TD Cowen Reaffirms Buy Rating for Cohu (COHU)
Analyst Recommendation: TD Cowen has maintained a Buy recommendation for Cohu (NasdaqGS:COHU) as of October 30, 2025, with an average one-year price target of $26.26/share, indicating a potential upside of 9.16% from its current price of $24.06/share.
Projected Revenue and EPS: Cohu's projected annual revenue is expected to reach $870 million, reflecting a significant increase of 104.79%, with a projected non-GAAP EPS of 3.03.
Fund Sentiment: There are currently 460 funds reporting positions in Cohu, with a slight decrease of 4.96% in the number of owners over the last quarter, while the average portfolio weight dedicated to COHU has increased by 6.35%.
Shareholder Activity: Notable shareholders like Victory Capital Management and Royce & Associates have increased their holdings in Cohu, while others like iShares Core S&P Small-Cap ETF have slightly decreased their shares, indicating mixed activity among institutional investors.
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Analysts Upgrade Core Scientific to Buy with $23 Price Target
- Rating Upgrade: BTIG analyst Gregory Lewis upgraded Core Scientific Inc (NASDAQ:CORZ) from Neutral to Buy with a price target of $23, reflecting confidence in the company's future growth potential.
- Market Performance: Core Scientific shares closed at $16.73 on Monday, indicating a potential upside of 37.5% to the analyst's target price, which may attract more investor interest in the stock.
- Industry Trends: This rating change aligns with market expectations of a rebound in blockchain and cryptocurrency mining demand, indicating analysts' optimism about the industry's recovery.
- Investor Confidence: The positive rating from analysts could enhance investor confidence in Core Scientific, potentially driving the stock price up and improving the company's financing environment.
TER Benefits from Robust Semiconductor Testing Sector: Is Further Growth on the Horizon?
Teradyne's Growth in Semiconductor Testing: Teradyne's Semiconductor Test revenues increased by 7% year-over-year and 23% sequentially in Q3 2025, driven by rising demand for AI-related products and significant contributions from memory test sales, particularly DRAM and flash memory.
Competitive Landscape: Teradyne faces competition from Advantest and Cohu, both of which are expanding their semiconductor test offerings to meet the growing demand for high-performance AI-related semiconductors.
Stock Performance and Valuation: Teradyne's shares have surged 137.5% over the past six months, outperforming industry averages, but the stock is trading at a premium with a forward Price/Sales ratio of 8.68X compared to the industry average of 6.99X.
Future Outlook and AI Investment: The consensus for Teradyne's fiscal 2026 earnings suggests a 9.01% year-over-year growth, and analysts predict that the next phase of AI development will create significant investment opportunities, highlighting the potential for new companies to emerge as leaders in the sector.
