News Sentiment

SMTC sentiment intelligence

Semtech Corporation news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors RSS feed
Weighted score 54 Balanced news tone 69 relevant articles
Exchange NASDAQ United States
Sector Technology Market context
Industry Semiconductors Read-through group
Latest close 136.13 Week of 10 Jul 2026
Weighted tone 54/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Market update

84/100 classification confidence.

Company focus 60

directly relevant articles

Source quality 4

high-authority source matches

Trend context Trend active

+0.6% over one week, -18.3% over four weeks, trend active, and materially above fair value.

Latest direct headline Neutral

Stocks making big moves yesterday: CoStar, JPMorgan Chase, The Real Brokerage, Semtech, and Paramount

Market Reaction

Balanced read

54/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 84/100 classification
One-week reaction 0.6% Price digesting
Trend fit Trend active -18.3% over four weeks
Fair value 159.4% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 19
Neutral 43
Negative 7

Relevance

Why the article matched

Direct first
Direct company coverage 60
Industry context 9
Sector context 0

Sources

Coverage mix

Publishers
Stock Titan 11
MarketBeat 7
Market source 7
GuruFocus 6
Investing.com 6
simplywall.st 5
StockStory 4
Investing.com Canada 3

Event Lens

What the news is about

Classified themes
Market update 46
Earnings 13
Analyst action 6
Balance sheet 3
Deals and strategy 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 69
MarketBeat Direct company coverage

Semtech Corporation $SMTC Shares Purchased by Katamaran Capital LLP

Katamaran Capital LLP significantly increased its stake in Semtech Corporation (SMTC) by 148.8% in the first quarter, now owning 41,082 shares valued at approximately $3.16 million. This comes as Semtech reported stronger-than-expected Q1 earnings with EPS of $0.51 and revenue of

Tone
Positive 80/100
Event
Earnings
Published
15 Jul 2026 10:35
Source
MarketBeat
MarketBeat Direct company coverage

Teachers Retirement System of The State of Kentucky Acquires 8,355 Shares of Semtech Corporation $SMTC

Teachers Retirement System of The State of Kentucky increased its stake in Semtech Corporation by 38.5% in the first quarter, purchasing an additional 8,355 shares and bringing its total holdings to 30,066 shares valued at approximately $2.31 million. Semtech reported strong quar

Tone
Neutral 50/100
Event
Earnings
Published
15 Jul 2026 09:43
Source
MarketBeat
GuruFocus Direct company coverage

Insider Sell: Hong Hou Sells 2,000 Shares of Semtech Corp (SMTC)

Semtech Corp's President and CEO, Hong Hou, sold 2,000 shares of the company on July 10, 2026, reducing his total holdings to 64,799 shares. This transaction is part of a pattern over the last year where insiders have sold 41 times with no buys. The stock is currently trading at

Tone
Negative 28/100
Event
Market update
Published
14 Jul 2026 22:34
Source
GuruFocus
Quiver Quantitative Direct company coverage

Semtech climbs as investors lean into AI networking momentum

Semtech (SMTC) stock rose by 6.9% due to strong performance in its AI data center interconnect business and a broader semiconductor sector rebound. The company reported record Q1 2027 revenue of $291.0 million and highlighted growing demand for high-speed networking products. Ana

Tone
Positive 74/100
Event
Earnings
Published
14 Jul 2026 21:10
Source
Quiver Quantitative
Investing.com Direct company coverage

Semtech CEO Hou Hong Q sells $266,000 of common stock

Semtech CEO Hou Hong Q sold 2,000 shares of common stock totaling $266,000 on July 10, 2026, as part of a Rule 10b5-1 trading plan. Following the sale, Dr. Hou now holds 64,799 shares. The company's stock has seen a significant gain, and despite being considered overvalued by som

Tone
Positive 60/100
Event
Market update
Published
14 Jul 2026 20:10
Source
Investing.com
Stock Titan Direct company coverage

Semtech Corp (SMTC) CEO sells 2,000 shares under 10b5-1 plan

Semtech Corp's President and CEO, Hong Q. Hou, sold 2,000 shares of common stock on July 10, 2026, at $133.00 per share, totaling $266,000. This transaction was executed under a Rule 10b5-1 trading plan. Following the sale, Mr. Hou directly holds 64,799 shares of Semtech stock.

Tone
Negative 40/100
Event
Market update
Published
14 Jul 2026 20:10
Source
Stock Titan
Stock Titan Direct company coverage

Silberstein Family Trust to sell 8,000 SMTC shares (Nasdaq: SMTC)

The Silberstein Family Trust has listed 8,000 shares of SMTC common stock for sale through UBS Financial Services, with an associated value of $1,160,320. The filing also details recent RSU vestings totaling 7,000 shares and previous sales of 2,000 shares for $328,000 and 8,500 s

Tone
Negative 39/100
Event
Market update
Published
14 Jul 2026 20:10
Source
Stock Titan
Investing.com Direct company coverage

Needham reiterates Semtech stock rating on optical demand outlook

Needham has reiterated a Buy rating and a $200 price target on Semtech Corp. (NASDAQ:SMTC) due to strong demand and expected performance in the second half of 2026 and 2027. Key growth drivers include robust optical module shipments, share gains with 1.6T TIAs, and the ramp of Co

Tone
Positive 74/100
Event
Analyst action
Published
13 Jul 2026 11:40
Source
Investing.com
GuruFocus Direct company coverage

SMTC Reiterated by Needham -- Price Target Maintained at $200

Needham has reiterated its Buy rating for Semtech (SMTC) and maintained a price target of $200, expressing confidence in the semiconductor company's growth potential despite its current valuation. GuruFocus, however, indicates SMTC is significantly overvalued, trading 254.5% abov

Tone
Neutral 50/100
Event
Analyst action
Published
13 Jul 2026 11:40
Source
GuruFocus
Investing.com Canada Direct company coverage

Form 4 Semtech Corporation For: 10 July By Investing.com

This article from Investing.com reports the filing of a Form 4 for Semtech Corporation (SMTC) on July 10. A Form 4 is a document that must be filed with the U.S. Securities and Exchange Commission (SEC) by company insiders to report changes in their ownership of the company's sto

Tone
Neutral 50/100
Event
Market update
Published
10 Jul 2026 20:40
Source
Investing.com Canada
Investing.com Direct company coverage

Semtech EVP and COO Asaf Silberstein sells $1.09m in stock

Asaf Silberstein, EVP and COO of Semtech Corp, sold approximately $1.09 million worth of company stock through a Family Trust on July 8, 2026. These transactions, involving 8,500 shares at prices between $124.1895 and $129.9426, were conducted under a Rule 10b5-1 trading plan. De

Tone
Negative 40/100
Event
Market update
Published
10 Jul 2026 20:29
Source
Investing.com
Stock Titan Direct company coverage

Semtech (SMTC) COO’s Family Trust sells 8,500 shares under Rule 10b5-1 plan

Asaf Silberstein, EVP and COO of Semtech (SMTC), reported that a family trust associated with him sold 8,500 shares of Semtech common stock on July 8, 2026. These sales, conducted under a pre-arranged Rule 10b5-1 trading plan, occurred at prices ranging from $123.84 to $130.00 pe

Tone
Negative 39/100
Event
Market update
Published
10 Jul 2026 20:10
Source
Stock Titan
Investing.com Nigeria Direct company coverage

Form 144 SEMTECH CORP For: 10 July By Investing.com

This article reports on the filing of Form 144 for SEMTECH CORP on July 10, 2026. Form 144 is a notice of the intent to sell restricted securities. The brief announcement provides the company name, the date of the filing, and the reporting entity.

Tone
Neutral 50/100
Event
Market update
Published
10 Jul 2026 14:56
Source
Investing.com Nigeria
Stock Titan Direct company coverage

SMTC Corp. (NASDAQ: SMTC) files Form 144: multiple dispositions and 2,000-share vesting sale planned

SMTC Corp. has filed a Form 144, indicating both proposed and recent sales of common stock by an affiliate. The filing details a planned sale of 2,000 shares related to restricted stock vesting on July 1, 2025, alongside several reported dispositions totaling 15,605 shares betwee

Tone
Neutral 50/100
Event
Market update
Published
10 Jul 2026 14:10
Source
Stock Titan
GuruFocus Direct company coverage

Insider Sell: Jason Green Sells 2,264 Shares of Semtech Corp (SMTC)

Jason Green, EVP and Chief Commercial Officer of a Semtech Corp subsidiary, sold 2,264 shares of SMTC on July 7, 2026. This sale adds to a pattern of 39 insider sells and no buys over the past year for Semtech. The stock is considered significantly overvalued with a price-to-GF-V

Tone
Negative 30/100
Event
Market update
Published
09 Jul 2026 22:10
Source
GuruFocus
Stock Titan Direct company coverage

Semtech (SMTC) EVP Green executes 2,264-share Rule 10b5-1 stock sale

Semtech Corporation's EVP and Chief Commercial Officer, Jason Elliot Green, sold 2,264 shares of Common Stock on July 7, 2026, in open-market transactions. The sales, totaling approximately $294,086, were executed under a pre-arranged Rule 10b5-1 trading plan adopted on April 6,

Tone
Neutral 50/100
Event
Market update
Published
09 Jul 2026 21:10
Source
Stock Titan
Investing.com Direct company coverage

Semtech EVP Jason Green sells $294,085 in SMTC shares

Jason Green, EVP and Chief Commercial Officer at Semtech Corp (NASDAQ:SMTC), sold 2,264 shares of company stock for a total of $294,085 on July 7, 2026, at prices between $129.318 and $130.475 per share. Following the sale, Green now directly owns 8,611 shares, and the transactio

Tone
Negative 36/100
Event
Market update
Published
09 Jul 2026 21:10
Source
Investing.com