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Technology - Semiconductors - NASDAQ - US
$ 13.92
4.04 %
$ 648 M
Market Cap
-9.34
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one COHU stock under the worst case scenario is HIDDEN Compared to the current market price of 13.9 USD, Cohu, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one COHU stock under the base case scenario is HIDDEN Compared to the current market price of 13.9 USD, Cohu, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one COHU stock under the best case scenario is HIDDEN Compared to the current market price of 13.9 USD, Cohu, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart COHU

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$30.0$30.0$28.0$28.0$26.0$26.0$24.0$24.0$22.0$22.0$20.0$20.0$18.0$18.0$16.0$16.0$14.0$14.0$12.0$12.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
402 M REVENUE
-36.86%
-71.7 M OPERATING INCOME
-165.62%
-69.8 M NET INCOME
-247.97%
2.78 M OPERATING CASH FLOW
-97.26%
21.9 M INVESTING CASH FLOW
172.55%
-59 M FINANCING CASH FLOW
13.36%
94.1 M REVENUE
-1.28%
-21.6 M OPERATING INCOME
-37.15%
-21.4 M NET INCOME
-18.29%
-1.72 M OPERATING CASH FLOW
-9.89%
18.2 M INVESTING CASH FLOW
181.64%
859 K FINANCING CASH FLOW
110.47%
Balance Sheet Cohu, Inc.
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Current Assets 534 M
Cash & Short-Term Investments 262 M
Receivables 91.6 M
Other Current Assets 181 M
Non-Current Assets 465 M
Long-Term Investments 0
PP&E 88.7 M
Other Non-Current Assets 376 M
26.22 %9.17 %18.07 %8.87 %37.66 %Total Assets$999.4m
Current Liabilities 85.2 M
Accounts Payable 30.6 M
Short-Term Debt 1.75 M
Other Current Liabilities 52.9 M
Non-Current Liabilities 57.3 M
Long-Term Debt 16.9 M
Other Non-Current Liabilities 40.4 M
21.44 %37.10 %11.89 %28.34 %Total Liabilities$142.5m
EFFICIENCY
Earnings Waterfall Cohu, Inc.
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Revenue 402 M
Cost Of Revenue 221 M
Gross Profit 180 M
Operating Expenses 252 M
Operating Income -71.7 M
Other Expenses -1.85 M
Net Income -69.8 M
450m450m400m400m350m350m300m300m250m250m200m200m150m150m100m100m50m50m00(50m)(50m)(100m)(100m)402m(221m)180m(252m)(72m)2m(70m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
44.87% GROSS MARGIN
44.87%
-17.84% OPERATING MARGIN
-17.84%
-17.38% NET MARGIN
-17.38%
-8.15% ROE
-8.15%
-6.99% ROA
-6.99%
-8.41% ROIC
-8.41%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Cohu, Inc.
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100m100m80m80m60m60m40m40m20m20m00(20m)(20m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -69.8 M
Depreciation & Amortization 52.5 M
Capital Expenditures -10.6 M
Stock-Based Compensation 20.7 M
Change in Working Capital -3.88 M
Others -33.2 M
Free Cash Flow -7.86 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Cohu, Inc.
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Wall Street analysts predict an average 1-year price target for COHU of $32.8 , with forecasts ranging from a low of $30 to a high of $36 .
COHU Lowest Price Target Wall Street Target
30 USD 115.52%
COHU Average Price Target Wall Street Target
32.8 USD 135.63%
COHU Highest Price Target Wall Street Target
36 USD 158.62%
Price
Max Price Target
Min Price Target
Average Price Target
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4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.06 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.250.250.200.200.150.150.100.100.050.050.000.000.060.060.060.060.060.060.060.060.060.060.060.060.060.060.060.060.060.240.060.240.060.240.060.240.060.240.06201520152016201620172017201820182019201920202020
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5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Cohu, Inc.
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Sold
0-3 MONTHS
12.9 K USD 1
3-6 MONTHS
137 K USD 2
6-9 MONTHS
9.74 K USD 1
9-12 MONTHS
595 K USD 4
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Cohu, Inc. (COHU) Q4 2024 Earnings Call Transcript Start Time: 16:30 January 1, 0000 5:06 PM ET Cohu, Inc. (NASDAQ:COHU ) Q4 2024 Earnings Conference Call February 13, 2025, 16:30 PM ET Company Participants Luis Muller - President and CEO Jeffrey Jones - CFO Conference Call Participants Craig Ellis - B. Riley Securities David Duley - Steelhead Securities Ross Cole - Needham Robert Mertens - TD Cowen Denis Pyatchanin - Stifel Operator Good day, and thank you for standing by. seekingalpha.com - 1 month ago
Cohu (COHU) Reports Q4 Loss, Lags Revenue Estimates Cohu (COHU) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to earnings of $0.23 per share a year ago. zacks.com - 1 month ago
Cohu Completes Acquisition of Tignis POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced the completion of its previously disclosed acquisition of Tignis, Inc. (“Tignis”), a provider of artificial intelligence (AI) process control and analytics-based monitoring software. The terms of the transaction, which are not material to Cohu's financials, are not being disclosed. The acquisition was funded with ca. businesswire.com - 3 months ago
Cohu to Participate at 27th Annual Needham Growth Conference POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate virtually at the 27th Annual Needham Growth Conference on Thursday, January 9, 2025, with a one-on-one format. Portfolio managers and analysts should contact their respective banking representatives to schedule a meeting at this conference. Presentation materials will be made concurr. businesswire.com - 3 months ago
Cohu to Enhance Data Analytics and AI/ML Platform with Acquisition of Tignis POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that it has entered into a definitive agreement to acquire Tignis, Inc. (“Tignis”), a provider of artificial intelligence (AI) process control and analytics-based monitoring software. This strategic acquisition enables Cohu to expand its analytics offerings to the estimated $2.6 billion semiconductor process control. businesswire.com - 3 months ago
Cohu to Participate in the 13th Annual NYC Summit Investor Conference POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that management will participate in the 13th Annual NYC Summit Investor Conference, being held at Mastro's New York on Tuesday, December 17, 2024. The presentation material utilized during the NYC Summit will be made accessible on the investor page of the company's website at www.cohu.com. About The 13th Annual NYC. businesswire.com - 4 months ago
Cohu: Restraint Still Necessary Even With An Improved Outlook The Q3 FY2024 results and Q4 guidance fell short, but Cohu was able to avoid a backlash by holding out an imminent return to growth. The last few years have been brutal for COHU, but next year could be different, assuming Q1 FY2025 carries over into the following quarters. The stock has rallied following the latest report, but the charts suggest the trend for the last few years remains intact for now, especially with resistance in the way. seekingalpha.com - 5 months ago
Cohu, Inc. (COHU) Q3 2024 Earnings Call Transcript Cohu, Inc. (COHU) Q3 2024 Earnings Call Transcript seekingalpha.com - 5 months ago
Cohu (COHU) Reports Q3 Loss, Tops Revenue Estimates Cohu (COHU) came out with a quarterly loss of $0.08 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.35 per share a year ago. zacks.com - 5 months ago
Cohu To Announce Third Quarter 2024 Results on October 31 POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, will release financial results for third quarter on Thursday, October 31, 2024, at 1:00 p.m. Pacific Time/4:00 p.m. Eastern Time. The Company will host a live conference call and webcast with presentation materials to discuss the results at 1:30 p.m. Pacific Time/4:30 p.m. Eastern Time. Interested parties may listen live via webcas. businesswire.com - 5 months ago
2 Stocks to Buy After Micron's Blowout Earnings Teradyne and Cohu shares look like cheaper ways to play the high-bandwidth memory market, rather than with Micron stock. barrons.com - 6 months ago
Cohu, Inc. (COHU) Q2 2024 Earnings Call Transcript Cohu, Inc. (NASDAQ:COHU ) Q2 2024 Earnings Conference Call July 31, 2024 4:30 PM ET Company Participants Jeff Jones - CFO Luis Muller - President and CEO Conference Call Participants Brian Chin - Stifel Ross Cole - Needham & Company David Duley - Steelhead Securities Operator Good day, and thank you for standing by. Welcome to Cohu's Second Quarter 2024 Financial Results Conference Call. seekingalpha.com - 8 months ago
8. Profile Summary

Cohu, Inc. COHU

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COUNTRY US
INDUSTRY Semiconductors
MARKET CAP $ 648 M
Dividend Yield 0.00%
Description Cohu, Inc., through its subsidiaries, provides semiconductor test equipment and services in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company supplies semiconductor test and inspection handlers, micro-electromechanical system (MEMS) test modules, test contactors, thermal sub-systems, and semiconductor automated test equipment for semiconductor and electronics manufacturers, and test subcontractors. It also provides semiconductor automated test equipment for wafer level and device package testing; various test handlers, including pick-and-place, turret, gravity, strip, and MEMS and thermal sub-systems; interface products comprising test contactors, and probe heads and pins; spares and kits; various parts and labor warranties on test and handling systems, and instruments; and training on the maintenance and operation of its systems, as well as application, data management software, and consulting services on its products. In addition, the company offers data analytics product that includes DI-Core, a software suite used to optimize Cohu equipment performance, which provides real-time online performance monitoring and process control. It markets its products through direct sales force and independent sales representatives. The company was formerly known as Cohu Electronics, Inc. and changed its name to Cohu, Inc. in 1972. Cohu, Inc. was incorporated in 1947 and is headquartered in Poway, California.
Contact 12367 Crosthwaite Circle, Poway, CA, 92064-6817 https://www.cohu.com
IPO Date March 17, 1980
Employees 2986
Officers Dr. Luis Antonio Muller Ph.D. President, Chief Executive Officer & Director Mr. Christopher G. Bohrson Senior Vice President & Chief Customer Officer