Insider Sell Alert: Steven Bilodeau Sells Shares of Cohu Inc (COHU)
Director Steven Bilodeau of Cohu Inc (COHU) sold 10,257 shares of the company on May 20, 2026, reducing his total holdings to 52,272 shares. This transaction follows a period where Bilodeau has only sold shares, with Cohu Inc's insider activity showing no buys and eight sells over the past year. The stock is currently trading at $44.85, significantly above its GF Value of $25.67, indicating it is overvalued.
[144] COHU INC SEC Filing
COHU Inc. submitted a Form 144 SEC filing on May 22, 2026, detailing proposed sales of 45,154 shares of common stock. The filing lists individual lots, including restricted stock and performance shares, with grant dates in March 2021. This procedural notice indicates intent to sell and does not confirm completed transactions, nor does it name purchasers.
[144] COHU INC SEC Filing
This article details a Form 144 SEC filing by COHU INC concerning the proposed sale of securities. The filing specifies the sale of 10,257 common shares with an aggregate market value of $479,672.71, acquired on May 15, 2026, as restricted stock from the issuer. The transaction is scheduled for May 22, 2026, on NASDAQ, with Morgan Stanley Smith Barney LLC handling the brokerage.
COHU insider sale notice: 13,000 shares via Morgan Stanley (NASDAQ: COHU)
COHU has filed a Form 144, indicating a proposed sale of 13,000 shares of common stock through Morgan Stanley, with the filing entry dated May 22, 2026. This procedural disclosure outlines the intended resale of restricted stock with an aggregate market value of $608,878.40. The filing specifies several restricted stock grants acquired between 2021 and 2024, but does not provide details on the cash-flow treatment or exact timing of the sale.
Is Cohu (COHU) Quietly Reframing Its AI Infrastructure Story With This DiamondX GaN Test Win?
Cohu, Inc. recently secured $5 million in orders for its DiamondX test platform, designed for gallium nitride power devices used in AI data centers. This win allows Cohu to strengthen its narrative around providing essential test solutions for AI infrastructure, despite ongoing risks like customer concentration and market volatility. The article explores how this development might influence investor perception of Cohu's role in the expanding AI sector.
Why (COHU) Price Action Is Critical for Tactical Trading
Cohu Inc. (COHU) is showing weak near-term sentiment but long-term strength, with no clear price positioning signal identified and elevated downside risk. AI models have generated three distinct trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy. Multi-timeframe analysis shows varied signal strengths and support/resistance levels across different time horizons.
[144] COHU INC SEC Filing
This article reports a Form 144 SEC filing by COHU INC. The filing indicates a proposed sale of 10,257 shares of common stock with an aggregate market value of $460,026.45 by an issuer, acquired as restricted stock on May 15, 2026. The sale is set to occur around May 20, 2026, on NASDAQ through Morgan Stanley Smith Barney LLC.
Cohu (COHU) director granted 3,578 restricted stock and deferred units
Cohu, Inc. director Andrew M. Caggia was granted 3,578 Restricted Stock Units (RSUs) on May 15, 2026. These RSUs vest on the earlier of one year from the grant date or the next annual stockholders' meeting, assuming continued board service. After this transaction, Caggia's total holdings in Cohu stock equivalents, including RSUs and Deferred Stock Units (DSUs), amount to 79,736 units.
Cohu (COHU) director granted 3,578 RSUs and holds large trust stake
Cohu, Inc. director James A. Donahue has been granted 3,578 Restricted Stock Units (RSUs) which will vest based on his continued board service. After this award, Donahue directly holds 13,835 RSUs and indirectly controls 385,413 shares of common stock through the Donahue Revocable Family Trust. This transaction is considered "Neutral" in terms of impact and sentiment, as it is a compensation-related grant rather than an open-market purchase.
Director Nina Richardson of Cohu (COHU) receives 3,578 RSUs in new equity grant
Cohu, Inc. director Nina Richardson was granted 3,578 Restricted Stock Units (RSUs) as part of her compensation, which will vest upon the earlier of one year from the grant date or the next annual stockholders' meeting, provided her continued service on the Board. Following this award, her total holdings include 42,148 share-equivalents, comprising these new RSUs and 11,992 Deferred Stock Units. Both RSUs and DSUs represent contingent rights to Cohu common stock, providing her with equity-based incentives tied to long-term company performance and her board service.
Cohu (COHU) director Bendush granted 3,578 RSUs, 10,257 shares to trust
Cohu Inc. director William Bendush received a grant of 3,578 Restricted Stock Units (RSUs) as compensation, which will vest upon him meeting specific conditions related to continued service on the board. Additionally, 10,257 shares of common stock were transferred to the Bendush Living Trust, increasing the trust's indirect holdings to 35,037 shares. These transactions are described as routine awards and ownership structuring, not open-market trades.
Cohu Inc (COHU) Stock Down 3.2% but Still Overvalued -- GF Score: 66/100
Cohu Inc (COHU) shares dropped 3.2% to $42.77, yet GuruFocus assesses the stock as "Significantly Overvalued" with a GF Value™ of $25.57. Despite an above-average GF Score™ of 66/100, concerns are raised by insider selling totaling $0.9 million over the past three months and a P/E ratio significantly above its historical median, suggesting caution for investors.
Cohu (COHU) director Yon Jorden receives 3,578 Restricted Stock Units award
Cohu Inc. director Yon Jorden was awarded 3,578 Restricted Stock Units (RSUs) as compensation, leading to her total direct holdings reaching 35,226 shares and RSUs. These RSUs, which represent a contingent right to one share of common stock each, will vest on the earlier of one year from the grant date or the next annual stockholder meeting, contingent on her continued service on the board. The grant price for these RSUs was $0.00, indicating it was a compensation award rather than a purchase.
Cohu (COHU) director Andreas Mattes receives 3,578 RSUs as equity award
Cohu, Inc. director Andreas W. Mattes was granted 3,578 Restricted Stock Units (RSUs) as equity compensation. These RSUs, which have a grant price of $0.00, represent a contingent right to receive one share of Cohu common stock upon vesting. The stock units will vest on the earlier of one year from the grant date or the next annual stockholders meeting, provided Mattes continues his service on the Board of Directors.
Cohu (COHU) price target increased by 14.89% to 39.61
The article reports that Cohu (COHU) has received an updated price target, which has been increased by 14.89% to $39.61. This adjustment suggests a more optimistic outlook by analysts for the company's stock performance.
Is It Too Late To Consider Cohu (COHU) After A 149% One Year Surge?
Cohu's stock has seen significant volatility, including a 149.3% surge over the last year, prompting a valuation analysis by Simply Wall St. The article explores two valuation approaches: a Discounted Cash Flow (DCF) analysis and a Price to Sales (P/S) comparison, both suggesting Cohu is undervalued. It also presents "bull" and "bear" case narratives for the company's future performance.
Cohu Inc stock (US1924791031): Semiconductor test specialist reacts to AI demand after latest quarterly update
Cohu Inc, a semiconductor test and inspection equipment supplier, recently reported its quarterly results, highlighting stable trends in automotive and industrial chips and growing interest in high-throughput test solutions driven by AI. The company emphasizes its core business model of selling complex capital goods, supplemented by recurring revenue from spare parts and services, to mitigate cyclical swings in the semiconductor industry. Cohu's position in the back-end segment of the semiconductor value chain offers US investors exposure to chip production trends and structural growth areas like AI and electrification, though its small- to mid-cap profile can lead to stock volatility.
Cohu to Present at Upcoming Investor Conferences
Cohu, Inc. (NASDAQ: COHU) announced its management will participate in four upcoming investor conferences: the TD Cowen 54th Annual Technology, Media & Telecom Conference, the 23rd Annual Craig-Hallum Institutional Investor Conference, the Stifel 2026 Cross Sector Insight Conference, and the 2026 Evercore Global TMT Conference. These events are scheduled from May 27 to June 3, 2026, where Cohu will share insights into its semiconductor manufacturing yield optimization business. Presentation materials from these conferences will be available on the company's investor relations website.
Cohu (NASDAQ:COHU) SVP Sells $46,920.00 in Stock
Cohu's SVP, Christopher Bohrson, sold 1,000 shares of the company's stock for $46,920 on May 15, as part of a pre-arranged plan to cover tax withholding. This sale follows several other transactions by Bohrson, indicating a pattern of insider selling. The news led to a 6.7% drop in Cohu's shares, although analysts maintain a "Moderate Buy" rating with a target price of $49.00.
Cohu Sr VP Bohrson sells $46,920 in company stock
Christopher Bohrson, Senior Vice President at Cohu Inc. (NASDAQ: COHU), sold 1,000 shares of company stock for $46,920 at a price of $46.92 per share. This sale was conducted under a pre-arranged 10b5-1 trading plan, adopted on November 21, 2025. Following the transaction, Bohrson directly holds 172,702 shares.
Cohu Sr VP Bohrson sells $46,920 in company stock
Cohu Inc.'s Senior Vice President Christopher Bohrson sold 1,000 shares of company stock for $46,920 under a pre-arranged trading plan. This transaction occurred after the stock saw a significant 165% gain over the past year. The company recently reported mixed Q1 2026 earnings but received positive analyst feedback and raised price targets due to its expanding AI and high-performance computing test infrastructure.
Cohu (COHU) senior VP reports 1,000-share open-market stock sale
Christopher Bohrson, Senior VP and Chief Customer Officer at Cohu Inc. (COHU), sold 1,000 shares of common stock in an open-market transaction at $46.92 per share. Following this sale, Bohrson directly owns 172,702 shares, which includes 109,565 Restricted Stock Units (RSUs) subject to future vesting. The transaction was conducted under a Rule 10b5-1(c) trading plan established on November 21, 2025.
Cohu, Inc. (NASDAQ:COHU) Receives Average Rating of "Moderate Buy" from Brokerages
Cohu, Inc. (NASDAQ:COHU) has received a consensus "Moderate Buy" rating from eight brokerages, with an average 12-month price target of $49.00. While some analysts have raised their price targets, Weiss Ratings maintained a "sell" rating. The semiconductor company recently reported mixed Q1 earnings, missing EPS estimates but exceeding revenue forecasts.
Cohu Shareholders Approve Governance Changes and Share Increase
Cohu's stockholders approved an increase in authorized common shares from 90 million to 150 million and adopted amended bylaws including an exclusive forum provision for Delaware courts. Shareholders also re-elected directors, approved executive compensation, ratified the auditor, and backed new equity incentive and employee stock purchase plans. An analyst has a Buy rating on COHU stock with a $65.00 price target, while TipRanks’ AI Analyst, Spark, rates COHU as Neutral due to strong technical momentum and bullish earnings outlook offset by ongoing losses and compressed margins.
COHU: All proposals passed amid strong growth, with a focus on AI and recurring revenue expansion
Cohu, Inc. [COHU] successfully passed all six shareholder proposals during its 2026 AGM, stemming from strong 2025 financial results. The company shared ambitious growth targets for 2026, driven by a strategic focus on AI, high-performance computing, and expanding recurring revenue streams. This summary is AI-generated and should be verified with the original source.
Cohu Shareholders Approve Governance Changes and Share Increase
Cohu shareholders approved several key measures at their annual meeting on May 15, 2026, including increasing authorized common shares and adopting an exclusive forum provision to consolidate litigation in Delaware. They also re-elected directors, endorsed executive compensation, ratified Ernst & Young LLP as auditor, and approved new equity incentive and employee stock purchase plans. Spark, TipRanks' AI Analyst, rates COHU as Neutral, citing strong technical momentum and a bullish earnings outlook, countered by ongoing losses and valuation concerns.
Cohu (NASDAQ: COHU) holders back share increase, equity plans and bylaws
Cohu, Inc. stockholders approved an amendment to increase authorized common shares from 90 million to 150 million and adopted updated bylaws which include an exclusive forum provision. They also re-elected three Class 1 directors, endorsed executive compensation, adopted a new 2026 Equity Incentive Plan and an amended 1997 Employee Stock Purchase Plan, and ratified Ernst & Young LLP as auditor for fiscal year 2025. These decisions provide Cohu with greater financial and operational flexibility while aligning with common corporate governance practices.
Director reports proposed common-stock sales by COHU (NASDAQ: COHU)
A Form 144 SEC filing indicates that Chris G. Bohrson, an insider at COHU, reported proposed dispositions of common stock, including 1,500 shares on May 11, 2026, with proceeds of $76,920. The filing also details prior monthly sales in 2026, totaling several thousand shares and various proceeds. This notice, while procedural, outlines planned sales under Rule 144.
Cohu (COHU) price target increased by 47.88% to 58.58
The article reports that the price target for Cohu (COHU) has been raised by 47.88% to $58.58. This indicates a significant increase in the expected valuation of the company's stock by analysts.
[Form 4] COHU INC Insider Trading Activity
Cohu Inc. director William Bendush, through the Bendush Living Trust, sold 7,500 shares of common stock at a weighted average price of $49.14 per share under a pre-arranged Rule 10b5-1(c) trading plan. Following this transaction, the trust retains 24,780 common shares and Bendush holds 10,257 Restricted Stock Units. The sale is considered routine portfolio management, and the filing's impact is categorized as moderate with a negative sentiment.
Cohu director William Bendush sells $368,550 in shares
Cohu director William Bendush sold 7,500 shares of company stock worth $368,550 on May 13, 2026, through a 10b5-1(c) plan. This transaction occurred as Cohu's stock approaches its 52-week high after a significant 175% gain over the past year. Despite a slight EPS miss, Cohu exceeded revenue expectations in Q1 2026 and received positive analyst responses and raised price targets due to its growth in AI and high-performance computing.
Cohu Inc stock (US1924791031): Vanguard lifts stake in semiconductor test specialist
Vanguard Group has increased its stake in Cohu Inc by 1.3%, bringing its total holding to approximately 4.36 million shares, valued at around $101.5 million and representing 9.34% of outstanding stock. This move highlights continued institutional interest in the semiconductor test and inspection specialist amid sector volatility. Cohu Inc, with a market capitalization of over $1 billion, provides back-end semiconductor test and inspection equipment, serving chip manufacturers globally, with revenue driven by test handlers, inspection systems, and related services.
[144] COHU INC SEC Filing
This article details a Form 144 SEC filing by COHU INC (COHU), indicating a proposed sale of securities. The filing shows an executive plans to sell 7,500 shares of common stock acquired through restricted stock, with an aggregate market value of $368,550.75, via Morgan Stanley Smith Barney LLC on May 13, 2026. The document also provides background information regarding the acquisition and reaffirms that the filer has no material adverse information that has not been publicly disclosed.
Cohu receives multiple orders for DiamondX
Cohu, a semiconductor test equipment company, has secured multiple orders totaling $5 million for its DiamondX systems. These orders are from a leading semiconductor manufacturer for the characterization and production testing of GaN devices. The DiamondX systems offer high-current capability and ultra-low resistance measurement accuracy, supporting the development and manufacturing of next-generation GaN power devices critical for AI data center power architectures.
Top Cohu Executive Quietly Unloads a Chunk of Company Stock
Cohu's Sr VP & Chief Customer Officer, Christopher Bohrson, recently sold 1,500 shares of the company's stock for $76,920. This transaction follows positive analyst revisions and a stronger outlook for Cohu, driven by AI and high-performance computing demand. However, TipRanks' AI Analyst Spark rates COHU as Neutral due to ongoing financial constraints despite strong technical momentum.
Cohu (COHU) SVP sells 1,500 shares, still holds 173,702
Christopher Bohrson, Senior VP and Chief Customer Officer at Cohu Inc. (COHU), sold 1,500 shares of common stock at $51.28 per share on May 11, 2026, as reported in a Form 4 filing. Following this transaction, Bohrson retains 173,702 shares, which include 109,565 restricted stock units (RSUs) subject to future vesting and performance goals. The sale, valued at $76,920, was an open-market transaction and the filing indicates a neutral impact with negative sentiment.
3 Stocks That May Be Priced Below Their Estimated Value In May 2026
This article identifies three U.S. stocks—Cohu (COHU), BlackSky Technology (BKSY), and Beazer Homes USA (BZH)—that are potentially undervalued based on discounted cash flow analysis, despite some reporting recent net losses. The robust U.S. market, which has seen significant growth, provides a favorable environment for investors seeking growth opportunities in such undervalued assets. The piece provides an overview of each company's operations, estimated discount to fair value, and growth forecasts, suggesting future profitability for all three within three years.
Victory Capital (COHU) reports 2.33M-share stake with 4.91% ownership
Victory Capital Management, Inc. has reported a beneficial ownership of 2,334,824 shares of Cohu Inc. (COHU) Common Stock, which represents 4.91% of the class. This filing is an amendment to a Schedule 13G/A, indicating a passive investment below the 5% threshold that would trigger more extensive reporting requirements. The firm holds sole voting power for 2,313,249 shares and sole dispositive power for all 2,334,824 shares.
Cohu, Inc. Receives Orders Totaling USD 5 Million For Diamondx Platform
Cohu, Inc. announced that it has received multiple orders worth approximately $5 million for its Diamondx platform from a semiconductor manufacturer. These orders are for high-current and ultra-low resistance measurement Diamondx systems, which will be used to develop and manufacture gallium nitride (GaN) power devices for AI data center power architectures. This expands Cohu's presence in the AI data center market by providing solutions for higher power and efficiency in power conversion.
Cohu (NASDAQ: COHU) insider sold 3×1,000 shares Feb–Apr 2026
A recent SEC Form 144 filing reveals that Cohu (NASDAQ: COHU) insider Chris G. Bohrson completed three separate sales of 1,000 shares each between February and April 2026. The sales generated total proceeds of $96,800.00. The filing also notes previous restricted stock grants to Bohrson in 2023 and 2025.
Cohu, Inc. $COHU Shares Sold by Comerica Bank
Comerica Bank significantly reduced its stake in Cohu, Inc. (NASDAQ:COHU) by nearly 50% in the fourth quarter, selling 39,086 shares and retaining 39,486 shares valued at $919,000. Despite this, other institutional investors have increased their holdings, and various analysts maintain a "Buy" rating with an average target price of $49.00 for the semiconductor company. Cohu reported mixed Q4 earnings, with EPS missing estimates but revenue exceeding forecasts and showing a 29.3% year-over-year increase.
The Insider Report: The Lock-Out Rally Continues as Bears Left Stunned
The article, titled "The Insider Report: The Lock-Out Rally Continues as Bears Left Stunned," details the ongoing market rally, highlighting technology's dominance and new all-time highs. It recommends three stocks—Extreme Networks (EXTR), Navitas Semiconductor (NVTS), and Cohu (COHU)—with high return potentials and explains the market-moving catalysts, including declining oil prices and strong earnings. The report also covers broader market trends like the "Magnificent Ten" leadership, sector strength, the booming semiconductor industry, Bitcoin's potential resurgence, and inflation outlook.
Understanding Momentum Shifts in (COHU)
This article provides an in-depth analysis of Cohu Inc. (NASDAQ: COHU), highlighting strong sentiment across all time horizons and an overweight bias based on AI models. It details specific institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The analysis also points out a lack of clear price positioning signals and elevated downside risk due to the absence of additional long-term support.
How Investors Are Reacting To Cohu (COHU) Narrowing Losses, Stronger Q2 Sales Outlook, And Buybacks
Cohu, Inc. reported narrowing losses, strong Q2 2026 sales outlook, and completed a share repurchase program, retiring 8.4% of shares. These developments offer investors insight into Cohu's operating trajectory and capital allocation, reducing near-term uncertainty despite ongoing cyclicality risks in its semiconductor end markets. The company's future performance hinges on its execution in AI and high-performance computing opportunities, with analysts projecting significant revenue and earnings growth by 2029.
A Quick Look at Today's Ratings for Cohu Inc(COHU.US), With a Forecast Between $54 to $60
This article provides a quick look at today's analyst ratings for Cohu Inc (COHU.US). The forecasts for the stock price range between $54 and $60. It serves as a brief update on market sentiment regarding the company's valuation.
Cohu (Nasdaq:COHU) - Stock Analysis
Cohu (COHU) stock has surged in 2026, but its valuation is arguably too high relative to earnings growth, with analysts noting the stock is trading significantly above its estimated fair value. Despite an upgraded FY2026 outlook and strong top and bottom-line gains in the latest report, the company's earnings growth is not keeping pace with current valuations. Recent insider selling also indicates a potential risk, leading to a neutral "hold" rating for the stock due to its expensive valuation for the offered earnings growth.
Cohu stock hits 52-week high at $49.45
Cohu Inc. (COHU) stock reached a 52-week high of $49.45, reflecting strong investor confidence and a significant 184% one-year price return. Despite an InvestingPro analysis suggesting the stock is overvalued relative to its Fair Value, Cohu exceeded Q1 2026 revenue expectations and issued optimistic Q2 guidance, leading analysts to raise price targets.
Cohu Inc | 10-Q: Q1 2026 Earnings Report
This document is the official Q1 2026 Earnings Report in 10-Q format for Cohu Inc. It contains detailed financial statements and other mandatory disclosures for the first fiscal quarter of 2026.
3 Best Tech Stocks to Buy in May: ZETA, RMNI, COHU
The article highlights three tech stocks—Zeta Global (ZETA), Rimini Street (RMNI), and Cohu (COHU)—that analysts rate as "Strong Buy" for May. These companies are capitalizing on the ongoing momentum in the tech sector, driven by advancements in AI, cloud computing, semiconductors, and cybersecurity. Each stock is presented with recent analyst price target increases and robust upside potential based on consensus ratings.
Earnings Update: Here's Why Analysts Just Lifted Their Cohu, Inc. (NASDAQ:COHU) Price Target To US$42.29
Analysts have increased their price target for Cohu, Inc. (NASDAQ:COHU) to US$42.29, following a recent earnings report that showed the company beat revenue estimates, though earnings per share were slightly below expectations. While the company's long-term outlook remains positive with an expected 24% annual earnings growth, it's worth noting the recent earnings per share miss and the 3.8% decline in revenue over the last year.
