Diodes Incorporated (NASDAQ: DIOD) reported an insider sale and mixed quarterly results as it moved through the latest reporting cycle. According to a Form 4 filed with the Securities and Exchange Commission, Chief Executive Officer Gary Yu sold 2,000 shares of company common stock on February 24, 2026. The shares changed hands at $70.00 per share, producing a total transaction value of $140,000.
The sale occurred amid notable share-price strength this year; the stock has risen 43% year-to-date, with InvestingPro data cited as indicating strong momentum across multiple timeframes. Following the disposition, Yu directly holds 109,671 shares of Diodes common stock. In addition to those shares, Yu directly owns 76,000 Performance Stock Units (PSUs).
The filing also notes a reduction in the amount of securities beneficially owned by 13,000 shares, attributable to the 2023 PSU Award having no settlement of shares. The filing does not provide additional detail about the reason for the lack of settlement.
Separately, Diodes released its results for the fourth quarter of fiscal 2025, delivering a mixed financial picture. The company reported earnings per share of $0.34, below consensus expectations of $0.38 - a shortfall of 10.53%. Revenue, by contrast, came in ahead of estimates at $391.6 million versus the $384.89 million forecast, representing a 1.74% upside to expectations. The company’s revenue performance is presented alongside the EPS miss to characterize the quarter as mixed.
Adding to the market narrative, Baird updated its coverage on Diodes, raising the price target from $60 to $80 and maintaining an Outperform rating. In its published rationale, the research firm pointed to an ongoing cycle recovery and to company-specific catalysts as the basis for its more bullish valuation.
This collection of developments - an insider sale by the CEO, a revenue beat paired with an EPS miss, and a bullish analyst adjustment - frames the current public view of Diodes’ near-term performance and market perception. The filings and reported results present discrete data points; the filing lists post-transaction holdings and PSU details, and the earnings release supplies the reported EPS and revenue figures as shown above.