Overall Bullish intermediate/longer term.

SteelNerves Posted - 1 month ago

$COHU looks good

Stock_Titan Posted - 2 months ago

$COHU Cohu Announces Order for New Diamondx Instrument and Mixed Signal Platform https://www.stocktitan.net/news/COHU/cohu-announces-order-for-new-diamondx-instrument-and-mixed-signal-teli0iwhsn5i.html

insiderbuyingselling Posted - 3 months ago

$COHU new insider selling: 200 shares. http://insiderbuyingselling.com/?t=COHU

NVDAMillionaire Posted - 3 months ago

$COHU Cohu, Inc. (NASDAQ:COHU): Navigating Through the Semiconductor Cycle with Resilient Recurring Revenue http://beyondspx.com/2024/07/31/cohu-inc-nasdaqcohu-navigating-through-the-semiconductor-cycle-with-resilient-recurring-revenue/

epsguid Posted - 07/31/24

$COHU reported a loss of $0.12, consensus was ($0.09) via @eWhispers #epsmiss http://eps.sh/d/cohu

DonCorleone77 Posted - 07/31/24

$COHU Cohu sees Q3 revenue $90M-$100M, consensus $107.2M

DonCorleone77 Posted - 07/31/24

$COHU Cohu reports Q2 EPS (1c), consensus (2c) Reports Q2 revenue $104.7M, consensus $105.1M. "Cohu continued to execute well on new product development initiatives and delivered several design-wins to expand customer and addressable markets. We secured two customer awards for the new Krypton inspection metrology system, two Taiwanese OSATs adopted the Diamondx tester, and we landed a leading silicon carbide customer with our new cStrider power probe card," said Cohu President and CEO Luis Muller. "Estimated test cell utilization improved for the second quarter in a row to 74%, a 2 point sequential increase from the March quarter. It is encouraging to see utilization improvements, particularly in computing and mobile segments."

Estimize Posted - 07/31/24

$COHU misses the Estimize EPS Consensus by 3c and the Estimize Revenue Consensus by $1.90M. Reports FQ2 earnings of -1c EPS and $104.70... http://www.estimize.com/cohu/fq2-2024?utm_content=beat_or_miss&utm_medium=tweet&utm_source=stocktwits

Stock_Titan Posted - 07/31/24

$COHU Cohu Reports Second Quarter 2024 Results https://www.stocktitan.net/news/COHU/cohu-reports-second-quarter-2024-wvw3gdpotej4.html

Hoffmanomics Posted - 07/29/24

$SUM $COHU $PCRFF Small-cap stocks have traditionally outperformed larger competitors, this decade they fell so far below, that they may now be the favorite sector for the foreseeable future, especially if the law of averages plays out. https://www.tipranks.com/news/in-the-stock-market-olympics-small-caps-are-in-full-sprint

Stock_Titan Posted - 4 months ago

$COHU Cohu To Announce Second Quarter 2024 Results on July 31 https://www.stocktitan.net/news/COHU/cohu-to-announce-second-quarter-2024-results-on-july-m7ehefhfvdcj.html

DonCorleone77 Posted - 4 months ago

$COHU Cohu downgraded to Neutral from Buy at Citi Citi downgraded Cohu (COHU) to Neutral from Buy with an unchanged price target of $36. The analyst believes the semiconductor equipment group is in "late Phase 2 stage" following the year-to-date share outperformance relative to the S&P 500 Index. The firm has become more selective on the group, saying its 2025 wafer fab equipment sensitivity analysis shows balanced risk/reward profiles. Citi maintains its 2025 base case wafer fab equipment spend estimate of $120B, above the Street at $116B, with a bull case of $130B on a step up in spend by the China Big Fund. The firm still prefers manufacturers to wafer starts-driven stocks, moving KLA Corp. (KLAC) to its top pick. It downgraded three names.

LinkupInvest Posted - 5 months ago

$COHU Bullish hammer on weekly chart.

Stock_Titan Posted - 05/22/24

$COHU Cohu Announces Multi-Year Estimated $100 million Win for Test Automation and New Inspection Systems https://www.stocktitan.net/news/COHU/cohu-announces-multi-year-estimated-100-million-win-for-test-sj4kf6kz2xm5.html

DonCorleone77 Posted - 6 months ago

$COHU Cohu reports Q1 adjusted EPS 1c, consensus (1c) Reports Q1 revenue $107.6M, consensus $107.09M. "Recurring revenue continued to deliver stable profitability during the trough of this Semicap cycle when customers typically limit capital expenditures and focus on reducing semiconductor inventory," said Cohu President and CEO Luis Muller. "We remain focused on developing core technologies and were pleased to receive initial orders from a leading U.S. fabless semiconductor manufacturer for our new high fidelity microphone tester integrated with Cohu's Sense+ automation platform."

epsguid Posted - 6 months ago

$COHU reported earnings of $0.01, consensus was ($0.07) via @eWhispers #epsbeat http://eps.sh/d/cohu