Fox Run Management L.L.C. Takes $605,000 Position in Cohu, Inc. $COHU

Key Points

• Fox Run Management L.L.C. has invested approximately $605,000 in Cohu, Inc. by acquiring 41,116 shares, and now owns about 0.09% of the company.
• Cohu reported a quarterly earnings result with an EPS of $0.02, exceeding expectations, along with a revenue of $107.68 million, reflecting a 2.9% year-over-year increase.
• Despite positive earnings, Cohu's stock experienced a 5.0% decline recently, with analysts providing mixed ratings—two selling, one holding, and four buying the stock.

Fox Run Management L.L.C. acquired a new position in shares of Cohu, Inc. (NASDAQ:COHU - Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 41,116 shares of the semiconductor company's stock, valued at approximately $605,000. Fox Run Management L.L.C. owned about 0.09% of Cohu at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Tower Research Capital LLC TRC grew its stake in shares of Cohu by 14.5% during the 4th quarter. Tower Research Capital LLC TRC now owns 3,842 shares of the semiconductor company's stock worth $103,000 after acquiring an additional 486 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Cohu by 3.3% in the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,309 shares of the semiconductor company's stock valued at $702,000 after buying an additional 837 shares during the last quarter. Vident Advisory LLC boosted its position in Cohu by 5.3% during the fourth quarter. Vident Advisory LLC now owns 18,450 shares of the semiconductor company's stock worth $493,000 after purchasing an additional 933 shares during the period. US Bancorp DE raised its holdings in Cohu by 12.9% in the 1st quarter. US Bancorp DE now owns 10,111 shares of the semiconductor company's stock valued at $149,000 after acquiring an additional 1,159 shares during the period. Finally, Sterling Capital Management LLC lifted its holdings in Cohu by 826.9% during the 4th quarter. Sterling Capital Management LLC now owns 1,483 shares of the semiconductor company's stock worth $40,000 after purchasing an additional 1,323 shares during the last quarter. 94.67% of the stock is currently owned by institutional investors and hedge funds.

Cohu Stock Performance

Cohu stock traded up $1.1250 during mid-day trading on Friday, reaching $20.5650. The company's stock had a trading volume of 87,838 shares, compared to its average volume of 458,811. The firm's fifty day moving average price is $19.49 and its two-hundred day moving average price is $18.13. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.51 and a current ratio of 4.88. Cohu, Inc. has a 12-month low of $12.57 and a 12-month high of $29.42. The company has a market capitalization of $959.97 million, a P/E ratio of -11.01 and a beta of 1.25.

Cohu (NASDAQ:COHU - Get Free Report) last posted its earnings results on Thursday, July 31st. The semiconductor company reported $0.02 EPS for the quarter, topping the consensus estimate of ($0.02) by $0.04. The business had revenue of $107.68 million during the quarter, compared to analysts' expectations of $106.00 million. Cohu had a negative return on equity of 3.74% and a negative net margin of 22.11%.The firm's revenue was up 2.9% on a year-over-year basis. During the same period in the previous year, the business earned ($0.01) earnings per share. Cohu has set its Q3 2025 guidance at EPS. Sell-side analysts predict that Cohu, Inc. will post -0.36 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Stifel Nicolaus dropped their price target on shares of Cohu from $35.00 to $28.00 and set a "buy" rating for the company in a research report on Friday, May 2nd. Needham & Company LLC restated a "hold" rating on shares of Cohu in a research report on Friday, May 2nd. Wall Street Zen downgraded shares of Cohu from a "hold" rating to a "sell" rating in a research note on Tuesday, May 13th. Finally, TD Cowen lowered their price target on shares of Cohu from $27.00 to $22.00 and set a "buy" rating for the company in a report on Friday, May 2nd. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $27.17.

Cohu Profile

Cohu, Inc, through its subsidiaries, provides semiconductor test equipment and services in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company supplies semiconductor test and inspection handlers, micro-electromechanical system (MEMS) test modules, test contactors, thermal sub-systems, and semiconductor automated test equipment for semiconductor manufacturers and test subcontractors.