Home › US companies › Semtech

Semtech

SMTC · Nasdaq · Semiconductors & Related Devices
Insider buys (12 months)
0
Insider sales (12 months)
$18.7M
8-K reports (12 months)
8
Tracked investors holding
2

At a glance

Semtech reported 2025 revenue of $1.05B, up 15.5% from $909.3M in 2024. Over 4 years since 2021 ($740.9M), that is growth of about 9.1% a year. Operating margin was 3.1%, down from 19.6% in 2021. 2025 was the highest revenue year in this period. The company posted a loss in 2023.

In the last 12 months 12 insiders reported 0 open-market purchases and 51 sales ($18.7M). 39 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $1.5M by President and CEO Hong Q Hou on Jul 1, 2026.

Semtech filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), regulation fd disclosure (1), other events (1) and material agreement (1). The latest officer or director change was reported on Jun 8, 2026. It reported a material agreement or a completed acquisition or disposal 1 time.

2 of the 20 investors tracked here held Semtech at the last quarter end, worth $36M combined. It is the largest weight for Renaissance Technologies (0% of its portfolio), followed by Bridgewater Associates (0%). New this quarter: Renaissance Technologies. Reduced: Bridgewater Associates.

Annual results

2021
Revenue $740.9M
Op. $145M
2022
Revenue $756.5M
Op. $92.8M
2023
Revenue $868.8M
Op. -$944.3M
2024
Revenue $909.3M
Op. $49.9M
2025
Revenue $1.05B
Op. $32.6M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$125.7M$61.4M-$1.09B-$161.9M-$40.4M
Diluted EPS$1.92$0.96$-17.03$-2.26$-0.46

Fiscal year ends Jan 31 · incorporated in DE

Tracked investors holding (13F)

Renaissance TechnologiesNew$33.5M · 0.0% · held 5 quarters
Bridgewater AssociatesReduced$2.5M · 0.0% · held 2 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined