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SEMTECH CORP

SMTC · Semiconductors & Related Devices · 93.2M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $10M (gross $50M, SBC $40M)

Reference price $170.00 · est. market cap ~$15.8B — last insider sale, 2026-06-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

C58

Recovering analog/IoT chipmaker (LoRa, infrastructure) growing on AI/datacenter demand, but still loss-making with high leverage and thin interest coverage.

Strengths

Risks

Notable findings

Quarterly revenue

2025-07-27 · $258M2025-10-26 · $267M2026-01-25 · $274M2026-04-26 · $291M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin
51.6%
Operating margin
3.1%
Net margin
-3.8%
Return on equity
-7.3%
Return on assets
-2.9%
ROIC
2.5%
Revenue growth (QoQ)
6.1%
Debt / equity
0.9×
Interest coverage
0.8×
Current ratio
2.4×
Free cash flow
$171M
Tangible book value
$52M
Cash & investments
$195M
Stock comp / revenue
5.5%

Insider transactions · last 18 months

DateInsiderTypeSharesPrice
2026-06-22WILSON JOHN MICHAELSell5.5K$170.00
2026-06-10Lin MarkSell683$155.16
2026-06-10Green Jason ElliotOption exercise2.5K
2026-06-10Green Jason ElliotTax withheld988$157.52
2026-06-10Silberstein AsafOption exercise2.4K
2026-06-10Silberstein AsafTax withheld1.2K$157.52
2026-06-10WILSON JOHN MICHAELOption exercise1.4K
2026-06-10WILSON JOHN MICHAELTax withheld713$157.52
2026-06-10HOU HONG QOption exercise8.1K
2026-06-10HOU HONG QTax withheld4.1K$157.52
2026-06-10Lin MarkOption exercise2.3K
2026-06-10Lin MarkTax withheld1.2K$157.52
2026-06-05HOU HONG QSell2.0K$162.10
2026-06-03Cardenuto Rodolpho COption exercise5.3K
2026-06-03Gillai SaarOption exercise5.3K
2026-06-03Ruehl Julie GarciaOption exercise2.7K
2026-06-03Li Ye JaneOption exercise5.3K
2026-06-03Walsh Paul V JrOption exercise5.3K
2026-06-03Silberstein AsafSell2.0K$164.00
2026-06-03Fischer Gregory MichaelOption exercise5.3K
2026-05-28Fischer Gregory MichaelSell1.0K$164.69
2026-05-28Li Ye JaneSell5.3K$166.84
2026-05-20Walsh Paul V JrSell500$138.21
2026-05-01HOU HONG QSell2.0K$103.01
2026-04-22Walsh Paul V JrSell500$105.93
2026-04-10HOU HONG QSell2.0K$90.11
2026-04-09Burvill MartinSell2.5K$88.98
2026-04-06Lin MarkGrant450
2026-04-06Green Jason ElliotGrant542
2026-04-06Silberstein AsafGrant488
2026-04-06WILSON JOHN MICHAELGrant394
2026-04-06HOU HONG QGrant1.1K
2026-04-01Lin MarkOption exercise3.2K
2026-04-01Lin MarkTax withheld1.6K$76.89
2026-04-01Lin MarkSell974$78.42
2026-04-01Green Jason ElliotSell7.5K$81.73
2026-04-01HOU HONG QOption exercise6.5K
2026-04-01HOU HONG QTax withheld3.3K$76.89
2026-03-24Lin MarkSell9.2K$75.05
2026-03-23HOU HONG QTax withheld14K$76.52
2026-03-23Lin MarkGrant9.4K
2026-03-23Lin MarkTax withheld4.8K$76.52
2026-03-23Lin MarkGrant14K
2026-03-23Lin MarkTax withheld6.9K$76.52
2026-03-23Lin MarkGrant7.7K
2026-03-23Lin MarkDisposition3.8K$76.52
2026-03-23Green Jason ElliotGrant14K
2026-03-23Green Jason ElliotTax withheld5.7K$76.52
2026-03-23Silberstein AsafGrant9.8K
2026-03-23Silberstein AsafTax withheld5.0K$76.52
2026-03-23Silberstein AsafGrant13K
2026-03-23Silberstein AsafTax withheld6.8K$76.52
2026-03-23WILSON JOHN MICHAELGrant5.6K
2026-03-23WILSON JOHN MICHAELTax withheld2.9K$76.52
2026-03-23WILSON JOHN MICHAELGrant9.3K
2026-03-23WILSON JOHN MICHAELTax withheld4.7K$76.52
2026-03-23HOU HONG QGrant33K
2026-03-23HOU HONG QTax withheld17K$76.52
2026-03-23HOU HONG QGrant27K
2026-03-18Walsh Paul V JrSell500$80.87
2026-03-11Lin MarkSell3.9K$87.24
2026-03-10Lin MarkTax withheld6.2K$87.58
2026-03-10Lin MarkSell2.7K$85.27
2026-03-10Lin MarkOption exercise9.4K
2026-03-10Lin MarkGrant13K
2026-03-10WILSON JOHN MICHAELGrant7.0K
2026-03-10WILSON JOHN MICHAELTax withheld3.5K$87.58
2026-03-10HOU HONG QOption exercise33K
2026-03-10HOU HONG QTax withheld17K$85.14
2026-03-10Lin MarkTax withheld4.8K$85.14
2026-03-10Green Jason ElliotOption exercise10K
2026-03-10Green Jason ElliotTax withheld2.5K$85.14
2026-03-10Silberstein AsafOption exercise9.8K
2026-03-10Silberstein AsafTax withheld5.0K$85.14
2026-03-10Silberstein AsafGrant9.9K
2026-03-10Silberstein AsafTax withheld5.1K$87.58
2026-03-10WILSON JOHN MICHAELOption exercise5.6K
2026-03-10WILSON JOHN MICHAELTax withheld2.9K$85.14
2026-03-07Silberstein AsafOption exercise12K
2026-03-07Silberstein AsafTax withheld6.2K$82.02
2026-03-07WILSON JOHN MICHAELOption exercise8.5K
2026-03-07WILSON JOHN MICHAELTax withheld4.3K$82.02
2026-03-06Lin MarkSell6.6K$83.75
2026-03-05WILSON JOHN MICHAELOption exercise12K
2026-03-05Lin MarkOption exercise18K
2026-03-05Lin MarkTax withheld8.0K$89.75
2026-03-05Silberstein AsafOption exercise18K
2026-03-05Silberstein AsafTax withheld7.6K$89.75
2026-03-05WILSON JOHN MICHAELTax withheld4.8K$89.75
2026-02-18Walsh Paul V JrSell500$88.24
2026-02-09Silberstein AsafSell10K$92.00
2026-02-02Silberstein AsafSell10K$88.00
2026-01-22Silberstein AsafSell5.0K$83.00
2026-01-21Walsh Paul V JrSell500$78.25
2026-01-09Fischer Gregory MichaelSell1.0K$75.50
2026-01-08WILSON JOHN MICHAELSell5.0K$75.12
2026-01-07Gillai SaarSell3.6K$75.26
2026-01-05Lin MarkSell1.3K$76.20
2026-01-02Lin MarkOption exercise3.2K
2026-01-02Lin MarkTax withheld1.2K$73.69
2026-01-02HOU HONG QOption exercise6.5K
2026-01-02HOU HONG QTax withheld2.4K$73.69
2025-12-17Walsh Paul V JrSell500$71.61
2025-12-05Silberstein AsafSell6.8K$79.93
2025-12-05Silberstein AsafSell3.7K$79.11
2025-12-03HOU HONG QSell10K$74.08
2025-11-19Walsh Paul V JrSell500$63.08
2025-10-22Walsh Paul V JrSell500$66.24
2025-10-03Lin MarkSell386$72.07
2025-10-03Lin MarkSell49$73.92
2025-10-03Lin MarkSell536$73.27
2025-10-01Lin MarkTax withheld1.6K$71.45
2025-10-01Lin MarkOption exercise3.2K
2025-10-01HOU HONG QOption exercise6.5K
2025-10-01HOU HONG QTax withheld3.3K$71.45
2025-09-16Burvill MartinSell3.5K$62.75
2025-08-29Fischer Gregory MichaelSell1.3K$58.25
2025-08-29Fischer Gregory MichaelSell219$59.42
2025-08-29Fischer Gregory MichaelSell13$59.87
2025-08-29Silberstein AsafSell900$58.25
2025-08-29Silberstein AsafSell100$59.95
2025-08-28Silberstein AsafSell1.0K$60.00
2025-07-01Lin MarkTax withheld1.5K$45.14
2025-07-01HOU HONG QTax withheld13K$45.14
2025-07-01Lin MarkOption exercise3.2K
2025-07-01HOU HONG QOption exercise26K
2025-07-01Lin MarkSell412$44.28
2025-07-01Lin MarkSell587$43.52
2025-06-24Silberstein AsafSell1.0K$43.48
2025-06-24Silberstein AsafSell1.0K$42.49
2025-06-18Cardenuto Rodolpho CSell13K$41.82
2025-06-11HOU HONG QOption exercise25K
2025-06-11HOU HONG QTax withheld12K$42.16
2025-06-06Silberstein AsafSell2.0K$38.20
2025-06-05Lin MarkSell11$38.59
2025-06-05Lin MarkSell3.8K$37.96
2025-06-04Rayabhari MadhusudhanTax withheld5.5K$38.11
2025-06-04Gray William RossOption exercise7.6K
2025-06-04Gray William RossTax withheld4.1K$38.11
2025-06-04Silberstein AsafOption exercise12K
2025-06-04Silberstein AsafTax withheld6.1K$38.11
2025-06-04Walsh Paul V JrOption exercise2.9K
2025-06-04Burvill MartinOption exercise2.9K
2025-06-04Cardenuto Rodolpho COption exercise2.9K
2025-06-04Fischer Gregory MichaelOption exercise2.9K
2025-06-04Gillai SaarOption exercise2.9K
2025-06-04Li Ye JaneOption exercise2.9K
2025-06-04LuPriore PaulaOption exercise2.9K
2025-06-04Ruehl Julie GarciaOption exercise2.9K
2025-06-04Lin MarkOption exercise12K
2025-06-04Lin MarkTax withheld6.1K$38.11
2025-06-04WILSON JOHN MICHAELOption exercise8.4K
2025-06-04WILSON JOHN MICHAELTax withheld4.2K$38.11
2025-06-04Sherazi ImranOption exercise7.6K
2025-06-04Sherazi ImranTax withheld4.1K$38.11
2025-06-04Rayabhari MadhusudhanOption exercise11K
2025-04-01Lin MarkOption exercise3.2K
2025-04-01Lin MarkTax withheld1.5K$34.40
2025-04-01Lin MarkSell918$34.38
2025-04-01Lin MarkSell95$35.05
2025-03-27Lin MarkSell200$38.20
2025-03-27Gray William RossOption exercise1.6K
2025-03-27Gray William RossTax withheld856$38.69
2025-03-27Rayabhari MadhusudhanOption exercise3.2K
2025-03-27Rayabhari MadhusudhanTax withheld1.6K$38.69
2025-03-27Lin MarkSell2.7K$37.67
2025-03-26Lin MarkGrant9.3K
2025-03-26Lin MarkTax withheld4.5K$40.07
2025-03-08WILSON JOHN MICHAELTax withheld2.2K$33.50
2025-03-08Silberstein AsafTax withheld2.7K$33.50
2025-03-08Rayabhari MadhusudhanTax withheld2.2K$33.50
2025-03-08WILSON JOHN MICHAELOption exercise4.3K
2025-03-08Rayabhari MadhusudhanOption exercise4.3K
2025-03-08Silberstein AsafOption exercise5.3K
2025-03-07Gray William RossTax withheld1.1K$32.33
2025-03-07Rayabhari MadhusudhanOption exercise8.5K
2025-03-07Rayabhari MadhusudhanTax withheld4.3K$32.33
2025-03-07Silberstein AsafOption exercise12K
2025-03-07Silberstein AsafTax withheld6.2K$32.33
2025-03-07Gray William RossOption exercise2.1K
2025-03-07WILSON JOHN MICHAELOption exercise8.5K
2025-03-07WILSON JOHN MICHAELTax withheld4.3K$32.33
2025-03-06Lin MarkSell3.6K$34.39
2025-03-06Lin MarkSell4.4K$35.58
2025-03-06Lin MarkSell192$36.03
2025-03-06Lin MarkSell2.8K$33.52
2025-03-05Lin MarkTax withheld8.9K$36.05
2025-03-05Silberstein AsafTax withheld8.0K$36.05
2025-03-05Sherazi ImranOption exercise11K
2025-03-05Gray William RossOption exercise11K
2025-03-05Gray William RossTax withheld6.1K$36.05
2025-03-05Sherazi ImranTax withheld6.1K$36.05
2025-03-05Russell Mark PTax withheld4.6K$36.05
2025-03-05WILSON JOHN MICHAELOption exercise12K
2025-03-05WILSON JOHN MICHAELTax withheld6.3K$36.05
2025-03-05Rayabhari MadhusudhanTax withheld6.3K$36.05
2025-03-05Rayabhari MadhusudhanOption exercise16K
2025-03-05Russell Mark POption exercise13K
2025-03-05Silberstein AsafOption exercise18K
2025-03-05Lin MarkOption exercise18K
2025-03-04Lin MarkGrant13K
2025-03-04WILSON JOHN MICHAELGrant3.7K
2025-03-04WILSON JOHN MICHAELGrant7.0K
2025-03-04WILSON JOHN MICHAELTax withheld5.4K$35.58
2025-03-04Silberstein AsafGrant4.5K
2025-03-04Silberstein AsafGrant9.9K
2025-03-04Silberstein AsafTax withheld5.2K$35.58
2025-03-04Rayabhari MadhusudhanGrant3.7K
2025-03-04Rayabhari MadhusudhanGrant7.0K
2025-03-04Rayabhari MadhusudhanTax withheld4.8K$35.58
2025-03-04Lin MarkTax withheld5.0K$35.58
2025-03-04Gray William RossGrant1.7K
2025-03-04Gray William RossTax withheld930$35.58
2025-01-29Lin MarkSell2.5K$59.26
2025-01-29Lin MarkSell506$60.34
2025-01-29Lin MarkSell8$61.11
2025-01-26Lin MarkOption exercise6.4K
2025-01-26Lin MarkTax withheld2.1K$73.02
2025-01-17Sherazi ImranSell1.3K$75.00
2025-01-15Silberstein AsafSell2.0K$70.00
2025-01-13Gray William RossTax withheld2.1K$66.15
2025-01-13Gray William RossOption exercise4.0K
2025-01-03Lin MarkSell982$65.16
2025-01-03Lin MarkSell118$63.37
2025-01-03Lin MarkSell259$65.92
2025-01-02WILSON JOHN MICHAELTax withheld5.7K$61.85
2025-01-02WILSON JOHN MICHAELOption exercise16K
2025-01-02Silberstein AsafOption exercise2.4K
2025-01-02Silberstein AsafTax withheld972$61.85
2025-01-02Lin MarkOption exercise3.2K
2025-01-02Lin MarkTax withheld1.2K$61.85
2025-01-01Russell Mark PTax withheld3.0K$61.85
2025-01-01Russell Mark POption exercise12K

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

DateItems
2026-06-08Exec/director changeShareholder votefiling ↗
2026-05-26ResultsReg FDExhibitsfiling ↗
2026-03-16ResultsReg FDExhibitsfiling ↗
2025-11-24ResultsReg FDExhibitsfiling ↗
2025-10-10Material agreementDebt obligation3.02OtherExhibitsfiling ↗
2025-10-06OtherExhibitsfiling ↗
2025-08-25ResultsReg FDExhibitsfiling ↗
2025-06-09Exec/director change5.03Shareholder votefiling ↗

Recent filings

FormFiledPeriodAccession
8-K2026-06-082026-06-020000088941-26-000019 ↗
10-Q2026-05-272026-04-260000088941-26-000013 ↗
8-K2026-05-262026-05-260000088941-26-000009 ↗
10-K2026-03-232026-01-250000088941-26-000005 ↗
8-K2026-03-162026-03-160000088941-26-000003 ↗
10-Q2025-11-252025-10-260000088941-25-000166 ↗
8-K2025-11-242025-11-240000088941-25-000163 ↗
8-K2025-10-102025-10-070001193125-25-237190 ↗
8-K2025-10-062025-10-060001193125-25-231984 ↗
10-Q2025-08-262025-07-270000088941-25-000160 ↗
8-K2025-08-252025-08-250000088941-25-000158 ↗
8-K2025-06-092025-06-030000088941-25-000135 ↗