SMTC SEMTECH CORP Insider Trading

CFO Lin Mark sold 9,186 shares of SMTC at $75.05 on 2026-03-24; fourth sale in two weeks as stock trades -16.9% from 52-week high.

Lin Mark, EVP and CFO, divested 9,186 shares at $75.05 on 2026-03-24, reducing his holdings by 21.9% to 32,710 shares post-transaction. This sale is the fourth insider transaction at SMTC in 14 days (prior sells on 2026-03-11, 2026-03-10, and 2026-03-06), suggesting a sustained pattern of liquidation rather than isolated rebalancing. The aggregate pressure is notable given that the stock currently trades at $80.04, down 16.9% from its 52-week high of $96.30 and down 7.8% over the past 30 days, while the company reported a net loss of $-2.9M on revenue of $267.0M in its latest quarter and a P/E of 49.71 despite being unprofitable over its most recent full fiscal year. The repeated sales by the CFO—the officer responsible for financial and capital allocation decisions—during a period of stock weakness and negative earnings warrant investor scrutiny of the company's cash position and near-term guidance.

CFO Lin Mark sells 6,642 shares at avg $86.43; stock down 5.8% in 30 days, currently $83.41; company unprofitable

Lin Mark, EVP and CFO of Semtech Corp, executed 2 separate sales totaling 6,642 shares for $574,062.10, representing a 20.0% reduction in his holdings from 33,178 to 26,536 shares. The sales occurred at $85.27 on 2026-03-10 and $87.24 on 2026-03-11, with a blended average price of $86.43; the current stock price of $83.41 reflects a 3.7% decline from the transaction prices. The timing is notable: the stock has fallen 5.8% over the prior 30 days and trades 13.4% below its 52-week high of $96.30, while the company reported a net loss of $2.9M in the latest quarter and remains unprofitable on a full-year basis. The sales follow a prior sell on 2026-03-06 at the same ticker, suggesting a pattern of insider disposition in a near-term window. Investors should monitor whether the fundamentals (negative earnings and declining momentum) validate the insider's willingness to reduce exposure at these price levels.

CFO Lin Mark sells 6,582 shares of SMTC at $83.75; stock now $85.14 with unprofitable fundamentals

Lin Mark, EVP and CFO, sold 6,582 shares at $83.75 on 2026-03-06, reducing holdings by 22.9% to 22,125 shares. The sale occurred at a price $1.39 below the current price of $85.14, and the stock is currently -11.6% from its 52-week high of $96.30. SEMTECH CORP faces challenging fundamentals with net income of $-2.9M in the most recent quarter and negative full-year net income, paired with an elevated P/E of 274.65. Mark's cross-ticker track record shows his sole prior buy resulted in a -0.6% 90-day return, reflecting a 0.00% win rate across his open-market activity. The sale's significance derives from the CFO's financial responsibility during a period of unprofitability, though the transaction value of $551.2K and timing relative to the company's recent 52-week trajectory warrant monitoring alongside the company's path to profitability.

COO Silberstein sells 10,000 SMTC shares at $92.00; stock now at $88.53 after recent 31% rally.

Silberstein sold 10,000 shares (12.7% reduction) at $92.00 on 2026-02-09, just one week after his prior sale on 2026-02-02. The transaction occurs during a strong uptrend: the stock is near its 52-week high of $88.75 (currently $88.53, -0.2% from peak) and has surged 31.0% over 90 days and 11.1% over 30 days. His prior trades at SMTC show mixed post-transaction results (two measurable 30-day outcomes both negative: -4.9% and -5.8%), though none yet reach the 90-day mark for full assessment. Notably, SMTC operates unprofitably (net income $-2.9M on $267.0M revenue) with an elevated P/E of 285.58. The concentrated selling pattern—two separate sales within one week—during a sustained rally in a fundamentally challenged company warrants investor attention to the insider's confidence posture and any underlying operational signals not yet public.

EVP and COO Silberstein sold 10.0K shares at $88.00, -11.3% reduction of holdings; current price $81.88

Silberstein Asaf, EVP and COO, sold 10,000 shares of SEMTECH CORP at $88.00 on 2026-02-02, reducing his holdings from 88.5K to 78.5K shares (-11.3%). The sale occurred near the company's 52-week high of $87.76, and the stock has since declined to $81.88, a -6.7% pullback from that high. SEMTECH remains unprofitable on a full-year basis (net income of $-2.9M) with a P/E of 264.13 reflecting elevated valuation despite modest 4.7% annual revenue growth. Silberstein's prior two sales at SMTC (both on 2025-12-05) posted negative 30-day returns of -4.9% and -5.8%, consistent with his cross-ticker average 30-day post-sale return of -5.4%, though outcomes at this ticker beyond 30 days remain unmeasurable. The sale quantity and timing relative to recent price momentum warrant routine investor attention but do not signal exceptional executive concern.

Silberstein (EVP/COO, SMTC) sold 10,500 shares in 2 transactions for $836,245.99 at $79.64 avg, retaining 93,496 shares post-sale

Silberstein executed 2 separate sales on the same day totaling 10,500 shares, representing a 10.1% reduction in his holdings to 93,496 shares. The blended average sale price of $79.64 is close to the current price of $80.54, suggesting recent execution rather than stale activity. The company posted negative net income of $-2.9M in the latest quarter and an unprofitable full fiscal year, trading at an elevated P/E of 259.81 on a $7.5B market cap, which reflects investor pricing based on growth expectations rather than current earnings power. The sale occurred as the stock has recently rallied 30.5% over 90 days and sits at its 52-week high of $80.54, suggesting the insider liquidated a modest portion of equity exposure during a period of strong upward momentum.

SMTC CEO sold 10,000 shares (-31.7% of holdings) at $74.08 while stock at 52-week high; company unprofitable

HOU HONG Q, President and CEO, sold 10,000 shares at $74.08 on 2025-12-03, reducing his position from 31,559 shares to 21,559 shares (a -31.7% reduction in holdings). The sale occurred near the stock's 52-week high of $79.61, with current price at that peak level. This transaction is noteworthy given SEMTECH's underlying fundamentals: the company reported negative net income of $-2.9M in its latest quarter and was unprofitable over its most recent full fiscal year, despite quarterly revenue of $267.0M and modest annual growth of 4.7%. The CEO's material reduction in personal shareholding amid unprofitability and at elevated valuation levels warrants investor attention to whether near-term operational or strategic developments influenced this decision.