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SMTC · Semtech Corp

Track SMTC — free
$140.35 +6.77 (+5.07%) At close · Aug 14
Market Cap
$13.04B
Shares
93.15M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$140.35 Open$133.83 Day$132.78–140.61 52W close$48.47–174.73 Avg vol 30d2.3M Short int7.3M · 7.8% float · 3.4d Short vol51% Last earningsMay 26, 2026 DataJan 2020–Aug 2026 Filing10-Q · May 27

Up next

Next earnings call
Aug 25, 2026 Est · unconfirmed · in 1 wks
FQ3-27 quarter ends
~Oct 31, 2026 Est
filed May 27, 2026

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 14.3 · calm Equity put/call 0.52
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +37%
above
Price vs 50-day avg −1%
below
RSI (14) 55
neutral
MACD trend Positive
52-week position 73%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +12%
trailing
6-month return +62%
trailing
YTD return +90%
this year
Relative strength +48%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $141 › 200d $103 — 50d above 200d
Institutional flow Accumulating
+30% holders QoQ · +194 funds added
Insider flow Distributing
Net -$3.8M over 90 days · 100% sells
Short interest Rising
7.85% of float · ▲ +12.1% MoM · 3.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
574 holders — near 3-yr high, broad support
Squeeze score 66
elevated · 0–100
Fundamentals
Excellent
Revenue growth +15%
Y/Y
Gross margin 52%
expanding
EPS growth +80%
Y/Y
Free cash flow $171.4M
Buyback $209.4M
remaining
Balance sheet $296.1M
net debt
Quant / Vol
risk profile
Very High
Volatility 73%
annualized · 1-yr
Max drawdown −41%
past year
ATR 7.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed May 26, 2026
Net sales · Second Quarter of Fiscal Year 2027 $323 – $333
Prior guidance period ended · from the Earnings Call filed Jan 31, 2024
SG&A expenses · first quarter of fiscal year 2025 $36.5M
Research and development expenses · first quarter of fiscal year 2025 $42M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 5 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+37% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
55 Neutral
MACD trend
Positive Bullish
52-week position
73% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $141 › 200d $103 — 50d above 200d
Institutional flow Accumulating
+30% holders QoQ · +194 funds added
Insider flow Distributing
Net -$3.8M over 90 days · 100% sells
Short interest Rising
7.85% of float · ▲ +12.1% MoM · 3.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
574 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $48 Now $140 · 73% Range high $175
vs 200-day avg +37% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted gross margin non-GAAP 52.8% FY'26
Adjusted operating margin non-GAAP 19.1% FY'26
Free cash flow $59.1M Q4'26
Operating cash flow $61.5M Q4'26

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Semiconductors — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
SMTC
Semtech Corp
this stock
$13.04B +90.5% +15.5% 7.8%
NVDA
Nvidia Corp
$5.42T +20.7% +65.5% 34.3 1.2%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
$2.23T +40.3% 0.6%
AVGO
Broadcom Inc.
$1.87T +13.5% +18.2% 65.4 1.3%
SKHY
SK hynix Inc.
$1.10T 0.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
574
% held
106.8%
Net QoQ
-2.4M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
570
View
Short & Settlement
Short Interest Rising
Shares short
7.3M
Days to cover
3.4d
Change
+791.8K sh
View
Short Volume
Short vol %
51%
As of
Aug 14, 2026
Short Total
View
Fails to Deliver
FTD shares
1.2K
Value
$153.2K
As of
Jul 9, 2026
View
Off-Exchange
Off-exchange %
39.1%
Week of
Jul 6, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$3.8M
Buyers / Sellers
0 / 5
Buyers Sellers
View
Congressional Trades Sell
Member
Gilbert Cisneros
Amount
$1.0K–$15.0K
Traded
Jun 30, 2026
View
Financials
Financials
Revenue (FY)
$1.0B
Net income (FY)
$-40.4M
EPS diluted
$-0.46
View
Buybacks
Remaining
$209.4M
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 13, 2026
This year
8
View
Proposed Sales
Value
$280.0K
Shares
2.0K
Filed
Aug 7, 2026
View
Earnings & Events
Earnings Calls
Last call
May 26, 2026
View

Performance

5D 20D 120D MTD YTD
SMTC +0.7% +12.3% +61.7% +19.1% +90.5%
SPY +0.4% +4.5% +13.8% +3.9% +13.9%
vs SPY +0.3% +7.9% +47.9% +15.2% +76.6%

Capital returns

Buyback program · as of Apr 26, 2026
Authorized
Spent (derived)
Remaining
$209.40M

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 88941 CUSIP 816850101 13F (30d) 551 filings 539 filers Visit website Investor relations