SMTC SEMTECH CORP

NEUTRAL Impact: 2/10 Insider Cluster (4 insiders)
Horizon immediate Filed Jun 1, 2026 Processed 1d 2h ago
Insider cluster: 2 insiders, $1.0M total
Latest settled — T+1d ⚠ clustered
SMTC ▲ +0.02% at T+1d
NEUTRAL call ✓ call won +0.02% · α vs SPY +0.74% · entry $1,305.50 → $1,305.70
Next anchor: T+5d tomorrow
Currently $151.02 · -88.43% from $1,305.50 entry
Entry anchored
Jun 1, 03:59 PM ET
via Databento tick
T+1d
+0.02%
call +0.02% · α +0.74%
$1,305.70
settled 4d ago
T+5d
call — · α —
tomorrow
T+20d
call — · α —
in 24d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Two directors of Semtech sold a combined ~$1.05M in stock on May 28, 2026, following the company's strong Q1 FY2027 earnings report on May 26. The sales represent less than 0.01% of market cap and are immaterial, while two other directors received non-cash stock grants on June 4. No significant insider conviction signal.

Key Financial Metrics

Direction
selling
Total Value
$1.0M
Insiders
4

Actionable Insight

The insider sales are trivial in size and likely routine portfolio diversification after a strong earnings report. No bearish signal. Monitor for any larger insider transactions in the coming weeks for a more meaningful read.

Key Facts

  • Directors Li Ye Jane and Fischer Gregory Michael sold 6,300 shares total for ~$1.05M on May 28, 2026.
  • Directors LuPriore Paula and Burvill Martin each received a grant of 1,180 shares on June 4, 2026 (non-cash).
  • Total sales value is ~0.0066% of Semtech's $15.8B market cap.
  • Sales occurred 2 days after a bullish Q1 FY2027 earnings release showing record revenue of $291M and raised guidance.

Financial Impact

~$1.05M in insider sales, immaterial relative to market cap

Risk Factors

  • No material risk identified from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
86% bullish (22 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SMTC-1780689783136
8 reports for SMTC
Performance horizon
Filters
Rows
Reports for SMTC — sortable, filterable
Type Now
Jun 1, 2026
5d ago
Insider Cluster
NEUTRAL ★ 3/10
$1,305.50 $1,305.70▲ +0.02%▲ +0.74%$151.02 (−88.43%)
Jun 1, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
$1,305.50 $1,305.70▲ +0.02%▲ +0.74%$151.02 (−88.43%)
Jun 1, 2026
5d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 26, 2026
11d ago
8-K
BULLISH ★ 7/10
awaiting T+1
Apr 22, 2026
6w ago
144
NEUTRAL ★ 2/10
$1,299.70 $1,300.10▲ +0.03%▲ +0.42%$151.02 (−88.38%)
Apr 1, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$1,296.91 $1,297.71▲ +0.06%▼ −0.02%$151.02 (−88.36%)
Mar 18, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$1,294.71 $1,295.30▲ +0.05%▲ +0.31%$151.02 (−88.34%)
Mar 11, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$1,293.91 $1,293.91▼ −0.00%▲ +1.48%$151.02 (−88.33%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (14h 56m)

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