Cohu, Inc.

Company Details:

Company Symbol: COHU
Sector: Semiconductor Capital Equipment
Company Rating:
URL: http://www.cohu.com

Related Research

  • 08/21/17 Morning Note B. Riley AM Note: AVGO, COHU, DSW, GDDY, KIRK, MRVL, OOMA, TLYS, TRUE, TUES
  • 08/21/17 Update COHU ($17.64, Buy; $28.00 PT): Confidence On LT Revenue Objectives With Abundant Margin Levers; PT Is $28.00
  • 07/28/17 Morning Note B. Riley AM Note: BC, COHU, CSGP, CSOD, DHX, EGHT, GPX, IDCC, INTC, KLAC, KTOS, LRCX, MCS, NAME (discontinuation), NTCT, NTRI (transition), SHOO, TST, TYL; Internet (XOXO, RUBI)
  • 07/28/17 Update COHU ($19.80, Buy; $28.00 PT): Solid Execution With Long Term Growth On Track; PT To $28.00, Shares Rated Buy.
  • 07/24/17 Update Semi Cap Equipment Week 2 Previews: Expectations For COHU, IVAC, KLAC And LRCX
  • 07/24/17 Morning Note B. Riley AM Note: DMRC, WYY; Semiconductors (INTC, SLAB, TXN), Semi. Cap. Equipment (COHU, IVAC, KLAC, LRCX)
  • 07/17/17 Morning Note B. Riley AM Note: ACIA, ASML, DLB (upgrade), IDSY, MXIM, SWKS; Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC)
  • 07/17/17 Update Semi Cap Equipment – SEMICON West Offers Further Evidence Structural Value Creation Moves Unlocking Dramatic Multi-Year EPS Gains; Retain Positive Sector & Company Views
  • 07/14/17 Morning Note B. Riley AM Note: AMAT, AVGO, COHU, CSGP, INTC, KLAC, LRCX, NVDA, SWKS; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 07/14/17 Update COHU ($17.06, Buy; $25.00 PT): Strategic Update’s Growth Picture Is Compelling; PT Of $25.00 Has Upside Potential
  • 07/12/17 Morning Note B. Riley AM Note: ACLS, BRKS, COHU, IVAC, RTEC
  • 07/12/17 Update COHU ($18.18, Buy; $25.00 PT): Positive 2Q17 Sales And Orders, But 2H’s View Affirms Street; PT IS $25.00, Retain Buy.
  • 07/10/17 Morning Note B. Riley AM Note: COHU, SIMO
  • 07/10/17 Update COHU ($16.19, Buy; $25.00 PT): SEMICON West Event Should Highlight Sustainable Growth Potential; PT Is $25.00
  • 04/28/17 Update COHU ($20.70, Buy; $25.00 PT): Solid Print And Guide With Structural Margin Increase; PT To $25.00, Shares Rated Buy.
  • 04/28/17 Morning Note B. Riley AM Note: BC, BRKS, COHU, COLM, CSGP (transition), DSW, GOOGL, GPX, HSKA, HZO, IDCC, INTC, KLAC, MCS, MPX, PCMI, PRMW, ROG, SIMO, SWKS, TNAV, TNDM, TYL, UAA, VRS (initiation); Optical Components (IIVI, IPHI, OCLR)
  • 04/24/17 Morning Note B. Riley AM Note: GSM, IDCC (upgrade), OSIS, PRGX, ROG, SHOO, SIX; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Semiconductors (INTC, SLAB, SWKS, TXN), Semi. Cap. Equipment (BRKS, COHU, IVAC, KLAC, RTEC)
  • 04/24/17 Update Industry Update - Semi Cap Equipment Week 2 Previews: BRKS, COHU, KLAC, IVAC, And RTEC
  • 04/07/17 Update B. Riley & Co. Industry Update - Semi Cap Eqp: Multi-Year 3D NAND And China Fab Analysis Supports Steady Growth View (ACLS, AMAT, KLAC, KLIC, LRCX)
  • 02/17/17 Morning Note B. Riley AM Note: AVP, AXTI, BCOV, CNK, COHU, CTG, DMRC, IMMR, MCS, MZOR, NTCT, RCKY, ROG, SPCB (discontinuation), TRUE, VIVE, VPG; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Boardsport (DECK, NKE, VFC)
  • 02/17/17 Update COHU ($14.95, Buy; $20.00 PT): Robust Print And Guide With Structural Margin Increase; PT To $20.00, Shares Rated Buy.
  • 02/14/17 Update COHU ($13.39, Buy; $14.00 PT): Expecting A Solid Print And Guide As Kita Mfg Comes On Board; Shares Rated Buy.
  • 02/14/17 Morning Note B. Riley AM Note: COHU, CSOD, GUID, HIBB, ON, VNCE, XCRA
  • 01/17/17 Desk Report Industry Update: Semi Capital Equipment – Increasingly Seasonal Fundamentals With Value Creation Moves Solidifying Structural Multi-Year EPS Gains; Retain Positive Sector And Company Views
  • 01/06/17 Morning Note B. Riley AM Note: AEO, COHU, CTS, FC, IDCC, NVDA, SMTC, SQNS, TIVO, TREC; MedTech (ADMP, CFMS, CVRS, DXCM, EKSO, MZOR, NVRO, NVTR, PODD, SENS, TNDM, TRXC, VIVE, VLRX)
  • 01/04/17 Morning Note B. Riley AM Note: ARTX, CDZI (initiation), COHU, FC, FNJN, JCP, PCMI
  • 11/17/16 Morning Note B. Riley AM Note: COHU, CSCO, NVDA, SIX; Recreational Marine (BC, HZO, MBUU, MCFT, MPX, WMAR)
  • 11/17/16 Update COHU ($11.82, Buy; $14.00 PT): Acquisition And Improving Near Term Dynamics Line Up For C17 Growth; PT Is $14.0.
  • 11/16/16 Morning Note B. Riley AM Note: AMC, COHU, DKS, EL, EVLV, FNJN, IMAX, KLIC, MAMS, SBH, UFAB, UTEK; Optical Components (FNSR, IIVI, LITE, VIAV)
  • 10/31/16 Update Industry Update - SemiCap Week #3 Results Preview: Framing Prospects For ACLS, CAMT, IVAC And RTEC
  • 10/28/16 Morning Note B. Riley AM Note: AMAT, AVGO, BC, CL, COLM, COHU, CSGP, DECK, DHX, FLEX, FORM, GOOGL, HSKA, IDCC, KTOS, LITE, MCS, NLS, NTCT, OCLR, OSIS, PCTI, PFSW, PLXS, PRGX, PRMW, RGC, SIMO, SPCB, SRI, SQNS, TNAV, TST, TUES, TYL, VVI; The Weiser Consumer
  • 10/28/16 Update COHU ($10.87, Buy; $14.00 PT): Solids Print And Guide; Growth Drivers Starting To Line Up For C17; PT Remains $14.00
  • 10/24/16 Morning Note B. Riley AM Note: CTG, EL, IDCC, MCS, MEI, NTRI, OSIS, PCTI, PII, RGC, SIMO, SIX, TRUE (upgrade), TYL, WDFC, WMAR; Internet (AKAM, GOOGL, GRPN, LLNW, P), Semiconductors (SLAB, SQNS, TXN), Semi. Cap. Equipment (COHU, FORM)
  • 07/29/16 Morning Note B. Riley AM Note: AVP, BC, BCOV, BRKS, CARB, CL, CLX, COHU, CSGP, DECK, DRAD, GOOGL, GPX, ISIL, KEM, KLAC, MCS, MRVL, NLS, NTCT, OUTR, PG, PRMW, RCKY, ROVI, RTEC, SQNS, STMP, TST, TYL, VVI, VSAT, WMAR; Internet and Optical Components Industry
  • 07/29/16 Update COHU ($10.00, Buy; $14.00 PT): 2Q16 Mixed But Outlook Falls As Mobility Falters, Growth Remains Ahead; PT To $14.0
  • 07/25/16 Update Industry Update: Semi Cap Week #2 Results Preview - BRKS, COHU, IVAC, KLAC, LRCX, And RTEC
  • 07/25/16 Morning Note B. Riley AM Note: AMC, BOOT, CKEC, CTG, DHX, DMRC, MCS, PCMI, PRGX, RGC, SIMO, STMP, VFC; Semiconductors (ISIL, LLTC, MRVL, SLAB, SQNS, TXN), Semi. Cap. Equipment (BRKS, COHU, IVAC, KLAC, LRCX, RTEC)
  • 06/27/16 Update Industry Update - Semi’s And Cap Equipment: Beyond Brexit, Framing Trough And Recovery Parameters (AVGO, MRVL, MXIM, NVDA, SWKS, TXN)
  • 04/29/16 Update COHU ($11.39, Buy; $15.00 PT): Portfolio Performing Well, Gross Margins Surging In 2Q16; Reiterate Buy, $15.0 PT
  • 04/29/16 Morning Note B. Riley AM Note: BC, BCOV, BHE, BLKB, BRKS, CL, CLX, COHU, COLM, COTY, CSGP, EL, ELNK, FLEX, GPX, GRPN, HSKA, IDCC, IPHI, LGF, MCS, NPTN, OUTR, P, PCMI, PRGX, RGC, ROG, SIMO, SQNS, SWKS, TNAV, TYL, VVI, WMAR, WWW; Internet (ABTL, GDDY, PCOM, RUBI, TRUE, WEB, XOXO, YELP)
  • 04/25/16 Update Industry Update: Semi Cap Equipment Week #2 Results Preview: BRKS, CSCD, COHU, FORM, and KLAC
  • 04/25/16 Morning Note B. Riley AM Note: COTY, DHX, DMRC, KMB, OUTR, SHOO, SONS, VVI; Internet (AKAM, BCOV, GRPN, LLNW, P), MediaTech (DLB, IDCC, ROVI), Semiconductors (ISIL, SNDK, SLAB, SQNS, SWKS, TXN), SemiCap (BRKS, CSCD, COHU, FORM, KLAC), Software (BLKB, CTG, TYL, TYPE)
  • 03/21/16 Morning Note B. Riley & Co. AM Note: IDCC, LGF, NKE, NTRI; Exhibitors (AMC, CKEC, CNK, MCS, RGC), Semi. Cap. Equipment (AMAT, ASML, ACLS, BRKS, CAMT, CSCD, COHU, FORM, IVAC, KLAC, KLIC, LRCX, MTSN, RTEC, UTEK, XCRA)
  • 03/21/16 Update Industry Update - Semi And Cap Equipment Co-Controllable Transformations In High Gear, With Coming Cyclical EPS Expansion Still Un-Discounted; Hike Exposure To These Eight Unique Situations Offering 37% Avg Upside
  • 02/18/16 Morning Note B. Riley AM Note: ADI, CNK, COHU, DORM, DSW, ELNK, INTC, ISIL, KLIC, MRVL, NVDA, ON, SWKS, TIVO, TREC, TYL, XCRA; Footwear Survey (BOOT, COLM, DECK, RCKY, VFC, WWW), The Weiser Consumer (AVP, MAT, PBH)
  • 02/12/16 Update COHU ($11.27, Buy; $15.00 PT): Beats And Guides Sales Nicely Higher; Margin Improvement Is On Track. Buy, PT $15.00
  • 02/12/16 Morning Note B. Riley AM Note: AVP, BCOV, CAMT, COHU, COLM, DLB, GRPN, GUID, IMMR, ITI, JCP, LIOX, MAMS, MWW, P, RCKY, ROVI, TYPE, WEB; Internet (NAME, TRUE)
  • 02/08/16 Update Industry Update: Semi Cap Equipment Week #5 Results Preview - Sector Consolidation And Global Growth Fears Pick Up Into Results For MTSN, CAMT, And COHU
  • 02/08/16 Morning Note B. Riley AM Note: AEO, AMRK, CSOD, EL, FARM, LGF, LIOX, MRVL, ON, RDEN, SBH, SPA; Internet (AKAM, APPS, BCOV, GRPN, LLNW, P, WEB, YELP), Semi. Cap. Equipment (CAMT, COHU, MTSN)
  • 12/28/15 Morning Note B. Riley AM Note: GSM; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, AMAT, AOSL, ASML, BRCM, BRKS, CAMT, COHU, CSCD, EXAR, FORM, INTC, ISIL, IVAC, KLAC, KLIC, LLTC, LRCX, MCHP, MRVL, MTSN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 12/14/15 Morning Note B. Riley AM Note: MAT, MESG; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semi. Cap. Equipment (ACLS, BRKS, CAMT, COHU, CSCD, FORM, IVAC, RTEC, UTEK, XCRA)
  • 12/14/15 Update Industry Update: Semi Cap Eqp - Check In Shows Broadening Order Stabilization Exiting 4Q15, With Firming Upstream Fundamentals It Foretells A Positive 1H16 Inflection
  • 12/07/15 Update B. Riley & Co. Industry Update: Semiconductors & Semi. Cap. Equipment - Assessing C16 Estimates And EPS Revision Trends
  • 11/30/15 Morning Note B. Riley AM Note: RLD, TREC; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, COHU, INTC, ISIL, LRCX, MCHP, NVDA, ON, SMTC, SLAB, SWKS)
  • 11/30/15 Update Industry Update: Semis And Cap Equipment - Assessing Inventory Amidst The Holiday Selling Season
  • 11/16/15 Update Industry Update - Semiconductors & Semi Cap Equipment: Summarizing Changes In Stock Conviction
  • 11/02/15 Update Industry Update - Semi Cap Equipment Week #4 Preview: Small Caps ACLS, BRKS, IVAC, And RTEC
  • 10/30/15 Update COHU ($11.09, Buy; $14.50 PT): Solid Quarter And Near Term GM Setback Temporary; Buy With PT $14.50
  • 10/30/15 Morning Note B. Riley AM Note: AXTI, BC, BCOV, BLKB, COHU, CAMT, COLM, CSCD, CSGP, DECK, FLWS, FN, GPX, IMMR, MTSN, MWW, NPTN, NTCT, ON, OUTR, PLXS, PRMW, REIS, RLD, ROG, SHOO, SIMO, TNAV, VIAV, VVI, WWWW
  • 10/26/15 Update Industry Update: Semi Cap Equipment Week #3 Preview - Small Caps FORM, CAMT, COHU, CSCD, MTSN
  • 10/07/15 Update Industry Update – Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 10/07/15 Morning Note B. Riley & Co. AM Note: CKEC, SIMO, SWKS, SYRX; Semiconductors And Capital Eqp (ADI, ACLS, BRCM, BRKS, CSCD, COHU, EXAR, FORM, INTC, ISIL, KLAC, KLIC, LRCX, LLTC, MRVL, MXIM, MCHP, NVDA, ON, RTEC, SNDK, SMTC, SLAB, SWKS, TXN, XCRA)
  • 09/24/15 Morning Note B. Riley AM Note: ABTL, AMRK, DRAD, JCP; Semi. Cap. Equipment (ASML, COHU, CSCD, KLAC, KLIC, LRCX, RTEC)
  • 09/24/15 Update Semiconductor Capital Eqp: After A Solid Start Some Cautious Signals Late Quarter
  • 07/31/15 Morning Note Morning Notes: AVP, AXTI, BCOV, CALD, CL, COHR, COHU, COLM, CROX, CSGP, DECK, ELNK, EVOL, GPX, GUID, IMMR, KLAC, KTCC, LLNW, MTSN, MWW, NTCT, OUTR, PCCC, REIS, RGC, ROVI, SHOO, SRI, WMAR, WWWW; July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Update COHU ($12.00, Buy; $14.50 PT): Modest Beat Hands To Macro-Driven Miss; PT Remains $14.50
  • 07/28/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AMC, AVP, CKEC, CL, DECK, FORM, GIG, GPX, IMMR, MTSN, MWW, NTCT, NTRI, OUTR, PCMI, PG, SIMO, SONS, SHOO, Semi Cap Eqp (CSCD, LRCX, COHU, KLAC), Semiconductors (SLAB, ISIL, BRCM, ON)
  • 07/28/15 Update B. Riley & Co. Industry Update - Semi Cap Equipment Week #3 Preview (CSCD, FORM, LRCX, COHU, KLAC, MTSN)
  • 06/19/15 Update COHU ($12.92, Buy; $14.50 PT): Analyst Day Outlines Increasing TAM, New Target Model; PT Is $14.50
  • 06/19/15 Morning Note B. Riley & Co. Morning Notes: AMRK, COHU, FNSR, SWKS, XCRA
  • 06/16/15 Update COHU ($12.97, Buy; $14.50 PT): Sells Non-Strategic BMS Business and Announces Turret Handler Push-Out; PT From $15.70 To $14.50
  • 06/16/15 Morning Note B. Riley & Co. Morning Notes: COHU, DMRC, FLWS, FNSR, FTD, GSM, PLNR, TREC
  • 05/04/15 Update Industry Update - Semi+Semi Cap Week #4 Preview: IVAC, KLIC, ACLS, AOSL, MCHP, And NVDA
  • 05/01/15 Update COHU ($10.60, Buy; $15.70 PT): Stronger 1H Sales And Even Better EPS; Increasing PT To $15.70, Buy
  • 05/01/15 Morning Note B. Riley & Co. Morning Notes: AVP, AXTI, BCOV, BRKS, CALD, CAMT, CLRO, COHU, CSGP, DWA, EL, FN, IMAX, IMMR, JDSU, LLNW, NTCT, NTRI, PCCC, REIS, RGC, ROVI, SBH, SWKS, UNTD, WMAR, WWWW; May Focus List (CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW)
  • 04/27/15 Update B. Riley & Co. Industry Update - Semiconductors & Semi Cap Equipment
  • 03/30/15 Update Industry Update: Semi And Capital Eqp - Reviewing Estimate Dynamics Into Earnings Preview Season
  • 03/20/15 Update Industry Update - Semi Cap Equipment Sector Update: Transfer of Coverage
  • 03/20/15 Morning Note B. Riley & Co. Morning Notes: III, IPAR, KTOS, MCS, SWKS, VNCE; Semi. Cap. Equipment (ACLS, CAMT, CSCD, COHU, FORM, IVAC, KLIC, RTEC, UTEK, XCRA)
  • 02/20/15 Update COHU ($11.56, Buy; $14.50 PT): Revenue Pull-In Leads To Big 4Q14 Beat But Exacerbates The 1Q15 Miss; Margin Expansion And Target Model Goals Reachable In C15
  • 02/20/15 Morning Note B. Riley & Co. Morning Notes: COHU, DMRC, ELNK, IMAX, MCS, MPAA, MRVL, NAME, ROVI, RUBI, SIX, UEIC; Focus List Update, Retail Apparel & Footwear (DECK, DSW, GES, SKX, SHOO)
  • 02/19/15 Morning Note B. Riley & Co. Morning Notes: ANGI, CNK, COHU, DORM, PCOM, REMY, SONS, UNTD; Semiconductors (ISIL, MRVL, MXIM, ONNN, SMTC, SWKS)
  • 02/18/15 Update COHU ($11.41, Buy; $14.50 PT): Earnings Preview: Expect In Line Results; C15 Estimates Remain Conservative After Strong Growth In C14
  • 11/13/14 Update COHU ($11.73, Buy; $14.50 PT): Check In Highlights Target Model Confidence And C15 Growth Potential
  • 11/13/14 Morning Note B. Riley & Co. Morning Notes: AEO, BRKS, COHU, DWA, FTD, ISIL, ITI, PBH, PFSW, RLD
  • 10/31/14 Update COHU ($11.12, Buy; $14.50 PT): Results And Outlook Solid As Company Continues New Product Ramps
  • 10/31/14 Morning Note B. Riley & Co. Morning Notes: AXTI, AVP, BCOV, COHU, CSGP, GPX, GRPN, HGG, IMAX, IMMR, MCHP, NEWP, NILE, ONNN, OPLK, OUTR, PCTI, REMY, SHOO, SIMO, TREC
  • 10/30/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, BIRT, CAMP, CAMT, CLX, COHU, DWA, EVOL, FORM, ISIL, ISSI, JDSU, MPX, NWL, PCTI, REIS, REMY, SIMO, STMP; Automotive (DORM, MPAA, REMY)
  • 10/29/14 Update COHU ($10.78, Buy; $14.50 PT): Adjusting 4Q14 Estimates For Seasonal Trends; Maintain Buy
  • 09/26/14 Update Industry Update: Semiconductor Capital Equipment – Checking In On Recent Small-Cap Universe Trends
  • 09/26/14 Morning Note B. Riley & Co. Morning Notes: ATNY, CONN, DTSI, FN, GME, SNDK, WTSL; Media (DWA, LGF, IMAX, RLD), Semi. Cap. Equipment (ASX, AMKR, ACLS, CAMT, CSCD, IMOS, COHU, FORM, IVAC, KLIC, RTEC, SPIL, XCRA, UTEK)
  • 08/15/14 Update Industry Update: Semiconductor Capital Equipment – Wrapping Up 2Q14 And Looking Ahead
  • 07/31/14 Update COHU ($10.90, Buy; $14.50 PT): Big Revenue Beat And Raise Shows Cycle Strength Plus Share Gains
  • 07/31/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, COHR, COHU, DORM, FORM, GME, HSKA, ISIL, LRCX, NEWP, ROVI, STMP, YELP
  • 07/29/14 Update COHU ($10.59, Buy; $14.00 PT): Expect Inline Results/Outlook As Co Progresses To New Target Model
  • 07/29/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, COHU, CTP, DCO, FORM, GIG, GPX, IVAC, MOVE, NEWP, PLNR, PRGX, SIMO, SNAK, TREC, TYPE, YELP
  • 07/14/14 Update Industry Update - Semiconductor Capital Equipment: SEMICON West Highlights Continued Company Specific Improvements
  • 07/14/14 Morning Note B. Riley & Co. Morning Notes: DWA, MPAA, VOXX, YHOO; Semiconductors (ASML, INTC, KLAC, SNDK, SWKS), Semi. Cap. Equipment (ACLS, CAMT, COHU, CSCD, FORM, IVAC, RTEC, XCRA, UTEK)
  • 07/01/14 Update BIndustry Update - Semi. Cap. Equipment: Remain Positive On Industry Fundamentals Heading Into SEMICON West