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Semtech Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 08 Apr 2024.
Semtech Corp: what insiders have been doing
Semtech Corp, founded in 1960, is a Technology company based in Camarillo, United States. Its directors and officers file their transactions with SEC (Form 4). The last twelve months, up to 18 October 2026, brought 102 filings signed by 20 insiders.
Only sales appear on the open market, 35 sales in all totalling €8.2M, filed by 10 insiders. At €778k, the sale published on 11 February 2026 by Silberstein Asaf is the largest of the period.
Across the 5,808 companies tracked on its exchange, the median is 19 filings; at 102 filings, this issuer sits above that mark. The full history, which starts in 2016, counts 2 purchases against 72 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 25 January 2026 lists revenue at 1.05 bn USD and net income at -40.4 m USD.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
323
Thresholds
n/a
Buy Volume
€494,946
2 ops. · all time
Sell Volume
€16M
72 ops. · all time
Who traded when
BuySaleAsaf Silberstein16 sales
Paul V. Walsh Jr.10 sales
Hong Q. Hou7 sales
Mark Lin6 sales
Fischer Gregory Michael4 sales
Green Jason Elliot4 sales
+6 other insiders
Analyst consensus: bullish or bearish?
Analysts rate Semtech Corp Strong Buy (bullish), based on 14 analysts. Average price target: US$220.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 15,731 of 24,148 companies
41.9
score / 100
Value38
Quality46
FCF yld1.2%
Earn yld-0.3%
EV/EBITDA·
ROE24%
Gross mgn52%
Net mgn-3.8%
Debt/EBITDA12.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$172.78
Analyst consensus
14 analystsStrong buy
US$195.00Target US$220.00(+27%)US$300.00
Income statement
RevenueUS$1B
Gross profitUS$542.1M52% margin
EBITDAUS$39.5M4% margin
Net income-US$40.4M13.1% margin
Valuation
PER (trailing)114.4x
PER (forward)29.5x
P/Book21.5x
Beta2.42
Balance sheet & cash
Market capUS$16.1B
Total debtUS$497.3M
Free Cash FlowUS$165.4M
Debt / Equity70%
Profitability & ownership
ROE23.7%
ROA5.8%
% insiders0.8%
% institutions102.0%
Last declaration on 7 October 2026
Declarations323 total
2,766 shares@ US$190.350.0029% mcap28.4% of flowCommonSEC144:0001959173-26-007304
6,483 shares0Common StockSEC:0001156899-26-000035:0
3,299 shares@ US$178.350.0032% mcap9.3% of flowCommon StockSEC:0001156899-26-000035:1
2,000 shares@ US$191.210.0021% mcap6.7% of flowCommonSEC144:0001959173-26-007205
500 shares@ US$172.610.0005% mcap6.3% of flowCommon StockSEC:0001628280-26-063558:0
5,321 shares@ US$165.00250.0051% mcap33.2% of flowCommon StockSEC:0001753689-26-000005:0
5,321 shares@ US$165.00250.0051% mcap33.2% of flowCommonSEC144:0001959173-26-007005
2,511 shares0Common StockSEC:0001801730-26-000016:0
989 shares@ US$163.940.0009% mcap11.8% of flowCommon StockSEC:0001801730-26-000016:1
8,130 shares0Common StockSEC:0001156899-26-000033:0
4,137 shares@ US$163.940.0039% mcap12.3% of flowCommon StockSEC:0001156899-26-000033:1
1,400 shares0Common StockSEC:0001189923-26-000023:0
713 shares@ US$163.940.0007% mcap9.2% of flowCommon StockSEC:0001189923-26-000023:1
2,439 shares0Common StockSEC:0001514954-26-000033:0
1,241 shares@ US$163.940.0012% mcap2.5% of flowCommon StockSEC:0001514954-26-000033:1
2,000 shares@ US$138.710.0016% mcap5.1% of flowCommonSEC144:0001959173-26-006731
1,500 shares@ US$145.000.0013% mcap67.5% of flowCommonSEC144:0001959173-26-006748
500 shares@ US$135.480.0004% mcap4.9% of flowCommon StockSEC:0001628280-26-058410:0
5,000 shares@ US$150.000.0043% mcap9.2% of flowCommon StockSEC:0001514954-26-000031:0
25 of 323 declarations
About Semtech Corp
Semtech Corp. (ticker: SMTC) is a U.S.-based technology company listed on the NASDAQ in the United States. For French-speaking investors in France, Belgium and Switzerland, Semtech should be viewed as a diversified semiconductor and connectivity platform that has evolved from a high-reliability component maker into a broader supplier of analog, signal integrity, IoT and cloud-connected solutions. Founded in 1960, the company initially built its business around discrete semiconductors and demanding end markets such as military, aerospace and industrial applications, before expanding into electronic protection, wireless connectivity and optical networking. Its headquarters are in Camarillo, California.
Semtech’s current business model is organized around several complementary product families. The company highlights high-performance semiconductors, IoT systems and cloud connectivity services. Its portfolio includes cellular IoT solutions, LoRa low-power wide-area technology, signal integrity products for data centers and optical networks, as well as connectivity and routing solutions used in industrial and professional applications. This breadth gives Semtech exposure to digital infrastructure, connected industrial equipment, telecom systems and certain video transport and professional AV markets.
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From a competitive standpoint, Semtech is differentiated by its know-how in low-power communications, robust connectivity and components used in mission-critical environments. It typically serves OEMs and systems integrators that value reliability, energy efficiency and ease of deployment. Its exposure to fiber networks, AI infrastructure and industrial IoT also positions it well in a market environment where demand for bandwidth, automation and connected devices remains structurally supported.
Recent developments have reinforced that strategic direction. In 2025 and 2026, Semtech announced a series of product launches in industrial IoT, optical networking and cellular connectivity. These included 5G RedCap modems for industrial IoT, 2.5G FTTR chipsets for next-generation PON networks, and high-performance TIAs designed for AI data-center optical links. The company also announced partnerships related to satellite connectivity and AI-powered video compression. Together, these moves underline Semtech’s focus on growth markets tied to AI, IoT and next-generation communications. For investors, the stock’s NASDAQ listing and U.S. domicile are important context, particularly given the company’s ongoing visibility in SEC filing activity such as insider transaction disclosures.
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