Semtech Corp expected to post earnings of 45 cents a share - Earnings Preview
Semtech Corp (SMTC) is anticipated to report earnings of 45 cents per share. This earnings preview provides a brief look at the company's upcoming financial performance expectations. The news is from Reuters and syndicated through TradingView.
Insider Sell Alert: Walsh Paul V Jr Sells 500 Shares of Semtech Corp (SMTC)
Semtech Corp Director Walsh Paul V Jr sold 500 shares of the company on May 20, 2026, reducing his total holdings to 23,279 shares. This transaction is part of a trend of 33 insider sells and no buys for Semtech over the last year. The stock is currently trading at $138.21, significantly above its GF Value of $35.13, indicating it is overvalued.
Semtech (SMTC) director sells 500 shares under 10b5-1 plan
Semtech director Paul V. Walsh Jr. reported an open-market sale of 500 shares of common stock at $138.21 per share on May 20, 2026. This transaction was conducted under a Rule 10b5-1 trading plan established on July 9, 2025. Following the sale, Mr. Walsh Jr. directly holds 23,279 shares of Semtech common stock.
If You Invested $1000 in Semtech 10 Years Ago, This Is How Much You'd Have Now
This article analyzes the hypothetical return of a $1000 investment in Semtech (SMTC) made ten years ago. It details the company's business segments, financial performance, and future outlook, highlighting that the investment would have grown to over $6,300, significantly outperforming the S&P 500 and gold. Analysts anticipate continued upside for SMTC due to AI-driven data center demand and LoRa IoT advancements.
Semtech Price Target Raised to $165.00/Share From $105.00 by UBS
UBS has increased its price target for Semtech (SMTC) shares to $165.00, up from the previous target of $105.00. This new target suggests a significant upside for the company's stock, reflecting a more optimistic outlook from the financial institution.
SMTC Corp stock (US8316371079): AI networking push and index backing keep the spotlight on Semtech
Semtech (SMTC Corp) remains a key focus for investors due to its emphasis on AI-driven networking solutions and its inclusion in major small-cap indices like the Russell 2000. The company specializes in high-performance semiconductors and IoT connectivity platforms, offering critical components for data centers and communication networks. Despite the benefits of long product lifecycles and exposure to structural trends, Semtech faces challenges typical of a mid-sized chip supplier, including intense competition and rapid technological changes.
Argos Wealth Advisors LLC Takes Position in Semtech Corporation $SMTC
Argos Wealth Advisors LLC has initiated a new position in Semtech Corporation, acquiring 8,682 shares valued at approximately $640,000. This move aligns with increased stakes from several other institutional investors, while analyst sentiment remains largely positive with a "Moderate Buy" consensus. Semtech recently reported strong quarterly earnings, beating estimates, though key insiders have sold shares.
Semtech stock hits all-time high at 139.61 USD
Semtech Corporation's stock has reached an all-time high of $139.61 USD, reflecting strong investor confidence and impressive market performance, with year-to-date returns of 79% and a 230.78% increase over the past year. This surge is supported by positive analyst revisions and developments in its data center segment and new product releases, although InvestingPro analysis indicates the stock is currently overvalued relative to its Fair Value.
Semtech sets May 26 webcast to review Q1 FY2027 results
Semtech Corporation (Nasdaq: SMTC) announced plans to release its first-quarter fiscal year 2027 financial results after the market closes on Tuesday, May 26, 2026. The company will host a conference call and webcast on the same day at 1:30 p.m. PT (4:30 p.m. ET) to discuss its performance, business activities, and outlook. Details for accessing the call and webcast are provided for interested participants.
Semtech Corp (SMTC) Stock Up 12.1% but GF Value Says Overvalued -- GF Score: 76/100
Shares of Semtech Corp (SMTC) rose 12.1% to $136.53, leading to a substantial 289.3% increase over the past year. Despite this strong performance, GuruFocus's GF Value™ indicates the stock is significantly overvalued at $136.53 compared to its intrinsic value of $35.02. This assessment is supported by a P/E ratio of 61.8x, well above its 5-year median, and notable insider selling activity, suggesting potential caution for investors.
Katamaran Capital LLP Sells 26,830 Shares of Semtech Corporation $SMTC
Katamaran Capital LLP significantly reduced its stake in Semtech Corporation by selling 26,830 shares, decreasing its holdings by 61.9% to 16,515 shares valued at $1.22 million. Despite this insider selling, Semtech reported strong Q4 earnings, surpassing analyst estimates with $0.44 EPS and revenue of $274.4 million, a 9.3% increase year-over-year. Wall Street analysts maintain a "Moderate Buy" consensus for Semtech with an average price target of $95.71, even though the stock recently traded higher at $121.81.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Semtech Corp.
CFRA has reiterated its "Buy" opinion on Semtech Corp. shares. This indicates the firm's positive outlook on the company's stock performance.
Pier Capital LLC Takes $3.63 Million Position in Semtech Corporation $SMTC
Pier Capital LLC has acquired a new stake in Semtech Corporation, purchasing 49,209 shares valued at approximately $3.63 million, representing 0.05% of the company. Semtech recently surpassed quarterly earnings estimates with an EPS of $0.44 and revenue of $274.4 million, showing a 9.3% year-over-year increase. Despite some insider selling totaling $3.92 million, analysts maintain a "Moderate Buy" rating for Semtech, with an average target price of $95.71.
Semtech and NXP Semiconductors Shares Are Soaring, What You Need To Know
Shares of Semtech (SMTC) and NXP Semiconductors (NXPI) soared following strong results from Advanced Micro Devices, which signaled robust demand for AI infrastructure. AMD reported a significant year-on-year revenue increase with its data center business, leading investors to believe that spending on AI by major tech companies is benefiting the entire semiconductor industry. Semtech jumped 5.1% and NXP Semiconductors rose 3.3%, indicating a positive sentiment across the sector despite recent volatility for Semtech.
Semtech Corporation stock hits all-time high at $113.08 By Investing.com
Semtech Corporation's stock has reached an all-time high of $113.08, reflecting a 230.56% increase over the past year and strong investor confidence, despite some analysis suggesting it may be overvalued. The company's performance is driven by strategic initiatives and favorable industry conditions, with analysts upgrading price targets due to growth in the data center segment and AI interconnect story. Semtech also launched a new circuit protection device for USB Power Delivery applications.
Semtech CEO sells 2,000 shares under 10b5-1 plan | SMTC Insider Trading
Semtech President and CEO Hong Q. Hou sold 2,000 shares of common stock at $103.01 per share on May 1, 2026, through a pre-arranged Rule 10b5-1 trading plan adopted in December 2025. After this transaction, Hou directly holds 71,228 shares of Semtech. The sale, valued at $206,020, was conducted as an open-market transaction.
Semtech Corporation stock hits all-time high at $113.08
Semtech Corporation's stock has reached an all-time high of $113.08, reflecting a 230.56% increase over the last year and strong investor confidence. This surge is attributed to strategic initiatives and favorable industry conditions, despite an InvestingPro analysis suggesting the stock may be overvalued. Recent positive fiscal results and increased price targets from analysts further support the company's growth, particularly in the data center segment.
Semtech Corporation (NASDAQ:SMTC) Receives Average Recommendation of "Moderate Buy" from Analysts
Semtech Corporation (NASDAQ:SMTC) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month target price of $95.71. The company recently reported Q1 earnings that slightly exceeded estimates with $0.44 EPS and $274.4 million in revenue, showing a 9.3% year-over-year revenue increase. Despite insiders selling shares, large institutional investors like Vanguard and Ameriprise have increased their holdings.
SMTC (NASDAQ: SMTC) Form 144 shows Hong Hou sold 2,000 shares on 04/10/2026
A recently filed Form 144 for SMTC (NASDAQ: SMTC) indicates that Hong Hou sold 2,000 shares on April 10, 2026, generating proceeds of $180,220. The filing also details restricted stock vesting events, including 1,534 shares vesting on June 9, 2024, and 466 shares vesting on June 11, 2025. Fidelity Brokerage Services LLC is identified as a broker-custodian in connection with these transactions.
Jennison Associates LLC Acquires 242,649 Shares of Semtech Corporation $SMTC
Jennison Associates LLC significantly increased its stake in Semtech Corporation, purchasing 242,649 additional shares to bring its total to 643,828 shares, valued at approximately $47.44 million. This move is detailed in their latest 13F filing. Semtech recently reported strong quarterly results, beating EPS estimates and showing a 9.3% year-over-year revenue increase, leading to a 6.9% rise in its stock price and a "Moderate Buy" rating from analysts.
Semtech Corporation (NASDAQ:SMTC) Short Interest Up 14.8% in April
Semtech Corporation (NASDAQ:SMTC) experienced a 14.8% increase in short interest during April, reaching 6,187,738 shares, which represents about 6.7% of its float and a short-interest ratio of 2.9 days. Despite recent insider selling totaling approximately $3.92 million, analysts maintain a "Moderate Buy" consensus rating with an average target price of $95.71, with several firms raising their price objectives. The company recently reported Q1 earnings per share of $0.44, beating estimates, and its revenue grew 9.3% year-over-year to $274.40 million.
Vanguard holds 4.85M Semtech shares (NASDAQ: SMTC) in 13G filing
Vanguard Capital Management reported a beneficial ownership of 4,852,794 shares of Semtech Corporation (SMTC) common stock, representing 5.22% of the class as of March 31, 2026, according to a Schedule 13G filing. The filing indicates Vanguard's sole voting power over 707,618 shares and sole dispositive power over all 4,852,794 shares. This disclosure, signed on April 30, 2026, highlights a passive investment position by Vanguard and its affiliates.
M&T Bank Corp Takes $1.33 Million Position in Semtech Corporation $SMTC
M&T Bank Corp has acquired a new stake of 17,980 shares in Semtech Corporation (NASDAQ:SMTC), valued at approximately $1.33 million as of the fourth quarter. Analysts maintain a "Moderate Buy" consensus rating for Semtech with a $95.71 price target, with some firms recently raising their targets. The company reported a slight EPS beat and revenue growth, though notable insider selling has occurred in the last 90 days.
Vanguard (NASDAQ: SMTC) holds 7.01M Semtech shares, 7.53%
Vanguard Portfolio Management has reported beneficial ownership of 7,007,520 shares of Semtech Corporation (SMTC), which represents 7.53% of the company's common stock as of March 31, 2026. This disclosure, made through a Schedule 13G filing, indicates passive institutional ownership, with Vanguard having sole dispositive power over all these shares and sole voting power over 84,886 shares. The filing notes that these holdings are managed across Vanguard Portfolio Management and its affiliates, including shares held for Vanguard funds and managed accounts.
Moody Aldrich Partners LLC Sells 21,963 Shares of Semtech Corporation $SMTC
Moody Aldrich Partners LLC reduced its stake in Semtech Corporation by 27.1% in the fourth quarter, selling 21,963 shares and retaining 58,986 shares valued at $4,347,000. Other hedge funds have adjusted their positions as well, with several increasing their holdings. Insider selling also occurred, with CFO Mark Lin and Director Paul V. Walsh, Jr. selling shares in separate transactions.
Semtech Corp (SMTC) Shares Fall 7.8% -- GF Value Says Still Over
Semtech Corp (SMTC) shares dropped 7.8% to $101.29, despite a GF Score™ of 74/100 indicating above-average quality. GuruFocus' GF Value™ assessment suggests the stock is significantly overvalued by 190.6% at $34.85, raising concerns for investors. Insider selling of $4.8 million over the last three months further points to a lack of confidence from those close to the company.
Semtech (SMTC) drops 8.4% as traders pull back after a strong run; no single fresh catalyst is obvious
Semtech (SMTC) experienced an 8.4% drop, which analysts suggest is a "cooling off pullback" after a strong rally, rather than due to a new negative catalyst. Factors contributing to the decline may include investors de-risking before the next earnings report, reassessing valuation post-recent results, broader market volatility in the semiconductor sector, recent insider selling, and active options flow. Despite this, analysts have issued several "Buy" or "Outperform" ratings for SMTC with a median price target of $105.0.
Semtech (NASDAQ:SMTC) Shares Down 6.5% on Insider Selling
Semtech (NASDAQ:SMTC) shares fell 6.5% during mid-day trading following an insider sale by Director Paul V. Walsh, Jr., who sold 500 shares. Despite the insider selling, Semtech has strong analyst support with fourteen "Buy" ratings and mixed price signals, including an average target price of $95.71, below its current trading price. The company recently reported solid quarterly results, beating EPS estimates, but has a negative price-to-earnings ratio of -230.98.
SMTC Price Today: Semtech Corp. Stock Price, Quote & Chart | MEXC
This article provides Semtech Corp. (SMTC) stock information, noting its current trading price of $109.86, a 4.27% increase from its previous close. It highlights the company's strong performance with returns of +55.59% over the past month and +267.06% over the last year. The piece also details what Semtech Corp. is, how to buy its stock on MEXC, and answers frequently asked questions about the company's financials and market classification.
Semtech Acquires HieFo Corp. for $34M
Semtech Corporation has acquired HieFo Corporation for $34 million, aiming to enhance its offerings in high-bandwidth transceivers by integrating HieFo's indium phosphide (InP) optoelectronic devices with Semtech’s semiconductors. This acquisition will allow Semtech to co-develop optimized electronic-optoelectronic-photonic chipsets for products like 1.6T and 3.2 optical modules, crucial for hyperscalers and the AI ecosystem. The integration also includes plans to expand domestic manufacturing and product development at HieFo’s California site.
Semtech (SMTC) director Walsh sells 500 shares in open-market trade
Semtech Corp director Paul V. Walsh Jr. reported an open-market sale of 500 shares of company common stock on April 22, 2026, at $105.93 per share, totaling $52,965. Following this transaction, Walsh directly owns 23,779 shares of Semtech common stock. The sale was executed under a Rule 10b5-1 trading plan adopted on July 9, 2025.
Semtech, Entegris, and Impinj Shares Skyrocket, What You Need To Know
Shares of Semtech (SMTC), Entegris (ENTG), and Impinj (PI) jumped after strong earnings from Intel and positive industry-wide forecasts for the semiconductor sector. Intel's 22% growth in data center business and research firm Omdia's raised semiconductor revenue forecast, driven by AI demand, propelled the market. Semtech, in particular, hit a new 52-week high, with investors seeing significant returns over five years.
[ARS] SEMTECH CORP SEC Filing
This article reports on an ARS SEC filing by Semtech Corp (SMTC) on April 21, 2026, at 05:15 PM. The filing has a low impact and neutral sentiment. The article also provides a brief overview of Semtech Corp's stock data, recent news, and other SEC filings.
SEMTECH CORP ($SMTC) CEO 2026 Pay Revealed
SEMTECH CORP's CEO, Hong Q. Hou, is estimated to have received $8,177,250 in compensation for 2026, marking a 17.34% increase from 2025. This information comes from a recent SEC DEF14A filing. The article also details recent insider trading activity, congressional stock trading, and hedge fund movements related to SMTC, along with analyst ratings and price targets.
How many employees work at Semtech?
Semtech Corp. currently has 2,169 employees, reflecting a 4.1% year-over-year growth rate according to Revelio Labs data updated in December 2025. The company's employee count has fluctuated in recent years, with 2,168 employees in 2025, 2,080 in 2024, and 2,139 in 2023. Revelio Labs also provides metrics on average salary, tenure, and job postings for Semtech.
Investors Purchase Large Volume of Semtech Call Options (NASDAQ:SMTC)
Investors recently demonstrated heightened bullish interest in Semtech (NASDAQ:SMTC) by purchasing 6,195 call options, a 331% increase over typical volume. Despite a solid earnings beat with $0.44 EPS and 9.3% year-over-year revenue growth, the company maintains a negative net margin. Analysts have largely raised price targets, giving the stock a "Moderate Buy" consensus, while insiders sold approximately $4.32 million worth of shares under Rule 10b5-1 plans.
Semtech, Allegro MicroSystems, and Kulicke and Soffa Shares Skyrocket, What You Need To Know
Shares of Semtech (SMTC), Allegro MicroSystems (ALGM), and Kulicke and Soffa (KLIC) jumped significantly, primarily due to the easing fears of disruptions to global tech supply chains following a US-Iran ceasefire. The rally was further bolstered by the ongoing demand driven by the AI revolution and a more favorable economic backdrop with cooling energy-driven inflation. The market's positive reaction to these developments, alongside strong quarterly results from industry bellwether TSMC, suggests robust underlying strength in the semiconductor sector.
Semtech (SMTC) CEO Hou Hong Q sells $180k in stock
Semtech (SMTC) CEO Hou Hong Q sold 2,000 shares of company stock for $180,220 on April 10, 2026, following a Rule 10b5-1 trading plan. The sale occurs as Semtech shares are near their 52-week high, having returned 234% over the past year. Analysts maintain a bullish outlook on the stock, citing strong data center growth and recent product releases.
Semtech (SMTC) CEO sells 2,000 shares in Rule 10b5-1 plan
Semtech President and CEO Dr. Hong Q. Hou sold 2,000 shares of common stock at $90.11 per share on April 10, 2026, as part of a pre-arranged Rule 10b5-1 trading plan established on December 17, 2025. Following this transaction, Dr. Hou directly holds 73,228 shares of Semtech common stock. This insider sale is an open-market transaction and was disclosed in a Form 4 filing.
Benchmark raises Semtech stock price target on AI networking growth
Benchmark has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $120 from $115, maintaining a Buy rating due to the company's expanding role in AI networking. This upgrade follows management discussions highlighting Semtech's evolution beyond 800G TIA benefits to broader AI interconnect content, including 1.6T optical and Active Copper Cables. The firm noted that Semtech's data center segment has seen significant growth, with strong projections for the current year, and its portfolio now includes advanced solutions like Arista’s eXtra-dense Pluggable Optics architecture.
Burvill Martin sells Semtech Corp (SMTC) shares worth $222,448 By Investing.com
Burvill Martin, a Director at Semtech Corp (SMTC), sold 2,500 shares of common stock for $222,448 on April 9, 2026, at an average price of $88.98 per share. Following this transaction, Martin directly owns 4,409 shares. Semtech's stock has seen a 220% gain over the past year, though InvestingPro analysis suggests it may be overvalued despite strong momentum and recent positive analyst revisions following new product releases and strong quarterly results.
Burvill Martin sells Semtech Corp (SMTC) shares worth $222,448
Burvill Martin, a director at Semtech Corp (SMTC), sold 2,500 shares for $222,448 on April 9, 2026. This transaction occurred amidst a significant 220% gain in Semtech's stock over the past year, though InvestingPro analysis suggests the stock may be overvalued. Semtech has also released a new circuit protection device and reported strong quarterly results, leading several analysts to raise their price targets for the company.
Semtech (SMTC) director Martin Burvill sells 2,500 shares in open-market trade
Semtech director Martin Burvill sold 2,500 shares of SMTC common stock in an open-market trade at a weighted average price of $88.9795 per share. Following this transaction, Burvill directly owns 4,409 shares. The sale is categorized as a "moderate" impact and "negative" sentiment filing by Rhea-AI within the Form 4 submission, detailing the net sale of $222,449 worth of shares.
Semtech Corp (SMTC) Shares Fall 3.9% -- What GF Score of 76 Tells Investors
Semtech Corp (SMTC) shares recently fell 3.9% to $85.22 but have seen significant appreciation over the past year. Despite a solid GF Score™ of 76/100, which highlights above-average potential in financial strength, profitability, and growth, the stock is considered 146.0% overvalued based on its GF Value™ of $34.64. Insider selling of $4.8 million over the last three months, with no insider buying, further raises concerns about its future performance and current valuation.
[144] SEMTECH CORP SEC Filing
This article reports on a Form 144 SEC filing by Semtech Corp. (SMTC) concerning a proposed sale of securities. The filing details information about the securities to be sold, including 2,000 shares of common stock with an aggregate market value of $180,220.00 acquired through restricted stock vesting. The report indicates a neutral impact and sentiment regarding the filing.
Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?
The article, provided by PR Newswire, questions whether Semtech Corporation insiders breached their fiduciary duties to shareholders. It encourages shareholders to contact a law firm to discuss their rights and options without obligation, with services offered on a contingent fee basis. The article also provides stock information for Semtech Corporation (SMTC).
Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating Semtech Corporation (NASDAQ: SMTC) for potential breaches of fiduciary duties by its officers and directors. Shareholders are encouraged to contact the firm to discuss their rights and options for seeking corporate governance reforms, return of funds, or other benefits. The firm specializes in securities fraud and corporate misconduct, aiming to improve company policies and shareholder value.
Why Semtech Is the Top AI Stock to Buy in April
Semtech (NASDAQ:SMTC) is highlighted as a top AI stock pick for April, driven by its significant opportunity in optical networking for AI data centers. The company's transimpedance amplifiers (TIAs) are poised for substantial revenue growth as optical module speeds increase, with potential revenue per module soaring by up to 10X. Despite a high valuation, analysts are overwhelmingly bullish, and the company is experiencing strong free cash flow and deleveraging, indicating a promising inflection point in profitability.
Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of Semtech Corporation (NASDAQ: SMTC) breached their fiduciary duties to shareholders. The firm encourages long-term Semtech shareholders to contact them to discuss potential corporate governance reforms, return of funds, or other benefits. Shareholder participation is highlighted as crucial for improving company practices and enhancing shareholder value.
Semtech (SMTC) COO receives 488-share stock grant, holds 106,165 shares
Asaf Silberstein, EVP and COO of Semtech (SMTC), received a grant of 488 shares of common stock on April 6, 2026, as compensation with no cash purchase price. Following this transaction, Silberstein directly holds 106,165 shares of Semtech common stock. This grant is described as a routine equity award and is classified as a non-derivative transaction.
