COHU Cohu Inc Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
00:11
02 авг
02 авг
Author discusses potential pullback and catalysts for AOI while referencing past trades in FORM.
Author discusses potential pullback and catalysts for AOI while referencing past trades in FORM, COHU, and RDDT, but makes no current position or forward call.
Низ.
23:10
01 авг
01 авг
Author compares AEM favorably to AEHR as a cheaper.
Author compares AEM favorably to AEHR as a cheaper, faster-growing test equipment play but frames it as a research pitch, not an explicit position or buy call.
05:00
31 июл
31 июл
COHU earnings rewarded by market; author notes it as the latest confirmation in a test.
COHU earnings rewarded by market; author notes it as the latest confirmation in a test equipment sector earnings beat pattern.
Сред.
22:43
30 июл
30 июл
Monitor Cohu as industrial test utilization above 80% signals capacity additions.
Monitor Cohu as industrial test utilization above 80% signals capacity additions, but automotive headwinds may partially offset the positive read-through.
Сред.
22:43
30 июл
30 июл
Monitor COHU as a beneficiary of rising AI semiconductor test intensity.
Monitor COHU as a beneficiary of rising AI semiconductor test intensity, but no author position disclosed.
Сред.
20:10
30 июл
30 июл
Watch COHU: author notes semiconductor testing peers are outperforming and asks whether COHU is.
Watch COHU: author notes semiconductor testing peers are outperforming and asks whether COHU is next, but does not state ownership, a buy/hold, or an explicit actionable long.
Сред.
20:08
30 июл
30 июл
Watch COHU after earnings beat and AI compute momentum with Eclipse test handler.
Watch COHU after earnings beat and AI compute momentum with Eclipse test handler; no author position.
Сред.
17:03
30 июл
30 июл
The article sets up Cohu's earnings as a high-stakes catalyst that could confirm the positive peer signals. The 15% pre-earnings rally reflects optimism, but the report's specifics (qual pipeline, Q3
The article sets up Cohu's earnings as a high-stakes catalyst that could confirm the positive peer signals. The 15% pre-earnings rally reflects optimism, but the report's specifics (qual pipeline, Q3 guide, 2027 visibility) will determine direction.
Risk: Earnings miss or soft guidance could reverse the day's gains.
13:56
30 июл
30 июл
Close/trim COHU swing trade position after a +10.7% post-earnings move.
Close/trim COHU swing trade position after a +10.7% post-earnings move; author's blanket profit-taking plan covers all current swing positions including COHU.
Сред.
20:47
29 июл
29 июл
Author flags COHU as the next semiconductor test equipment name reporting earnings.
Author flags COHU as the next semiconductor test equipment name reporting earnings, following a pattern of beats from AEHR, TER, and FORM.
Сред.
15:12
29 июл
29 июл
Watch Cohu for upside from higher test handler complexity and volume tied to advanced packaging.
Watch Cohu for upside from higher test handler complexity and volume tied to advanced packaging and AI chips.
Сред.
12:25
29 июл
29 июл
Speaker notes Cohu's mix shift toward HPC/test equipment, similar to Teradyne.
Speaker notes Cohu's mix shift toward HPC/test equipment, similar to Teradyne, but has no position and only highlights potential read-through.
Низ.
23:03
28 июл
28 июл
Author replies with an eye emoji to a parent post calling Cohu "massive," indicating interest.
Author replies with an eye emoji to a parent post calling Cohu "massive," indicating interest but no explicit position or directional call.
Низ.
19:59
24 июл
24 июл
Watch SIMO, COHU, FORM, and RDDT as potential short-term earnings swing trades into next week.
Watch SIMO, COHU, FORM, and RDDT as potential short-term earnings swing trades into next week; author is "looking at potentially" entering, not yet positioned, using only discretionary "fun money" allocation.
Сред.
04:10
15 июл
15 июл
Author discloses COHU was added to their portfolio last quarter and remains a current holding.
Author discloses COHU was added to their portfolio last quarter and remains a current holding; no specific catalyst stated beyond continued position maintenance.
Сред.
04:07
15 июл
15 июл
Author discloses a current long position in COHU as part of an active semiconductor/test.
Author discloses a current long position in COHU as part of an active semiconductor/test equipment basket; no specific catalyst stated beyond basket inclusion.
Сред.
03:34
02 июл
02 июл
The author notes strength in test equipment companies but questions why TRT is not.
The author notes strength in test equipment companies but questions why TRT is not participating, without taking a directional position.
Низ.
00:32
25 июн
25 июн
Следите за поставщиками контрольно-измерительного оборудования.
Следите за поставщиками контрольно-измерительного оборудования, поскольку они являются индикаторами растущей сложности и объемов производства HBM/DRAM.
Сред.
14:53
17 июн
17 июн
Автор отмечает, что AEHR, TRT и COHU в последнее время демонстрируют высокую относительную силу.
Автор отмечает, что AEHR, TRT и COHU в последнее время демонстрируют высокую относительную силу, но не заявляет о наличии личной позиции или прогноза.
Низ.
16:30
14 июн
14 июн
The author provides a detailed research breakdown of U.S.
The author provides a detailed research breakdown of U.S. public-company beneficiaries of panel-level packaging and glass substrates, but the post is a factual supply-chain map without any personal position disclosure or explicit bullish call.
18:42
02 июн
02 июн
Watch TER/COHU as comparable test equipment peers to AEHR.
Watch TER/COHU as comparable test equipment peers to AEHR; mentioned as competitive context in the research map, not as author-owned positions.
Сред.
12:11
01 июн
01 июн
Watch COHU as a semiconductor test equipment peer cited for context against AEHR's wafer-level.
Watch COHU as a semiconductor test equipment peer cited for context against AEHR's wafer-level burn-in moat; no author position stated.
Сред.
06:55
28 мая
28 мая
Buy COHU after a headline-driven post-earnings selloff to support.
Buy COHU after a headline-driven post-earnings selloff to support; author filled a limit order at $38 citing market misread of earnings numbers, expecting reversal once the call clarified the correct figures — a recurring pattern for this name.
Сред.
20:12
26 мая
26 мая
Watch COHU as a thermal handler supplier directly benefiting from the NAND/memory supercycle.
Watch COHU as a thermal handler supplier directly benefiting from the NAND/memory supercycle driven by SNDK, MU, SK Hynix, and Samsung capacity expansion.
Сред.
16:35
26 мая
26 мая
The tweet notes AEHR hit all-time highs after a drop last week and questions whether other.
The tweet notes AEHR hit all-time highs after a drop last week and questions whether other testing names like FORM, VIAV, and COHU will follow, but lacks a forward-looking directional opinion.
Низ.
14:45
07 мая
07 мая
Long back-end equipment suppliers Cohu, Teradyne, Advantest, DISCO, Camtek.
Long back-end equipment suppliers Cohu, Teradyne, Advantest, DISCO, Camtek, Onto as KLIC's ramp signals a broad capex cycle benefiting packaging, test, and inspection.
Выс.
23:48
30 апр
30 апр
Long COHU as a bet on AI infrastructure driving demand for advanced thermal test and handling.
Long COHU as a bet on AI infrastructure driving demand for advanced thermal test and handling solutions, with a credible technology roadmap and shifting revenue mix toward recurring streams.
Выс.
01:29
23 апр
23 апр
Long OSAT and test equipment companies as external tightness in assembly, test.
Long OSAT and test equipment companies as external tightness in assembly, test, and back-end semiconductor capacity creates a positive near-term environment for these outsourced providers.
Сред.
Об аналитическом покрытии COHU
Buzzberg отслеживает COHU (Cohu Inc) в 5 источниках. Бычьих сигналов: 4, медвежьих: 0, от 5 аналитиков. Сентимент преимущественно бычий (14%). Всего отслеживается 28 торговых идей. За последние 7 дней: наблюдение: 13. Последние спикеры: ParadisLabs, Minnvestor, crux_capital_.