Does Cohu’s Q3 Beat And HBM Exposure Change The Bull Case For Cohu (COHU)?

Simply Wall St.01-26 11:22

Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2606529657?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8211000-choice2-main-header/1585186947894","is_english":true,"pubTime":"2026-01-26 11:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2606529657","market":"hk","top_or_hot":-1,"title":"Does Cohu’s Q3 Beat And HBM Exposure Change The Bull Case For Cohu (COHU)?","media":"Simply Wall St.","content":"<div>\n<p>Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-cohu/cohu/news/does-cohus-q3-beat-and-hbm-exposure-change-the-bull-case-for\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does Cohu’s Q3 Beat And HBM Exposure Change The Bull Case For Cohu (COHU)?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoes Cohu’s Q3 Beat And HBM Exposure Change The Bull Case For Cohu (COHU)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-cohu/cohu/news/does-cohus-q3-beat-and-hbm-exposure-change-the-bull-case-for><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-cohu/cohu/news/does-cohus-q3-beat-and-hbm-exposure-change-the-bull-case-for\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1559883803.SGD","symbol_name":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-cohu/cohu/news/does-cohus-q3-beat-and-hbm-exposure-change-the-bull-case-for","article_id":"2606529657","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8211000-choice2-main-header/1585186947894"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-cohu/cohu/news/does-cohus-q3-beat-and-hbm-exposure-change-the-bull-case-for","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606529657","pubTimestamp":1769397761,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor demand.\nAnalysts at Needham and Stifel responded by upgrading their views on Cohu, highlighting its exposure to high-bandwidth memory trends and an emphasis on structurally higher profitability.\nNext, we’ll examine how Cohu’s earnings surprise and high-bandwidth memory exposure shape its...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU0566484027.USD":"安本美国小盘成长股","COHU":"科休半导体","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","BK4147":"半导体设备","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H"},"translate_title":"Cohu的第三季度业绩和HBM敞口是否会改变Cohu(COHU)的牛市理由？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COHU":1.5},"content_text":"Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor demand. Analysts at Needham and Stifel responded by upgrading their views on Cohu, highlighting its exposure to high-bandwidth memory trends and an emphasis on structurally higher profitability. Next, we’ll examine how Cohu’s earnings surprise and high-bandwidth memory exposure shape its investment narrative over the past week. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.AdvertisementWhat Is Cohu's Investment Narrative?For Cohu to make sense in a portfolio, you need to believe its test-handling and inspection gear stays relevant as high‑bandwidth memory and broader semiconductor demand evolve, and that management can translate that demand into eventually sustainable profitability. The latest earnings surprise and the stock’s push to a 52‑week high reinforce the near‑term catalyst of improving sales trends, but they do not erase the reality that Cohu is still loss‑making and has seen losses widen over several years. The Needham and Stifel upgrades, centered on high‑bandwidth memory exposure and structurally higher margins, may strengthen the short‑term narrative around revenue recovery and cost discipline, yet they also raise the bar for execution. If those margin and growth expectations slip, the current optimism could reverse quickly. However, investors should be aware that Cohu remains unprofitable despite the recent excitement.\n\nOur expertly prepared valuation report on Cohu implies its share price may be too high.Exploring Other PerspectivesCOHU 1-Year Stock Price Chart The Simply Wall St Community’s single fair value estimate of US$29.60 offers a narrow reference point rather than a broad spectrum of views. Set against recent earnings surprises and heightened expectations around high‑bandwidth memory, it underlines how even a seemingly tight valuation anchor can sit beside real uncertainty on when, or if, Cohu’s losses might narrow and margins improve.Explore another fair value estimate on Cohu - why the stock might be worth just $29.60!Build Your Own Cohu NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Cohu research is our analysis highlighting 1 key reward that could impact your investment decision.Our free Cohu research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cohu's overall financial health at a glance.Curious About Other Options?Our top stock finds are flying under the radar-for now. Get in early:This technology could replace computers: discover 23 stocks that are working to make quantum computing a reality.Find companies with promising cash flow potential yet trading below their fair value.We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606529657","isCrawlerRequest":true}