Group 1 - Cohu Inc. (NASDAQ:COHU) is recognized as a promising small-cap tech stock, with B. Riley analyst Craig Ellis raising the price target to $35 from $30, driven by strong AI-driven demand for HBM, CoWoS, and GPUs that currently exceeds supply [1][4] - Despite facing near-term cyclical pressures, the firm expects modest upside for Q4 2025 and stable guidance for early 2026, supported by recovering demand in Taiwan and the automotive and industrial sectors, which are anticipated to drive significant sales and earnings per share growth in the long term [2] - Stifel also raised its price target for Cohu to $32 from $30 while maintaining a Buy rating, based on positive field checks and an increased forecast for 2026 semiconductor equipment spending growth to 10% to 15%, up from the previous estimate of 7% to 8% [3]