SMTC - Semtech Corp Latest SEC Filings
This article provides the latest SEC filings and comprehensive financial data for Semtech Corp (SMTC), a technology company specializing in semiconductors. It includes current stock performance metrics, valuation ratios, earnings estimates, insider and institutional ownership details, and various technical indicators. The data indicates recent stock price changes, long-term performance, and key financial health indicators.
Applied Materials, Semtech, and Nova Stocks Trade Down, What You Need To Know
Shares of Applied Materials (AMAT), Semtech (SMTC), and Nova (NVMI) experienced significant drops, down 9.5%, 9.9%, and 9.2% respectively, due to fears of cooling AI-driven chip demand. A Citi analyst's warning about the sustainability of high AI infrastructure spending by cloud platforms and reports of Meta potentially selling access to its AI computing power amplified concerns about market overcapacity. This market correction follows a period of rapid growth in the semiconductor sector, driven by an assumed insatiable demand for GPUs and memory.
Semtech (SMTC) director sells 1,500 shares under Rule 10b5-1 plan
Gregory Michael Fischer, a director at Semtech Corp (SMTC), reported an open-market sale of 1,500 shares of common stock at $156.24 per share. The transaction, which occurred on June 30, 2026, was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on March 30, 2026. Following this sale, Mr. Fischer directly holds 5,678 shares of Semtech.
Insider Sell: Hong Hou Sells 9,605 Shares of Semtech Corp (SMTC)
Hong Hou, President and CEO of Semtech Corp (SMTC), sold 9,605 shares of the company on June 29, 2026. This transaction brings his total sales over the past year to 25,605 shares with no purchases, contributing to a pattern of 37 insider sells versus no buys for Semtech Corp in the last year. Shares are currently trading at $152.57, significantly above its GF Value of $37.96, indicating the stock is overvalued.
Semtech (SMTC) CEO Hong Q. Hou reports open-market sale of 9,605 shares
Semtech President and CEO Hong Q. Hou sold 9,605 shares of Semtech common stock in two open-market transactions on June 29, 2026. The sales were made at weighted average prices of $152.9933 and $152.4341 per share, totaling approximately $1.47 million. This transaction is classified as a routine non-derivative stock sale, with full price and share details available upon request.
Form 144 SEMTECH CORP For: 1 July By Investing.com
This article announces the filing of Form 144 by SEMTECH CORP on July 1. Form 144 is a notice of the intent to sell restricted securities, often indicating insider transactions. The brief report from Investing.com is concise, providing only the date of the filing and the company name.
SMTC (SMTC) files Form 144: Director sales and 970 vested shares listed
SMTC Corporation has filed a Form 144 to sell 970 shares of Common Stock on July 1, 2026, linked to restricted stock vesting as an issuer transaction. The filing also notes prior sales by Mark Lin, a director, of 974 shares on April 1, 2026, and 683 shares on June 10, 2026. These transactions, facilitated through Fidelity Brokerage Services LLC, provide transparency regarding stock dispositions that arise from compensation and vesting schedules.
Form 144 SEMTECH CORP For: 30 June By Investing.com
This article from Investing.com announces the filing of Form 144 for SEMTECH CORP, specifically for the period ending June 30th. It states the publication date of June 30, 2026, at 14:56. The article appears to be a brief notification without further details on the Form 144 content itself.
Form 144 SEMTECH CORP For: 30 June By Investing.com
This article provides an Investing.com brief on the Form 144 filing for SEMTECH CORP, pertaining to the activity on June 30. It's a concise announcement rather than a detailed report, intended to inform users about this financial filing.
SMTC (NASDAQ: SMTC) reports 1,500 vested shares; insider sold 1,000
SMTC Corporation filed a Form 144 notice detailing a proposed sale of 1,500 shares linked to Restricted Stock Vesting scheduled for June 4, 2025. The filing also disclosed that insider Gregory M. Fischer sold 1,000 shares on May 28, 2026, for $164,685. As of June 30, 2026, the company reported 93,151,168 shares outstanding.
Semtech Corp (SMTC) Shares Surge 4.0% -- What GF Score of 69 Tel
Semtech Corp (SMTC) shares surged 4.0% to $156.14, a price significantly above its GF Value™ of $37.96, indicating the stock is 311.3% overvalued. Despite a GF Score™ of 69/100, showing above-average performance in financial strength and growth, the valuation score is only 1/10, reinforced by substantial insider selling totaling $4.2 million in the last three months with no reported buying. Investors are advised to exercise caution due to the pronounced overvaluation and lack of insider confidence.
Form 144 SEMTECH CORP For: 29 June By Investing.com
This article from Investing.com reports the filing of Form 144 for SEMTECH CORP on June 29, 2026. The content is brief, primarily serving as an announcement for the financial filing. The date and time of publication are explicitly stated.
SMTC (SMTC) Form 144: Insider sale notice for 9,605 shares
SMTC Corp. has filed a Form 144 indicating an intended sale of 9,605 common shares held at Fidelity Brokerage Services LLC, which were acquired through restricted stock vesting on June 11, 2025. The filing also details prior sales by Hong Hou, totaling 6,000 shares across three transactions between April and June 2026. This notice is a regulatory requirement for planned resales, though it does not specify execution methods or use of proceeds.
Insider Sell: Walsh Paul V Jr Sells 500 Shares of Semtech Corp (SMTC)
Semtech Corp (SMTC) Director Walsh Paul V Jr sold 500 shares of the company on June 24, 2026, reducing his total holdings to 28,100 shares. This transaction is part of a trend of 36 insider sells and 0 insider buys over the past year for Semtech. The stock is currently trading at $164.99, significantly overvalued compared to its GF Value of $37.96.
Semtech (SMTC) director Paul Walsh Jr. sells 500 shares in open-market trade
Semtech (SMTC) director Paul Walsh Jr. sold 500 shares of common stock at an average price of $164.99 per share in an open-market transaction. This sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on July 9, 2025. Following the transaction, Walsh Jr. directly holds 28,100 shares of Semtech common stock.
Wall Street Analysts See a 29.51% Upside in Semtech (SMTC): Can the Stock Really Move This High?
Wall Street analysts project a 29.51% upside for Semtech (SMTC) with a mean price target of $205.25. While price targets alone can be misleading due to potential analyst optimism, a strong consensus and positive earnings estimate revisions suggest potential for stock growth. SMTC currently holds a Zacks Rank #2 (Buy), indicating further confidence in its near-term performance.
Insider Sell: John Wilson Sells 5,500 Shares of Semtech Corp (SM
John Wilson, Chief Quality Officer and Chief Technology Officer at Semtech Corp, sold 5,500 shares of the company on June 22, 2026, increasing his total sales over the past year to 10,500 shares. This transaction further contributes to the 35 insider sells and no buys recorded for Semtech Corp in the last year. With the stock trading at $170 and a GF Value of $37.96, the company appears significantly overvalued according to GuruFocus's intrinsic value estimate.
Insider Sell: John Wilson Sells 5,500 Shares of Semtech Corp (SMTC)
John Wilson, Chief Quality Officer and Chief Technology Officer at Semtech Corp, sold 5,500 shares of SMTC on June 22, 2026. This transaction increased his total sales over the past year to 1
Semtech corp CTO John Michael Wilson sells $935,000 in stock By Investing.com
Semtech Corp's CTO, John Michael Wilson, sold 5,500 shares totaling $935,000 at $170 per share. This sale follows Semtech's stock surging 274% over the past year, although shares are currently trading below the sale price. Analysts have recently raised price targets for Semtech due to strong first-quarter results and projections for the second quarter, driven by demand for 800G optical products and increased active copper cable volume.
SEMTECH CORP (SMTC) CTO John Michael Wilson sells 5,500 shares at $170
SEMTECH CORP's Chief Quality Officer and CTO, John Michael Wilson, sold 5,500 shares of the company's common stock at $170.00 per share on June 22, 2026. This open-market transaction, valued at $935,000, leaves him with 80,876 shares of SMTC. The sale was reported in a Form 4 filing, indicating a net-sell event.
Semtech corp CTO John Michael Wilson sells $935,000 in stock
Semtech Corp's CTO, John Michael Wilson, sold 5,500 shares of company stock for $935,000, despite the stock's significant surge over the past year. This
Form 4 Semtech Corporation For: 24 June By Investing.com
This article provides a brief notification regarding the filing of a Form 4 for Semtech Corporation on June 24, indicating insider transaction activity. It includes the stock symbol SMTC and notes a slight decrease in its value. The content primarily serves as a placeholder for financial news, offering no further details on the Form 4 itself.
Semtech (SMTC) Just Overtook the 20-Day Moving Average
Semtech (SMTC) has recently moved above its 20-day moving average, signaling a potential short-term bullish trend. This technical indicator, combined with an 11.5% gain over the past four weeks, a Zacks Rank #2 (Buy), and positive earnings estimate revisions, suggests further upside for the stock. Investors are encouraged to watch SMTC for continued gains.
Marvell Technology vs. Semtech: Which Technology Stock Is a Better Buy in 2026?
This article compares Marvell Technology and Semtech, two semiconductor companies, to determine which is a better investment in 2026. Marvell focuses on high-end data centers for AI infrastructure, while Semtech specializes in IoT and 5G connectivity. Both show strong growth driven by AI demand, but Marvell exhibits healthier profit margins and a lower debt-to-equity ratio, suggesting it might be the stronger long-term investment despite its higher valuation.
Semtech Corp (SMTC) Stock Up 10.4% but GF Value Says Overvalued -- GF Score: 71/100
Semtech Corp (SMTC) saw its shares rise 10.4% to $174.73, yet GuruFocus's GF Value™ indicates the stock is significantly overvalued at 360.3% above its intrinsic value of $37.96. Despite an "above average" GF Score™ of 71/100, driven by strong financial strength and growth, the valuation metric is notably low at 1/10, coupled with insider selling of $3.9M in the last three months, suggesting caution for investors.
SMTC Maintained by TD Cowen -- Price Target Raised to $215
TD Cowen maintained a "Buy" rating on Semtech (SMTC), raising its price target to $215.00, reflecting optimism despite the stock's significant overvaluation according to GuruFocus's GF Value™. Semtech received a GF Score™ of 71/100, highlighting strong financial stability and growth potential but very poor valuation. Insider activity reveals $3.9 million in shares sold, suggesting caution for investors.
Semtech Corp (SMTC) Earnings Forecast: Future EPS & Revenue Growth Estimates
The article provides an earnings forecast for Semtech Corp (SMTC), highlighting its current earnings forecast score of 8.25 within the Semiconductors & Semiconductor Equipment industry. Analysts have set an average price target of $80.00 with a "Buy" trend. The company's expected revenue for the next quarter is $326.40M, and its upcoming EPS is anticipated to be $0.60.
Semtech Corp (SMTC) Stock Down 7.0% but Still Overvalued -- GF S
Semtech Corp (SMTC) stock dropped 7.0% to $150.20, yet GuruFocus assesses it as 297.2% overvalued with a GF Value™ of $37.81. Despite a GF Score™ of 71/100 indicating above-average potential due to strong financial strength and growth, its valuation rank is 1/10. Insider selling of $3.9 million with no buying activity also suggests a lack of insider confidence.
Semtech Corp (SMTC) Shareholder Structure: Major Shareholders & Institutional Holdings
This article provides a detailed overview of Semtech Corp's (SMTC) shareholder structure, listing major shareholders and their proportionate holdings, as well as institutional ownership data. Key shareholders include BlackRock Institutional Trust Company, N.A., and Columbia Threadneedle Investments (US), with updated institutional holdings and recent changes in share quantities by top institutional investors. The report also highlights ETFs with significant exposure to SMTC.
[144] SEMTECH CORP SEC Filing
This article details a Form 144 SEC filing by Semtech Corp (SMTC) concerning the proposed sale of 5,500 common shares with an aggregate market value of $935,000. The shares were acquired through RSU Vesting on January 2, 2025, and are expected to be sold on NASDAQ via UBS Financial Services Inc. The filing indicates a "Neutral" impact and sentiment.
FormFactor, Semtech, and Photronics Shares Plummet, What You Need To Know
Shares of FormFactor, Semtech, and Photronics plummeted after a sell-off in the chip sector. A Bank of America survey indicated semiconductors are the most crowded trade, intensifying the sell-off. Additionally, higher-than-expected May import prices and anticipation of a hawkish stance from the new Federal Reserve Chair contributed to market unease.
Semtech slides as valuation worries and insider-selling headlines weigh on sentiment
Semtech (SMTC) stock declined by 5.2% due to investor reassessment of its valuation following a strong earnings-driven rally. The pullback is attributed to recent valuation-focused analyst commentary and new attention on insider selling, despite record quarterly net sales. Executive insider sales, including by the CEO, and significant institutional investor reductions also contributed to negative sentiment.
SMTC Financials: Revenue Breakdown, Margins & Competitor Comparison
This article analyzes Semtech Corp's (SMTC) financial performance, detailing its revenue streams, profitability margins, and competitive standing. The company's main revenue comes from Analog Mixed Signal and Wireless, accounting for 36.1% of sales. SMTC shows a gross margin of 51.93% and is compared against competitors like RMBS and AAOI to assess its financial health within the Semiconductors industry.
Semtech stock hits all-time high at 175.8 USD
Semtech Corporation's stock reached an all-time high of $175.8, currently trading at $172.42 with a market capitalization of $15.53 billion, reflecting a 307.9% increase over the past year. Despite being considered overvalued by InvestingPro, analysts have upwardly revised earnings expectations due to strong demand in 800G optical and active copper cable sectors, leading to optimistic fiscal 2027 guidance. Several financial firms have raised Semtech's price targets, underscoring growing confidence in its data center market potential.
Semtech stock hits all-time high at 175.8 USD By Investing.com
Semtech Corporation's stock has reached an all-time high of $175.8, trading just below its 52-week high with a market capitalization of $15.53 billion, reflecting a 307.9% increase over the past year. Despite an InvestingPro analysis suggesting overvaluation, 13 analysts have revised earnings upwards, expecting profitability this year. The company recently reported strong Q1 fiscal 2027 results, driven by demand in 800G optical and active copper cable sectors, leading several analysts to raise their price targets.
Semtech (SMTC) Is Up 10.39% in One Week: What You Should Know
Semtech (SMTC) has seen a significant price increase of 10.39% in the past week, outperforming its industry and the broader market. The company holds a Zacks Rank #2 (Buy) and a Momentum Style Score of A, supported by positive earnings estimate revisions. Investors are encouraged to consider SMTC as a strong momentum pick.
Semtech (SMTC): 224G Optical Chips Strengthen Its Role in AI Data Center Interconnects
Semtech Corporation (SMTC) has launched new 224 Gbps per lane optical chips designed for 800G, 1.6T, and 3.2T transceivers, enhancing its role in AI data center interconnects. These products aim to address power, cooling, and cost challenges by enabling faster and more efficient data movement in hyperscale data centers and next-generation cloud infrastructure. This strategic move follows a strong fiscal year for Semtech, with record net sales of $1.05 billion and increased non-GAAP adjusted diluted earnings per share.
Semtech Corporation (SMTC) A Hot Stock to Buy in June on Data Center Growth Opportunities
Semtech Corporation (SMTC) is highlighted as a top stock for June due to strong first-quarter results, particularly in its data center and LoRa businesses. UBS reiterated a Buy rating and raised its price target to $225, forecasting continued growth driven by 800G optical demand and the 1.6T Optical ecosystem. The company, which designs and supplies high-performance semiconductors and IoT systems using a fabless model, expects growth to accelerate throughout the year.
Semtech (NASDAQ: SMTC) CFO trims stake and settles RSUs under plan
Semtech's Executive Vice President and CFO, Mark Lin, executed a series of stock transactions, including the exercise of 2,349 restricted stock units (RSUs) and the sale of 683 common shares at $155.16 per share under a pre-arranged Rule 10b5-1 trading plan. Additionally, 1,196 shares were disposed of to cover tax obligations. Following these transactions, Lin directly holds 34,263 shares of Semtech common stock.
Semtech EVP and CFO Mark Lin sells $105,974 in stock
Semtech (NASDAQ:SMTC) EVP and CFO Mark Lin sold 683 shares of company stock worth $105,974 on June 10, 2026, as part of a pre-arranged trading plan. This transaction occurred while the stock was trading near its 52-week high, having delivered a 290% return over the past year, though InvestingPro analysis suggests it might be overvalued. Separately, the company reported strong first-quarter fiscal 2027 results and provided optimistic guidance, leading several analyst firms to raise their price targets for SMTC.
Entegris, Semtech, and Photronics Stocks Trade Up, What You Need To Know
Shares of Entegris, Semtech, and Photronics experienced a midday jump after President Trump reportedly canceled military strikes on Iran and signaled potential peace talks. The rally also received a boost from Bank of America's double-upgrade of Intel to "buy." This comes after market fears about war-driven inflation, rising Treasury yields, and disruptions in the semiconductor supply chain due to the Strait of Hormuz closure had impacted chip stocks.
Semtech (NASDAQ: SMTC) EVP exercises 2,510 RSUs; 988 shares used for tax
Jason Elliot Green, EVP and CCO of Semtech (NASDAQ: SMTC), exercised 2,510 restricted stock units (RSUs), with 988 shares withheld for tax obligations. This routine equity compensation activity leaves him holding 10,875 common shares and 17,576 RSUs, with a vesting schedule for the remaining units starting in June 2026. The transaction is categorized as neutral, reflecting standard RSU vesting and tax-withholding rather than an open-market sale.
Semtech (SMTC) CEO exercises 8,129 RSUs and settles 4,137 shares for tax
Semtech (SMTC) CEO Hou Hong Q reported a routine equity compensation activity, exercising 8,129 Restricted Stock Units (RSUs) into common stock. To cover tax obligations, 4,137 shares were disposed of through a tax-withholding transaction, not an open-market sale. Following these transactions, the CEO directly holds 77,357 shares of common stock, with 56,905 RSUs remaining.
Semtech (NASDAQ: SMTC) COO exercises RSUs and withholds shares to cover taxes
Semtech's EVP and COO, Asaf Silberstein, exercised 2,438 restricted stock units, converting them into common shares. Simultaneously, 1,241 common shares were sold to cover tax obligations associated with this transaction. After these actions, Silberstein directly holds 105,362 shares of Semtech common stock and 17,072 restricted stock units.
Semtech (NASDAQ: SMTC) CTO exercises 1,400 RSUs with 713 shares for taxes
Semtech's Chief Quality Officer and CTO, John Michael Wilson, exercised 1,400 restricted stock units (RSUs), with 713 shares withheld to cover tax obligations. Following these transactions, Wilson directly holds 87,089 common shares and 9,800 RSUs. This activity is characterized as routine equity compensation and tax settlement, rather than an open-market sale.
Semtech EVP and CFO Mark Lin sells $105,974 in stock
Mark Lin, EVP and CFO at Semtech Corp (NASDAQ:SMTC), sold shares worth $105,974 on June 10, 2026, as part of a Rule 10b5-1 trading plan. The transactions also included the vesting of restricted stock units and shares withheld for tax obligations. Despite the sale, Semtech's stock has performed well, with analysts raising price targets due to strong Q1 fiscal 2027 results and positive guidance, particularly in the optical and data center sectors.
Here's How Much You'd Have If You Invested $1000 in Semtech a Decade Ago
This article analyzes the hypothetical return of a $1000 investment in Semtech (SMTC) made a decade ago. It reveals that such an investment would now be worth $6,437.27, representing a 543.73% gain, significantly outperforming the S&P 500 and gold over the same period. The company's business drivers, segment performance, and future outlook, including benefits from AI-led data center demand and potential headwinds, are also discussed.
Capital International Investors Invests $39.59 Million in Semtech Corporation $SMTC
Capital International Investors recently acquired a new position in Semtech Corporation (NASDAQ:SMTC), purchasing 537,298 shares valued at approximately $39.59 million during the fourth quarter. This investment makes Capital International Investors a significant stakeholder, owning 0.58% of the semiconductor company. Several other institutional investors also adjusted their holdings in Semtech, which recently reported strong quarterly earnings and received revised price targets from analysts.
Insider Sell: Hong Hou Sells 2,000 Shares of Semtech Corp (SMTC)
Hong Hou, President and CEO of Semtech Corp (SMTC), sold 2,000 shares of the company on June 5, 2026, reducing his total holdings to 69,228 shares. This sale is part of a trend over the last year where Hou has sold a total of 16,000 shares with no purchases, contributing to a total of 35 insider sells versus no buys across the company. Semtech Corp's stock, trading at $162.1 per share, is considered Significantly Overvalued with a price-to-GF-Value ratio of 4.39 against its GF Value of $36.95.
Semtech (SMTC) CEO Hong Q. Hou sells 2,000 shares in 10b5-1 trade
Semtech Corp CEO Hong Q. Hou sold 2,000 shares of common stock at $162.10 per share on June 5, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. Following this transaction, he directly owns 69,228 shares of the company. This sale is considered a routine liquidity event and not a significant change in insider positioning.
