Welcome to our dedicated page for SEMTECH SEC filings (Ticker: SMTC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 CORP (SMTC) director Julie G. Ruehl has filed a notice of proposed sale under Rule 144 for 1,500 shares of the company’s common stock. The shares are held in an account at Fidelity Brokerage Services LLC and have an indicated aggregate value of $217,500.00.
SEMTECH CORP (SMTC) has an updated ownership report showing that BlackRock, Inc. and certain of its subsidiaries and affiliates beneficially own 9,348,019 shares of Semtech common stock, representing 10.0% of the class as of August 31, 2026.
BlackRock reports sole voting power over 9,093,338 shares and sole dispositive power over 9,348,019 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no individual client holds more than five percent of Semtech’s outstanding common shares.
SEMTECH CORP (SMTC) security holder Hong Hou has filed a notice of proposed sale under Rule 144 covering 2,000 shares of common stock through Fidelity Brokerage Services LLC, with an aggregate market value of $277,420, to be sold on or after September 4, 2026 on NASDAQ.
The shares relate to restricted stock that vested in two tranches of 1,954 and 46 shares, treated as compensation from the issuer. The notice also reports several prior sales of SMTC common stock by Hong Hou during the past three months.
Semtech Corporation (SMTC) reported markedly stronger results for the quarter ended July 26, 2026. Net sales rose to $341.9 million from $257.6 million a year earlier, and operating income improved to $55.8 million from a loss of $16.2 million, helped by higher gross profit and the absence of last year’s goodwill impairment.
After a large tax benefit driven primarily by a $112.4 million release of U.S. deferred tax valuation allowances, net income reached $160.1 million versus a loss of $27.1 million, with diluted EPS of $1.59. For the first six months, net sales were $632.9 million and net income was $186.7 million, compared with $508.6 million and a loss of $7.7 million in the prior-year period.
Operating cash flow for the first half increased to $105.1 million from $72.2 million, and cash and cash equivalents were $204.1 million. Total assets were $1.65 billion, including $478.2 million of goodwill. Semtech classified its cellular module business as held for sale with $132.2 million of assets and $70.7 million of liabilities and subsequently entered into a definitive divestiture agreement. Long-term funding consists mainly of $503.0 million of convertible notes; a new $360.0 million revolving credit facility maturing in 2031 was put in place and remained undrawn.
Semtech Corporation (SMTC) reported a strong second quarter of fiscal 2027, with record net sales of $341.9 million, up 17% sequentially from $291.0 million and 33% year-over-year from $257.6 million. GAAP gross margin improved to 53.8%, and GAAP operating margin rose to 16.3% from 8.9% in the prior quarter and a loss a year ago. GAAP diluted EPS was $1.59, aided by a $101.4 million tax benefit, versus $0.27 in Q1'27 and a loss of $0.31 in Q2'26.
On a non-GAAP basis, Semtech delivered adjusted gross margin of 54.5%, adjusted operating margin of 24.4%, adjusted net income of $69.5 million, and adjusted diluted EPS of $0.71, all up versus both Q1'27 and Q2'26. Adjusted EBITDA was $91.1 million with a 26.6% margin, and free cash flow was $61.4 million. For Q3'27, the company guides net sales to $410 million ± $5 million, adjusted gross margin of 58.3% ± 100 bps (or 63.9% excluding the business held for sale), adjusted operating margin of 31.0% ± 60 bps, and adjusted diluted EPS of $1.05 ± $0.03, indicating expectations for continued revenue and margin expansion.
SEMTECH CORP (SMTC) director Paul V. Walsh Jr. reported a sale of 500 shares of Common Stock on August 19, 2026 at $135.48 per share in an open-market or private transaction. After this sale, he directly holds 27,100 shares. The trade was made pursuant to a Rule 10b5-1 trading plan adopted on July 9, 2025.
SEMTECH CORP (SMTC) executive Asaf Silberstein, EVP and COO, reported an indirect sale of 5,000 shares of common stock at $150.00 per share on August 17, 2026. The shares are held by a Family Trust, and Silberstein reported 88,862 shares remaining indirectly owned after the sale. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on April 8, 2026.
Semtech Corporation received an updated passive ownership report from Ameriprise Financial, Inc. (AFI) and its subsidiary Columbia Management Investment Advisers, LLC (CMIA) covering Semtech common stock. AFI reports 3,472,763 shares with shared dispositive power and shared voting power over 3,073,148 shares, representing 3.7% of the common stock. CMIA reports shared voting power over 3,051,176 shares and shared dispositive power over 3,148,407 shares, with aggregate beneficial ownership of 3,148,407 shares, or 3.4% of the class. Both AFI and CMIA state that they may be deemed to beneficially own these shares but disclaim beneficial ownership and confirm that their holdings are now 5% or less of Semtech’s outstanding common stock.
Semtech Corporation has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash, subject to customary adjustments. The transaction has been approved by the boards of directors of both Semtech and Compal.
Compal will acquire substantially all assets and operations of the cellular module business, including related intellectual property, customer relationships and personnel. Semtech’s president and CEO stated that the divestiture is intended to sharpen focus on areas where it sees the strongest growth and industry leadership, specifically data center and LoRa connectivity. Closing is expected in the fourth quarter of Semtech’s 2027 fiscal year, subject to customary closing conditions, including receipt of certain regulatory approvals.
Semtech Corp President and CEO Hong Q. Hou reported selling 2,000 shares of common stock on August 7, 2026 at $140.00 per share in an open market or private transaction. The sale was made under a Rule 10b5-1 trading plan adopted on December 17, 2025. Following this transaction, Hou directly holds 62,799 shares of Semtech common stock.