Market Cap
$3.2B
COHU
COHU INC
$74.01 ▲ +5.22%
Prev close $70.34Market cap$3.2B
ConsensusStrong Buy
12-mo target$70.88 (-4.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)21 New Institutional Positions29 Institutional Exits Software & IT
Snapshot
The big-picture read on COHU right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$3.0B
Inst. Activity
21 buys / 29 sells
Insider Activity
$0.00 buy / $11.0M sell
Insider Net $
-$11.0M
Social Sentiment
50° Neutral
SEC Reports
8
Price chart 30d +61.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 Insider
Muller Luis A sold 27,236 shares
President & CEO @ $65.00 ($1.8M)
Sep 25, 2026 Insider
CAGGIA ANDREW M was granted 326 shares
Director
Sep 21, 2026 Insider
Muller Luis A sold 55,794 shares
President & CEO @ $60.00 ($3.3M)
Sep 21, 2026 short_volume
Aug 6, 2026 SEC Short Volume: COHU — 62.0% short (0.3M / 0.6M)
Short: 346,680 | Exempt: 227 | TRF Vol: 558,776 | Short Ratio: 62.0% | Off-exchange volume (dark poo
Two directors at Cohu sold a total of $946,540 in open-market sales over a 7-day window, with Andrew Caggia disposing of
CLUSTER — Impact 3/10
Jun 30, 2026 Inst.
Capital World Investors — NEW
2,757,413 shares ($203.8M)
Jun 30, 2026 Inst.
Jun 20, 2026 SEC DIMENSIONAL FUND ADVISORS LP — TRIM
1,122,112 shares ($82.9M)
Institutional cluster for COHU shows mixed conviction in Q1 2026: 15 buyers added $40.9M (led by Franklin Resources doub
INST-CLUSTER — Impact 4/10
Analyst ratings buy % +13.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
93% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 22, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 10, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Jul 9, 2026 | Baird | INITIATE | Outperform | 54% |
| Jun 16, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 1, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 1, 2026 | Needham | MAINTAIN | Buy | 50% |
| Apr 28, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Apr 27, 2026 | Jefferies | INITIATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Aug 1, 2026 | 5 | 8 | 1 | 0 | 0 | 93% | |
| Jul 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Jun 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| May 1, 2026 | 4 | 8 | 1 | 0 | 0 | 92% | |
| Apr 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Mar 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Feb 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% |
Price targets
Where 8 covering analysts think COHU trades over the next 12 months.
$70.88 -4.2% upside Hold
Current$74.01 Low$65.00 Median$70.00 High$80.00 8 analysts
$65.00$80.00
Analyst rating Strong Buy· 1.1/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 7 neutral · avg impact 3.4/10.
NEUTRALCLUSTER3/10
Two directors at Cohu sold a total of $946,540 in open-market sales over a 7-day window, with Andrew
Aug 6, 2026
NEUTRALINST-CLUSTER4/10
Institutional cluster for COHU shows mixed conviction in Q1 2026: 15 buyers added $40.9M (led by Fra
Jun 20, 2026
NEUTRALCLUSTER4/10
Four insiders at Cohu, including the CEO and three directors/officers, sold a total of $3.09M in ope
May 26, 2026
NEUTRALCLUSTER3/10
Three insiders at Cohu sold a total of $875K in stock over a 7-day window, with the largest sale ($4
May 22, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 21, 2026
short_volume
Short Volume: COHU — 62.0% short (0.3M / 0.6M)
Short: 346,680 | Exempt: 227 | TRF Vol: 558,776 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: COHU — 59.5% short (0.4M / 0.6M)
Short: 355,393 | Exempt: 327 | TRF Vol: 597,005 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Aug 26, 2026
short_volume
Short Volume: COHU — 80.4% short (0.4M / 0.5M)
Short: 420,379 | Exempt: 6 | TRF Vol: 522,987 | Short Ratio: 80.4% | Off-exchange volume (dark pool + OTC)
Aug 18, 2026
short_volume
Short Volume: COHU — 65.2% short (0.3M / 0.5M)
Short: 338,686 | Exempt: 425 | TRF Vol: 519,689 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Aug 12, 2026
short_volume
Short Volume: COHU — 85.0% short (1.1M / 1.3M)
Short: 1,110,718 | Exempt: 3,080 | TRF Vol: 1,307,393 | Short Ratio: 85.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.35 | $0.33–$0.42 | 687.5% | +57.2% | 2↑ 0↓ | $0.2B | 8 |
| Next Q | $0.32 | $0.20–$0.44 | 310.8% | +52.7% | 1↑ 1↓ | $0.2B | 8 |
| Current FY | $0.95 | $0.81–$1.13 | 531.8% | +0.0% | 2↑ 0↓ | $0.6B | 8 |
| Next FY | $1.85 | $1.45–$2.28 | 94.3% | +0.0% | 1↑ 1↓ | $0.8B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.352 | — |
| 7d ago | $0.223 | +0.130 |
| 30d ago | $0.224 | +0.128 |
| 60d ago | $0.224 | +0.128 |
| 90d ago | $0.224 | +0.128 |
Institutional ownership
Which big funds own COHU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.0B total value (40,809,167 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, VANGUARD. Net selling activity: 29 institutions trimmed/exited vs 21 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 7,386,449 | $545.9M | 18.1% | — |
| Capital World Investors | 2,757,413 | $203.8M | 6.8% | NEW |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,303,291 | $170.2M | 5.7% | — |
| Invesco Ltd. | 2,030,920 | $150.1M | 5.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,007,337 | $148.4M | 4.9% | — |
| STATE STREET CORP | 1,888,948 | $139.6M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,299,373 | $96.1M | 3.2% | — |
| TWO SIGMA INVESTMENTS, LP | 1,142,216 | $84.4M | 2.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,122,112 | $82.9M | 2.8% | TRIM -28.4% |
| Capital International Investors | 1,093,376 | $80.8M | 2.7% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | NEW | — | 2,757,413 | — | $203.8M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,567,511 | 1,122,112 | -28.4% | $82.9M |
| Capital International Investors | NEW | — | 1,093,376 | — | $80.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 19,734 | 1,052,816 | +5235.0% | $77.8M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 2,306,491 | 978,370 | -57.6% | $72.3M |
| ROYCE & ASSOCIATES LP | TRIM | 2,027,717 | 938,030 | -53.7% | $69.3M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 130,794 | 833,562 | +537.3% | $61.6M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,053,870 | 754,000 | -28.5% | $55.7M |
| Point72 Asset Management, L.P. | DOUBLED | 46,714 | 653,112 | +1298.1% | $48.3M |
| JPMORGAN CHASE & CO | DOUBLED | 115,127 | 683,252 | +493.5% | $46.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$11.0M — $0.00 bought, $11.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Muller Luis A | President & CEO | SELL | 27,236 | $65.00 | $1.8M |
| Sep 25, 2026 | CAGGIA ANDREW M | Director | AWARD | 326 | — | — |
| Sep 21, 2026 | Muller Luis A | President & CEO | SELL | 55,794 | $60.00 | $3.3M |
| Aug 19, 2026 | BOHRSON CHRISTOPHER | Sr VP & Chief Customer Officer | SELL | 10,000 | $55.82 | $558.2K |
| Aug 17, 2026 | BOHRSON CHRISTOPHER | Sr VP & Chief Customer Officer | SELL | 1,000 | $61.90 | $61.9K |
| Aug 5, 2026 | CAGGIA ANDREW M | Director | SELL | 10,000 | $51.74 | $517.4K |
| Aug 5, 2026 | CAGGIA ANDREW M | Director | SELL | 5,252 | $51.73 | $271.7K |
| Aug 5, 2026 | Richardson Nina | Director | SELL | 3,055 | $51.54 | $157.5K |
| Jul 15, 2026 | BOHRSON CHRISTOPHER | Sr VP & Chief Customer Officer | SELL | 1,000 | $57.92 | $57.9K |
| Jul 15, 2026 | Jones Jeffrey D | Sr. VP Finance & CFO | J | 190,590 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for COHU.
Shares short
8,628,062
Settlement Sep 15, 2026
Change vs prior
-0.7%
Semi-monthly cycle
Days to cover
8.6
At avg daily volume
Of shares outstanding
≈18.2%
Estimate — not % of float
All COHU filing & press-release reports (8)
- CLUSTER reportAug 6, 2026
- INST-CLUSTER reportJun 20, 2026
- CLUSTER reportMay 26, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 15, 2026