If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the spring of last year, I concluded that I was waiting for some green shoots in the case of Cohu, Inc. (NASDAQ: COHU ) . The niche player in the back-end semiconductor manufacturing industry w ...

POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU) ("Cohu†or the "Company,†"we†or "our†), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced the pricing of $260.0 million aggregate principal amount of 1.50% convertible senior notes due 2031 (the "Notes†) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the. ...

U.S. stocks were lower, with the Dow Jones index falling more than 150 points on Wednesday.Shares of Freeport-McMoRan Inc. FCX shares declined 16.4% to $37.94 after the company issued third-quarter sales guidance.Also, the company reported that two PT Freeport Indonesia team members were fatally injured from the Grasberg Block Cave mine mud rush incident and that five team members remain missing.Freeport-McMoRan shares dipped 16.4% to $37.94 on Wednesday.Here are some other big stocks recording losses in to ...

U.S. stocks were lower, with the Dow Jones index falling more than 150 points on Wednesday.Shares of Freeport-McMoRan Inc. FCX shares declined 16.4% to $37.94 after the company issued third-quarter sales guidance.Also, the company reported that two PT Freeport Indonesia team members were fatally injured from the Grasberg Block Cave mine mud rush incident and that five team members remain missing.Freeport-McMoRan shares dipped 16.4% to $37.94 on Wednesday.Here are some other big stocks recording losses in to ...

盘前交易概况 - 美国东部时间周三上午7:35 盘前交易出现显著活动 多只股票出现早期价格波动 预示开盘前潜在机会 [1] - 盘前交易为活跃交易者提供识别潜在突破、反转或剧烈价格波动的先机 早期动向常预示常规交易时段动量延续 [1] 盘前涨幅显著股票 - SHF Holdings Inc (SHFS) 上涨150%至8.17美元 位列涨幅榜首 [3] - Lithium Americas Corp (LAC) 上涨69%至5.18美元 涨幅居次 [3] - Aqua Metals Inc (AQMS) 上涨50%至6.11美元 涨幅第三 [3] - CleanCore Solutions Inc (ZONE) 上涨44%至2.87美元 Cyclerion Therapeutics Inc (CYCN) 上涨33%至4.03美元 [3] - Twin Vee Powercats Co (VEEE) 上涨17%至2.92美元 Solidion Technology Inc (STI) 上涨11%至5.09美元 [3] - China Pharma Holdings Inc (CPHI) 上涨11%至2.18美元 Stardust Power Inc (SDST) 上涨10%至3.04美元 [3] - Aligos Therapeutics Inc (ALGS) 上涨7%至11.03美元 涨幅最小 [3] 盘前跌幅显著股票 - Aytu BioPharma Inc (AYTU) 下跌15%至2.11美元 位列跌幅榜首 [4] - Professional Diversity Network Inc (IPDN) 下跌13%至4.10美元 跌幅居次 [4] - STRATA Skin Sciences Inc (SSKN) 下跌10%至2.31美元 跌幅第三 [4] - Cohu Inc (COHU) 下跌9%至20.68美元 Super League Enterprise Inc (SLE) 下跌9%至7.74美元 [4] - CTW Cayman (CTW) 下跌9%至2.29美元 Fitell Corporation (FTEL) 下跌8%至7.70美元 [4] - Soluna Holdings Inc (SLNH) 下跌8%至2.16美元 StableX Technologies Inc (SBLX) 下跌5%至5.22美元 [4] - Indaptus Therapeutics Inc (INDP) 下跌5%至2.95美元 跌幅最小 [4]

POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU) ("Cohu†or the "Company,†"we†or "our†), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced that it intends to offer, subject to market and other conditions, $200.0 million aggregate principal amount of convertible senior notes due 2031 (the "Notes†) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under. ...

POWAY, Calif.--(BUSINESS WIRE)--Cohu, Inc. (NASDAQ: COHU), a global supplier of equipment and services optimizing semiconductor manufacturing yield and productivity, today announced its Eclipse platform has been selected by a leading U.S.based semiconductor manufacturer & foundry services company for production testing of next-generation processor devices. The Eclipse systems, equipped with Cohu's proprietary T-Core Active Thermal Control (ATC) solution, optimizes yield through precise ther. ...

We last wrote on Cohu, Inc. (NASDAQ: COHU ) in May of this year when we reiterated our 'Sell' rating on the semiconductor test equipment provider. Bearish technicals, slumping revenues, and a negative earnings growth curve were primaryIndividual investor with a keen interest in deriving income from investment setups. We do this by buying undervalued profitable stocks with strong balance sheets & minimal debt. Furthermore, when the opportunity arises, we like to write calls against our positions to bring in ...

公司业绩表现 - 公司季度每股收益为0.02美元，超出市场预期的亏损0.02美元，去年同期为亏损0.01美元 [1] - 季度盈利超出预期200%，上一季度实际亏损0.02美元，超出预期87.5% [1] - 过去四个季度中，公司两次超出每股收益预期 [2] - 季度营收1.0768亿美元，超出预期1.59%，去年同期为1.047亿美元 [2] 股价表现与市场比较 - 公司股价年初至今下跌28.9%，同期标普500指数上涨8.2% [3] - 当前Zacks评级为3级(持有)，预计短期内表现与市场持平 [6] 未来业绩展望 - 下一季度共识预期每股收益0.05美元，营收1.165亿美元 [7] - 当前财年共识预期每股收益0.11美元，营收4.356亿美元 [7] - 盈利预期修订趋势在财报发布前呈现混合状态 [6] 行业状况 - 所属行业(电子制造机械)在Zacks行业排名中处于后25% [8] - 同行业公司Kulicke and Soffa预计季度每股收益0.06美元，同比下降82.9% [9] - Kulicke and Soffa预计季度营收1.45亿美元，同比下降20.2% [10]

财务数据和关键指标变化 - 第二季度收入为1.077亿美元，非GAAP毛利率为44.4%，其中63%为经常性收入，37%为系统收入[7][15] - 第二季度营业费用为4770万美元，利息收入净额为90万美元，税收准备金为30万美元，非GAAP每股收益为0.02美元[15] - 现金和投资增加800万美元至2.09亿美元，主要来自1600万美元的运营现金流[16] - 第三季度收入预计约为1.25亿美元±700万美元，毛利率预计为44%，营业费用预计为5000万美元[19] 各条业务线数据和关键指标变化 - 测试单元利用率环比提高3个百分点至75%，表明行业进入复苏周期[5] - 移动终端市场订单环比改善，推动系统收入增长[5] - 获得印度客户的碳化硅测试系统订单，开辟新的地理市场机会[6] - 在精密模拟市场获得2000万美元的收入机会，Ultra S接触器获得领先IDM客户认证[6] - 推出新的Eclipse处理程序模型，目标是在测试分包商中扩大市场份额[6] - 软件业务第二季度预订36万美元，年度经常性收入机会为53万美元[12] 各个市场数据和关键指标变化 - 移动、计算和工业领域的系统收入环比增长[7] - 所有终端市场的利用率提高了2到4个百分点[8] - 在移动和汽车终端市场获得2800万美元的Eclipse处理程序订单[8][9] - 第二季度获得350万美元的新客户订单，涵盖测试仪、处理程序和检查系统[10] - 在显示技术领域取得进展，支持汽车屏幕、超亮移动显示器和轻量级可穿戴界面[10] 公司战略和发展方向和行业竞争 - 专注于捕捉新客户机会，投资新产品和配置以满足未来市场需求[13] - 制造团队正在将剩余产品制造从美国和欧洲转移到亚洲工厂，以提高效率[13] - 推出PD3x仪器，用于高密度平板显示解决方案，已在韩国、台湾和中国的主要OSATs部署[11] - 在精密模拟半导体测试中获得重要设计胜利，Ultra S接触器获得认证[11] 管理层对经营环境和未来前景的评论 - 预计2026年市场前景乐观，但复苏不会线性，第四季度可能出现季节性放缓[13][14] - 移动终端市场预计将加速进入第三季度，第四季度略有增长，然后在2026年新产品发布前暂停[50] - 汽车和工业市场预计将逐步恢复，客户库存水平正在合理化[47] - 计算领域正在努力获得更多AI基础设施的曝光，包括GPU、ASIC加速器和网络[49] 其他重要信息 - 公司计划通过股票回购计划向股东返还资本，截至第一季度末已回购400万股，剩余2300万美元可用于未来回购[17] - 2025年资本支出目标为2000万美元，包括第一季度购买的900万美元马六甲设施[18] - 公司将在未来两个月参加多个投资者会议，包括Needham、Jefferies、Evercore、Citi TMT和CEO Summit会议[70] 问答环节所有的提问和回答 问题: 2800万美元订单的详细情况和时间分布 - 第二季度已确认400万美元，第三和第四季度预计各确认1200万美元[24] - 该订单主要是移动领域的数字业务扩展，属于现有客户的设计胜利[25][26] 问题: 市场复苏的迹象和未来趋势 - 除计算领域外，所有细分市场的订单环比改善，移动领域显著增长，汽车和工业领域增长超过100%[30] - 预计第四季度可能出现中个位数的下降，但整体复苏趋势正在形成[31][32] 问题: 新产品和客户胜利的进展 - 预计今年新产品和客户胜利将带来3000万至4000万美元的收入，目前进展良好[33][34] - 在HBM领域预计今年收入约为700万美元，可能更多[34] 问题: Eclipse处理程序的新功能和市场机会 - Eclipse 2.5版本提供更高的配置灵活性和功率耗散能力，支持高达3000瓦的测试[52][54] - 预计在未来一两个季度内，在GPU领域将有更多实质性进展[60] 问题: 利用率提升的地理分布 - 整体利用率提高3个百分点至75%，IDMs提高5个百分点，OSATs提高1个百分点[65]