Sei Investments Co. Purchases 121,015 Shares of Cohu, Inc. $COHU

Posted by Geri Gentry on Aug 3rd, 2026

Sei Investments Co. raised its position in shares of Cohu, Inc. (NASDAQ:COHU – Free Report) by 93.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 251,122 shares of the semiconductor company’s stock after buying an additional 121,015 shares during the quarter. Sei Investments Co.’s holdings in Cohu were worth $7,689,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Stanley Laman Group Ltd. lifted its position in Cohu by 27.8% during the 4th quarter. Stanley Laman Group Ltd. now owns 195,536 shares of the semiconductor company’s stock valued at $4,550,000 after acquiring an additional 42,593 shares during the period. Assenagon Asset Management S.A. purchased a new stake in Cohu in the first quarter worth about $705,000. Vanguard Group Inc. grew its holdings in Cohu by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 4,361,164 shares of the semiconductor company’s stock worth $101,484,000 after purchasing an additional 57,618 shares during the period. Mizuho Markets Americas LLC increased its stake in shares of Cohu by 349.3% during the fourth quarter. Mizuho Markets Americas LLC now owns 302,838 shares of the semiconductor company’s stock valued at $7,047,000 after purchasing an additional 235,438 shares in the last quarter. Finally, Leeward Investments LLC MA increased its stake in shares of Cohu by 4.0% during the first quarter. Leeward Investments LLC MA now owns 646,133 shares of the semiconductor company’s stock valued at $19,785,000 after purchasing an additional 24,755 shares in the last quarter. Institutional investors own 94.67% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Zacks Research raised Cohu from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Needham & Company LLC lifted their price objective on Cohu from $54.00 to $65.00 and gave the company a “buy” rating in a research note on Friday. Craig Hallum reissued a “buy” rating and issued a $74.00 target price on shares of Cohu in a report on Friday. Evercore restated an “outperform” rating and set a $53.00 price target on shares of Cohu in a report on Tuesday, April 28th. Finally, Stifel Nicolaus lifted their price target on Cohu from $50.00 to $70.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $68.75.

Read Our Latest Stock Report on Cohu

Trending Headlines about Cohu

Here are the key news stories impacting Cohu this week:

Positive Sentiment: Second-quarter results exceeded expectations: Cohu reported adjusted earnings of $0.26 per share versus the $0.14 consensus estimate, while revenue rose 38.3% year over year to $149.0 million, ahead of the $144.2 million forecast. Results benefited from AI-compute demand, higher tester and recurring-service sales, and a favorable product mix. COHU Q2 Earnings Beat Estimates on AI Compute and Favorable Mix
Positive Sentiment: Strong third-quarter outlook: Management forecast revenue of $163 million to $177 million, well above the $146.6 million analyst consensus. The outlook suggests continued momentum from high-performance computing and semiconductor test demand. Cohu jumps on strong Q2 results, guidance
Positive Sentiment: Analysts raised their valuations: B. Riley lifted its price target from $65 to $69 and assigned a Buy rating. Needham analyst Charles Shi also reiterated a Buy rating and raised his target to $65, citing accelerating growth and HPC tailwinds. B. Riley analyst action Needham analyst action
Negative Sentiment: GAAP profitability remains a concern: Although adjusted earnings were positive, Cohu posted a GAAP loss of approximately $0.2 million for the quarter, alongside a negative net margin and negative return on equity. Investors may therefore focus on whether improving revenue and mix can translate into sustainable GAAP profits. Cohu Reports Second Quarter 2026 Results

Insider Activity at Cohu

In other Cohu news, CFO Jeffrey D. Jones sold 13,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $46.84, for a total value of $608,920.00. Following the completion of the transaction, the chief financial officer owned 343,792 shares of the company’s stock, valued at approximately $16,103,217.28. The trade was a 3.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director James A. Donahue sold 10,257 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $46.77, for a total transaction of $479,719.89. Following the transaction, the director owned 3,578 shares in the company, valued at $167,343.06. This represents a 74.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 89,668 shares of company stock valued at $4,210,016 over the last three months. 3.05% of the stock is owned by insiders.

Cohu Stock Performance

Shares of COHU opened at $47.99 on Monday. The business’s fifty day simple moving average is $56.71 and its two-hundred day simple moving average is $42.53. The company has a current ratio of 5.74, a quick ratio of 4.72 and a debt-to-equity ratio of 0.37. Cohu, Inc. has a 12 month low of $17.80 and a 12 month high of $74.60. The company has a market cap of $2.26 billion, a price-to-earnings ratio of -57.82 and a beta of 1.59.

Cohu (NASDAQ:COHU – Get Free Report) last posted its earnings results on Thursday, July 30th. The semiconductor company reported $0.26 EPS for the quarter, topping analysts’ consensus estimates of $0.14 by $0.12. Cohu had a negative return on equity of 1.96% and a negative net margin of 7.43%.The business had revenue of $149.00 million during the quarter, compared to analyst estimates of $144.20 million. During the same quarter last year, the company earned $0.02 EPS. The company’s quarterly revenue was up 38.3% compared to the same quarter last year. Research analysts anticipate that Cohu, Inc. will post 0.17 earnings per share for the current fiscal year.

Cohu Profile

(Free Report)

Cohu, Inc is a global provider of semiconductor test and inspection solutions, offering a broad portfolio of products designed to support chip manufacturers, outsourced semiconductor assembly and test (OSAT) providers, and electronics original equipment manufacturers (OEMs). The company’s product lineup includes automatic test handlers, wafer probers, test sockets, thermal subassembly systems and burn-in boards, all engineered to optimize throughput, accuracy and reliability in semiconductor production and final test.

Founded in 1947 and headquartered in Poway, California, Cohu has grown through both organic development and targeted acquisitions to become a recognized leader in test handling and interconnect technologies.