SMTC

SMTC Earnings Preview

Semtech Corporation · Technology · $11B

14d until earnings

SMTC Earnings

Wednesday, May 27 2026
EPS Estimate
$0.45
$0.45 – $0.47
Revenue Estimate
$283M
Current Price
$136.53

Data Signal Summary

1 bullish
1 bearish
Insider selling cluster Put/call 0.5 (bullish skew)

Key Context

Insider Activity
selling
Price Trend
mixed
1-Month Return
+60.2%
From 52w High
0.0%
Est. Revisions (30d)
+0.2% 1up/0dn
Analyst Target (mean)
$106 $89–$122 -23%
Options P/C Ratio
0.54
Est. Dispersion
4% 13 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma

Recent Activity

insider trades 124 transactions
Other · WILSON JOHN MICHAEL (Chief Technology Officer) ·8,364 shares
Other · RAYABHARI MADHUSUDHAN (Officer) ·10,897 shares
Other · LIN MARK (Chief Financial Officer) ·18,242 shares
Other · SILBERSTEIN ASAF (Chief Operating Officer) ·17,773 shares
Other · WALSH PAUL V JR (Director) ·2,857 shares
119 more
Other · BURVILL MARTIN S. J. ·2,857 shr
Award · WILSON JOHN MICHAEL ·394 shr
Award · HOU HONG Q ·1,067 shr
Award · LIN MARK ·450 shr
Award · GREEN JASON ELLIOT ·542 shr
Award · SILBERSTEIN ASAF ·488 shr
Other · HOU HONG Q ·6,483 shr
Sell · LIN MARK ·974 shr ·$76,381
Other · LIN MARK ·3,164 shr
Sell · GREEN JASON ELLIOT ·7,500 shr ·$612,992
Sell · LIN MARK ·9,186 shr ·$689,409
Award · WILSON JOHN MICHAEL ·14,925 shr
Award · HOU HONG Q ·59,859 shr
Award · LIN MARK ·30,870 shr
Award · GREEN JASON ELLIOT ·14,452 shr
Award · SILBERSTEIN ASAF ·23,138 shr
Sell · WALSH PAUL V JR ·500 shr ·$40,435
Sell · LIN MARK ·6,642 shr ·$574,062
Award · WILSON JOHN MICHAEL ·6,950 shr
Other · WILSON JOHN MICHAEL ·5,600 shr
Other · HOU HONG Q ·32,516 shr
Award · LIN MARK ·12,658 shr
Other · LIN MARK ·9,393 shr
Other · GREEN JASON ELLIOT ·10,043 shr
Award · SILBERSTEIN ASAF ·9,930 shr
Other · SILBERSTEIN ASAF ·9,755 shr
Other · WILSON JOHN MICHAEL ·8,496 shr
Sell · LIN MARK ·6,582 shr ·$551,242
Other · SILBERSTEIN ASAF ·12,137 shr
Other · WILSON JOHN MICHAEL ·12,385 shr
Sell · WALSH PAUL V JR ·500 shr ·$44,120
Sell · SILBERSTEIN ASAF ·10,000 shr ·$920,000
Sell · SILBERSTEIN ASAF ·10,000 shr ·$880,000
Sell · SILBERSTEIN ASAF ·5,000 shr ·$415,000
Sell · WALSH PAUL V JR ·500 shr ·$39,125
Sell · FISCHER GREGORY MICHAEL ·1,034 shr ·$78,067
Sell · WILSON JOHN MICHAEL ·5,000 shr ·$375,600
Sell · GILLAI SAAR ·3,600 shr ·$270,945
Sell · LIN MARK ·1,333 shr ·$101,575
Sell · WALSH PAUL V JR ·500 shr ·$35,805
Sell · SILBERSTEIN ASAF ·10,500 shr ·$836,246
Sell · HOU HONG Q ·10,000 shr ·$740,768
Sell · WALSH PAUL V JR ·500 shr ·$31,540
Sell · WALSH PAUL V JR ·500 shr ·$33,120
Sell · LIN MARK ·971 shr ·$70,713
Sell · BURVILL MARTIN S. J. ·3,500 shr ·$219,638
Sell · FISCHER GREGORY MICHAEL ·1,500 shr ·$87,653
Sell · SILBERSTEIN ASAF ·2,000 shr ·$118,418
Other · HOU HONG Q ·25,934 shr
Sell · LIN MARK ·999 shr ·$43,792
Sell · SILBERSTEIN ASAF ·2,000 shr ·$85,970
Sell · CARDENUTO RODOLPHO C ·13,123 shr ·$548,743
Other · HOU HONG Q ·24,525 shr
Sell · SILBERSTEIN ASAF ·2,000 shr ·$76,400
Sell · LIN MARK ·3,774 shr ·$143,256
Other · RUEHL JULIE GARCIA ·2,857 shr
Other · GRAY WILLIAM ROSS ·7,639 shr
Other · FISCHER GREGORY MICHAEL ·2,857 shr
Other · LIN MARK ·12,321 shr
Other · SHERAZI IMRAN ·7,639 shr
Other · LI YE JANE ·2,857 shr
Other · GILLAI SAAR ·2,857 shr
Other · CARDENUTO RODOLPHO C ·2,857 shr
Other · LUPRIORE PAULA C ·2,857 shr
Other · SILBERSTEIN ASAF ·12,004 shr
Sell · LIN MARK ·1,013 shr ·$34,890
Other · RAYABHARI MADHUSUDHAN ·3,230 shr
Other · GRAY WILLIAM ROSS ·1,599 shr
Sell · LIN MARK ·2,907 shr ·$109,626
Award · LIN MARK ·9,278 shr
Other · WILSON JOHN MICHAEL ·12,756 shr
Other · RAYABHARI MADHUSUDHAN ·12,756 shr
Other · GRAY WILLIAM ROSS ·2,124 shr
Other · SILBERSTEIN ASAF ·17,462 shr
Sell · LIN MARK ·10,890 shr ·$377,639
Other · WILSON JOHN MICHAEL ·12,384 shr
Other · RAYABHARI MADHUSUDHAN ·16,133 shr
Other · GRAY WILLIAM ROSS ·11,310 shr
Other · RUSSELL MARK P ·12,635 shr
Other · SHERAZI IMRAN ·11,310 shr
Award · WILSON JOHN MICHAEL ·10,680 shr
Award · RAYABHARI MADHUSUDHAN ·10,680 shr
Award · GRAY WILLIAM ROSS ·1,738 shr
Award · LIN MARK ·12,656 shr
Award · SILBERSTEIN ASAF ·14,456 shr
Sell · LIN MARK ·2,990 shr ·$177,749
Other · LIN MARK ·6,410 shr
Sell · SHERAZI IMRAN ·1,338 shr ·$100,350
Sell · SILBERSTEIN ASAF ·2,000 shr ·$140,000
Other · GRAY WILLIAM ROSS ·4,001 shr
Sell · LIN MARK ·1,359 shr ·$88,534
Other · WILSON JOHN MICHAEL ·15,593 shr
Other · SILBERSTEIN ASAF ·2,365 shr
Other · RUSSELL MARK P ·11,755 shr
Sell · SHERAZI IMRAN ·7,911 shr ·$509,195
Sell · LIN MARK ·6,114 shr ·$401,950
Sell · FISCHER GREGORY MICHAEL ·1,888 shr ·$119,088
Sell · SILBERSTEIN ASAF ·4,000 shr ·$263,753
Other · SHERAZI IMRAN ·6,301 shr
Other · LIN MARK ·12,656 shr
Other · SHERAZI IMRAN ·558 shr
Other · SHERAZI IMRAN ·1,000 shr
Other · RAYABHARI MADHUSUDHAN ·1,100 shr
Other · SHERAZI IMRAN ·1,325 shr
Exercise · WALSH PAUL V JR ·3,534 shr ·$110,190
Exercise · BURVILL MARTIN S. J. ·3,534 shr ·$110,190
Exercise · HANKIN ROCKELL NATHAN ·3,534 shr ·$110,190
Exercise · HOU HONG Q ·3,534 shr ·$110,190
Exercise · SUMMERS SYLVIA D ·3,534 shr ·$110,190
Exercise · RUEHL JULIE GARCIA ·3,122 shr ·$97,344
Exercise · FISCHER GREGORY MICHAEL ·3,534 shr ·$110,190
Other · LI YE JANE ·3,534 shr
Exercise · GILLAI SAAR ·3,534 shr ·$110,190
Exercise · CARDENUTO RODOLPHO C ·3,534 shr ·$110,190
Exercise · LUPRIORE PAULA C ·3,534 shr ·$110,190
Sell · BURVILL MARTIN S. J. ·2,500 shr ·$222,449
Sell · HOU HONG Q ·2,000 shr ·$180,220
Sell · WALSH PAUL V JR ·500 shr ·$52,965
Sell · HOU HONG Q ·2,000 shr ·$206,020