Cohu Inc Stock Forum

Despite Cohu's declining earnings and negative growth outlook, its high P/E ratio indicates investors' hope for a business turnaround. This could risk shareholders' investments and potential investors might pay an excessive premium if the P/E aligns with the negative growth outlook.

Cohu's stock may be overvalued with a negative future outlook. Its volatility could offer a future buying opportunity if the price drops. Consider selling high and buying back when the price aligns with its real value.

I am bearish on semicon stocks.As  I used to work in that industry, particularly mks and cohu, I feel can feel the industry's heartbeat..as such I will off load USD cop fund and I am going big long for MKS and cohu, because the US will be spending billions on capital equipment for the 'made in the usa' IC chips..especially AI of course. their annual dividends are consistent 4 to 6 %. other metrics look good. so join me , 🙂

Concerns rise as Cohu's falling revenues coupled with increased capital use lead to a decreasing ROCE. Despite bleak long-term prospects, investors remain hopeful, indicated by the respectable stock returns over the past five years.