Cohu Inc (COHU)

Analysts have given Cohu, Inc. (NASDAQ:COHU) an average "Buy" rating, with a consensus 12-month price target of $68.75. The semiconductor test-equipment company recently exceeded quarterly expectations, reporting $0.26 EPS and $149 million in revenue, a 38.3% year-over-year increase. Despite a recent 6.4% stock drop, shares remain well above their 12-month low, and institutional investors own a significant 94.67% of the company's stock.

Cohu, Inc. experienced a 6.4% drop in its stock price, closing at $50.90, due to a widespread selloff affecting semiconductor equipment manufacturers. This decline reflects broader sector weakness, with several peers also reporting significant losses, suggesting investor rotation out of the industry rather than company-specific issues. The synchronized selling pressure indicates potential concerns about earnings, weakening chip demand, or technical selling as funds reduce exposure across the board.

Recent insider selling at Cohu, Inc. (NASDAQ:COHU) has raised concerns, particularly a Chief Customer Officer's sale of US$558k worth of shares and a President's earlier sale of US$2.1m at a lower price. While insider ownership is not exceptionally high at 2.6%, the consistent selling without any purchases over the last year suggests caution is warranted for potential investors.

Christopher Bohrson, Senior Vice President and Chief Customer Officer at Cohu Inc. (NASDAQ:COHU), sold 10,000 shares of company stock for $558,200. This sale comes after a significant 180% surge in Cohu's stock over the past year, though it has recently declined by 8.3%. Despite the sale, Cohu reported strong Q2 2026 results, exceeding Wall Street expectations, which led Needham to raise its price target to $65 with a Buy rating.

Christopher Bohrson, Senior Vice President and Chief Customer Officer at Cohu Inc. (NASDAQ:COHU), sold 10,000 shares of the company's common stock for $558,200 on August 19, 2026. This sale follows a significant 180% surge in Cohu's stock over the past year, although shares have recently declined by 8.3%. InvestingPro analysis suggests the stock is currently overvalued, despite Cohu reporting strong Q2 2026 results with non-GAAP earnings and revenue surpassing expectations due to high demand for semiconductor test equipment.