SEMTECH ($SMTC) posted quarterly earnings results for Q4 2026 on Monday, March 16th. The company reported earnings of $0.44 per share, missing estimates of $0.44 by $0.00. The company also reported revenue of $274,400,000, missing estimates of $278,668,926 by $-4,268,926.
Stock price change since market close: -3.74%
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 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 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 7 sales selling 15,528 shares for an estimated $1,297,592.
- HONG Q HOU (President and CEO) sold 10,000 shares for an estimated $740,768
- 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 3,500 shares for an estimated $219,637
- PAUL V JR WALSH has made 0 purchases and 5 sales selling 2,500 shares for an estimated $183,710.
- GREGORY MICHAEL FISCHER sold 1,034 shares for an estimated $78,067
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SEMTECH Hedge Fund Activity
We have seen 227 institutional investors add shares of SEMTECH stock to their portfolio, and 207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MACQUARIE GROUP LTD removed 2,890,543 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $213,004,113
- MORGAN STANLEY removed 1,744,747 shares (-55.7%) from their portfolio in Q4 2025, for an estimated $128,570,406
- DEUTSCHE BANK AG\ removed 1,507,218 shares (-91.6%) from their portfolio in Q4 2025, for an estimated $111,066,894
- FULLER & THALER ASSET MANAGEMENT, INC. removed 1,459,670 shares (-99.5%) from their portfolio in Q4 2025, for an estimated $107,563,082
- WOODLINE PARTNERS LP removed 1,335,296 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $95,406,899
- 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
- CITADEL ADVISORS LLC added 962,384 shares (+136.0%) to their portfolio in Q4 2025, for an estimated $70,918,076
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 1 times in the past 6 months. Of those trades, 1 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. purchased up to $15,000 on 01/20.
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:
- Needham issued a "Buy" rating on 11/25/2025
- Baird issued a "Outperform" rating on 11/25/2025
- Roth Capital issued a "Buy" rating on 11/25/2025
- B. Riley Securities issued a "Buy" rating on 11/25/2025
- Benchmark issued a "Buy" rating on 11/25/2025
- Piper Sandler issued a "Overweight" rating on 11/25/2025
- Oppenheimer issued a "Outperform" rating on 11/25/2025
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 12 analysts offer price targets for $SMTC in the last 6 months, with a median target of $89.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $85.0 on 03/16/2026
- Rick Schafer from Oppenheimer set a target price of $100.0 on 03/10/2026
- Christopher Rolland from Susquehanna set a target price of $100.0 on 03/09/2026
- Cody Acree from Benchmark set a target price of $115.0 on 03/04/2026
- Tore Svanberg from Stifel set a target price of $90.0 on 01/16/2026
- Harsh Kumar from Piper Sandler set a target price of $95.0 on 12/11/2025
- Scott Searle from Roth Capital set a target price of $77.0 on 11/25/2025
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.
