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Stock impact report

B. Riley Raises Cohu (COHU) PT to $35 Amid Surging AI-Driven Demand [Yahoo! Finance]

Cohu, Inc. (COHU) 
Last cohu, inc. earnings: 2/12 09:15 pm Check Earnings Report
US:NASDAQ Investor Relations: cohu.gcs-web.com/investor-information
Company Research Source: Yahoo! Finance
Riley analyst Craig Ellis raised the price target for Cohu to $35 from $30 with a Buy rating, citing robust AI-driven demand for HBM, CoWoS, and GPUs that currently exceeds supply. Despite near-term cyclical pressures, the firm anticipates a modest upside for Q4 2025 and steady guidance for early 2026, supported by recovering demand in Taiwan and the automotive and industrial sectors. These long-term AI growth drivers are expected to fuel significant expansion in both sales and earnings per share. Furthermore, earlier on January 14, Stifel also increased its price target for Cohu Inc. (NASDAQ:COHU) to $32 from $30 while maintaining a Buy rating. This decision was made as part of its 2026 semiconductor equipment outlook. The firm's decision follows bullish field checks that led analysts to raise their calendar 2026 industry wafer fabrication equipment spending forecast to 10% to 15% growth, up from the previous estimate of 7% to 8%. l-n-r2tVRjxzFM8-unsplash Cohu Inc. (NASDAQ:CO Show less Read more
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