B. Riley Raises Cohu (COHU) PT to $35 Amid Surging AI-Driven Demand

Despite near-term cyclical pressures, the steadfast anticipates a humble upside for Q4 2025 and dependable guidance for aboriginal 2026, supported by recovering request successful Taiwan and the automotive and concern sectors. These semipermanent AI maturation drivers are expected to substance important enlargement successful some income and net per share.

Furthermore, earlier connected January 14, Stifel besides accrued its terms people for Cohu Inc. (NASDAQ:COHU) to $32 from $30 portion maintaining a Buy rating. This determination was made arsenic portion of its 2026 semiconductor instrumentality outlook. The firm’s determination follows bullish tract checks that led analysts to rise their calendar 2026 manufacture wafer fabrication instrumentality spending forecast to 10% to 15% growth, up from the erstwhile estimation of 7% to 8%.

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Cohu Inc. (NASDAQ:COHU), done its subsidiaries, provides semiconductor trial instrumentality and services internationally. It supplies trial & inspection metrology automation systems, micro-electromechanical strategy trial modules, trial contactors, thermal subsystems, and information analytics bundle for semiconductor manufacturers and trial subcontractors.

While we admit the imaginable of COHU arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.