Insider Trading February 26, 2026

Diodes SVP Emily Yang Disposes $150,550 in DIOD Shares; Company Posts Mixed Q4 Results

Insider sale recorded alongside an EPS shortfall and revenue beat; Baird raises price target amid cycle recovery commentary

By Avery Klein DIOD
Diodes SVP Emily Yang Disposes $150,550 in DIOD Shares; Company Posts Mixed Q4 Results
DIOD

Emily Yang, senior vice president for worldwide sales and marketing at Diodes Incorporated, reported the sale of 2,154 shares of DIOD on February 24, 2026, for $150,550, according to a Form 4 filing. The transaction happened as Diodes shares have climbed more than 41% year-to-date and trade near $69.63. The company also released fourth-quarter 2025 results that missed on EPS but exceeded revenue expectations, while Baird lifted its price target to $80 and kept an Outperform rating.

Key Points

  • Emily Yang, SVP Worldwide Sales/Marketing at Diodes, sold 2,154 shares on February 24, 2026, at $69.8935 per share, totaling $150,550.
  • Diodes reported Q4 2025 EPS of $0.34, missing the expected $0.38 by 10.53%, while revenue was $391.6 million, topping forecasts of $384.89 million by 1.74%.
  • InvestingPro indicates DIOD appears overvalued relative to its Fair Value; Baird raised its price target to $80 from $60 and maintained an Outperform rating, citing cycle recovery and company-specific catalysts.

Emily Yang, who serves as senior vice president of worldwide sales and marketing at Diodes Incorporated (NASDAQ: DIOD), disclosed a sale of 2,154 shares of company stock on February 24, 2026, in a Form 4 filed with the Securities and Exchange Commission. The shares were transacted at $69.8935 each, producing a total gross proceeds of $150,550.

The insider transaction comes as Diodes shares have advanced over 41% year-to-date, with the semiconductor maker, carrying a market capitalization of about $3.2 billion, trading in the vicinity of $69.63 per share.

Following the sale, Yang's reported holdings include 70,878 shares of Diodes Incorporated common stock held directly and 32,100 performance stock units in common stock. She also reports indirect ownership of 584 shares through the Oner Family Revocable Trust and control of 1,576 shares in a custodial capacity.


Diodes' recent financial results for the fourth quarter of 2025 show a mixed performance. The company reported earnings per share of $0.34, below the consensus expectation of $0.38, a shortfall of 10.53%. On the top line, Diodes posted revenue of $391.6 million, outperforming the forecast of $384.89 million by 1.74%.

In the wake of those results and amid commentary about a recovering industry cycle, Baird has adjusted its price target for Diodes to $80.00 from $60.00 while maintaining an Outperform rating. The research firm cited the ongoing cycle recovery and company-specific catalysts as reasons for its more positive outlook.

Separately, InvestingPro analysis flags Diodes as trading above its Fair Value and places the stock on its Most Overvalued list. The analysis noted that additional InvestingPro tips are available for investors seeking further detail.


This report contains the transaction details disclosed in the SEC filing, the company's fourth-quarter financial results as reported, the change in analyst price target, and the InvestingPro valuation assessment. No additional claims or speculation are made beyond those items.

Risks

  • Valuation risk: InvestingPro analysis places Diodes on its Most Overvalued list, indicating potential downside if market sentiment shifts - impacts equity investors and technology sector valuations.
  • Earnings risk: The company missed fourth-quarter 2025 EPS expectations, which introduces uncertainty about near-term profitability trends - relevant to financial markets and semiconductor sector analysts.
  • Ownership/insider activity: The disclosed insider sale reduces Yang's direct stake by the amount sold and represents a variable in insider ownership metrics - pertinent to investor perception in the semiconductor and capital markets.

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