SEMTECH ($SMTC) posted quarterly earnings results for Q1 2027 on Tuesday, May 26th. The company reported earnings of $0.51 per share, beating estimates of $0.46 by $0.05. The company also reported revenue of $291,000,000, beating estimates of $289,116,531 by $1,883,469.
Stock price change since market close: +3.6%
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 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 have been sales.
Here’s a breakdown of recent trading of $SMTC stock by insiders over the last 6 months:
- ASAF SILBERSTEIN (EVP and COO) has made 0 purchases and 5 sales selling 35,500 shares for an estimated $3,051,245.
- MARK LIN (EVP and CFO) has made 0 purchases and 5 sales selling 23,743 shares for an estimated $1,916,288.
- HONG Q HOU (President and CEO) has made 0 purchases and 2 sales selling 12,000 shares for an estimated $920,988.
- JOHN MICHAEL WILSON (Chief Quality Officer and CTO) sold 5,000 shares for an estimated $375,600
- SAAR GILLAI sold 3,600 shares for an estimated $270,945
- MARTIN BURVILL sold 2,500 shares for an estimated $222,448
- PAUL V JR WALSH has made 0 purchases and 5 sales selling 2,500 shares for an estimated $212,450.
- GREGORY MICHAEL FISCHER sold 1,034 shares for an estimated $78,067
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
SEMTECH Hedge Fund Activity
We have seen 257 institutional investors add shares of SEMTECH stock to their portfolio, and 195 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 3,901,469 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $299,983,951
- MACQUARIE GROUP LTD removed 2,890,543 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $213,004,113
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,306,345 shares (-81.0%) from their portfolio in Q4 2025, for an estimated $96,264,563
- POINT72 ASSET MANAGEMENT, L.P. removed 1,208,272 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $92,904,034
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 1,168,018 shares (-47.7%) from their portfolio in Q1 2026, for an estimated $89,808,904
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 1,064,429 shares (+215.6%) to their portfolio in Q1 2026, for an estimated $81,843,945
- BLACKROCK, INC. added 1,033,164 shares (+7.8%) to their portfolio in Q1 2026, for an estimated $79,439,979
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
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 03/03, 01/20 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
SEMTECH Price Targets
Multiple analysts have issued price targets for $SMTC recently. We have seen 12 analysts offer price targets for $SMTC in the last 6 months, with a median target of $121.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $155.0 on 05/26/2026
- Rick Schafer from Oppenheimer set a target price of $150.0 on 05/22/2026
- Christopher Rolland from Susquehanna set a target price of $170.0 on 05/20/2026
- Timothy Arcuri from UBS set a target price of $165.0 on 05/18/2026
- Joshua Buchalter from TD Cowen set a target price of $165.0 on 05/15/2026
- Craig Kennison from B. Riley Securities set a target price of $122.0 on 04/16/2026
- Cody Acree from Benchmark set a target price of $120.0 on 04/14/2026
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.
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