SMTC

SEMTECH CORP

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0000088941
$166.71 +1.92% $15.5B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)30 New Institutional Positions12 Institutional Exits
Vol
Market Cap$15.5B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$5.5B
Inst. Activity30 buys / 12 sells
Insider Activity0B / 14S
Insider Net $-$4.2M
Reddit Sentiment50° Neutral
SEC Reports9
Congressional1 trades
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0000088941·Prev Close $163.57

Recent Activity

Jun 9, 2026 SEC
Two senior executives at Semtech (CEO and COO) sold a combined $652K in open-market sales within a week of the company r
CLUSTER — Impact 3/10
Jun 5, 2026 SEC
Semtech insiders made one open-market sale ($328K by EVP Silberstein) plus non-cash director derivative exercises and gr
CLUSTER — Impact 3/10
Jun 5, 2026 SEC
Two directors of Semtech sold a combined ~$1.05M in stock on May 28, 2026, following the company's strong Q1 FY2027 earn
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
HOU HONG Q sold 2,000 shares
President and CEO @ $162.10 ($324.2K)
Jun 4, 2026 Insider
Cardenuto Rodolpho C was granted 1,180 shares
Director
Jun 4, 2026 Insider
Gillai Saar was granted 1,180 shares
Director
Inst.
Artisan Partners Limited Partnership — DOUBLED
1,558,034 shares ($119.8M)
Inst.
MARSHALL WACE, LLP — DOUBLED
869,066 shares ($66.8M)

Price Targets

Historical data — last covering-analyst action Oct 2024. No current recommendation available.
$204.83 (Oct 2024)
Current $166.71 Low $175.00 Median $202.50 High $230.00 12 analysts
$175.00 $230.00

Analyst Ratings

Historical distribution86% buy · 22 analysts · last covering-analyst action Oct 2024
5Strong Buy
14Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Oct 10, 2024 Benchmark REITERATE Buy → Buy
Oct 7, 2024 Benchmark REITERATE Buy → Buy
Sep 9, 2024 Benchmark REITERATE Buy → Buy
Aug 28, 2024 Roth MKM MAINTAIN Buy → Buy
Aug 28, 2024 Stifel MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.61 ▲ +20.2% $0.61 — $0.63 50% YoY 13
Next Q $0.73 ▲ +18.1% $0.65 — $0.78 51% YoY 13
Current FY $2.66 ▲ +20.0% $2.45 — $2.85 55% YoY 13
Next FY $3.89 ▲ +33.4% $2.99 — $6.00 46% YoY 13

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.1B
AMERIPRISE FINANCIAL INC$572.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$532.3M
Capital Research Global Investors$319.3M
VANGUARD CAPITAL MANAGEMENT LLC$318.7M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026HOU HONGSELL$324.2K
Jun 4, 2026Cardenuto RodolphoA$0.00
Jun 4, 2026Gillai SaarA$0.00
Jun 4, 2026Li YeA$0.00
Jun 4, 2026Ruehl JulieA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $5.5B total value (71,281,869 shares) as of 2026-Q1. Top holders: BlackRock,, AMERIPRISE, VANGUARD. Net buying activity: 30 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.14,222,219$1.1B20.0%
2AMERIPRISE FINANCIAL INC7,450,380$572.6M10.5%
3VANGUARD PORTFOLIO MANAGEMENT LLC6,922,634$532.3M9.7%
4Capital Research Global Investors4,152,082$319.3M5.8%
5VANGUARD CAPITAL MANAGEMENT LLC4,145,176$318.7M5.8%
6STATE STREET CORP4,059,266$312.1M5.7%
7WELLINGTON MANAGEMENT GROUP LLP2,384,473$183.3M3.4%
8Hood River Capital Management LLC2,287,529$175.9M3.2%
9ALLIANCEBERNSTEIN L.P.2,366,311$174.4M3.2%NEW
10NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,223,154$170.9M3.1%
11Artisan Partners Limited Partnership1,558,034$119.8M2.2%DOUBLED +215.6%
12MORGAN STANLEY1,416,028$108.9M2.0%TRIM -55.7%
13BANK OF AMERICA CORP /DE/1,143,314$87.9M1.6%
14Neuberger Berman Group LLC1,124,022$86.2M1.6%
15CITADEL ADVISORS LLC1,105,555$85.0M1.6%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC996,680$76.6M1.4%
17GOLDMAN SACHS GROUP INC900,914$69.3M1.3%
18MARSHALL WACE, LLP869,066$66.8M1.2%DOUBLED +5083.5%
19Assenagon Asset Management S.A.781,003$60.1M1.1%DOUBLED +323.0%
20Invesco Ltd.771,499$59.3M1.1%TRIM -38.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Artisan Partners Limited PartnershipDOUBLED493,6051,558,034+215.6%$119.8M2026-Q1
MARSHALL WACE, LLPDOUBLED16,766869,066+5083.5%$66.8M2026-Q1
Assenagon Asset Management S.A.DOUBLED184,630781,003+323.0%$60.1M2026-Q1
Invesco Ltd.TRIM1,251,104771,499-38.3%$59.3M2026-Q1
Nuveen, LLCTRIM1,038,230771,120-25.7%$59.3M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCTRIM931,305628,456-32.5%$48.3M2026-Q1
SEI INVESTMENTS COADD215,678357,875+65.9%$27.5M2026-Q1
FRANKLIN RESOURCES INCDOUBLED17,621352,892+1902.7%$27.1M2026-Q1
FRED ALGER MANAGEMENT, LLCTRIM859,855335,608-61.0%$25.8M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW230,081$17.7M2026-Q1
Trexquant Investment LPNEW199,945$15.4M2026-Q1
ExodusPoint Capital Management, LPADD89,784173,030+92.7%$13.3M2026-Q1
WCM INVESTMENT MANAGEMENT, LLCTRIM284,347186,844-34.3%$13.2M2026-Q1
ROYCE & ASSOCIATES LPADD107,617166,639+54.8%$12.8M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMNEW141,886$10.9M2026-Q1
FEDERATED HERMES, INC.ADD75,451134,070+77.7%$10.3M2026-Q1
FMR LLCDOUBLED15,49796,673+523.8%$7.4M2026-Q1
Jain Global LLCTRIM98,39967,336-31.6%$5.2M2026-Q1
Freestone Grove Partners LPNEAR_EXIT277,63458,824-78.8%$4.5M2026-Q1
Gotham Asset Management, LLCADD28,76037,852+31.6%$2.9M2026-Q1
Vestmark Advisory Solutions, Inc.DOUBLED12,01730,283+152.0%$2.3M2026-Q1
FIFTH THIRD BANCORPDOUBLED92622,970+2380.6%$1.8M2026-Q1
NISA INVESTMENT ADVISORS, LLCADD14,78318,852+27.5%$1.4M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT467,34017,199-96.3%$1.3M2026-Q1
STIFEL FINANCIAL CORPADD10,34316,156+56.2%$1.2M2026-Q1
13 unique insiders with 50 transactions. Net insider value: -$4.2M ($0.00 bought, $4.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026HOU HONG QPresident and CEOSELL2,000$162.10$324.2K
Jun 4, 2026Cardenuto Rodolpho CDirectorAWARD1,180
Jun 4, 2026Gillai SaarDirectorAWARD1,180
Jun 4, 2026Li Ye JaneDirectorAWARD1,180
Jun 4, 2026Ruehl Julie GarciaDirectorAWARD1,180
Jun 4, 2026Fischer Gregory MichaelDirectorAWARD1,180
Jun 4, 2026Walsh Paul V JrDirectorAWARD1,180
Jun 4, 2026LuPriore PaulaDirectorAWARD1,180
Jun 4, 2026Burvill MartinDirectorAWARD1,180
Jun 3, 2026Cardenuto Rodolpho CDirectorEXERCISE5,321
Jun 3, 2026Gillai SaarDirectorEXERCISE5,321
Jun 3, 2026Silberstein AsafEVP and COOSELL2,000$164.00$328.0K
Jun 3, 2026Li Ye JaneDirectorEXERCISE5,321
Jun 3, 2026Ruehl Julie GarciaDirectorEXERCISE2,661
Jun 3, 2026Fischer Gregory MichaelDirectorEXERCISE5,321
Jun 3, 2026Walsh Paul V JrDirectorEXERCISE5,321
May 28, 2026Li Ye JaneDirectorSELL5,285$166.84$881.8K
May 28, 2026Fischer Gregory MichaelDirectorSELL1,000$164.69$164.7K
May 20, 2026Walsh Paul V JrDirectorSELL500$138.21$69.1K
May 1, 2026HOU HONG QPresident and CEOSELL2,000$103.01$206.0K
Apr 22, 2026Walsh Paul V JrDirectorSELL500$105.93$53.0K
Apr 10, 2026HOU HONG QPresident and CEOSELL2,000$90.11$180.2K
Apr 9, 2026Burvill MartinDirectorSELL2,500$88.98$222.4K
Apr 6, 2026Green Jason ElliotEVP and CCOAWARD542
Apr 6, 2026HOU HONG QPresident and CEOAWARD1,067
Apr 6, 2026Lin MarkEVP and CFOAWARD450
Apr 6, 2026Silberstein AsafEVP and COOAWARD488
Apr 6, 2026WILSON JOHN MICHAELChief Quality Officer and CTOAWARD394
Apr 1, 2026HOU HONG QPresident and CEOTAX W/H3,299$76.89$253.7K
Apr 1, 2026Lin MarkEVP and CFOSELL974$78.42$76.4K
Apr 1, 2026Green Jason ElliotEVP and CCOSELL7,500$81.73$613.0K
Apr 1, 2026HOU HONG QPresident and CEOEXERCISE6,483
Apr 1, 2026Lin MarkEVP and CFOEXERCISE3,164
Apr 1, 2026Lin MarkEVP and CFOTAX W/H1,557$76.89$119.7K
Mar 24, 2026Lin MarkEVP and CFOSELL9,186$75.05$689.4K
Mar 23, 2026WILSON JOHN MICHAELChief Quality Officer and CTOAWARD5,600
Mar 23, 2026WILSON JOHN MICHAELChief Quality Officer and CTOTAX W/H2,850$76.52$218.1K
Mar 23, 2026Lin MarkEVP and CFOAWARD9,394
Mar 23, 2026Lin MarkEVP and CFOTAX W/H4,780$76.52$365.8K
Mar 23, 2026HOU HONG QPresident and CEOAWARD32,517
Mar 23, 2026Silberstein AsafEVP and COOTAX W/H4,964$76.52$379.8K
Mar 23, 2026Silberstein AsafEVP and COOAWARD9,755
Mar 23, 2026HOU HONG QPresident and CEOTAX W/H16,545$76.52$1.3M
Mar 23, 2026Green Jason ElliotEVP and CCOAWARD14,452
Mar 23, 2026Lin MarkEVP and CFOD3,848$76.52$294.4K
Mar 23, 2026Green Jason ElliotEVP and CCOTAX W/H5,687$76.52$435.2K
Mar 18, 2026Walsh Paul V JrDirectorSELL500$80.87$40.4K
Mar 11, 2026Lin MarkEVP and CFOSELL3,908$87.24$340.9K
Mar 10, 2026HOU HONG QPresident and CEOAWARD51,843
Mar 10, 2026HOU HONG QPresident and CEOEXERCISE32,516

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Oct 2024): 86% buy across 22 analysts — 5 strong buy, 14 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Oct 2024. No current recommendation available.
$204.83 mean target (Oct 2024)
$175.00 Low $230.00 High
MetricValue
Current Price$166.71
Target Low$175.00
Target Mean$204.83
Target Median$202.50
Target High$230.00
# Analysts12
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.61 $0.61 $0.63 50.0% +20.2% 12↑ 0↓ $0.3B 27.5% 13
Next Q
2026-10-31
$0.73 $0.65 $0.78 51.2% +18.1% 12↑ 0↓ $0.4B 34.8% 13
Current FY
2027-01-31
$2.66 $2.45 $2.85 55.4% +20.0% 12↑ 0↓ $1.4B 30.1% 13
Next FY
2028-01-31
$3.89 $2.99 $6.00 46.2% +33.4% 12↑ 0↓ $1.7B 24.6% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.615
7d ago$0.514+0.101
30d ago$0.512+0.103
60d ago$0.509+0.106
90d ago$0.512+0.103
12 analyst firms have rated this stock: 4 upgrades, 1 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Oct 10, 2024 Benchmark REITERATE Buy Buy
Oct 7, 2024 Benchmark REITERATE Buy Buy
Sep 9, 2024 Benchmark REITERATE Buy Buy
Aug 28, 2024 Roth MKM MAINTAIN Buy Buy
Aug 28, 2024 Stifel MAINTAIN Buy Buy
Aug 28, 2024 B. Riley Securities MAINTAIN Buy Buy
Aug 28, 2024 Needham REITERATE Buy Buy
Jul 15, 2024 Needham REITERATE Buy Buy
Jun 7, 2024 Needham REITERATE Buy Buy
Jun 6, 2024 Stifel MAINTAIN Buy Buy
Jun 6, 2024 Northland Capital Markets MAINTAIN Outperform Outperform
Jun 6, 2024 Craig-Hallum MAINTAIN Buy Buy
Jun 6, 2024 Susquehanna MAINTAIN Positive Positive
Jun 6, 2024 Roth MKM MAINTAIN Buy Buy
Jun 6, 2024 Needham MAINTAIN Buy Buy
May 29, 2024 Piper Sandler REITERATE Overweight Overweight
May 17, 2024 B. Riley Securities MAINTAIN Buy Buy
Apr 18, 2024 Stifel MAINTAIN Buy Buy
Apr 1, 2024 Northland Capital Markets MAINTAIN Outperform Outperform
Apr 1, 2024 Craig-Hallum MAINTAIN Buy Buy
Apr 1, 2024 Baird MAINTAIN Outperform Outperform
Apr 1, 2024 Stifel MAINTAIN Buy Buy
Apr 1, 2024 Piper Sandler REITERATE Overweight Overweight
Apr 1, 2024 Susquehanna MAINTAIN Positive Positive
Apr 1, 2024 Oppenheimer MAINTAIN Perform Perform
Apr 1, 2024 Needham MAINTAIN Buy Buy
Mar 26, 2024 Baird MAINTAIN Outperform Outperform
Mar 14, 2024 Susquehanna MAINTAIN Positive Positive
Jan 2, 2024 Stifel MAINTAIN Buy Buy
Dec 7, 2023 Stifel MAINTAIN Buy Buy
Dec 7, 2023 Roth MKM MAINTAIN Buy Buy
Dec 7, 2023 Needham MAINTAIN Buy Buy
Oct 24, 2023 Susquehanna MAINTAIN Positive Positive
Oct 19, 2023 Benchmark UPGRADE Hold Buy
Sep 14, 2023 Craig-Hallum MAINTAIN Buy Buy
Sep 14, 2023 Roth MKM MAINTAIN Buy Buy
Sep 14, 2023 Stifel MAINTAIN Buy Buy
Sep 14, 2023 Piper Sandler MAINTAIN Overweight Overweight
Sep 14, 2023 B. Riley Securities MAINTAIN Buy Buy
Sep 14, 2023 Benchmark DOWNGRADE Buy Hold
Sep 14, 2023 Needham REITERATE Buy Buy
Sep 14, 2023 Summit Insights Group UPGRADE Hold Buy
Sep 14, 2023 Susquehanna UPGRADE Neutral Positive
Sep 7, 2023 Needham REITERATE Buy Buy
Sep 6, 2023 Roth MKM REITERATE Buy Buy
Sep 6, 2023 Needham UPGRADE Hold Buy
Jun 21, 2023 Craig-Hallum INITIATE Buy
Jun 8, 2023 Baird REITERATE Outperform
Jun 1, 2023 Susquehanna MAINTAIN Neutral Neutral
Apr 19, 2023 Stifel MAINTAIN Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651430086%
May 1, 202651520091%
Apr 1, 202651520091%
Mar 1, 202651620091%
Feb 1, 202651620091%
Jan 1, 202651520091%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 20, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Semtech CorpFeb 16, 2026 (28d)
50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026150° Neutral001
Jun 4, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 10d 15h ago
Looking between SMTC, SOXL, MRVL
▲ 1 💬 0 ⚡ 0.5
May 26, 2026
earnings_calendar
SMTC Q1 2027 Earnings Scheduled — 2026-05-26
May 13, 2026
short_interest
FTD: SMTC — 70,546 shares ($9.3M) failed to deliver
Settlement: 20260513, Price: $132.08, FTD Value: $9,317,715.68, SEMTECH CORP
May 7, 2026
short_volume
Short Volume: SMTC — 58.5% short (0.7M / 1.1M)
Short: 672,169 | Exempt: 0 | TRF Vol: 1,148,560 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: SMTC — 63.7% short (0.4M / 0.6M)
Short: 360,461 | Exempt: 0 | TRF Vol: 565,934 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: SMTC — 71.8% short (0.6M / 0.9M)
Short: 640,172 | Exempt: 202 | TRF Vol: 891,809 | Short Ratio: 71.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: SMTC — 56.6% short (0.6M / 1.1M)
Short: 646,527 | Exempt: 20 | TRF Vol: 1,142,136 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: SMTC — 57.3% short (0.4M / 0.7M)
Short: 387,663 | Exempt: 0 | TRF Vol: 676,079 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: SMTC — 20,581 shares ($2.2M) failed to deliver
Settlement: 20260420, Price: $107.71, FTD Value: $2,216,779.51, SEMTECH CORP
Apr 17, 2026
short_volume
Short Volume: SMTC — 57.3% short (1.0M / 1.7M)
Short: 995,477 | Exempt: 1,038 | TRF Vol: 1,738,059 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: SMTC — 61.5% short (0.9M / 1.5M)
Short: 901,708 | Exempt: 0 | TRF Vol: 1,465,814 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: SMTC — 64.7% short (0.6M / 0.9M)
Short: 563,655 | Exempt: 400 | TRF Vol: 870,707 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: SMTC — 61.6% short (0.7M / 1.1M)
Short: 661,951 | Exempt: 0 | TRF Vol: 1,074,577 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_volume
Short Volume: SMTC — 58.7% short (0.5M / 0.9M)
Short: 503,376 | Exempt: 4 | TRF Vol: 857,864 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_volume
Short Volume: SMTC — 59.5% short (1.0M / 1.6M)
Short: 958,657 | Exempt: 257 | TRF Vol: 1,610,868 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: SMTC — 63.2% short (0.4M / 0.6M)
Short: 389,360 | Exempt: 2 | TRF Vol: 616,439 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)