Insider Cluster (3 insiders) ·Filed Jul 1, 2026

SMTC

SEMTECH CORP
NEUTRAL
Impact 2/10
Horizondays Processed3mo ago
Insider cluster: 3 insiders, $2.1M total
Actionable Insight • Neutral

The insider selling is trivial in size and likely reflects routine personal financial planning. No material signal for the stock. Monitor for any larger insider transactions or changes in corporate events.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
SMTC ▲ +18.68% at T+60d
NEUTRAL call ✓ call won +18.68% · α vs SPY +15.73% · entry $147.03 → $174.50
Entry anchored
Jun 30, 03:59 PM ET
via exchange tick
T+1d
-8.00%
call -8.00% · α -7.87%
$135.27
settled 3mo ago
T+5d
-14.03%
call -14.03% · α -14.29%
$126.40
settled 3mo ago
T+20d
-29.57%
call -29.57% · α -27.39%
$103.55
settled 2mo ago
T+60d
+18.68%
call +18.68% · α +15.73%
$174.50
settled 8d ago

Price Chart

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Executive Summary

Three Semtech insiders (CEO, CTO, and a director) sold a combined $2.13M in open-market transactions over a one-week window. The total sales represent only ~0.016% of the company's $13.7B market cap, making the activity immaterial and consistent with routine portfolio diversification or tax planning.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
3

Key Facts

  • CEO Hou Hong Q sold 7,319 shares at $152.43 for $1.12M on 2026-06-29.
  • CTO John Michael Wilson sold 5,500 shares at $170.00 for $935K on 2026-06-22.
  • Director Paul V. Walsh Jr. sold 500 shares at $164.99 for $82K on 2026-06-24.
  • Total insider sales of $2.13M equal ~0.016% of Semtech's $13.7B market cap.

Financial Impact

Insider sales of $2.13M are negligible relative to $13.7B market cap.

dilution

Risk Factors

  • Insider selling could accelerate if management perceives headwinds, but current levels are not concerning.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
86% bullish (22 analysts)

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SMTC-1782975885532
20 reports for SMTC
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SMTC — sortable, filterable
TypeNow
Sep 9, 2026
23d ago
Insider Cluster
NEUTRAL ★ 4/10
$163.94 $167.55▲ +2.20%▲ +2.86%$194.88 (+18.87%)
Sep 9, 2026
23d ago
Insider Cluster
NEUTRAL ★ 2/10
$163.94 $167.55▲ +2.20%▲ +2.86%$194.88 (+18.87%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$120.91 $132.96▲ +9.97%▲ +9.50%$194.88 (+61.18%)
Aug 13, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$133.58 $124.88▼ −6.51%▼ −4.55%$194.88 (+45.89%)
Jul 16, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$124.96 $138.68▲ +10.98%▲ +11.67%$194.88 (+55.95%)
Jul 14, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$135.22 $136.93▲ +1.26%▲ +2.25%$194.88 (+44.12%)
Jul 9, 2026
12w ago
Insider Cluster
NEUTRAL ★ 2/10
$136.13 $127.65▼ −6.23%▼ −5.67%$194.88 (+43.16%)
Jul 6, 2026
12w ago
8-K
NEUTRAL ★ 3/10
$126.40 $141.36▲ +11.84%▲ +11.28%$194.88 (+54.18%)
Jul 2, 2026
13w ago
Insider Cluster
BEARISH ★ 5/10
$135.27 $137.50▼ −1.65%▼ −0.72%$194.88 (−44.07%)
Jul 2, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$135.27 $137.50▲ +1.65%▲ +0.72%$194.88 (+44.07%)
Showing 10 of 20

US Market Status

Market Closed — Opens Mon (65h 9m)

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Report published Jul 2, 2026