🚨Wie vorhergesagt:
COHU +7% (und KLIC +11%)
**Needham Upgrades $COHU (Cohu Inc) to Buy from Hold, PT $30 👀 **
"We are seeing HBM growth and, more importantly, the increased innovation in HBM will likely drive upside for semiconductor capital equipment, especially back-end semiconductor capital equipment. We are upgrading BESI to Buy and naming BESI as our Top Pick, as we predict hybrid bonding will get adopted in HBM. We also think the Groq/SRAM story could help hybrid bonding and BESI in a surprising way. We are also upgrading COHU to Buy and see COHU as an underappreciated HBM play. We are raising price targets for KLIC and ONTO as well. Overall, we believe in 2026, back-end semicap will outperform front-end semicap, and encourage investors to look for names in this space that has been forgotten for a while."
Analyst: N. Quinn BoltoN... Show More
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Sun Mar 08 2026 21:22:57 GMT+0000 (Coordinated Universal Time)
