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Stock impact report

Why Needham Is Telling Investors to Buy the Dip in Cohu, Inc. (COHU) [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
Cohu, Inc. (NASDAQ: COHU is among the 7 Small-Cap Semiconductor Stocks to Buy According to Analysts On February 13, Needham lifted the price target on Cohu, Inc. (NASDAQ:COHU) to $33 from $30 and reiterated a Buy rating. This price target hike comes even after the reported Q4 2025 revenue that matched the estimates, but non-GAAP gross margins were meaningfully lower than the projection. This happened because of a one-time inventory charge, which represents 350 basis points of the total 420-basis-point shortfall. For Q1 2026, Cohu, Inc. (NASDAQ:COHU) projects revenue to be flat QoQ, with non-GAAP gross margins anticipated to recover to nearly 45%. The firm pointed to a major data center design win at an analog/mixed-signal customer, expected to generate additional revenue in 2026, in addition to current High Bandwidth Memory and AI compute applications. With that said, Needham advised "buying the dip" in the stock and raised its forecasts. On the same day, TD Cowen said the quar Show less Read more
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