$SMTC

Fischer Gregory Michael sold $165K of SMTC

Fischer Gregory Michael sold 1,000 shares of SEMTECH CORP (SMTC) at $164.68 ($0.16M total) on 2026-05-28.

Original reporting
SEC EDGAR · Fischer Gregory Michael
Published Jun 1, 2026, 4:00 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 6, 2026, 9:04 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$SMTC
Neutral
high confidence
Mentioned
$SMTC
Relevance
4/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$SMTCNeutralLow
01

Why it matters

Insider sales can be interpreted as bearish, but this disclosure provides no new operational or financial information about Semtech.

02

Market read

Traders may note the insider sale, but the filing alone is unlikely to drive a major repricing without corroborating fundamental news.

03

What to watch

The article does not state total holdings value, sale frequency, or whether other insiders sold/bought around the same period, limiting inference.

Relevance 4/10Novelty 3/10Timing: filed 2026-06-01, transaction dated 2026-05-28

Background

The article is a SEC Form 4 insider transaction disclosure for Semtech Corp (SMTC).

Company-level read

Ticker impact

$SMTCNeutralHigh confidence
Context

Semtech director Fischer Gregory Michael filed a Form 4 open-market sale of 1,000 shares at $164.6850 on 2026-05-28.

Expected impact

Low likelihood of a sustained price move based solely on this Form 4.

Evidence & confidence

The filing is a small, single-tranche sale by a director, with no accompanying company-specific catalyst or guidance change in the text.

Market effects

No sector-level implications disclosed; this is an issuer-specific insider transaction.

None indicated.

None indicated.

Counterpoint

The sale may be non-informational (taxes, diversification, or pre-existing personal liquidity needs), so price impact could be negligible.

Key entities

  • SEMTECH CORP

    Subject of the Form 4 insider transaction disclosure.

  • Fischer Gregory Michael

    Director who sold 1,000 shares in an open-market sale.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$SMTCHigh

Semtech (SMTC) Shares Skyrocket, What You Need To Know

Semtech (SMTC) shares rose 9.8% after introducing a new surge protection device for industrial robotics. The company cited growth in semiconductor, optical networking, and AI data center operations. SMTC is up 123% YTD, trading near its 52-week high. Recent volatility includes a 10.4% drop due to AI safety concerns.

$SMTCMed

Semtech Stock Surges on AI Data Center Optimism

Semtech (SMTC) shares rose due to a rebound from the semiconductor selloff, driven by its new TDS2621LP device for industrial robotics. The company reported record quarterly revenue and optimistic guidance for AI data center and optical networking businesses, indicating future growth potential. Long-term prospects rely on expanding manufacturing capacity and clearing hyperscaler qualifications, with risks from industry cycles.

$SMTCHighAI 8/10

SMTC Surges As Semtech Hikes Guidance And Wins Big AI Bets

Semtech (SMTC) stock rose 9.66% after reporting record Q2 revenue of $341.9M, beating estimates. The company raised Q3 guidance to $405M-$415M, driven by AI data center networking and IoT. Q2 EPS was $0.71, with gross margin above 50% and free cash flow of $60.7M. Analysts see fair value at $190-$210 over 12-18 months.

$SMTCHighAI 8/10

SMTC Surges As Semtech Delivers Big Beat And Bullish AI Guidance

Semtech Corporation (NASDAQ: SMTC) shares rose 8.65% after reporting record Q2 revenue of $341.9M, up 33% YoY, and strong Q3 guidance. The company is benefiting from growth in AI data center and IoT/LoRa segments, with data center revenue expected to reach 44% of total by 2027. Analysts have raised price targets to $182–300, with an average of $205.

$FORMMedAI 8/10

FormFactor, Entegris, Penguin Solutions, Teradyne, and Marvell Technology Stocks Trade Up, What You Need To Know

Several semiconductor stocks rose after the August jobs report, which showed 162,000 nonfarm payroll jobs added, beating estimates. Despite initial expectations of a rate hike, traders rotated back into the chip sector. FormFactor (FORM) +5.3%, Entegris (ENTG) +5.6%, Penguin Solutions (PENG) +5.1%, Teradyne (TER) +4.8%, and Marvell Technology (MRVL) +6.2%. Marvell reported Q2 revenue of $2.74B, up 36.5% YoY, with strong Data Center demand. Management guided Q3 revenue at $3.15B, but revenue from