COHU COHU INC

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 22, 2026 Processed 21d 17h ago
Insider cluster: 3 insiders, $0.9M total
Latest settled — T+5d
COHU ▲ +15.34% at T+5d
NEUTRAL call ✓ call won +15.34% · α vs SPY +14.13% · entry $49.93 → $57.59
Next anchor: T+20d in 10d
Currently $61.33 · +22.83% from $49.93 entry
Entry anchored
May 22, 2026
via day open
T+1d
+10.03%
call +10.03% · α +10.02%
$54.94
settled 18d ago
T+5d
+15.34%
call +15.34% · α +14.13%
$57.59
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three insiders at Cohu sold a total of $875K in stock over a 7-day window, with the largest sale ($460K) by Director Steven Bilodeau on May 20 at $44.85. The cluster is 100% selling, but the total value represents only ~0.04% of the $2.2B market cap, making it trivial relative to company size. The sales lack a clear catalyst and are likely routine portfolio diversification or liquidity-driven, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$875.0K
Insiders
3

Actionable Insight

The insider sales are too small to warrant a bearish read. Monitor for any upcoming earnings or material events that could have triggered the sales, but no immediate action is needed. The stock's 92% bullish analyst consensus suggests the market is not concerned.

Key Facts

  • Three insiders sold shares totaling $875K: Director Bilodeau ($460K), Director Bendush ($369K), and SVP Bohrson ($47K).
  • All transactions were open-market sales; no purchases were reported.
  • Total cluster value is ~0.04% of Cohu's $2.2B market cap, well below the 0.1% materiality threshold.
  • No 10b5-1 plan or regular pattern identified, but the small dollar amounts suggest routine liquidity-driven sales.
  • Historical calibration shows past neutral reports on COHU had negative T+20 returns (-8.25%), but this cluster is too small to drive a directional call.

Financial Impact

Total insider sales of $875K, or ~0.04% of market cap — immaterial.

insider ownershipfloat

Risk Factors

  • If additional large insider sales emerge in the next 30 days, the cluster could become more meaningful.
  • The historical calibration shows past neutral calls on COHU underperformed, but this filing's content does not support a directional bias.

Market Snapshot

Exchange
Nasdaq
Sector
Instruments For Meas & Testing of Electricity & Elec Signals
Analyst Consensus
92% bullish (13 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-COHU-1779489930079
6 reports for COHU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for COHU — sortable, filterable
Type Now
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 4/10
$54.94 $57.59▲ +4.82%▲ +3.62%$61.33 (+11.63%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$49.93 $57.59▲ +15.34%▲ +14.13%$61.33 (+22.83%)
May 18, 2026
25d ago
Insider Cluster
BEARISH ★ 4/10
$44.20 $49.93▼ −12.96%▼ −11.35%$61.33 (−38.76%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 2/10
$44.20 $49.93▲ +12.96%▲ +11.35%$61.33 (+38.76%)
May 18, 2026
25d ago
Insider Cluster
NEUTRAL ★ 5/10
$44.20 $49.93▲ +12.96%▲ +11.35%$61.33 (+38.76%)
May 11, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$51.28 $44.20▼ −13.81%▼ −13.72%$61.33 (+19.60%)
Showing 6 of 6

US Market Status

Market Closed — Opens Mon (45h 29m)

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