COHU

COHU INC

Nasdaq · Instruments For Meas & Testing of Electricity & Elec Signals · Inc. DE · CIK 0000021535
$61.33 +4.71% $2.9B
Insider Selling Cluster (4 insiders)15 New Institutional Positions13 Institutional Exits
Vol
Market Cap$2.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$1.0B
Inst. Activity15 buys / 13 sells
Insider Activity0B / 11S
Insider Net $-$4.6M
SEC Reports6
Exchange Nasdaq·Sector Instruments For Meas & Testing of Electricity & Elec Signals·Inc. DE·CIK 0000021535·Prev Close $58.57

Recent Activity

Jun 10, 2026 short_volume
Short Volume: COHU — 66.6% short (0.4M / 0.6M)
Short: 432,559 | Exempt: 1,275 | TRF Vol: 649,708 | Short Ratio: 66.6% | Off-exchange volume (dark p
May 26, 2026 SEC
Four insiders at Cohu, including the CEO and three directors/officers, sold a total of $3.09M in open-market sales over
CLUSTER — Impact 4/10
May 22, 2026 SEC
Three insiders at Cohu sold a total of $875K in stock over a 7-day window, with the largest sale ($460K) by Director Ste
CLUSTER — Impact 3/10
May 22, 2026 Insider
Jones Jeffrey D sold 13,000 shares
Sr. VP Finance & CFO @ $46.84 ($608.9K)
May 22, 2026 Insider
DONAHUE JAMES A sold 10,257 shares
Director @ $46.77 ($479.7K)
May 22, 2026 Insider
Muller Luis A sold 45,154 shares
President & CEO @ $46.62 ($2.1M)
May 20, 2026 SEC
Two COHU insiders — Director William Bendush and Sr VP Christopher Bohrsen — collectively sold ~$415K in stock in a 7-da
CLUSTER — Impact 4/10
Inst.
FRANKLIN RESOURCES INC — DOUBLED
1,020,140 shares ($31.2M)

Price Targets

$57.43 -6.4% upside Sell
Current $61.33 Low $50.00 Median $60.00 High $65.00 7 analysts
$50.00 $65.00

Analyst Ratings

Strong Buy92% buy · 13 analysts
4Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 TD Cowen MAINTAIN Buy → Buy
May 1, 2026 Needham MAINTAIN Buy → Buy
Apr 28, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 27, 2026 Jefferies INITIATE Buy
Mar 18, 2026 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.14 $0.13 — $0.15 586% YoY 7
Next Q $0.22 $0.19 — $0.27 474% YoY 7
Current FY $0.58 $0.55 — $0.64 364% YoY 7
Next FY $1.46 $1.13 — $1.96 151% YoY 7

Latest Reports

NEUTRAL CLUSTER 4/10
Four insiders at Cohu, including the CEO and three directors/officers, sold a total of $3.09M in open-market sales over
May 26, 2026
NEUTRAL CLUSTER 3/10
Three insiders at Cohu sold a total of $875K in stock over a 7-day window, with the largest sale ($460K) by Director Ste
May 22, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$223.9M—
VICTORY CAPITAL MANAGEMENT INC$70.6MTRIM
VANGUARD PORTFOLIO MANAGEMENT LLC$62.4M—
ROYCE & ASSOCIATES LP$62.1M—
VANGUARD CAPITAL MANAGEMENT LLC$60.3M—

Recent Insider Trades

DateInsiderTypeValue
May 22, 2026Jones JeffreySELL$608.9K
May 22, 2026DONAHUE JAMESSELL$479.7K
May 22, 2026Muller LuisSELL$2.1M
May 20, 2026BILODEAU STEVENSELL$460.0K
May 15, 2026BOHRSON CHRISTOPHERSELL$46.9K
50 institutional holders with $1.0B total value (33,668,346 shares) as of 2026-Q1. Top holders: BlackRock,, VICTORY, VANGUARD. Net buying activity: 15 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.7,311,286$223.9M21.7%—
2VICTORY CAPITAL MANAGEMENT INC2,306,491$70.6M6.9%TRIM -29.3%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,038,477$62.4M6.1%—
4ROYCE & ASSOCIATES LP2,027,717$62.1M6.0%—
5VANGUARD CAPITAL MANAGEMENT LLC1,967,675$60.3M5.8%—
6STATE STREET CORP1,826,336$55.9M5.4%—
7BARROW HANLEY MEWHINNEY & STRAUSS LLC1,779,795$54.5M5.3%—
8DIMENSIONAL FUND ADVISORS LP1,567,511$48.0M4.7%—
9FRONTIER CAPITAL MANAGEMENT CO LLC1,294,616$39.6M3.8%—
10TWO SIGMA INVESTMENTS, LP1,094,431$33.5M3.3%DOUBLED +790.7%
11GOLDMAN SACHS GROUP INC1,053,870$32.3M3.1%—
12FRANKLIN RESOURCES INC1,020,140$31.2M3.0%DOUBLED +455.3%
13MORGAN STANLEY952,104$29.2M2.8%—
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC802,413$24.6M2.4%—
15D. E. Shaw & Co., Inc.544,991$16.7M1.6%DOUBLED +106.8%
16DRIEHAUS CAPITAL MANAGEMENT LLC538,531$16.5M1.6%NEW
17BANK OF AMERICA CORP /DE/517,195$15.8M1.5%DOUBLED +289.4%
18First Eagle Investment Management, LLC474,068$14.5M1.4%ADD +91.4%
19CITIGROUP INC360,950$11.1M1.1%—
20Connor, Clark & Lunn Investment Management Ltd.343,727$10.5M1.0%ADD +33.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRANKLIN RESOURCES INCDOUBLED183,7011,020,140+455.3%$31.2M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW—538,531—$16.5M2026-Q1
First Eagle Investment Management, LLCADD247,646474,068+91.4%$14.5M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD257,297343,727+33.6%$10.5M2026-Q1
SEI INVESTMENTS COADD130,107251,122+93.0%$7.7M2026-Q1
Trexquant Investment LPDOUBLED68,244230,101+237.2%$7.0M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCTRIM234,676174,336-25.7%$5.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM334,429148,261-55.7%$4.5M2026-Q1
MARSHALL WACE, LLPDOUBLED50,273103,701+106.3%$3.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM152,65484,500-44.6%$2.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM142,11177,023-45.8%$2.4M2026-Q1
Point72 Asset Management, L.P.TRIM77,80346,714-40.0%$1.4M2026-Q1
Brevan Howard Capital Management LPDOUBLED10,80542,446+292.8%$1.3M2026-Q1
GABELLI FUNDS LLCADD32,00040,000+25.0%$1.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED46839,159+8267.3%$1.2M2026-Q1
AmundiADD19,49936,844+89.0%$1.1M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM128,82835,391-72.5%$1.1M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD13,68919,734+44.2%$604.3K2026-Q1
Woodline Partners LPTRIM56,14815,352-72.7%$470.1K2026-Q1
FEDERATED HERMES, INC.ADD9,27414,774+59.3%$452.4K2026-Q1
Russell Investments Group, Ltd.DOUBLED5,01412,050+140.3%$369.0K2026-Q1
Magnetar Financial LLCTRIM30,28310,172-66.4%$311.5K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM20,2009,000-55.4%$275.6K2026-Q1
Rockefeller Capital Management L.P.DOUBLED1304,477+3343.8%$137.1K2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.TRIM1,392652-53.2%$20.0K2026-Q1
12 unique insiders with 45 transactions. Net insider value: -$4.6M ($0.00 bought, $4.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 22, 2026Jones Jeffrey DSr. VP Finance & CFOSELL13,000$46.84$608.9K
May 22, 2026DONAHUE JAMES ADirectorSELL10,257$46.77$479.7K
May 22, 2026Muller Luis APresident & CEOSELL45,154$46.62$2.1M
May 20, 2026BILODEAU STEVEN JDirectorSELL10,257$44.85$460.0K
May 15, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerSELL1,000$46.92$46.9K
May 15, 2026Rapp Karen MarieDirectorAWARD3,578——
May 15, 2026Richardson NinaDirectorAWARD3,578——
May 15, 2026Mattes Andreas WDirectorAWARD3,578——
May 15, 2026JORDEN YONDirectorAWARD3,578——
May 15, 2026CAGGIA ANDREW MDirectorAWARD3,578——
May 15, 2026BILODEAU STEVEN JDirectorAWARD3,578——
May 15, 2026DONAHUE JAMES ADirectorAWARD3,578——
May 15, 2026BENDUSH WILLIAMDirectorJ10,257——
May 15, 2026BENDUSH WILLIAMDirectorAWARD3,578——
May 13, 2026BENDUSH WILLIAMDirectorSELL7,500$49.14$368.6K
May 11, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerSELL1,500$51.28$76.9K
Apr 15, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerSELL1,000$38.00$38.0K
Mar 27, 2026CAGGIA ANDREW MDirectorAWARD594——
Mar 16, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerSELL1,000$28.57$28.6K
Mar 14, 2026Jones Jeffrey DSr. VP Finance & CFOTAX W/H4,447——
Mar 14, 2026Ilgenfritz KlausSr. VP & Chief Product OfficerTAX W/H1,098——
Mar 14, 2026Ilgenfritz KlausSr. VP & Chief Product OfficerJ7,425——
Mar 14, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerTAX W/H3,131——
Mar 14, 2026Muller Luis APresident & CEOJ66,006——
Mar 14, 2026Muller Luis APresident & CEOTAX W/H13,271——
Mar 14, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerJ16,501——
Mar 14, 2026Jones Jeffrey DSr. VP Finance & CFOJ21,782——
Mar 12, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerTAX W/H2,273——
Mar 12, 2026Jones Jeffrey DSr. VP Finance & CFOTAX W/H3,000——
Mar 12, 2026Ilgenfritz KlausSr. VP & Chief Product OfficerTAX W/H998——
Mar 12, 2026Muller Luis APresident & CEOTAX W/H8,851——
Mar 11, 2026Muller Luis APresident & CEOTAX W/H17,376——
Mar 11, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerTAX W/H4,088——
Mar 11, 2026Jones Jeffrey DSr. VP Finance & CFOTAX W/H5,576——
Mar 11, 2026Ilgenfritz KlausSr. VP & Chief Product OfficerTAX W/H2,225——
Mar 10, 2026Muller Luis APresident & CEOAWARD98,071——
Mar 10, 2026Muller Luis APresident & CEOAWARD98,071——
Mar 10, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerAWARD17,979——
Mar 10, 2026Jones Jeffrey DSr. VP Finance & CFOAWARD26,969——
Mar 10, 2026Jones Jeffrey DSr. VP Finance & CFOAWARD26,969——
Mar 10, 2026Ilgenfritz KlausSr. VP & Chief Product OfficerAWARD13,076——
Mar 10, 2026Ilgenfritz KlausSr. VP & Chief Product OfficerAWARD13,076——
Mar 10, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerAWARD17,979——
Feb 20, 2026BILODEAU STEVEN JDirectorSELL11,105$31.26$347.1K
Feb 20, 2026BOHRSON CHRISTOPHERSr VP & Chief Customer OfficerSELL1,000$30.23$30.2K
6 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 5 neutral. Avg impact: 3.3/10.
NEUTRAL CLUSTER 4/10
Four insiders at Cohu, including the CEO and three directors/officers, sold a total of $3.09M in ope
May 26, 2026
NEUTRAL CLUSTER 3/10
Three insiders at Cohu sold a total of $875K in stock over a 7-day window, with the largest sale ($4
May 22, 2026
BEARISH CLUSTER 4/10
Two COHU insiders — Director William Bendush and Sr VP Christopher Bohrsen — collectively sold ~$415
May 20, 2026
NEUTRAL CLUSTER 2/10
Two insiders at COHU sold a combined $415K in open-market sales, representing only 0.02% of the comp
May 19, 2026
NEUTRAL CLUSTER 5/10
No summary provided
May 18, 2026
NEUTRAL CLUSTER 2/10
Two COHU insiders sold a total of $445K in open-market transactions over a 7-day window. Director Wi
May 15, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 4 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$57.43 mean target -6.4% upside Sell (1.14)
$50.00 Low $65.00 High
MetricValue
Current Price$61.33
Target Low$50.00
Target Mean$57.43
Target Median$60.00
Target High$65.00
# Analysts7
RecommendationSell (1.14)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.14 $0.13 $0.15 585.7% +0.0% 0↑ 2↓ $0.1B 33.7% 7
Next Q
2026-09-30
 $0.22 $0.19 $0.27 473.8% +0.0% 1↑ 1↓ $0.1B 15.8% 7
Current FY
2026-12-31
 $0.58 $0.55 $0.64 364.3% +0.0% 0↑ 1↓ $0.6B 23.3% 7
Next FY
2027-12-31
 $1.46 $1.13 $1.96 150.6% +0.0% — $0.7B 21.2% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.137
7d ago$0.137
30d ago$0.137
60d ago$0.152-0.015
90d ago$0.148-0.011
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 TD Cowen MAINTAIN Buy Buy
May 1, 2026 Needham MAINTAIN Buy Buy
Apr 28, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 27, 2026 Jefferies INITIATE — Buy
Mar 18, 2026 Stifel MAINTAIN Buy Buy
Mar 16, 2026 Evercore ISI Group INITIATE — Outperform
Feb 13, 2026 TD Cowen MAINTAIN Buy Buy
Feb 13, 2026 B. Riley Securities MAINTAIN Buy Buy
Feb 13, 2026 Needham MAINTAIN Buy Buy
Jan 26, 2026 B. Riley Securities MAINTAIN Buy Buy
Jan 14, 2026 Stifel MAINTAIN Buy Buy
Jan 6, 2026 Needham UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264810092%
May 1, 20264810092%
Apr 1, 20263710091%
Mar 1, 20263710091%
Feb 1, 20263620082%
Jan 1, 20263620082%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 10, 2026
short_volume
Short Volume: COHU — 66.6% short (0.4M / 0.6M)
Short: 432,559 | Exempt: 1,275 | TRF Vol: 649,708 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: COHU — 62.8% short (0.5M / 0.7M)
Short: 454,342 | Exempt: 619 | TRF Vol: 723,741 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: COHU — 69.6% short (0.4M / 0.6M)
Short: 429,619 | Exempt: 0 | TRF Vol: 617,151 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: COHU — 56.1% short (0.4M / 0.8M)
Short: 432,595 | Exempt: 1,037 | TRF Vol: 771,046 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
COHU Q1 2026 Earnings Scheduled — 2026-04-30
Apr 29, 2026
short_interest
FTD: COHU — 37,582 shares ($1.7M) failed to deliver
Settlement: 20260429, Price: $44.15, FTD Value: $1,659,245.3, COHU INC
Apr 27, 2026
short_volume
Short Volume: COHU — 67.5% short (0.8M / 1.2M)
Short: 795,948 | Exempt: 0 | TRF Vol: 1,179,810 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: COHU — 70.8% short (2.1M / 2.9M)
Short: 2,058,343 | Exempt: 1,079 | TRF Vol: 2,907,480 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: COHU — 63.1% short (0.6M / 0.9M)
Short: 586,341 | Exempt: 0 | TRF Vol: 929,404 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: COHU — 70.7% short (0.6M / 0.9M)
Short: 642,505 | Exempt: 304 | TRF Vol: 909,409 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: COHU — 79.5% short (0.4M / 0.6M)
Short: 437,853 | Exempt: 0 | TRF Vol: 550,789 | Short Ratio: 79.5% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: COHU — 65.9% short (0.4M / 0.6M)
Short: 390,240 | Exempt: 0 | TRF Vol: 591,890 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Feb 23, 2026
short_interest
FTD: COHU — 49,270 shares ($1.6M) failed to deliver
Settlement: 20260223, Price: $31.56, FTD Value: $1,554,961.2, COHU INC
Feb 20, 2026
short_interest
FTD: COHU — 33,636 shares ($1.0M) failed to deliver
Settlement: 20260220, Price: $30.31, FTD Value: $1,019,507.16, COHU INC