SMTC
Semtech CorporationNASDAQ
Technology • Semiconductors
Factor tilt: Mid-Cap Blend
$103.21+12.75%
Close Nov 6, 2026
- Market cap
- $9.61B
- 1 month
- -45.0%
- 3 months
- -21.4%
- 1 year
- +52.9%
- 52-week range
- $62.57$197.20
- Dividend
- No dividends on record
- Next-quarter EPS estimate
- $1.13Quarter to Oct 31, 2026 · 15 analysts · revenue $416.43M · +7.2% in 30d
- Short interest
- 6.5% of float6M shares · settled Oct 15, 2026 · -3.1% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jul 31, 2026
- Revenue
- $1.17B
- Net income
- $153.94M
- Free cash flow
- $181.46M
- Book value
- $748.87M
- Total debt
- $524.99M
- P/E
- 62.5×
- Price / sales
- 8.2×
- Price / book
- 12.8×
- FCF yield
- +1.9%
- Net margin
- +13.1%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Semtech Corporation
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity.
Read more
It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers analog mixed signal and wireless products; protection devices, such as filter and termination devices which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. The company sells its products through direct sales personnel, independent sales representative firms, and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.
- Website
- semtech.com
- Headquarters
- Camarillo, CA, United States
- Employees
- 1,920
- Listed
- Mar 17, 1992
- Fiscal year ends
- January
Company profile from EODHD, stored Nov 6, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jul 2026filed Aug 26, 2026 | $341.9M | +32.7% | 53.8% | $55.8M | $160.1M |
| Apr 2026filed May 27, 2026 | $291.0M | +15.9% | 51.9% | $30.8M | $26.5M |
| Jan 2026filed Mar 23, 2026 | $274.4M | +9.3% | 50.3% | $30.8M | -$29.8M |
| Oct 2025filed Nov 25, 2025 | $267.0M | +12.7% | 51.7% | $31.8M | -$2.9M |
| Jul 2025filed Aug 26, 2025 | $257.6M | +19.6% | 52.0% | $27.3M | -$27.1M |
| Apr 2025filed May 29, 2025 | $251.1M | +21.8% | 52.2% | $37.2M | $19.3M |
| Jan 2025filed Mar 25, 2025 | $251.0M | +30.1% | 52.0% | $30.2M | $39.1M |
| Oct 2024filed Dec 3, 2024 | $236.8M | +17.9% | 51.0% | $18.5M | -$7.6M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jan 2026filed Mar 23, 2026 | $1.1B | +15.5% | 51.6% | $133.6M | -$40.4M |
| Jan 2025filed Mar 25, 2025 | $909.3M | +4.7% | 50.1% | $61.7M | -$161.9M |
| Jan 2024filed Mar 28, 2024 | $868.8M | +14.8% | 43.0% | -$34.1M | -$1.1B |
| Jan 2023filed Mar 30, 2023 | $756.5M | +2.1% | 63.3% | $159.0M | $61.4M |
| Jan 2022filed Mar 16, 2022 | $740.9M | +24.5% | 62.2% | $142.3M | $125.7M |
| Jan 2021filed Mar 24, 2021 | $595.1M | +8.7% | 59.7% | $74.7M | $59.9M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched SMTC. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
6,018,132 shares short
-195,000 shares (-3.1%) vs Sep 30, 2026
6.5% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
6,213,132 shares short
-624,478 shares (-9.1%) vs Sep 15, 2026
6.7% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
6,837,610 shares short
-719,250 shares (-9.5%) vs Aug 31, 2026
7.4% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
7,556,860 shares short
+350,553 shares (+4.9%) vs Aug 14, 2026
8.2% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
7,206,307 shares short
-102,832 shares (-1.4%) vs Jul 31, 2026
7.8% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
7,309,139 shares short
+791,784 shares (+12.1%) vs Jul 15, 2026
7.9% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind SMTC’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
2 for 1 · forward split
Effective Sep 26, 2000
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
2 for 1 · forward split
Effective Sep 15, 1999
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
2 for 1 · forward split
Effective Jan 13, 1998
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
111 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bearish
Last trade: sell 15 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
583 filers reported a long position in SMTC for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
41.7%
of the 93.3M shares 13-F filers reported
Moves vs Q1 2026
3 added7 trimmed
Net shares held
-18.9%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.6B · 9.7M shares | 9.7M | -31.4% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $862.4M · 5.3M shares | 5.3M | -23% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $679.7M · 4.2M shares | 4.2M | +1.3% |
| 4 | AMERIPRISE FINANCIAL INC | $559M · 3.5M shares | 3.5M | -53.7% |
| 5 | STATE STREET CORP | $548.4M · 3.4M shares | 3.4M | -16.5% |
| 6 | JANE STREET GROUP, LLC | $542.4M · 3.4M shares | 3.4M | +333.6% |
| 7 | Capital Research Global Investors | $478.2M · 3M shares | 3M | -28.8% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $366.6M · 2.3M shares | 2.3M | -10.8% |
| 9 | Hood River Capital Management LLC | $364.2M · 2.3M shares | 2.3M | -1.6% |
| 10 | MORGAN STANLEY | $318.9M · 2M shares | 2M | +39.1% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of SMTC file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Sep 4, 2026 | BlackRock, Inc.13G · passive · amended | 10% |
| Aug 14, 2026 | AMERIPRISE FINANCIAL INC13G · passive · amended | 3.7%under 5% |
| Jul 31, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC13G · passive · amended | 5.74% |
| Apr 30, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5.22% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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