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.
Price Chart
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
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.
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
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-COHU-1779489930079 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | Insider Cluster | $52.88 $50.72 | ▼ −4.08% | ▼ −3.69% | $73.48 (+38.96%) |
Jun 20, 2026 14w ago | Institutional Cluster | $70.07 $51.19 | ▼ −26.94% | ▼ −26.80% | $73.48 (+4.87%) |
May 26, 2026 18w ago | Insider Cluster | $54.94 $67.36 | ▲ +22.61% | ▲ +24.51% | $73.48 (+33.75%) |
May 22, 2026 19w ago | Insider Cluster | $49.93 $62.51 | ▲ +25.20% | ▲ +27.14% | $73.48 (+47.17%) |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▼ −41.20% | ▼ −39.62% | $73.48 (−66.24%) |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▲ +41.20% | ▲ +39.62% | $73.48 (+66.24%) |
May 18, 2026 19w ago | Insider Cluster | $44.20 $62.41 | ▲ +41.20% | ▲ +39.62% | $73.48 (+66.24%) |
May 11, 2026 20w ago | Insider Cluster | $51.28 $54.99 | ▲ +7.23% | ▲ +7.54% | $73.48 (+43.29%) |
US Market Status
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