Semtech CORP

Market Movers (8-K)

NASDAQ
Semtech Corporation has entered into a new $360 million revolving credit facility and an uncommitted incremental term loan facility, replacing its previous credit agreement.
NASDAQ
Semtech announces record first quarter fiscal year 2027 results with net sales of $291.0 million, up 16% year-over-year, and strong earnings per share growth.
NASDAQ
Semtech Corporation announced record net sales for fiscal year 2026 and strong operating and free cash flow for the fourth quarter, driven by its high-performance semiconductor portfolio.
Better than expected
NASDAQ
Semtech Corporation announced record net sales of $267.0 million for the third quarter of fiscal year 2026, alongside significant improvements in operating margins and diluted earnings per share.
Better than expected
NASDAQ
Semtech Corporation announced the pricing of $402.5 million in 0% Convertible Senior Notes due 2030, utilizing proceeds to refinance existing debt and enter into capped call transactions.
Capital raise
NASDAQ
Semtech Corporation announced a proposed private offering of $350 million in 0% convertible senior notes due 2030 to refinance existing debt and repay term loans.
Capital raise

Quarterly Earnings (10-Q)

NASDAQ
Semtech Corporation announced its first-quarter fiscal year 2027 results, with total net sales increasing 16% year-over-year to $291.0 million, driven by strong performance in infrastructure and industrial markets.
NASDAQ
Semtech Corporation reported a 12.7% increase in net sales and a significant reduction in net loss for the third quarter of fiscal year 2026, driven by strong demand in industrial and infrastructure markets, alongside a major debt refinancing initiative.
Capital raise
Better than expected
NASDAQ
Semtech Corporation announced a significant increase in net sales and gross profit for the second quarter of fiscal year 2026, alongside a $42 million goodwill impairment charge related to its IoT Connected Services unit.
Capital raise
Better than expected
NASDAQ
Semtech Corporation announced a robust first quarter for fiscal year 2026, achieving a 21.8% increase in net sales and a substantial shift from a net loss to a net income, driven by strong demand in its industrial and infrastructure end markets.
Better than expected
NASDAQ
Semtech Corporation's third quarter results show a revenue increase driven by infrastructure and industrial sectors, but the company continues to experience net losses and addresses material weaknesses in internal controls.
Worse than expected
NASDAQ
Semtech Corporation's Q2 2025 results show a net loss, impacted by a significant loss on debt extinguishment and softer demand in some segments, despite growth in others.
Worse than expected

Annual Reports (10-K)

NASDAQ
Semtech Corporation reported a 15% revenue increase to $1.05 billion in fiscal year 2026, driven by infrastructure and industrial markets, despite a net loss and significant goodwill impairment.
Capital raise
Worse than expected
NASDAQ
Semtech's FY25 10-K filing reveals a revenue increase driven by infrastructure and high-end consumer markets, but integration challenges from the Sierra Wireless acquisition continue to impact profitability.
Worse than expected
Capital raise
NASDAQ
Semtech Corporation reported a 15% increase in net sales for fiscal year 2024, driven by the Sierra Wireless acquisition, but faced significant headwinds including goodwill and intangible asset impairments totaling $887 million.
Worse than expected

Insider Trading (Form 4)

NASDAQ
Paul V Walsh Jr, a Director of Semtech Corp, sold 500 shares of common stock on July 22, 2026 for $133.07 per share.
NASDAQ
Asaf Silberstein, EVP and COO of Semtech Corp, sold 3,000 shares of common stock on July 14, 2026 for $145.04 per share.
NASDAQ
Hong Q Hou, President and CEO and a Director of Semtech Corp, sold 2,000 shares of common stock on July 10, 2026 for $133.00 per share.
NASDAQ
Semtech Corp EVP and COO Asaf Silberstein sold a significant number of common shares through a pre-arranged 10b5-1 trading plan.
NASDAQ
Semtech Corp's EVP and CCO, Jason Green, executed a Rule 10b5-1 plan transaction involving the sale of common stock.
NASDAQ
Semtech Corp's EVP and CFO, Mark Lin, executed a series of transactions involving common stock, including acquisitions and dispositions, under a Rule 10b5-1 trading plan.

Proxy Statements (Def-14A)

NASDAQ
Semtech Corporation has issued its 2026 Proxy Statement, outlining the agenda for its upcoming Annual Meeting of Stockholders to be held on June 4, 2026.
NASDAQ
Semtech Corporation will hold its annual stockholders meeting on June 5, 2025, to vote on director elections, ratification of the accounting firm, executive compensation, and an equity incentive plan amendment.
NASDAQ
Semtech Corporation announces its 2025 Annual Meeting of Stockholders to be held on June 5, 2025, outlining key proposals including director elections, ratification of auditor appointment, executive compensation approval, and amendment of the equity incentive plan.
NASDAQ
Sylvia Summers Couder withdrew her candidacy for Semtech's board of directors, reducing the slate of nominees from 11 to 10 for the upcoming Annual Meeting.
NASDAQ
Semtech announces the departure of President and CEO Paul H. Pickle and the appointment of Hong Q. Hou as the new President and CEO, effective June 6, 2024.
NASDAQ
Semtech files an amendment to its definitive proxy statement to correct the classification of certain fees paid to Deloitte, its independent registered public accounting firm.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Portfolio Management has reported a 5.74% stake in Semtech Corp, holding over 5.35 million shares.
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 4,852,794 shares, representing 5.22% of Semtech Corp's common stock as of March 31, 2026.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 7.53% in Semtech Corp's common stock as of March 31, 2026.
NASDAQ
The Vanguard Group filed an amended Schedule 13G, reporting 0% beneficial ownership of Semtech Corp common stock following an internal realignment.
NASDAQ
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 13.8% beneficial ownership stake in Semtech Corp, totaling 12,740,110 common shares.
NASDAQ
Capital Research Global Investors has reported a 5.4% beneficial ownership stake in Semtech Corp.'s common stock as of September 30, 2025.