Steven J. Bilodeau, a director at Cohu Inc. (), sold 10,257 shares of the company’s common stock on May 20, 2026. The transaction was executed at an exact price of $44.85 per share, totaling $460,026. The sale comes as Cohu’s stock has surged 169% over the past year, currently trading at $46.52 with a market capitalization of $2.18 billion.
Following this direct disposition, Mr. Bilodeau’s direct holdings in Cohu Inc. now amount to 52,272 shares. This total includes 3,578 Restricted Stock Units (RSUs) and 27,403 Deferred Stock Units (DSUs). Each RSU represents a contingent right to receive one share of Cohu, Inc. common stock upon vesting, assuming continued service to the Board. Each DSU is equivalent to one share of Cohu, Inc. common stock and will be settled through the issuance of common stock upon the reporting person’s termination of service as a director or at certain specified future dates.According to InvestingPro analysis, the stock currently appears overvalued relative to its Fair Value, with 10 additional ProTips available for subscribers seeking deeper insights into the semiconductor equipment maker’s prospects.
In other recent news, Cohu Inc. reported its first-quarter 2026 earnings, with revenue surpassing expectations at $125.1 million against a forecast of $122.07 million. Although the earnings per share came in at $0.01, missing the forecast of $0.03, the company provided an optimistic outlook for the second quarter with projected revenue of $144.0 million, indicating a 15% sequential increase. Cohu has also secured approximately $5 million in orders for its DiamondX testing platform, which will be used for gallium nitride power devices in AI data center power architectures.
Stifel has raised its price target for Cohu to $50 from $34, citing the company’s growth in AI compute evaluations and an improved revenue outlook for the second half of the year. Needham also increased its price target to $54 from $33, maintaining a Buy rating and highlighting the company’s growth in high-performance computing. Jefferies followed suit by raising its price target to $60 from $55, pointing to accelerating momentum in AI and high-performance computing test infrastructure. These developments reflect a positive sentiment among analysts regarding Cohu’s future prospects in the semiconductor industry.
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