COHU - Cohu's New Transaction And Efficiencies Could Mean A 41% Upside Potential

• Cohu sells semiconductor test and inspection handlers and micro-electromechanical system test modules, among other devices.
• The company believes that it will be able to offer operational efficiencies and will enjoy implemented handler price increases.
• The company reports a significant amount of goodwill in the balance sheet, which means that management expects significant synergies in the near future.
• I will be expecting revenue close to $825 million in 2021 and around $2.35 billion in 2025. It means that sales growth would stand at close to 30%. The CFO would also grow from $120 million to around $355 million in 2025.
• My results are a bit more optimistic than that of market analysts. I believe that analysts didn’t have sufficient time to review the most recent guidance and didn’t take into account the buy-back program.

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