$COHU

Muller Luis A sold $3.3M of COHU

Muller Luis A (President & CEO) sold 55,794 shares of COHU INC (COHU) at $60.00 ($3.35M total) on 2026-09-21 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Muller Luis A
Published Sep 22, 2026, 12:46 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 22, 2026, 1:08 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$COHU
Bearish
medium confidence
Mentioned
$COHU
Relevance
5/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$COHUBearishLow
01

Why it matters

The transaction is a primary disclosure; while the amount is modest, it provides fresh information for traders.

02

Market read

New insider sale data may influence short‑term price action.

03

What to watch

The insider retains a large stake (over 800k shares) and the market may view the sale as liquidity‑driven.

Relevance 5/10Novelty 6/10Timing: post‑market 2026‑09‑21

Background

Form 4 filing disclosed a CEO insider sale of COHU shares.

Company-level read

Ticker impact

$COHUBearishMedium confidence
Context

CEO Luis A. Muller sold 55,794 shares for $3.35M under a pre‑arranged 10b5‑1 plan.

Expected impact

Potential modest downside pressure over the next few days.

Evidence & confidence

The sale size is modest relative to holdings but involves the top executive, suggesting a possible bearish signal.

Market effects

Minimal impact on the broader industrial equipment sector.

Limited to U.S. investors tracking COHU.

Low global relevance.

Counterpoint

The sale may be routine under a 10b5‑1 plan and not reflect underlying fundamentals.

Key entities

  • Luis A. Muller

    President & CEO of COHU Inc.

  • COHU Inc.

    Industrial equipment manufacturer listed on NASDAQ.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$COHUMed

Cohu (COHU) Q2 2026 Earnings Call Transcript

Cohu’s Q2 2026 earnings call said sales rose 38% year over year to $149 million, with about 53% of revenue from recurring sources. The company cited higher semiconductor test utilization to 80% and said computing drove 46% of system orders. Cohu raised its fiscal 2026 high-performance computing revenue estimate to $100 million to $110 million.

$COHUMedAI 8/10

Cohu, Inc. Q2 2026 Earnings Call Summary

Cohu reported Q2 FY2026 revenue up 38% YoY, driven by advanced thermal test handlers for AI processors and HBM inspection. Semiconductor test utilization rose to 80%. The company raised its FY2026 revenue growth outlook to about 35% (range $610M-$615M) and expects Q3 revenue near $170M. Gross margin seen mid-40%.

$COHUMed

Cohu Q2 Earnings Call Highlights

Cohu (NASDAQ:COHU) highlighted Q2 results and outlook on an earnings call. Computing system orders rose 150% YoY, while automotive orders fell 24%. Cohu raised FY2026 HPC revenue to $100M-$110M and expects Q3 revenue of about $170M (+/-$7M). Non-GAAP EPS was $0.26; Q2 gross margin was 45.5%.

$COHUHighAI 9/10

COHU Q2 Earnings Beat Estimates on AI Compute and Favorable Mix

Cohu (COHU) reported Q2 2026 non-GAAP EPS of 26 cents, up from 2 cents a year earlier, and revenue of $149 million, both above the Zacks Consensus. The company cited stronger high-performance computing demand, higher tester and recurring revenues, and improved semiconductor test cell utilization to 80%. It raised its 2026 HPC revenue outlook to $100-$110 million and guided Q3 revenue to $170 million plus or minus $7 million.

$COHUHighAI 9/10

Why is Cohu stock surging today?

Amazon shares rally as cloud growth surges and spending outlook climbs Investing.com -- Cohu stock surged +26.3% in pre-open trading today, reaching $58.68, after the company reported second-quarter 2026 results that handily beat Wall Street expectations on both earnings and revenue, while simultaneously issuing guidance that significantly exceeded prior forecasts.

$COHUHigh

Cohu Reports Second Quarter 2026 Results

COHU INC (COHU) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 COHU, INC. 17087 VIA DEL CAMPO SAN DIEGO, CA 92127 FAX (858) 848-8185 PHONE (858) 858-8100 www.cohu.com Cohu Reports Second Quarter 2026 Results ● Second quarter net sales increased 38% year-over-year to $149.0 million ● Gross margin of 45.4%; non-GAAP gross margin o