Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SEMTECH CORP insiders sold a net $10.9M of stock across 155 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
13 earlier Form 4 trades (code P or S) here by this insider (1 buy, 12 sales), the last on Sep 23, 2026.
The trade is 1.9% of the 26,100 shares held after it.
3 other insiders sold within 30 days.
359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Walsh Paul V Jr sold about $69.7K of SMTC under a 10b5-1 plan on Oct 21, 2026; 3 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Jul 7, 2026.
The trade is 37.5% of the 7,367 shares held after it.
4 other insiders sold within 30 days.
359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and CCO Green Jason Elliot sold about $526.5K of SMTC under a 10b5-1 plan on Oct 7, 2026; 4 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Sep 4, 2026.
The trade is 3.0% of the 65,976 shares held after it.
5 other insiders sold within 30 days.
359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO HOU HONG Q sold about $382.4K of SMTC under a 10b5-1 plan on Oct 2, 2026; 5 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
35 earlier Form 4 trades (code P or S) here by this insider (1 buy, 34 sales), the last on Sep 10, 2026.
The trade is 2.7% of the 35,999 shares held after it.
5 other insiders sold within 30 days.
359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and CFO Lin Mark sold about $173.0K of SMTC under a 10b5-1 plan on Oct 1, 2026; 5 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
12 earlier Form 4 trades (code P or S) here by this insider (1 buy, 11 sales), the last on Aug 19, 2026.
The trade is 1.9% of the 26,600 shares held after it.
5 other insiders sold within 30 days.
359 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Walsh Paul V Jr sold about $86.3K of SMTC under a 10b5-1 plan on Sep 23, 2026; 5 other insiders sold within 30 days and 359 funds added in the latest 13F quarter.
155 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
SMTC planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Walsh Paul V Jr
Filed 2026-10-21
$209.2K
Green Jason Elliot
Filed 2026-10-07
$526.5K
HOU HONG Q
Filed 2026-10-02
$382.4K
Lin Mark
Filed 2026-10-01
$173.0K
Cardenuto Rodolpho C
Filed 2026-09-16
$878.0K
SMTC mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P SmallCap Information Technology ETF
$28.5M position · as of 2026-05-31
5.3%
Nomura Small Cap Core Fund
$222.9M position · as of 2026-05-29
4.0%
VANGUARD MID-CAP GROWTH FUND
$90.4M position · as of 2026-07-31
3.4%
VanEck Fabless Semiconductor ETF
$9.9M position · as of 2026-06-30
3.3%
Invesco Dorsey Wright Technology Momentum ETF
$15.9M position · as of 2026-07-31
2.7%
Victory RS Science & Technology Fund
$6.9M position · as of 2026-06-30
2.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $10.9M sold by insiders over 180 days, 359 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $3.1M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.1B
four quarters, 2025-04-28 to 2026-04-26
Revenue, TTM SMTC
FY Jan 2026
$1.0B
FY Jan 2025
$909.3M
FY Jan 2024
$868.8M
FY Jan 2023
$756.5M
FY Jan 2022
$740.9M
Apr 2026
$291.0M
Jan 2026
$274.4M
Oct 2025
$267.0M
Jul 2025
$257.6M
Apr 2025
$251.1M
Jan 2025
$251.0M
Oct 2024
$236.8M
Jul 2024
$215.4M
At each fiscal year end
Single quarter
Net margin, TTM
-3.0%
net income over revenue, 2025-04-28 to 2026-04-26
Net margin, TTM SMTC
FY Jan 2026
-3.8%
FY Jan 2025
-17.8%
FY Jan 2024
-125.7%
FY Jan 2023
+8.1%
FY Jan 2022
+17.0%
Apr 2026
+9.1%
Jan 2026
-10.9%
Oct 2025
-1.1%
Jul 2025
-10.5%
Apr 2025
+7.7%
Jan 2025
+15.6%
Oct 2024
-3.2%
Jul 2024
-79.1%
At each fiscal year end
Single quarter
Free cash flow, TTM
$173.2M
operating cash flow minus capex, 2025-04-28 to 2026-04-26
Free cash flow, TTM SMTC
FY Jan 2026
$171.4M
FY Jan 2025
$50.1M
FY Jan 2024
-$123.1M
FY Jan 2023
$98.4M
FY Jan 2022
$176.9M
Apr 2026
$28.0M
Jan 2026
$59.1M
Oct 2025
$44.6M
Jul 2025
$41.5M
Apr 2025
$26.2M
Jan 2025
$30.9M
Oct 2024
$29.1M
Jul 2024
-$8.4M
At each fiscal year end
Single quarter
Debt to equity
0.86x
long-term 2026-04-26 plus current 2026-01-25; equity 2026-04-26
Debt to equity SMTC
FY Jan 2026
0.89x
FY Jan 2025
1.02x
FY Jan 2024
n/a
FY Jan 2023
1.77x
FY Jan 2022
0.23x
Apr 2026
0.86x
Jan 2026
0.89x
Oct 2025
0.87x
Jul 2025
0.94x
Apr 2025
0.95x
Jan 2025
1.02x
Oct 2024
n/a
Jul 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.39x
TTM operating cash flow over long-term 2026-04-26 plus current 2026-01-25
Cash flow to debt SMTC
FY Jan 2026
0.37x
FY Jan 2025
0.11x
FY Jan 2024
-0.07x
FY Jan 2023
0.09x
FY Jan 2022
1.18x
Apr 2026
0.39x
Jan 2026
0.37x
Oct 2025
0.31x
Jul 2025
0.26x
Apr 2025
0.16x
Jan 2025
0.11x
Oct 2024
0.03x
Jul 2024
0.00x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-5.8%
TTM net income over average of 2025-04-27 and 2026-04-26
Return on equity SMTC
FY Jan 2026
-7.4%
FY Jan 2025
-137.8%
FY Jan 2024
-487.1%
FY Jan 2023
+8.2%
FY Jan 2022
+17.5%
Apr 2026
-5.8%
Jan 2026
-7.4%
Oct 2025
+13.4%
Jul 2025
+11.6%
Apr 2025
-93.4%
Jan 2025
-137.8%
Oct 2024
-866.9%
Jul 2024
-775.6%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-2.3%
TTM net income over average of 2025-04-27 and 2026-04-26
Return on assets SMTC
FY Jan 2026
-2.9%
FY Jan 2025
-11.6%
FY Jan 2024
-55.4%
FY Jan 2023
+3.3%
FY Jan 2022
+11.4%
Apr 2026
-2.3%
Jan 2026
-2.9%
Oct 2025
+2.1%
Jul 2025
+1.7%
Apr 2025
-8.5%
Jan 2025
-11.6%
Oct 2024
-49.4%
Jul 2024
-50.1%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital SMTC
FY Jan 2026
n/a
FY Jan 2025
n/a
FY Jan 2024
n/a
FY Jan 2023
+4.0%
FY Jan 2022
+20.9%
Apr 2026
n/a
Jan 2026
n/a
Oct 2025
n/a
Jul 2025
n/a
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
Jul 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+1.9%
operating income (EBIT proxy) over average of 2025-04-27 and 2026-04-26 minus current liabilities
Return on capital employed SMTC
FY Jan 2026
+2.9%
FY Jan 2025
+4.4%
FY Jan 2024
-56.7%
FY Jan 2023
+5.8%
FY Jan 2022
+14.7%
Apr 2026
+1.9%
Jan 2026
+2.9%
Oct 2025
+6.3%
Jul 2025
+5.1%
Apr 2025
+7.1%
Jan 2025
+4.4%
Oct 2024
-40.2%
Jul 2024
-42.3%
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing SMTC
FY Jan 2026
n/a
FY Jan 2025
n/a
FY Jan 2024
n/a
FY Jan 2023
34.53x
FY Jan 2022
35.15x
Apr 2026
n/a
Jan 2026
n/a
Oct 2025
121.05x
Jul 2025
108.31x
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
Jul 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$13.1B
market value at close 2026-10-26 on 2026-05-22 shares, plus long-term 2026-04-26 plus current 2026-01-25, minus cash 2026-04-26
Enterprise value SMTC
FY Jan 2026
$7.7B
FY Jan 2025
$5.9B
FY Jan 2024
$2.6B
FY Jan 2023
$3.2B
FY Jan 2022
$4.3B
Apr 2026
$10.5B
Jan 2026
$7.7B
Oct 2025
$6.2B
Jul 2025
$4.9B
Apr 2025
$3.0B
Jan 2025
$5.9B
Oct 2024
$4.5B
Jul 2024
$3.1B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+1.4%
TTM free cash flow over market value at close 2026-10-26
FCF yield SMTC
FY Jan 2026
+2.3%
FY Jan 2025
+0.9%
FY Jan 2024
-9.3%
FY Jan 2023
+4.6%
FY Jan 2022
+4.0%
Apr 2026
+1.7%
Jan 2026
+2.3%
Oct 2025
+2.4%
Jul 2025
+2.8%
Apr 2025
+3.0%
Jan 2025
+0.9%
Oct 2024
+0.9%
Jul 2024
-0.5%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing SMTC
FY Jan 2026
n/a
FY Jan 2025
n/a
FY Jan 2024
n/a
FY Jan 2023
n/a
FY Jan 2022
0.31x
Apr 2026
n/a
Jan 2026
n/a
Oct 2025
n/a
Jul 2025
n/a
Apr 2025
n/a
Jan 2025
n/a
Oct 2024
n/a
Jul 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
SMTC ranks highest on growth (56th percentile) and institutional and government (53rd), and lowest on insider conviction (19th), among Semiconductors & Electronics peers.
Profitability
42
Inputs
Return on equity-5.8% · 34 pct, sector of 154
Return on assets-2.3% · 43 pct, sector of 171
Return on invested capitalpre-tax loss, no effective tax rate to apply
Return on capital employed+1.9% · 49 pct, sector of 155
Financial health
44
Inputs
Debt to equity0.86x · 22 pct, sector of 152
Cash flow to debt0.39x · 65 pct, sector of 136
Growth
56
Inputs
Revenue growth, YoY+15.5% · 56 pct, sector of 194
Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
19
Inputs
Net Form 4 buying (codes P and S), 180d-$9.0M · 38 pct, sector of 147
Insider buyers, 180d0 · 0 pct, sector of 151
Institutional and government
53
Inputs
Funds adding, latest quarter359 · 80 pct, sector of 184
Congress net buyers, 365d0 · 26 pct, sector of 40
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
46
Inputs
Short interest, % of float+6.7% · 44 pct, sector of 221
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
New text in Risk Factors, latest 10-K+12.4% · 48 pct, sector of 152
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SMTC filings, in plain words
Are Semtech insiders buying or selling SMTC?
In the 180 days to 2026-10-28, Semtech insiders were net sellers, a net $10.9M across purchases and sales reported on Form 4, by 10 sellers.
Have members of Congress traded SMTC?
Yes. In the year to 2026-10-28, 1 House member disclosed buying SMTC and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-09-29.
Are there planned insider sales of SMTC?
Yes. 9 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $3.1M of stock; the latest, by Walsh Paul V Jr, was filed 2026-10-21.
Read the full summary
In the 180 days to 2026-10-28, Semtech insiders were net sellers of SMTC, a net $10.9M across purchases and sales reported on Form 4 by 10 sellers. 25% of the 36 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. In the year to 2026-10-28, 1 member of Congress disclosed buying SMTC and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-09-29. Insiders filed 9 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $3.1M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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