{
  "symbol": "COHU",
  "company": "Cohu, Inc.",
  "generated_at": "2026-06-24T07:36:46.631Z",
  "event_count": 1,
  "events": [
    {
      "type": "scout_dossier",
      "ts": "2026-05-27T02:17:53.900Z",
      "summary": "Cohu, a semiconductor test/automation equipment supplier, has been on a dramatic run (up ~128% YTD to near 52-week highs of $52.43), driven by AI/HPC infrastructure spending tailwinds — including Eclipse HPC orders ($30M, April 2026) and GaN power device wins ($5M, May 2026). Q1 2026 showed revenue beating (+2.56%) but EPS badly missing (-69.97% vs est.), with GAAP loss of $0.26/share on margin pressures from restructuring costs and elevated R&D/SGA. The smart-money Form 4 cluster that triggered this investigation consists entirely of OPEN-MARKET SELLING by the CEO (Muller, ~$2.1M at ~$46.62), CFO (Jones, ~$608K at $46.84), a director (Donahue, ~$480K at $46.77), and Bohrson via 10b5-1 plan — NO insider purchases are present in the recent cluster. The stock is near its 52-week high with a forward P/E of ~34x against a cyclically depressed earnings backdrop. With IV elevated (72-90%), analyst price targets at $57 mean target, and strong order momentum but weak profitability execution, the picture is mixed: the upside case exists via AI/HPC demand inflection, but near-term valuation is stretched with insider selling as an anti-signal.",
      "verdict": "no_anomaly",
      "confidence": 5,
      "tool_calls": 24,
      "walltime_min": 34,
      "debug_path": "dossiers/2026-05-27-COHU.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "COHU",
    "call": "BUY",
    "confidence": 5,
    "score": 7,
    "factors": {
      "above_200dma": "+2",
      "above_50dma": "+1",
      "momentum_strong_up": "+2 (132.1%)",
      "rsi_neutral": "0 (61.9)",
      "macd_above_signal": "+1",
      "recent_macd_bullish_cross": "+1 (7d ago)",
      "from_high": "0 (-8.1%)"
    },
    "summary": "BUY (score +7) · 12-1 mom 132.1% · RSI 61.9 · above_both · -8.1% from high",
    "last_close": 64.37,
    "one_month_ago_close": 45.65,
    "twelve_month_ago_close": 19.67,
    "twelve_one_momentum_pct": 132.08,
    "rsi_14": 61.9,
    "ma_stack": "above_both",
    "from_period_high_pct": -8.13,
    "period_high": 70.07,
    "price_targets": {
      "bear": 32.01,
      "fair": 58.39,
      "bull": 80.58,
      "bear_return_pct": -50.3,
      "fair_return_pct": -9.3,
      "bull_return_pct": 25.2,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": 50,
        "target_mean": 60.28571,
        "target_high": 80,
        "analyst_count": 7
      }
    },
    "generated_at": "2026-06-24T07:36:46.628Z"
  }
}