SEMTECH ($SMTC) posted quarterly earnings results on Monday, August 25th. The company reported earnings of $0.41 per share, beating estimates of $0.41 by $0.00. The company also reported revenue of $257,600,000, missing estimates of $261,215,625 by $-3,615,625.
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 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $SMTC stock by insiders over the last 6 months:
- MARK LIN (EVP and CFO) has made 0 purchases and 12 sales selling 19,583 shares for an estimated $709,203.
- RODOLPHO C CARDENUTO sold 13,123 shares for an estimated $548,743
- ASAF SILBERSTEIN (EVP and COO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $85,970.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SEMTECH Hedge Fund Activity
We have seen 196 institutional investors add shares of SEMTECH stock to their portfolio, and 230 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 2,032,316 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $69,911,670
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,521,288 shares (+58.5%) to their portfolio in Q2 2025, for an estimated $68,670,940
- WESTFIELD CAPITAL MANAGEMENT CO LP added 1,424,909 shares (+107.8%) to their portfolio in Q2 2025, for an estimated $64,320,392
- MORGAN STANLEY added 1,398,002 shares (+75.9%) to their portfolio in Q2 2025, for an estimated $63,105,810
- POINT72 ASSET MANAGEMENT, L.P. added 1,104,318 shares (+243.5%) to their portfolio in Q2 2025, for an estimated $49,848,914
- SQUAREPOINT OPS LLC removed 1,017,782 shares (-90.0%) from their portfolio in Q2 2025, for an estimated $45,942,679
- WOODLINE PARTNERS LP added 852,877 shares (+176.8%) to their portfolio in Q2 2025, for an estimated $38,498,867
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SEMTECH Analyst Ratings
Wall Street analysts have issued reports on $SMTC in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 07/18/2025
- Benchmark issued a "Buy" rating on 05/28/2025
- Needham issued a "Buy" rating on 05/28/2025
- UBS issued a "Buy" rating on 05/05/2025
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 5 analysts offer price targets for $SMTC in the last 6 months, with a median target of $54.0.
Here are some recent targets:
- Tore Svanberg from Stifel set a target price of $54.0 on 07/18/2025
- Quinn Bolton from Needham set a target price of $54.0 on 05/28/2025
- Joseph Moore from Morgan Stanley set a target price of $43.0 on 05/28/2025
- Cody Acree from Benchmark set a target price of $68.0 on 05/28/2025
- Timothy Arcuri from UBS set a target price of $55.0 on 05/05/2025
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.
