LoadingLoadingLoadingNet selling: insiders sold $3.7M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $4K to $60K in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (3)
Tremblant Capital
$143.6M
bought
Two Sigma
$129.1M
added
Bank of America
$213.1M
added
No tracked top-trader positions in SMTC as of Oct 21, 17:16 UTC.
Hyperliquid positioning - not every stock is covered
Last report
Aug 25, 2026
Period ending
Jul 31, 2026
Earnings per share
$0.61 expected
Revenue
Financial statements: Alpha Vantage
Estimates as of Oct 20, 2026
EPS expected
$1.07 to $1.17
Revenue expected
14 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jul 31, 2026 | Aug 25, 2026 | $0.71 / $0.61Yahoo Finance | +15.63% beat | $341.9M No estimate | Unavailable |
| Apr 30, 2026 | May 26, 2026 | $0.51 / $0.45Yahoo Finance | +12.50% beat | $291.0M No estimate | Unavailable |
| Jan 31, 2026 | Mar 16, 2026 | $0.44 / $0.43Yahoo Finance | +2.02% beat | $274.4M No estimate | Unavailable |
| Oct 31, 2025 | Nov 24, 2025 | $0.48 / $0.45Yahoo Finance | +7.86% beat | $267.0M No estimate | Unavailable |
| Jul 31, 2025 | Aug 25, 2025 | $0.41 / $0.40Alpha Vantage | +2.50% beat | $257.6M No estimate | Unavailable |
| Apr 30, 2025 | May 27, 2025 | $0.38 / $0.37Alpha Vantage | +2.70% beat | $251.1M No estimate | Unavailable |
| Jan 31, 2025 | Mar 13, 2025 | $0.40 / $0.32Alpha Vantage | +25.63% beat | $251.0M No estimate | Unavailable |
| Oct 31, 2024 | Nov 25, 2024 | $0.26 / $0.23Alpha Vantage | +13.04% beat | $236.8M No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $267.0M | $274.4M | $291.0M | $341.9M |
| Cost of what it sold | $128.8M | $136.3M | $139.9M | $158.1M |
| Gross profit | $138.1M | $138.1M | $151.1M | $183.8M |
| What it spent | ||||
| Research and development | $49.2M | $51.2M | $57.6M | $60.6M |
| Sales and admin | $57.1M | $59.8M | $66.6M | $67.3M |
| Other operating costs | — | -$3.7M | -$3.9M | — |
| Total operating expenses | $106.3M | $107.3M | $120.3M | $128.0M |
| What was left | ||||
| Operating profit | $31.8M | $30.8M | $30.8M | $55.8M |
| Interest on debt | $26.2M | $1.8M | $1.9M | $2.0M |
| Profit before tax | $4.5M | -$30.8M | $26.7M | $54.7M |
| Tax | $7.3M | -$900.0K | $100.0K | -$101.3M |
| Net profit | -$2.9M | -$29.8M | $26.5M | $160.1M |
| EBITDA | $42.2M | -$17.4M | $39.3M | $68.0M |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bullish
B.Riley raises Semtech stock price target on data center growth outlook
NeutralOct 21How Investors May Respond To Semtech (SMTC) Expanded Capacity Deal
Leans bullishOct 21Applied Materials, Lam Research, Marvell Technology, Micron, and Semtech Shares Skyrocket, What You Need To Know
Leans bullishOct 19Northland upgrades Semtech stock rating after 24% decline
Leans bullishOct 16Semtech (NASDAQ:SMTC) Earns Buy Rating from TD Cowen
Leans bullishOct 16StoneX Reiterates Buy Rating on Semtech Corp. (SMTC)
BullishOct 16This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
BullishOct 16Stifel cuts Semtech stock price target to $200 on valuation
Leans bearishOct 16
