SMTC SEMTECH CORP
Price Chart
Executive Summary
Semtech insiders made one open-market sale ($328K by EVP Silberstein) plus non-cash director derivative exercises and grants (no economic value), and two director open-market sales ($1.05M total, 0.007% of $15.8B market cap). The cluster follows a strong Q1 earnings beat (record revenue +16% YoY) that led to a 10d-ago bullish 8-K filing. The sales are immaterial relative to market cap, and the derivative exercises/grants are non-cash. No material bearish signal from this cluster.
Key Financial Metrics
Actionable Insight
The insider cluster is dominated by non-cash director equity events (restricted stock grants and derivative exercises), mixed with an EVP's small open-market sale. The negligible dollar amounts relative to $15.8B market cap mean this filing carries no actionable signal. Monitor for any insider open-market purchases at these elevated post-earnings levels if you want a bullish confirmation signal.
Key Facts
- Total open-market sales by insiders: $1.378M (EVP Silberstein $328K + Director Li $882K + Director Fischer $165K)
- All director derivative exercises and grants: $0 economic value (non-cash transactions)
- Total open-market sale value is ~0.009% of $15.8B market cap — trivial
- Cluster follows strong Q1 FY2027 earnings (record revenue $291M, +16% YoY, guidance above consensus)
- No insider open-market purchases in the cluster
Financial Impact
Open-market insider sales total $1.378M, representing 0.009% of market cap — economically insignificant
Risk Factors
- No material risk identified — insider sales are too small to signal any corporate concern
- Insider sales after a strong earnings report could be routine post-vesting diversification
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SMTC-1780690061013 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 9, 2026
5d ago
|
Insider Cluster
| $157.65 awaiting T+1 | awaiting T+1 | — | $166.71 (+5.75%) |
|
Jun 1, 2026
13d ago
|
Insider Cluster
| $1,305.50 $1,305.70 | ▲ +0.02% | ▲ +0.74% | $166.71 (−87.23%) |
|
Jun 1, 2026
13d ago
|
Insider Cluster
| $1,305.50 $1,305.70 | ▲ +0.02% | ▲ +0.74% | $166.71 (−87.23%) |
|
Jun 1, 2026
13d ago
|
Insider Cluster
| $1,305.50 $1,305.70 | ▲ +0.02% | ▲ +0.74% | $166.71 (−87.23%) |
|
May 26, 2026
19d ago
|
8-K
| $1,304.90 $1,304.90 | · 0.00% | ▼ −0.55% | $166.71 (−87.22%) |
|
Apr 22, 2026
7w ago
|
144
| $1,299.70 $1,300.10 | ▲ +0.03% | ▲ +0.42% | $166.71 (−87.17%) |
|
Apr 1, 2026
10w ago
|
Insider Cluster
| $1,296.91 $1,297.71 | ▲ +0.06% | ▼ −0.02% | $166.71 (−87.15%) |
|
Mar 18, 2026
12w ago
|
Insider Cluster
| $1,294.71 $1,295.30 | ▲ +0.05% | ▲ +0.31% | $166.71 (−87.12%) |
|
Mar 11, 2026
13w ago
|
Insider Cluster
| $1,293.91 $1,293.91 | ▼ −0.00% | ▲ +1.48% | $166.71 (−87.12%) |
US Market Status
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