Semtech (SMTC)
Market Price (7/10/2026): $135.44 | Market Cap: $12.6 BilSector: Information Technology | Industry: Semiconductors
Semtech (SMTC)
Market Price (7/10/2026): $135.44Market Cap: $12.6 BilSector: Information TechnologyIndustry: Semiconductors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% Megatrend and thematic driversMegatrends include Artificial Intelligence, Smart Grids & Grid Modernization, and 5G & Advanced Connectivity. Themes include Data Centers & Infrastructure, Show more. | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 67x Stock price has recently run up significantly12M Rtn12 month market price return is 184% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 80% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.6% Key risksSMTC key risks include [1] significant financial and operational strain from the Sierra Wireless acquisition, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, Smart Grids & Grid Modernization, and 5G & Advanced Connectivity. Themes include Data Centers & Infrastructure, Show more. |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 67x |
| Stock price has recently run up significantly12M Rtn12 month market price return is 184% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 80% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.6% |
| Key risksSMTC key risks include [1] significant financial and operational strain from the Sierra Wireless acquisition, Show more. |
Qualitative Assessment
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Semtech (SMTC) stock has gained about 80% since 3/31/2026 because of the following key factors:
1. Semtech reported a strong beat for its fiscal Q1 2027 earnings and provided optimistic guidance for fiscal Q2 2027.
The company's non-GAAP adjusted diluted EPS for fiscal Q1 2027 (ended April 26, 2026) was $0.51, surpassing analyst expectations of $0.42 by 21.43%. Net sales reached a record $291.0 million, marking a 16% year-over-year increase. Semtech also issued robust guidance for fiscal Q2 2027, projecting net sales of approximately $328.0 million and adjusted diluted EPS of around $0.61, exceeding analyst projections.
2. The company demonstrated accelerated growth driven by strong demand in the data center and AI infrastructure markets.
Semtech's Signal Integrity segment, critical for high-speed data center applications, saw its revenue jump by 39% year-over-year in fiscal Q1 2027, reaching $102.0 million. This aligns with the broader semiconductor industry trend where AI infrastructure investment is projected to drive total semiconductor revenues past $1.3 trillion in 2026, with data center semiconductors alone expected to reach $477.1 billion. Further solidifying its position, Semtech launched a 224Gbps IC family for linear optics, enabling 800G, 1.6T, and 3.2T transceivers essential for AI/ML clusters and hyperscale data centers, a market forecast to double from $5 billion in 2024 to over $10 billion by 2026.
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Semtech (SMTC) stock has gained about 80% since 3/31/2026 because of the following key factors:
1. Semtech reported a strong beat for its fiscal Q1 2027 earnings and provided optimistic guidance for fiscal Q2 2027.
The company's non-GAAP adjusted diluted EPS for fiscal Q1 2027 (ended April 26, 2026) was $0.51, surpassing analyst expectations of $0.42 by 21.43%. Net sales reached a record $291.0 million, marking a 16% year-over-year increase. Semtech also issued robust guidance for fiscal Q2 2027, projecting net sales of approximately $328.0 million and adjusted diluted EPS of around $0.61, exceeding analyst projections.
2. The company demonstrated accelerated growth driven by strong demand in the data center and AI infrastructure markets.
Semtech's Signal Integrity segment, critical for high-speed data center applications, saw its revenue jump by 39% year-over-year in fiscal Q1 2027, reaching $102.0 million. This aligns with the broader semiconductor industry trend where AI infrastructure investment is projected to drive total semiconductor revenues past $1.3 trillion in 2026, with data center semiconductors alone expected to reach $477.1 billion. Further solidifying its position, Semtech launched a 224Gbps IC family for linear optics, enabling 800G, 1.6T, and 3.2T transceivers essential for AI/ML clusters and hyperscale data centers, a market forecast to double from $5 billion in 2024 to over $10 billion by 2026.
3. Analysts issued multiple upgrades and significantly raised price targets for Semtech.
Following the positive fiscal Q1 2027 results and favorable outlook, several prominent analyst firms increased their price targets. UBS raised its target to $225, Benchmark to $230, TD Cowen to $210, Needham to $200, and Stifel to $188, citing strong demand for 800G optical products, accelerating data center growth, and the performance of LoRa platforms. Zacks Research also upgraded Semtech from a "hold" to a "strong-buy" rating.
4. Semtech's LoRa technology expanded its strategic presence in the global IoT market.
LoRa technology was designated as the core radio modulation for Amazon Sidewalk's international expansion, set to begin in Canada and Mexico in 2026. This strategic adoption underscores the continued market acceptance and growth potential for Semtech's low-power, long-range Internet of Things solutions.
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Stock Movement Drivers
Fundamental Drivers
The 78.8% change in SMTC stock from 3/31/2026 to 7/9/2026 was primarily driven by a 72.7% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 76.89 | 137.50 | 78.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,050 | 1,090 | 3.8% |
| P/S Multiple | 6.8 | 11.7 | 72.7% |
| Shares Outstanding (Mil) | 93 | 93 | -0.3% |
| Cumulative Contribution | 78.8% |
Market Drivers
3/31/2026 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SMTC | 78.8% | |
| Market (SPY) | 15.6% | 57.7% |
| Sector (XLK) | 39.5% | 66.0% |
Fundamental Drivers
The 86.6% change in SMTC stock from 12/31/2025 to 7/9/2026 was primarily driven by a 86.2% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.69 | 137.50 | 86.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,027 | 1,090 | 6.2% |
| P/S Multiple | 6.3 | 11.7 | 86.2% |
| Shares Outstanding (Mil) | 88 | 93 | -5.6% |
| Cumulative Contribution | 86.6% |
Market Drivers
12/31/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SMTC | 86.6% | |
| Market (SPY) | 10.5% | 58.5% |
| Sector (XLK) | 28.9% | 65.3% |
Fundamental Drivers
The 204.6% change in SMTC stock from 6/30/2025 to 7/9/2026 was primarily driven by a 186.6% change in the company's P/S Multiple.| (LTM values as of) | 6302025 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 45.14 | 137.50 | 204.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 954 | 1,090 | 14.2% |
| P/S Multiple | 4.1 | 11.7 | 186.6% |
| Shares Outstanding (Mil) | 86 | 93 | -7.0% |
| Cumulative Contribution | 204.6% |
Market Drivers
6/30/2025 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SMTC | 204.6% | |
| Market (SPY) | 22.7% | 56.2% |
| Sector (XLK) | 47.0% | 62.0% |
Fundamental Drivers
The 440.1% change in SMTC stock from 6/30/2023 to 7/9/2026 was primarily driven by a 469.6% change in the company's P/S Multiple.| (LTM values as of) | 6302023 | 7092026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.46 | 137.50 | 440.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 791 | 1,090 | 37.8% |
| P/S Multiple | 2.1 | 11.7 | 469.6% |
| Shares Outstanding (Mil) | 64 | 93 | -31.2% |
| Cumulative Contribution | 440.1% |
Market Drivers
6/30/2023 to 7/9/2026| Return | Correlation | |
|---|---|---|
| SMTC | 440.1% | |
| Market (SPY) | 75.6% | 54.7% |
| Sector (XLK) | 117.2% | 57.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SMTC Return | 23% | -68% | -24% | 182% | 19% | 75% | 79% |
| Peers Return | 53% | -19% | 27% | -13% | 8% | 50% | 122% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 99% |
Monthly Win Rates [3] | |||||||
| SMTC Win Rate | 58% | 25% | 50% | 67% | 58% | 71% | |
| Peers Win Rate | 63% | 35% | 60% | 35% | 47% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| SMTC Max Drawdown | -29% | -71% | -61% | -32% | -68% | -28% | |
| Peers Max Drawdown | -19% | -36% | -33% | -31% | -42% | -22% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SLAB, MCHP, ADI, NXPI, ON. See SMTC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/9/2026 (YTD)
How Low Can It Go
| Event | SMTC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.8% | -18.8% |
| % Gain to Breakeven | 55.7% | 23.1% |
| Time to Breakeven | 21 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -21.4% | -7.8% |
| % Gain to Breakeven | 27.3% | 8.5% |
| Time to Breakeven | 8 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -51.9% | -9.5% |
| % Gain to Breakeven | 108.1% | 10.5% |
| Time to Breakeven | 152 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -43.7% | -6.7% |
| % Gain to Breakeven | 77.7% | 7.1% |
| Time to Breakeven | 336 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -71.5% | -24.5% |
| % Gain to Breakeven | 250.8% | 32.4% |
| Time to Breakeven | 1229 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -44.9% | -33.7% |
| % Gain to Breakeven | 81.6% | 50.9% |
| Time to Breakeven | 71 days | 140 days |
In The Past
Semtech's stock fell -35.8% during the 2025 US Tariff Shock. Such a loss loss requires a 55.7% gain to breakeven.
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| Event | SMTC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.8% | -18.8% |
| % Gain to Breakeven | 55.7% | 23.1% |
| Time to Breakeven | 21 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -21.4% | -7.8% |
| % Gain to Breakeven | 27.3% | 8.5% |
| Time to Breakeven | 8 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -51.9% | -9.5% |
| % Gain to Breakeven | 108.1% | 10.5% |
| Time to Breakeven | 152 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -43.7% | -6.7% |
| % Gain to Breakeven | 77.7% | 7.1% |
| Time to Breakeven | 336 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -71.5% | -24.5% |
| % Gain to Breakeven | 250.8% | 32.4% |
| Time to Breakeven | 1229 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -44.9% | -33.7% |
| % Gain to Breakeven | 81.6% | 50.9% |
| Time to Breakeven | 71 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.3% | -19.2% |
| % Gain to Breakeven | 32.2% | 23.8% |
| Time to Breakeven | 59 days | 105 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -44.8% | -6.8% |
| % Gain to Breakeven | 81.1% | 7.3% |
| Time to Breakeven | 319 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -30.4% | -0.2% |
| % Gain to Breakeven | 43.8% | 0.2% |
| Time to Breakeven | 1036 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -24.5% | -17.9% |
| % Gain to Breakeven | 32.5% | 21.8% |
| Time to Breakeven | 143 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -44.5% | -53.4% |
| % Gain to Breakeven | 80.2% | 114.4% |
| Time to Breakeven | 168 days | 1085 days |
In The Past
Semtech's stock fell -35.8% during the 2025 US Tariff Shock. Such a loss loss requires a 55.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Semtech (SMTC)
Semtech Corporation is a semiconductor company that designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. The company's core business involves providing essential electronic components and technologies that enable efficient and reliable operation across a broad spectrum of modern electronic systems.
Semtech's product portfolio is diverse, addressing critical functionalities in various industries. Its offerings include signal integrity products for optical data communications and video transport in applications such as data centers, enterprise networks, and broadcast. The company also provides protection products, like transient voltage suppressors, to safeguard electronic systems from voltage spikes. Furthermore, Semtech offers specialized wireless and sensing products for industrial, medical, and consumer uses, alongside power products designed to regulate and condition power within electronic systems, including wireless charging solutions.
The company primarily serves original equipment manufacturers (OEMs) and their suppliers across key end-markets. These markets encompass enterprise computing, communications infrastructure, and a variety of industrial and consumer applications. Semtech distributes its products globally, reaching customers in North America, Europe, Asia-Pacific, and other international regions.
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Semtech is like a specialized Texas Instruments (TI), providing essential analog and mixed-signal chips that manage power, protect electronics, and enable high-speed data and specialized wireless communication for various electronic devices and infrastructure.
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- Signal Integrity Products: These include optical data communications and video transport products, as well as integrated circuits for data centers, enterprise networks, and high-speed interface applications.
- Protection Products: These are filter and termination devices integrated with transient voltage suppressor devices to protect electronic systems from voltage spikes.
- Wireless and Sensing Products: This portfolio comprises specialized radio frequency products and specialized sensing products for industrial, medical, communications, and consumer applications.
- Power Products: These consist of various regulators, isolated switches, and wireless charging solutions that control, alter, regulate, and condition power within electronic systems.
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- Taiwan Semiconductor Manufacturing Company (TSM)
- UMC (UMC)
- Samsung Electronics Co., Ltd. (SSNLF)
- ASE Technology Holding Co., Ltd. (ASX)
- Amkor Technology, Inc. (AMKR)
- Siliconware Precision Industries Co., Ltd.
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Dr. Hong Q. Hou, President and Chief Executive Officer
Dr. Hou was appointed President and Chief Executive Officer of Semtech in June 2024, having served on Semtech's Board of Directors since July 2023. He possesses extensive experience in the semiconductor and hyperscale industries. Prior to Semtech, Dr. Hou was president of the Semiconductor Group at Brooks Automation, where he drove improvements in customer satisfaction and accelerated growth, operating in a leveraged buyout environment. He also served as corporate vice president and general manager of the Cloud and Edge Networking Group at Intel Corporation. Earlier in his career, he held executive leadership positions as Chief Operating Officer at AXT, Inc. and President and Chief Executive Officer at EMCORE Corporation, where he also served on the board of directors. Dr. Hou holds a Ph.D. in Electrical Engineering from the University of California, San Diego, and completed executive management coursework at Stanford Graduate School of Business.
Mark Lin, Executive Vice President and Chief Financial Officer
Mr. Lin joined Semtech in October 2023 as Executive Vice President and Chief Financial Officer. Before his tenure at Semtech, he served as vice president and corporate controller of MKS Instruments Inc. from November 2019 to October 2023. Prior to MKS Instruments, Mr. Lin spent from June 2005 to July 2019 at Microsemi, where he held various accounting and finance roles, including vice president, finance and corporate controller, a position he assumed in 2014. He earned a Bachelor of Arts in business-economics from the University of California, Los Angeles, and is a certified public accountant.
Asaf Silberstein, Executive Vice President and Chief Operating Officer
Mr. Silberstein was promoted to the role of Chief Operating Officer in March 2023, having previously served as executive vice president, worldwide operations and information technology. He joined Semtech in 2011 as vice president of operations. With over two decades of operations experience in the semiconductor industry, Mr. Silberstein's prior roles include vice president of operations and information technology at Microsemi Corporation and Chief Operating Officer at PowerDsine Ltd., which was acquired by Microsemi. He holds an MBA from Bar-Ilan University and an undergraduate degree from Ben-Gurion University of the Negev.
Jason Green, Executive Vice President and Chief Commercial Officer
Mr. Green was appointed Executive Vice President and Chief Commercial Officer, effective February 2025. He brings extensive experience in driving profitable growth and operational excellence within the semiconductor and technology sectors. Most recently, he was managing partner at Stratosphere Management, providing counsel on business transformation and growth strategies. His previous experience includes leading the go-to-market transformation at National Instruments (now part of Emerson) as executive vice president, chief revenue officer and business unit general manager. Mr. Green also spent two decades at Maxim Integrated (now part of Analog Devices), where he held senior commercial leadership positions, contributing significantly to its expansion. He holds a business degree from the University of Florida and completed the Advanced Management Program at Harvard Business School.
Imran Sherazi, Senior Vice President and General Manager, Signal Integrity Products Group
Mr. Sherazi assumed the role of Senior Vice President and General Manager of Semtech's Signal Integrity Products Group in September 2023. He previously served as vice president of business development and strategy within the same group. Since joining Semtech following its 2012 acquisition of Gennum Corporation, Mr. Sherazi has held numerous leadership positions in M&A and marketing. Before the acquisition, he led product marketing, definition, and strategy at Gennum Corporation. Mr. Sherazi holds a Bachelor of Engineering in Microelectronics from Brunel University London and is the holder of several U.S. patents.
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The key risks to Semtech's business include:
-
Cyclicality of the Semiconductor Industry and Dependence on AI Capital Expenditure: As a semiconductor company, Semtech is inherently exposed to the cyclical nature of the industry and fluctuating market dynamics. Any slowdown in capital expenditure from major hyperscalers for artificial intelligence (AI) infrastructure could significantly impact its Signal Integrity segment.
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Integration Risks from Acquisitions: Semtech has faced challenges with past acquisitions, notably the Sierra Wireless acquisition in 2023, which resulted in a significant goodwill write-off and a reduction in gross profit margins. The company must also successfully integrate new technologies, such as the HieFo laser technology, without experiencing similar "indigestion" seen in previous deals.
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Geopolitical Exposure and Supply Chain Risks: A significant portion of the global IoT supply chain, crucial for Semtech's wireless and sensing products, is concentrated in China. This exposure makes the company vulnerable to escalations in trade tensions and potential supply chain disruptions.
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Semtech Corporation (SMTC) operates in several key addressable markets for its analog and mixed-signal semiconductor products and advanced algorithms. The market sizes for their main products and services are as follows:
Signal Integrity Products
- Optical Data Communications: The global optical communication systems and networking market was valued at USD 36.87 billion in 2025 and is projected to reach USD 74.21 billion by 2034, exhibiting a Compound Annual Growth Rate (CAGR) of 8.38% during the forecast period. Other estimates place the global optical data transmission devices market at approximately USD 10.5 billion in 2023, projected to reach around USD 22.7 billion by 2032 with a CAGR of 8.7%.
- Video Transport Products and Video-over-IP for Professional AV Applications: The global professional AV (Pro AV) market size was valued at USD 292.3 billion in 2025 and is projected to grow to USD 501.76 billion by 2034, with a CAGR of 6.19%. The global AV-over-IP market was valued at USD 28.24 billion in 2026 and is steadily progressing to USD 1,728.69 billion by 2035, growing at a CAGR of 57.94%.
- Integrated Circuits for Data Centers: The global data center interconnect (DCI) market is projected to reach USD 14.6 billion in 2025 and grow to USD 79.4 billion by 2034, at a CAGR of 20.7%. Another estimate valued the global data center interconnect market at USD 16.24 billion in 2025, growing to USD 42.45 billion by 2032 at a CAGR of 14.73%.
- Enterprise Networks: The global enterprise networking market size was estimated at USD 207.69 billion in 2024 and is projected to reach USD 385.45 billion by 2035, growing at a CAGR of 5.78%. Other analyses value the global enterprise networking market at USD 128.4 billion in 2025, projected to grow to USD 287.32 billion by 2034 with a CAGR of 9.36%.
- Passive Optical Networks (PON): The global passive optical network (PON) market size was valued at USD 17.61 billion in 2025 and is projected to grow to USD 60.52 billion by 2034, exhibiting a CAGR of 14.80%. The global passive optical network (PON) equipment market was valued at USD 35.72 billion in 2025 and is expected to grow at a CAGR of 10.27% from 2026 to 2032, reaching nearly USD 70.82 billion.
- High-Speed Interface Applications: The global high-speed interconnects market size was valued at USD 40.2 billion in 2024 and is expected to reach USD 87.6 billion by 2032, growing at a CAGR of 10.25%. The global interface IC market was valued at USD 3.1 billion in 2024 and is estimated to grow at a CAGR of 3.6% to reach USD 4.3 billion by 2034.
Protection Products
- Transient Voltage Suppressor (TVS) Devices: The global transient voltage suppressor diode market was valued at USD 3.01 billion in 2026 and is expected to climb to USD 4.57 billion by 2035, growing at a CAGR of 4.7% during the forecast period. Another source estimated the global transient voltage suppressor diode market at USD 1.0 billion in 2023, anticipated to reach USD 2.1 billion by 2032 with a CAGR of 8.1%.
Note: Specific market sizes for "filter and termination devices" were not explicitly identified.
Wireless and Sensing Products
- Specialized Radio Frequency Products: null
- Specialized Sensing Products: null
Note: Specific addressable market sizes for "specialized radio frequency products" and "specialized sensing products" were not explicitly identified within the provided search results beyond very broad categories.
Power Products
- Switching Voltage Regulators: The global switching commercial voltage regulator market was valued at USD 653.1 million in 2024 and is expected to reach USD 1.41 billion by 2034, growing at a CAGR of 8.1% from 2025 to 2034. The global switching voltage regulators market size has grown from USD 5.63 billion in 2025 to USD 6.09 billion in 2026 at a CAGR of 8.1%, and is expected to grow to USD 8.39 billion in 2030 at a CAGR of 8.4%.
- Linear Regulators: The global linear regulators (LDO regulators) market is anticipated to grow to USD 0.79 billion in 2025, with further expansion to USD 1.13 billion by 2034 at a CAGR of 4%. The global linear regulator ICs (LDOs) market is valued at USD 3.2 billion in 2025 and is set to reach USD 5.6 billion by 2035, recording a CAGR of 5.80% between 2025 and 2035.
- Wireless Charging: The global wireless charging market size was valued at USD 8.41 billion in 2024. The market is projected to grow from USD 10.15 billion in 2025 to USD 57.16 billion by 2034, exhibiting a CAGR of 21.2% during the forecast period. Another report calculated the global wireless charging market size at USD 23.60 billion in 2025 and predicted it to increase to approximately USD 192.06 billion by 2035, expanding at a CAGR of 23.33% from 2026 to 2035.
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Share Repurchases
- Semtech's Board of Directors approved an expansion of its stock repurchase program by an additional $350.0 million on March 11, 2021.
- As of January 26, 2025, the remaining authorization under the stock repurchase program was $209.4 million.
- The company did not repurchase any shares of its common stock under the program during fiscal year 2025.
Share Issuance
- Semtech completed an upsized follow-on offering of common stock in December 2024, generating gross proceeds of approximately $661 million from 10,496,032 shares, including the full exercise of the underwriters' overallotment option. The net proceeds were primarily intended for the repayment of certain indebtedness.
- In October 2025, Semtech announced a private offering of $350 million in 0% convertible senior notes due 2030. This offering, along with the issuance of approximately 5.2 million shares of common stock, was primarily used for the exchange of existing convertible senior notes due 2027 and 2028, and to repay a portion of term loans.
- Semtech's shares outstanding for the quarter ending October 31, 2025, increased by 16.41% year-over-year to 0.088 billion. Annually, shares outstanding for 2025 were 0.072 billion, an 11.66% increase from 2024.
Outbound Investments
- In August 2022, Semtech acquired Sierra Wireless, a provider of communication modules for IoT applications.
- In March 2026, Semtech acquired HieFo Corporation, a California-based private manufacturer of high-efficiency Indium Phosphide optoelectronic devices for optical transceivers, for approximately $34 million in cash. This acquisition aims to bolster U.S. technology supply chains and expand Semtech's data center portfolio.
- Semtech is focusing on divestitures of non-core assets to reduce leverage and optimize its portfolio, with components of the Sierra Wireless business expected to be sold in the first half of fiscal year 2025.
Capital Expenditures
- Quarterly purchases of property, plant & equipment were approximately $2.8 million or less in recent quarters, indicating a modest and disciplined capital intensity.
- For fiscal year 2025, Semtech's operating cash flow was $33.5 million and free cash flow was $30.9 million.
- In fiscal year 2025, Semtech's capital allocation priorities included strategic investment in research and development to accelerate innovation and drive long-term growth.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 178.09 |
| Mkt Cap | 43.2 |
| Rev LTM | 5,388 |
| Op Inc LTM | 796 |
| FCF LTM | 1,026 |
| FCF 3Y Avg | 1,244 |
| CFO LTM | 1,179 |
| CFO 3Y Avg | 1,704 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.6% |
| Rev Chg 3Y Avg | -2.5% |
| Rev Chg Q | 18.0% |
| QoQ Delta Rev Chg LTM | 4.2% |
| Op Inc Chg LTM | 30.6% |
| Op Inc Chg 3Y Avg | -23.0% |
| Op Mgn LTM | 14.4% |
| Op Mgn 3Y Avg | 20.3% |
| QoQ Delta Op Mgn LTM | 2.7% |
| CFO/Rev LTM | 21.7% |
| CFO/Rev 3Y Avg | 25.2% |
| FCF/Rev LTM | 19.0% |
| FCF/Rev 3Y Avg | 17.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 43.2 |
| P/S | 9.5 |
| P/Op Inc | 41.1 |
| P/EBIT | 31.9 |
| P/E | 42.8 |
| P/CFO | 43.6 |
| Total Yield | 2.0% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 3.4% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -3.1% |
| 3M Rtn | 33.1% |
| 6M Rtn | 40.6% |
| 12M Rtn | 59.5% |
| 3Y Rtn | 41.1% |
| 1M Excs Rtn | -5.2% |
| 3M Excs Rtn | 22.8% |
| 6M Excs Rtn | 32.6% |
| 12M Excs Rtn | 38.2% |
| 3Y Excs Rtn | -27.1% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Analog Mixed Signal and Wireless | 373 | 323 | 260 | 443 | |
| Internet of things (IoT) Systems and Connectivity | 354 | 325 | 431 | 5 | |
| Signal Integrity | 323 | 262 | 177 | 298 | 291 |
| Unallocated | 0 | 0 | |||
| Internet of things (IoT) System Products Group | 10 | 143 | |||
| Advanced Sensing and Protection Products Group | 307 | ||||
| Total | 1,050 | 909 | 869 | 757 | 741 |
| $ Mil | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|
| Semiconductor Products Group | 140 | 125 | 187 | 161 | 126 |
| Changes in the fair value of contingent earn-out obligations | 0 | 2 | 9 | -4 | 0 |
| Transaction and integration related | -1 | -1 | |||
| Litigation cost, net of recoveries | -1 | -1 | |||
| Restructuring and other reserves | -1 | -5 | |||
| Intangible amortization | -8 | -17 | -27 | -28 | -25 |
| Share-based compensation | -53 | -52 | -74 | -48 | -31 |
| Other non-segment related expenses | 3 | -12 | -4 | ||
| Amortization of fair value adjustments related to acquired property, plant and equipment | -0 | -2 | |||
| All others | 23 | ||||
| Environmental and other reserves | -1 | ||||
| Restructuring charges | -2 | ||||
| Total | 75 | 52 | 98 | 69 | 84 |
Price Behavior
| Market Price | $137.50 | |
| Market Cap ($ Bil) | 12.8 | |
| First Trading Date | 03/17/1992 | |
| Distance from 52W High | -21.3% | |
| 50 Days | 200 Days | |
| DMA Price | $142.30 | $94.12 |
| DMA Trend | up | up |
| Distance from DMA | -3.4% | 46.1% |
| 3M | 1YR | |
| Volatility | 89.1% | 67.8% |
| Downside Capture | 548.45 | 316.82 |
| Upside Capture | 516.15 | 371.71 |
| Correlation (SPY) | 58.3% | 56.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.85 | 3.80 | 3.36 | 3.13 | 2.98 | 2.56 |
| Up Beta | 0.48 | 0.72 | 1.42 | 1.79 | 2.44 | 2.08 |
| Down Beta | 4.33 | 3.38 | 3.47 | 2.65 | 2.74 | 2.45 |
| Up Capture | 654% | 876% | 870% | 1066% | 1606% | 24446% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 11 | 25 | 39 | 69 | 133 | 392 |
| Down Capture | 352% | 338% | 338% | 224% | 176% | 113% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 10 | 16 | 23 | 55 | 117 | 356 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SMTC | |
|---|---|---|---|---|
| SMTC | 206.2% | 68.0% | 1.92 | - |
| Sector ETF (XLK) | 45.4% | 24.3% | 1.49 | 61.9% |
| Equity (SPY) | 22.3% | 12.5% | 1.33 | 56.3% |
| Gold (GLD) | 24.4% | 27.8% | 0.77 | 19.9% |
| Commodities (DBC) | 23.6% | 18.7% | 1.00 | -7.9% |
| Real Estate (VNQ) | 13.2% | 13.9% | 0.65 | 12.6% |
| Bitcoin (BTCUSD) | -42.8% | 42.8% | -1.18 | 22.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SMTC | |
|---|---|---|---|---|
| SMTC | 15.6% | 63.9% | 0.50 | - |
| Sector ETF (XLK) | 21.1% | 25.5% | 0.74 | 56.8% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 53.3% |
| Gold (GLD) | 18.0% | 18.3% | 0.80 | 10.6% |
| Commodities (DBC) | 7.5% | 19.5% | 0.28 | 9.2% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.06 | 32.6% |
| Bitcoin (BTCUSD) | 12.3% | 53.5% | 0.42 | 22.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SMTC | |
|---|---|---|---|---|
| SMTC | 20.4% | 54.3% | 0.57 | - |
| Sector ETF (XLK) | 25.6% | 24.7% | 0.93 | 60.6% |
| Equity (SPY) | 15.8% | 17.9% | 0.75 | 57.1% |
| Gold (GLD) | 11.7% | 16.1% | 0.59 | 7.3% |
| Commodities (DBC) | 6.1% | 18.0% | 0.27 | 16.7% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.22 | 36.7% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | 16.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/26/2026 | -4.4% | 1.3% | -1.3% |
| 3/16/2026 | -11.0% | -14.0% | 4.8% |
| 11/24/2025 | 2.5% | 4.9% | 8.2% |
| 8/25/2025 | 15.1% | 13.3% | 17.3% |
| 5/27/2025 | -4.6% | -1.7% | 17.6% |
| 3/13/2025 | 21.1% | 24.2% | -18.7% |
| 11/25/2024 | 18.1% | 25.3% | 22.9% |
| 8/27/2024 | 11.2% | 11.3% | 24.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 13 |
| # Negative | 11 | 10 | 11 |
| Median Positive | 6.8% | 6.6% | 17.3% |
| Median Negative | -5.3% | -12.0% | -18.6% |
| Max Positive | 21.1% | 28.7% | 34.8% |
| Max Negative | -27.1% | -33.1% | -39.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/26/2026 | -4.4% | 1.3% | -1.3% |
| 3/16/2026 | -11.0% | -14.0% | 4.8% |
| 11/24/2025 | 2.5% | 4.9% | 8.2% |
| 8/25/2025 | 15.1% | 13.3% | 17.3% |
| 5/27/2025 | -4.6% | -1.7% | 17.6% |
| 3/13/2025 | 21.1% | 24.2% | -18.7% |
| 11/25/2024 | 18.1% | 25.3% | 22.9% |
| 8/27/2024 | 11.2% | 11.3% | 24.2% |
| 6/5/2024 | -1.8% | -21.5% | -12.6% |
| 3/28/2024 | 6.8% | 18.4% | 34.8% |
| 12/6/2023 | 16.3% | 28.7% | 25.9% |
| 10/19/2023 | -19.8% | -23.3% | -20.1% |
| 6/7/2023 | 4.9% | 2.9% | 19.8% |
| 3/29/2023 | -21.4% | -33.1% | -39.3% |
| 11/30/2022 | -3.0% | -6.7% | -6.7% |
| 8/31/2022 | -27.1% | -26.6% | -36.3% |
| 6/1/2022 | -0.0% | -5.8% | -19.3% |
| 3/16/2022 | 4.1% | 3.3% | -7.2% |
| 12/1/2021 | 2.9% | 4.6% | 2.6% |
| 9/1/2021 | 10.9% | 5.5% | 10.9% |
| 6/2/2021 | 5.1% | 7.8% | 9.9% |
| 3/17/2021 | -5.8% | -10.0% | -3.6% |
| 12/2/2020 | 2.2% | 2.3% | 4.8% |
| 8/26/2020 | -5.3% | -3.4% | -18.6% |
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 13 |
| # Negative | 11 | 10 | 11 |
| Median Positive | 6.8% | 6.6% | 17.3% |
| Median Negative | -5.3% | -12.0% | -18.6% |
| Max Positive | 21.1% | 28.7% | 34.8% |
| Max Negative | -27.1% | -33.1% | -39.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 05/27/2026 | 10-Q |
| 01/31/2026 | 03/23/2026 | 10-K |
| 10/31/2025 | 11/25/2025 | 10-Q |
| 07/31/2025 | 08/26/2025 | 10-Q |
| 04/30/2025 | 05/29/2025 | 10-Q |
| 01/31/2025 | 03/25/2025 | 10-K |
| 10/31/2024 | 12/03/2024 | 10-Q |
| 07/31/2024 | 08/28/2024 | 10-Q |
| 04/30/2024 | 06/05/2024 | 10-Q |
| 01/31/2024 | 03/28/2024 | 10-K |
| 10/31/2023 | 12/06/2023 | 10-Q |
| 07/31/2023 | 09/13/2023 | 10-Q |
| 04/30/2023 | 06/07/2023 | 10-Q |
| 01/31/2023 | 03/30/2023 | 10-K |
| 10/31/2022 | 11/30/2022 | 10-Q |
| 07/31/2022 | 08/31/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 05/27/2026 | 10-Q |
| 01/31/2026 | 03/23/2026 | 10-K |
| 10/31/2025 | 11/25/2025 | 10-Q |
| 07/31/2025 | 08/26/2025 | 10-Q |
| 04/30/2025 | 05/29/2025 | 10-Q |
| 01/31/2025 | 03/25/2025 | 10-K |
| 10/31/2024 | 12/03/2024 | 10-Q |
| 07/31/2024 | 08/28/2024 | 10-Q |
| 04/30/2024 | 06/05/2024 | 10-Q |
| 01/31/2024 | 03/28/2024 | 10-K |
| 10/31/2023 | 12/06/2023 | 10-Q |
| 07/31/2023 | 09/13/2023 | 10-Q |
| 04/30/2023 | 06/07/2023 | 10-Q |
| 01/31/2023 | 03/30/2023 | 10-K |
| 10/31/2022 | 11/30/2022 | 10-Q |
| 07/31/2022 | 08/31/2022 | 10-Q |
| 04/30/2022 | 06/01/2022 | 10-Q |
| 01/31/2022 | 03/16/2022 | 10-K |
| 10/31/2021 | 12/01/2021 | 10-Q |
| 07/31/2021 | 09/01/2021 | 10-Q |
| 04/30/2021 | 06/02/2021 | 10-Q |
| 01/31/2021 | 03/24/2021 | 10-K |
| 10/31/2020 | 12/02/2020 | 10-Q |
| 07/31/2020 | 08/26/2020 | 10-Q |
| 04/30/2020 | 05/27/2020 | 10-Q |
| 01/31/2020 | 03/20/2020 | 10-K |
| 10/31/2019 | 12/04/2019 | 10-Q |
| 07/31/2019 | 08/28/2019 | 10-Q |
Recent Forward Guidance
Updated 7/8/2026Latest: Q1 2027 Earnings Reported 5/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2027 Net sales | 323.00 Mil | 328.00 Mil | 333.00 Mil | 15.9% | Higher New | Guidance: 283.00 Mil for Q1 2027 | |
| Q2 2027 Adjusted gross margin | 53.5% | 54.0% | 54.5% | 1.2% | Higher New | Guidance: 52.8% for Q1 2027 | |
| Q2 2027 Adjusted operating income | 69.60 Mil | 71.90 Mil | 74.20 Mil | 37.0% | Higher New | Guidance: 52.50 Mil for Q1 2027 | |
| Q2 2027 Adjusted diluted earnings per share | 0.59 | 0.61 | 0.63 | 35.6% | Higher New | Guidance: 0.45 for Q1 2027 | |
| Q2 2027 Adjusted EBITDA | 76.90 Mil | 79.20 Mil | 81.50 Mil | 33.1% | Higher New | Guidance: 59.50 Mil for Q1 2027 | |
Prior: Q4 2026 Earnings Reported 3/16/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2027 Net sales | 278.00 Mil | 283.00 Mil | 288.00 Mil | 3.7% | Higher New | Guidance: 273.00 Mil for Q4 2026 | |
| Q1 2027 Adjusted gross margin | 52.3% | 52.8% | 53.3% | 1.6% | Higher New | Guidance: 51.2% for Q4 2026 | |
| Q1 2027 Adjusted operating expenses, net | 95.90 Mil | 96.90 Mil | 97.90 Mil | 6.2% | Higher New | Guidance: 91.20 Mil for Q4 2026 | |
| Q1 2027 Adjusted operating income | 49.50 Mil | 52.50 Mil | 55.50 Mil | 8.0% | Higher New | Guidance: 48.60 Mil for Q4 2026 | |
| Q1 2027 Adjusted operating margin | 17.9% | 18.6% | 19.3% | 0.8% | Higher New | Guidance: 17.8% for Q4 2026 | |
| Q1 2027 Adjusted diluted earnings per share | 0.42 | 0.45 | 0.48 | 4.7% | Higher New | Guidance: 0.43 for Q4 2026 | |
| Q1 2027 Adjusted EBITDA | 56.50 Mil | 59.50 Mil | 62.50 Mil | 6.2% | Higher New | Guidance: 56.00 Mil for Q4 2026 | |
| 2027 Adjusted normalized tax rate | 17.0% | ||||||
Q3 2026 Earnings Reported 11/24/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 Net sales | 268.00 Mil | 273.00 Mil | 278.00 Mil | 2.6% | Higher New | Guidance: 266.00 Mil for Q3 2026 | |
| Q4 2026 Adjusted gross margin | 50.7% | 51.2% | 51.7% | -1.8% | Lower New | Guidance: 53.0% for Q3 2026 | |
| Q4 2026 Total semiconductor products gross margin | 60.0% | 60.5% | 61.0% | ||||
| Q4 2026 Adjusted operating expenses, net | 90.20 Mil | 91.20 Mil | 92.20 Mil | 2.7% | Higher New | Guidance: 88.80 Mil for Q3 2026 | |
| Q4 2026 Adjusted operating income | 45.60 Mil | 48.60 Mil | 51.60 Mil | -6.9% | Lower New | Guidance: 52.20 Mil for Q3 2026 | |
| Q4 2026 Adjusted operating margin | 17.0% | 17.8% | 18.6% | -1.8% | Lower New | Guidance: 19.6% for Q3 2026 | |
| Q4 2026 Adjusted diluted earnings per share | 0.4 | 0.43 | 0.46 | -2.3% | Lower New | Guidance: 0.44 for Q3 2026 | |
| Q4 2026 Adjusted EBITDA | 53.00 Mil | 56.00 Mil | 59.00 Mil | -6.7% | Lower New | Guidance: 60.00 Mil for Q3 2026 | |
| Q4 2026 Adjusted EBITDA margin | 19.7% | 20.5% | 21.3% | -2.0% | Lower New | Guidance: 22.5% for Q3 2026 | |
Insider Activity
Updated 7/9/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Green, Jason Elliot | EVP and CCO | Direct | Sell | 7092026 | 129.90 | 2,264 | 294,086 | 1,118,539 | Form |
| 2 | Lin, Mark | EVP and CFO | Direct | Sell | 7062026 | 150.41 | 970 | 145,893 | 5,248,533 | Form |
| 3 | Fischer, Gregory Michael | Direct | Sell | 7022026 | 156.24 | 1,500 | 234,360 | 887,131 | Form | |
| 4 | Hou, Hong Q | President and CEO | Direct | Sell | 7012026 | 152.57 | 9,605 | 1,465,408 | 9,705,562 | Form |
| 5 | Walsh, Paul V JR | Direct | Sell | 6262026 | 164.99 | 500 | 82,495 | 4,636,219 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Green, Jason Elliot | EVP and CCO | Direct | Sell | 7092026 | 129.90 | 2,264 | 294,086 | 1,118,539 | Form |
| 2 | Lin, Mark | EVP and CFO | Direct | Sell | 7062026 | 150.41 | 970 | 145,893 | 5,248,533 | Form |
| 3 | Fischer, Gregory Michael | Direct | Sell | 7022026 | 156.24 | 1,500 | 234,360 | 887,131 | Form | |
| 4 | Hou, Hong Q | President and CEO | Direct | Sell | 7012026 | 152.57 | 9,605 | 1,465,408 | 9,705,562 | Form |
| 5 | Walsh, Paul V JR | Direct | Sell | 6262026 | 164.99 | 500 | 82,495 | 4,636,219 | Form | |
| 6 | Wilson, John Michael | Chief Quality Officer and CTO | Direct | Sell | 6242026 | 170.00 | 5,500 | 935,000 | 13,748,920 | Form |
| 7 | Lin, Mark | EVP and CFO | Direct | Sell | 6122026 | 155.16 | 683 | 105,974 | 5,316,247 | Form |
| 8 | Hou, Hong Q | President and CEO | Direct | Sell | 6092026 | 162.10 | 2,000 | 324,200 | 11,221,859 | Form |
| 9 | Silberstein, Asaf | EVP and COO | Direct | Sell | 6052026 | 164.00 | 2,000 | 328,000 | 17,083,060 | Form |
| 10 | Li, Ye Jane | Direct | Sell | 6012026 | 166.84 | 5,285 | 881,758 | 121,628 | Form | |
| 11 | Fischer, Gregory Michael | Direct | Sell | 6012026 | 164.69 | 1,000 | 164,685 | 305,820 | Form | |
| 12 | Walsh, Paul V JR | Direct | Sell | 5222026 | 138.21 | 500 | 69,105 | 3,217,391 | Form | |
| 13 | Hou, Hong Q | President and CEO | Direct | Sell | 5052026 | 103.01 | 2,000 | 206,020 | 7,337,196 | Form |
| 14 | Walsh, Paul V JR | Direct | Sell | 4242026 | 105.93 | 500 | 52,965 | 2,518,909 | Form | |
| 15 | Burvill, Martin | Direct | Sell | 4132026 | 88.98 | 2,500 | 222,449 | 392,311 | Form | |
| 16 | Lin, Mark | EVP and CFO | Direct | Sell | 4022026 | 78.42 | 974 | 76,381 | 2,614,758 | Form |
| 17 | Green, Jason Elliot | EVP and CCO | Direct | Sell | 4022026 | 81.73 | 7,500 | 612,992 | 720,143 | Form |
| 18 | Lin, Mark | EVP and CFO | Direct | Sell | 3252026 | 75.05 | 9,186 | 689,409 | 2,454,886 | Form |
| 19 | Walsh, Paul V JR | Direct | Sell | 3202026 | 80.87 | 500 | 40,435 | 1,963,443 | Form | |
| 20 | Lin, Mark | EVP and CFO | Direct | Sell | 3122026 | 87.24 | 3,908 | 340,934 | 2,315,001 | Form |
| 21 | Lin, Mark | EVP and CFO | Direct | Sell | 3122026 | 85.27 | 2,734 | 233,128 | 2,595,960 | Form |
| 22 | Lin, Mark | EVP and CFO | Direct | Sell | 3092026 | 83.75 | 6,582 | 551,242 | 1,852,969 | Form |
| 23 | Walsh, Paul V JR | Direct | Sell | 2202026 | 88.24 | 500 | 44,120 | 2,186,499 | Form | |
| 24 | Silberstein, Asaf | EVP and COO | Direct | Sell | 2112026 | 92.00 | 10,000 | 920,000 | 6,301,632 | Form |
| 25 | Silberstein, Asaf | EVP and COO | Direct | Sell | 2042026 | 88.00 | 10,000 | 880,000 | 6,907,648 | Form |
| 26 | Silberstein, Asaf | EVP and COO | Direct | Sell | 1262026 | 83.00 | 5,000 | 415,000 | 7,345,168 | Form |
| 27 | Walsh, Paul V JR | Direct | Sell | 1232026 | 78.25 | 500 | 39,125 | 1,978,082 | Form | |
| 28 | Fischer, Gregory Michael | Direct | Sell | 1132026 | 75.50 | 1,034 | 78,067 | 215,704 | Form | |
| 29 | Wilson, John Michael | Chief Quality Officer and CTO | Direct | Sell | 1122026 | 75.12 | 5,000 | 375,600 | 4,512,158 | Form |
| 30 | Lin, Mark | EVP and CFO | Direct | Sell | 1062026 | 76.20 | 1,333 | 101,575 | 1,407,947 | Form |
| 31 | Walsh, Paul V JR | Direct | Sell | 12192025 | 71.61 | 500 | 35,805 | 1,846,034 | Form | |
| 32 | Silberstein, Asaf | EVP and COO | Direct | Sell | 12092025 | 79.64 | 10,500 | 836,246 | 7,446,253 | Form |
| 33 | Hou, Hong Q | President and CEO | Direct | Sell | 12052025 | 74.08 | 10,000 | 740,768 | 1,597,022 | Form |
| 34 | Walsh, Paul V JR | Direct | Sell | 11212025 | 63.08 | 500 | 31,540 | 1,657,679 | Form | |
| 35 | Walsh, Paul V JR | Direct | Sell | 10242025 | 66.24 | 500 | 33,120 | 1,773,841 | Form | |
| 36 | Lin, Mark | EVP and CFO | Direct | Sell | 10032025 | 72.83 | 971 | 70,713 | 1,299,492 | Form |
| 37 | Burvill, Martin | Direct | Sell | 9182025 | 62.75 | 3,500 | 219,638 | 433,565 | Form | |
| 38 | Silberstein, Asaf | EVP and COO | Direct | Sell | 9022025 | 58.42 | 1,000 | 58,418 | 6,075,251 | Form |
| 39 | Fischer, Gregory Michael | Direct | Sell | 9022025 | 58.44 | 1,500 | 87,653 | 227,373 | Form | |
| 40 | Silberstein, Asaf | EVP and COO | Direct | Sell | 9022025 | 60.00 | 1,000 | 60,000 | 6,299,760 | Form |
| 41 | Lin, Mark | EVP and CFO | Direct | Sell | 7032025 | 43.84 | 999 | 43,792 | 754,456 | Form |
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Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Semiconductors Resources |
| EE Times |
| Semiconductor Engineering |
| Semiconductor Digest |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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