COHU

Over the past six months, Cohu's stock has seen significant movements. Strong Q1 2026 results, reported on April 30, 2026, showed net sales of $125.1 million and non-GAAP income of $0.01 per share, exceeding expectations due to accelerating AI and high-performance computing demand, leading to an increased FY26 HPC revenue outlook. On July 30, 2026, strong Q2 2026 results reported adjusted earnings of $0.26 per share and revenue of $149 million, surpassing analysts' estimates and causing a 3.3% stock gain, with the company also raising its 2026 HPC outlook and noting an expanding AI compute pipeline. From September to October 2026, Cohu's stock experienced an AI-driven rally, reaching a new all-time high of $74.69, supported by bullish analyst commentary. On October 2, 2026, CEO Luis Muller sold 21,662 shares under a pre-arranged 10b5-1 plan, contributing to total insider sales of over $12.7 million in the last 24 months. On October 7, 2026, Cohu shares fell as semiconductor equipment names broadly retreated when the 10-year Treasury yield touched 5.36%. Cohu also announced on October 6, 2026, that it would host an Investor Day on November 10, 2026, featuring AMD, to discuss strategy, growth platforms, financial targets, and capital priorities.