Azarias Capital Management L.P. Has $4.54 Million Stake in Cohu, Inc. $COHU

Azarias Capital Management L.P. raised its position in Cohu, Inc. (NASDAQ:COHU) by 239.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 235,811 shares of the semiconductor company’s stock after purchasing an additional 166,432 shares during the quarter. Cohu accounts for approximately 2.1% of Azarias Capital Management L.P.’s holdings, making the stock its 20th largest holding. Azarias Capital Management L.P.’s holdings in Cohu were worth $4,537,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Signaturefd LLC raised its stake in shares of Cohu by 355.8% in the 2nd quarter. Signaturefd LLC now owns 5,429 shares of the semiconductor company’s stock valued at $104,000 after purchasing an additional 4,238 shares during the period. State of Alaska Department of Revenue raised its stake in shares of Cohu by 7.2% in the 2nd quarter. State of Alaska Department of Revenue now owns 27,688 shares of the semiconductor company’s stock valued at $531,000 after purchasing an additional 1,859 shares during the period. Counterpoint Mutual Funds LLC acquired a new stake in shares of Cohu in the 2nd quarter valued at about $356,000. GAMMA Investing LLC raised its stake in shares of Cohu by 154.3% in the 2nd quarter. GAMMA Investing LLC now owns 6,761 shares of the semiconductor company’s stock valued at $130,000 after purchasing an additional 4,102 shares during the period. Finally, Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Cohu in the 2nd quarter valued at about $331,000. Institutional investors and hedge funds own 94.67% of the company’s stock.

Cohu Price Performance

Shares of NASDAQ COHU opened at $20.18 on Friday. The stock has a market capitalization of $942.00 million, a price-to-earnings ratio of -10.79 and a beta of 1.36. The business has a 50-day moving average of $20.26 and a 200-day moving average of $18.37. The company has a debt-to-equity ratio of 0.01, a current ratio of 4.88 and a quick ratio of 3.51. Cohu, Inc. has a fifty-two week low of $12.57 and a fifty-two week high of $29.42.

Cohu (NASDAQ:COHU) last announced its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $0.02 earnings per share for the quarter, beating the consensus estimate of ($0.02) by $0.04. The company 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%.Cohu’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter last year, the company earned ($0.01) EPS. Cohu has set its Q3 2025 guidance at EPS. As a group, sell-side analysts predict that Cohu, Inc. will post -0.36 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Separately, Weiss Ratings reissued a “sell (d-)” rating on shares of Cohu in a research note on Saturday, September 27th. Four equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Cohu has a consensus rating of “Hold” and a consensus target price of $27.17.

About Cohu

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.