Insider Cluster (4 insiders) ·Filed Jun 1, 2026

SMTC

SEMTECH CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed3mo ago
Insider cluster: 2 insiders, $1.0M total
Actionable Insight • Neutral

The insider sales are trivial in size and likely routine portfolio diversification after a strong earnings report. No bearish signal. Monitor for any larger insider transactions in the coming weeks for a more meaningful read.

DirectionNeutral
Confidencemedium
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
SMTC ▼ -89.21% at T+60d
NEUTRAL call ✗ call lost -89.21% · α vs SPY -90.07% · entry $1,305.50 → $140.80
Entry anchored
Jun 1, 03:59 PM ET
via exchange tick
T+1d
+0.02%
call +0.02% · α +0.74%
$1,305.70
settled 4mo ago
T+5d
-87.93%
call -87.93% · α -84.97%
$157.52
settled 4mo ago
T+20d
-88.74%
call -88.74% · α -86.92%
$147.03
settled 3mo ago
T+60d
-89.21%
call -89.21% · α -90.07%
$140.80
settled 5w ago

Price Chart

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Executive Summary

Two directors of Semtech sold a combined ~$1.05M in stock on May 28, 2026, following the company's strong Q1 FY2027 earnings report on May 26. The sales represent less than 0.01% of market cap and are immaterial, while two other directors received non-cash stock grants on June 4. No significant insider conviction signal.

Key Financial Metrics

Direction
selling
Total Value
$1.0M
Insiders
4

Key Facts

  • Directors Li Ye Jane and Fischer Gregory Michael sold 6,300 shares total for ~$1.05M on May 28, 2026.
  • Directors LuPriore Paula and Burvill Martin each received a grant of 1,180 shares on June 4, 2026 (non-cash).
  • Total sales value is ~0.0066% of Semtech's $15.8B market cap.
  • Sales occurred 2 days after a bullish Q1 FY2027 earnings release showing record revenue of $291M and raised guidance.

Financial Impact

~$1.05M in insider sales, immaterial relative to market cap

Risk Factors

  • No material risk identified from this filing.

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-1780689783136
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 2m)

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Report published Jun 5, 2026