DIOD Diodes Incorporated

Assenagon Asset Management S.A. recently acquired 154,773 shares of Diodes Incorporated (NASDAQ:DIOD) for approximately $8.24 million, representing about 0.33% of the company. Institutional investors hold the majority of DIOD shares, while insider Keh Shew Lu recently sold 6,000 shares. Analyst sentiment is mixed, with a "Hold" consensus and an average price target of $55.33.

Truist Securities has reiterated its "Hold" recommendation for Diodes (DIOD) as of December 19, 2025. Analysts project a 15.65% upside with an average one-year price target of $58.82/share. Fund sentiment remains bullish, and institutional ownership increased slightly in the last quarter.

Truist has increased its price target for Diodes (DIOD) to $54 from $51, while maintaining a Hold rating on the shares. The adjustment follows the establishment of 2027 estimates for the semiconductor and artificial intelligence group. Truist notes the challenges in securing power and funding for AI infrastructure but believes AI infrastructure semiconductor stocks are undervalued relative to their growth potential.

Truist Financial has raised its price target for Diodes (NASDAQ:DIOD) to $54.00, maintaining a "hold" rating and implying a 6.17% upside. This adjustment comes amidst mixed analyst sentiment, with the semiconductor company currently holding a consensus "Hold" rating and a $55.33 target price from analysts. Diodes recently reported $0.74 EPS and $350.37M in revenue, with insider selling activity also noted.

Diodes Incorporated (NASDAQ:DIOD) has received a consensus "Hold" rating from six research firms, with an average 12-month price target of $54.33. Recent analyst reports show a mix of ratings including "sell" and "hold," while a director recently sold 6,000 shares of the company's stock. Institutional investors hold approximately 99.23% of the stock, and the company recently reported EPS of $0.74 on $350.4M revenue, with analysts forecasting 1.82 EPS for the current year.

Diodes Incorporated has introduced the DXTN/P 78Q and 80Q series of automotive-compliant bipolar transistors, designed for 12V, 24V, and 48V vehicle systems. These new transistors offer reduced PCB footprint and lower conduction losses compared to previous generations, operating continuously at temperatures up to 175°C. They are suitable for various automotive applications including gate driving for MOSFETs and IGBTs, power line switching, and DC-DC conversion.