Yahoo Finance • 9 days ago

Aehr Test Systems Sinks 10%, Teradyne Falls 5%, FormFactor Drops 6%: What’s Hitting These Semiconductor Test Equipment Stocks?

Quick Read Aehr Test Systems and Teradyne drop 10% and 5% as profit-taking hammers semiconductor test names following year-to-date gains of up to 510%. XSD slid just 2% versus test names' steep losses, confirming the selloff targets AI ha... Full story

Yahoo Finance • 14 days ago

Aehr Test Systems Soars Again Friday. Shares Now Up More than 500% On the Year.

Quick Read Jefferies initiated AEHR with a Buy rating and $175 target, calling its model conservative and excluding memory wins and AI customer upside. COHU gained 151% and TER rose 112% year to date as AI chip complexity drives demand fo... Full story

Yahoo Finance • 17 days ago

Onto Innovation Jumps 6% Tuesday Following Camtek Earnings and NVIDIA’s $500 Billion Partnership

Quick Read Onto Innovation surged 6% Tuesday and is up 85% year to date, riding AI-driven demand for its HBM and advanced packaging inspection tools. Camtek's record $133 million quarter and $600 million in YTD bookings, plus NVIDIA's $50... Full story

Yahoo Finance • last month

70% of Teradyne’s Revenue Is Tied to AI. Should You Buy Before July 29 Q2 Earnings?

Quick Read Teradyne delivered 87% revenue growth with $2.56 non-GAAP EPS in Q1 FY2026, as roughly 70% of revenue now ties directly to AI demand. Peers ONTO and COHU trade at trailing P/Es of 135 and 93, with one of them losing money, maki... Full story

Yahoo Finance • 2 months ago

Applied Materials, Lam, KLA take advantage of prolonged demand cycle: Stifel

[Silicon Wafer] nicolas_/E+ via Getty Images Semiconductor equipment manufacturers, such as Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), KLA (KLAC [https://seekingalpha.com/symbol/KLAC]) and Lam Research (LRCX [https:/... Full story

Yahoo Finance • 2 months ago

Tuesday's ETF Movers: IHE, PSI

In trading on Tuesday, the iShares US Pharmaceuticals ETF is outperforming other ETFs, up about 3.1% on the day. Components of that ETF showing particular strength include shares of Crinetics Pharmaceuticals, up about 98.8% and shares of... Full story

Yahoo Finance • 3 months ago

Cohu Inc. (COHU) Soars on AI-Driven Semiconductor Demand and Strong 2026 Outlook

Cohu Inc (NASDAQ:COHU) is one of Renaissance Technologies’ top semiconductor stock picks. The stock has more than doubled since the year began and more than tripled over the past 12 months.Renaissance Technologies Returns, AUM, CEO and Top... Full story

Yahoo Finance • 4 months ago

Datadog And Two Other Stocks That Could Be Trading Below Fair Value Estimates

Over the last 7 days, the United States market has remained flat, although it has experienced a notable 28% increase over the past year and earnings are forecast to grow by 16% annually. In this context of overall growth, identifying stock... Full story

Yahoo Finance • 4 months ago

Here are the major earnings after the close Thursday

Major earnings expected after the bell on Thursday include: * Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) * Amgen (AMGN [https://seekingalpha.com/symbol/AMGN]) * Roku (ROKU [https://seekingalpha.com/symbol/ROKU]) * Twilio... Full story

Yahoo Finance • 4 months ago

Cohu (COHU) Secures $30M in Follow-on Orders for Eclipse HPC Test Platform

Cohu Inc. (NASDAQ:COHU) is one of the small-cap stocks that are on fire right now. On April 2, Cohu secured $30 million in follow-on orders from two customers for its Eclipse test platform, specifically configured with active thermal contr... Full story

Yahoo Finance • 4 months ago

Intel's 26-year comeback is a warning for investors chasing today's AI winners: Chart of the Day

Intel (INTC) is partying like it’s 2000. The storied US chipmaker is pushing to fresh highs one day after punching through its first record since August 2000 — a two-and-a-half-decade round trip that turns one of the AI market’s hottest c... Full story

Yahoo Finance • 5 months ago

Stifel Lifts PT on Cohu (COHU)’s Stock to $34

Cohu, Inc. (NASDAQ:COHU) is one of the Best Semiconductor Stocks to Invest In Now.On March 18, Stifel analyst Brian Chin lifted the firm’s price objective on Cohu, Inc. (NASDAQ:COHU)’s stock to $34 from $32, while keeping a “Buy” rating. T... Full story

Yahoo Finance • 5 months ago

Qualcomm, Adobe downgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Clear Street upgraded Circle Internet(... Full story

Yahoo Finance • 6 months ago

Bullish chip stocks: A focus on small and mid caps ranked by price-to-sales multiple

[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images As we look at uncertain market conditions, below is a list of small- and mid-cap semiconductor stocks that carry Strong Buy or Buy recommend... Full story

Yahoo Finance • 6 months ago

Cohu targets $15M–$20M HBM revenue in 2026 as systems and recurring business momentum accelerates

Earnings Call Insights: Cohu, Inc. (COHU) Q4 2025 MANAGEMENT VIEW * Luis Müller, President and CEO, highlighted that recurring business represented about 60% of total revenue in the fourth quarter, with recurring bookings up 34% sequen... Full story

Yahoo Finance • 9 months ago

FormFactor Announces Participation in 14th Annual NYC Summit

LIVERMORE, Calif., Dec. 04, 2025 (GLOBE NEWSWIRE) -- FormFactor, Inc. (Nasdaq: FORM) today announced that it will be joining 14 other companies in collectively hosting the 14th Annual NYC Summit investor conference, being held Tuesday, D... Full story

Yahoo Finance • 9 months ago

ACM Research Announces Participation in 14th Annual NYC Summit

FREMONT, Calif., Dec. 01, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announced that it will... Full story

Yahoo Finance • 9 months ago

Alpha and Omega Semiconductor to Participate in 14th Annual NYC Summit 2025

SUNNYVALE, Calif., December 01, 2025--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL) today announced that company management will be joining 14 other companies in collectively hosting the 14th Annual NYC Summ... Full story

Yahoo Finance • 10 months ago

Stifel raises price targets for semiconductor equipment firms on strengthening AI outlook

[Robotic arm giving a CPU to another robot] luza studios Stifel raised its price targets for several semiconductor equipment firms on Monday, expecting DRAM fab investment to improve in the near term and strengthening positioning in AI co... Full story

Yahoo Finance • 11 months ago

Cohu upsizes and prices 1.50% convertible senior notes offering

* Cohu (NASDAQ:COHU [https://seekingalpha.com/symbol/COHU]) announced on Wednesday the pricing of $260M aggregate principal amount [https://seekingalpha.com/pr/20243768-cohu-announces-upsize-and-pricing-of-1_50-percent-convertible-senior... Full story