Semtech Corp. SEC filings document the company’s public-company reporting for a Nasdaq-listed semiconductor and IoT connectivity issuer. Recent Form 8-K reports cover quarterly and fiscal-year operating results, Regulation FD disclosures, and material events tied to financing and capital-structure activity.
The filing record also includes definitive proxy materials for annual meeting matters such as director elections, auditor ratification, advisory executive compensation votes, and amendments to the Semtech Corporation 2017 Long-Term Equity Incentive Plan. Capital-structure disclosures identify common stock listed on the Nasdaq Global Select Market and the company’s 0% convertible senior notes due 2030 issued under an indenture with subsidiary guarantor provisions.
Semtech (SMTC) director Paul V. Walsh Jr. sold 500 shares of common stock at $139.44 per share on October 21, 2026. The transaction was made under a Rule 10b5-1 trading plan adopted by Mr. Walsh on July 9, 2025. He reported direct holdings of 26,100 shares after the sale.
Semtech Corp. (SMTC) lists a proposed sale of 1,500 common shares for director Paul V. Walsh Jr., with an aggregate market value of $209,160 and an approximate sale date of October 21, 2026. The notice names The Charles Schwab Corporation as broker and identifies the account as Paul Vincent Walsh and J O’Loughlin Walsh, tenants in common. It also lists two sales during the past three months: 500 shares for $67,740 on August 19, 2026, and 500 shares for $86,305 on September 23, 2026.
Semtech Corporation (SMTC) updated its fiscal Q3 2027 outlook at its Data Center Analyst Day. Net sales outlook is $417.5 million, plus or minus $2.5 million, compared with prior outlook of $410.0 million, plus or minus $5.0 million. Adjusted diluted EPS is $1.14, plus or minus $0.02, versus $1.05, plus or minus $0.03. Updated adjusted gross margin is 59.0%, plus or minus 40 basis points (64.0% excluding business held for sale), and adjusted operating margin is 33.0%, plus or minus 10 basis points.
The fiscal 2030 framework targets $3.2 billion in consolidated net sales, including $2.1 billion in data center net sales; fiscal 2026–2030 CAGRs are 38% and 75%, respectively, and LoRa net sales CAGR is 30%. Other targets include 70% adjusted gross margin, 48% to 50% adjusted operating margin, free cashflow of 35% of net sales, and adjusted diluted EPS of $12.40 to $13.00. These are targets and goals, not guidance or forecasts; fiscal 2026 excludes $166 million in Cellular Module revenue. Semtech says forward-looking non-GAAP measures cannot be reconciled to GAAP without unreasonable effort and variability in excluded charges may have a potentially significant impact on GAAP results.
Semtech Corp. (SMTC) reported that its EVP and CCO, Jason Elliot Green, sold 2,766 shares of common stock on October 7, 2026, at $190.35 per share. The sale was made under a Rule 10b5-1 trading plan adopted on April 6, 2026. The transaction involved shares held directly by Green.
Semtech Corp. (SMTC) officer Jason Elliot Green reported a proposed sale of 2,766 common shares, with an aggregate market value of $526,508.10 and an approximate sale date of October 7, 2026; Fidelity Brokerage Services LLC and Nasdaq are identified as broker and exchange. The shares were acquired from the issuer on March 10, 2026, through restricted stock vesting as compensation. Jason Green also sold 2,264 common shares on July 7, 2026, for $294,085.45. Jennifer Ruchti signed as Fidelity Brokerage Services LLC's duly authorized representative and attorney-in-fact for Jason Green.
Semtech Corp. EVP and CFO Mark Lin exercised 3,165 restricted stock units on October 1, 2026, acquiring 3,165 common shares; the reported restricted-stock-unit balance after the exercise was 0. On the same date, 1,565 shares were delivered or withheld for payment of exercise price or tax liability at $178.35 per share, and Lin sold 967 shares at $178.87 per share under a Rule 10b5-1 trading plan he adopted on June 23, 2025.
Semtech Corp. (SMTC) President and CEO Hong Q. Hou converted 6,483 restricted stock units into 6,483 common shares on October 1, 2026; the derivative entry reports 19,450 restricted stock units following the conversion. On that date, 3,299 common shares were delivered or withheld for payment of exercise price or tax liability. On October 2, Hou sold 2,000 common shares at $191.21 per share under a Rule 10b5-1 trading plan adopted December 17, 2025.
Semtech Corp (SMTC) reports a proposed sale by Hong Hou of 2,000 common shares, with an aggregate market value of $382,420. Fidelity Brokerage Services LLC is listed as the broker, and October 2, 2026, is the approximate sale date. The shares are identified as acquired through restricted stock vesting on January 2, 2026. Hong Hou also reported three prior sales of 2,000 shares each between July and September 2026.
Semtech Corp. (SMTC) officer Mark Lin filed a notice of a proposed sale of 967 common shares, with an aggregate market value of $172,967.29 and an approximate sale date of October 1, 2026. The shares are listed as restricted stock vesting from the issuer on October 1, 2026, for compensation; Fidelity Brokerage Services LLC is named as broker. The notice also reports prior sales by Lin of 970 shares for gross proceeds of $145,892.85 on July 1 and 683 shares for gross proceeds of $109,211.70 on September 10, 2026.
SEMTECH CORP director Paul V. Walsh Jr. sold 500 shares of common stock at $172.61 per share on September 23, 2026, under a Rule 10b5-1 trading plan adopted July 9, 2025. His direct holdings after the sale were 26,600 shares.