Análisis Argos
COHU
COHUCara
Cohu, Inc. · Technology
US$ 42.47
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
32/100
LA RESPUESTA
El mercado le pide crezca 48.7% al año — más de lo que ha demostrado (0%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO3/6PASADO2/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO2/6SALUD2/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos32de 100Cara
Ingresos13%
US$ 0.5 B
Margen operativo25%
-13.3%
Flujo de caja libre200%
US$ 0 B
Deuda neta
US$ 0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.0B
P/E
EV/EBITDA
FCF yield0.5%
ROIC-6.6%
Margen operativo-13.3%
Crecim. ingresos+12.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 9 jul
Why Cohu Stock Raced Nearly 6% Higher Today
He feels the company is well-positioned to capitalize on the current feverish build-out of AI capacity. He's also flagged it as a business that can weather semiconductor sector dips.
247wallst.com · 9 jul
Here Are Thursday's Best Wall Street Analyst Research Calls: Align Technology, American Tower, Caesars Entertainment, Cohu, Five Below, Intuitive Surgical, Salesforce, Toast, and More
Futures are trading mixed after another tough day across Wall Street, with all the major indices crushed early on, before the Nasdaq made a late-afternoon push to wind up just modestly higher at 25,870, up 0.20%.
seekingalpha.com · 4 jul
Cohu: AI Test Exposure Can Still Pull Earnings Higher
I rate Cohu a buy, as its AI/HPC pipeline and recurring revenue base are underappreciated in current earnings. COHU's products address the increasing complexity of AI and high-performance computing chip testing, positioning it for significant revenue growth. Management targets $600–800M revenue, 48–50% gross margin, and $1.50–$3.25 non-GAAP EPS mid-term, with upside if the AI/HPC funnel converts.
fool.com · 3 jul
Cohu's CFO Sold 13,000 Company Shares. Here's What That Means for Investors.
CFO Jeffrey Jones sold 13,000 shares for a total value of approximately $609,000 on May 22, 2026. This transaction represented 3.64% of Jones' direct holdings at the time of sale.
zacks.com · 2 jul
Cohu Is Riding AI and HBM Trends But Execution Still Matters
COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.
zacks.com · 2 jul
Is COHU Stock Still Worth Buying After Its Big 2026 Rally?
COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.
zacks.com · 2 jul
COHU Stock Outlook Hinges on AI Growth and Profit Recovery
Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.
fool.com · 24 jun
A Cohu Director Sold Over 10,000 Company Shares. Here's a Closer Look at the Transaction.
Director Steven Bilodeau sold 10,257 shares for a transaction value of ~$460,000 on May 20, 2026, at a reported price of $44.85 per share. This sale represented 16.40% of his direct holdings at the time, reducing his directly owned shares from 62,529 to 52,272.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.