Insider Cluster (2 insiders) ·Filed Sep 9, 2026

SMTC

SEMTECH CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed22d 11h ago
Insider cluster: 2 insiders, $495K total
Actionable Insight • Neutral

The insider sales are too small to convey any directional signal. Monitor for larger insider activity or upcoming earnings/catalyst events that could provide a more meaningful read.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
SMTC ▲ +2.20% at T+5d
NEUTRAL call ✓ call won +2.20% · α vs SPY +2.86% · entry $163.94 → $167.55
Next anchor: T+20d in 4d
Latest observation: T+13 +9.28% FF3 residual α
Entry anchored
Sep 8, 07:40 PM ET
via 1-min bar
T+1d
-2.93%
call -2.93% · α -2.33%
$159.13
settled 23d ago
T+5d
+2.20%
call +2.20% · α +2.86%
$167.55
settled 17d ago
T+20d
—
call — · α —
—
in 4d
T+60d
—
call — · α —
—
in 2mo

Price Chart

Loading chart...

Executive Summary

Two insiders at Semtech Corp (SMTC) sold a combined $495K in open-market transactions over a 7-day window. The total value represents only ~0.003% of the company's $15.2B market cap, making this a trivial, routine cluster with no material signal.

Key Financial Metrics

Direction
selling
Total Value
$495.0K
Insiders
2

Key Facts

  • CEO Hong Q. Hou sold 2,000 shares at $138.71 for $277K on 2026-09-04
  • Director Julie Garcia Ruehl sold 1,500 shares at $145.00 for $218K on 2026-09-04
  • Total insider sales of $495K represent ~0.003% of SMTC's $15.2B market cap
  • No open-market purchases were made during the cluster window

Financial Impact

Negligible — $495K in sales is immaterial relative to $15.2B market cap

dilution

Risk Factors

  • No material risk identified from this filing

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
91% bullish (23 analysts)

Investment Themes

Semiconductors

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SMTC-1789031066588
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 10m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Sep 10, 2026