SEMTECH ($SMTC) posted quarterly earnings results for Q3 2026 on Monday, November 24th. The company reported earnings of $0.48 per share, beating estimates of $0.45 by $0.03. The company also reported revenue of $267,000,000, missing estimates of $274,208,405 by $-7,208,405.
You can see Quiver Quantitative's $SMTC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
SEMTECH Insider Trading Activity
SEMTECH insiders have traded $SMTC stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $SMTC stock by insiders over the last 6 months:
- RODOLPHO C CARDENUTO sold 13,123 shares for an estimated $548,743
- MARK LIN (EVP and CFO) has made 0 purchases and 7 sales selling 5,744 shares for an estimated $257,761.
- MARTIN BURVILL sold 3,500 shares for an estimated $219,637
- ASAF SILBERSTEIN (EVP and COO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $85,970.
- PAUL V JR WALSH has made 0 purchases and 2 sales selling 1,000 shares for an estimated $64,660.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SEMTECH Hedge Fund Activity
We have seen 201 institutional investors add shares of SEMTECH stock to their portfolio, and 205 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,613,340 shares (+inf%) to their portfolio in Q3 2025, for an estimated $115,273,143
- WOODLINE PARTNERS LP removed 1,335,296 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $95,406,899
- POINT72 ASSET MANAGEMENT, L.P. removed 1,140,111 shares (-73.2%) from their portfolio in Q3 2025, for an estimated $81,460,930
- THINK INVESTMENTS LP added 820,400 shares (+inf%) to their portfolio in Q3 2025, for an estimated $58,617,580
- MILLENNIUM MANAGEMENT LLC added 702,846 shares (+203.8%) to their portfolio in Q3 2025, for an estimated $50,218,346
- WESTFIELD CAPITAL MANAGEMENT CO LP added 633,113 shares (+23.0%) to their portfolio in Q3 2025, for an estimated $45,235,923
- SCHRODER INVESTMENT MANAGEMENT GROUP added 585,852 shares (+199.3%) to their portfolio in Q3 2025, for an estimated $41,859,125
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SEMTECH Congressional Stock Trading
Members of Congress have traded $SMTC stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SMTC stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 09/02, 08/26 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SEMTECH Analyst Ratings
Wall Street analysts have issued reports on $SMTC in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 11/18/2025
- UBS issued a "Buy" rating on 10/27/2025
- TD Cowen issued a "Buy" rating on 10/01/2025
- Oppenheimer issued a "Outperform" rating on 09/30/2025
- Benchmark issued a "Buy" rating on 09/09/2025
- Craig-Hallum issued a "Buy" rating on 08/26/2025
- Northland Capital Markets issued a "Outperform" rating on 08/26/2025
To track analyst ratings and price targets for SEMTECH, check out Quiver Quantitative's $SMTC forecast page.
SEMTECH Price Targets
Multiple analysts have issued price targets for $SMTC recently. We have seen 11 analysts offer price targets for $SMTC in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $64.0 on 11/24/2025
- Christopher Rolland from Susquehanna set a target price of $80.0 on 11/18/2025
- Timothy Arcuri from UBS set a target price of $85.0 on 10/27/2025
- Sean O'Loughlin from TD Cowen set a target price of $75.0 on 10/01/2025
- Rick Schafer from Oppenheimer set a target price of $81.0 on 09/30/2025
- Cody Acree from Benchmark set a target price of $76.0 on 09/09/2025
- N. Quinn Bolton from Needham set a target price of $60.0 on 08/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
