$SMTC

WILSON JOHN MICHAEL sold $935K of SMTC

WILSON JOHN MICHAEL (Chief Quality Officer and CTO) sold 5,500 shares of SEMTECH CORP (SMTC) at $170.00 ($0.94M total) on 2026-06-22.

Original reporting
SEC EDGAR · WILSON JOHN MICHAEL
Published Jun 24, 2026, 4:00 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 6, 2026, 6:49 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
medium confidence
Mentioned
$SMTC
Relevance
5/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$SMTCNeutralLow
01

Why it matters

The newest fact is the specific open-market sale size, price, and post-transaction holdings by the named officer.

02

Market read

Traders may briefly reassess sentiment around insider behavior, but there is no new operational or financial information.

03

What to watch

The filing notes no pre-arranged 10b5-1 plan, but it still provides no reason for the sale or any link to company performance.

Relevance 5/10Novelty 3/10Timing: filed 2026-06-24, sale dated 2026-06-22

Background

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

Company-level read

Ticker impact

$SMTCNeutralMedium confidence
Context

Semtech insider Form 4 shows Chief Quality Officer and CTO WILSON sold 5,500 shares at $170 on 2026-06-22, totaling $935,000.

Expected impact

Likely limited near-term impact; any effect would be sentiment-only and typically fades unless paired with other disclosures.

Evidence & confidence

The filing is primary-source and time-stamped, but it is an insider sale without accompanying guidance, contract, or operational change.

Market effects

No clear sector read-through from a single insider sale at one semiconductor/analog supplier.

None indicated.

None indicated.

Counterpoint

Insider sales can be driven by diversification, taxes, or pre-existing personal liquidity needs, so the signal may be weak.

Key entities

  • SEMTECH CORP

    Company whose insider transaction is disclosed via Form 4.

  • WILSON JOHN MICHAEL

    Chief Quality Officer and CTO who sold shares.

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

$TSEMHigh

TSEM Stock Pops As Semtech AI SiGe Deal Locks In Capacity

Tower Semiconductor (TSEM) stock rose 8.81% after expanding a multi-year silicon germanium manufacturing agreement with Semtech. The deal secures dedicated capacity for Semtech across TSEM's global facilities, tying TSEM to AI data center growth. TSEM trades at 16.5x sales and 8.9x book value, with $1.57B revenue and $17.95B enterprise value. The stock corrected from $258 to $179 recently, with support near $170.

$CRDOHighAI 8/10

Credo Soars 7% as Super Micro’s $4 Billion Forecast Hike Signals “Increased Demand for AI Platforms”

Credo Technology's shares rose 7% following Super Micro's revised fiscal first-quarter revenue forecast, which increased by about $4 billion due to higher AI platform demand. Super Micro now expects $18.5B-$19.5B in revenue. Analysts anticipate Credo's revenue to nearly double to $2.5B by fiscal 2027. Other AI-related stocks like Lumentum, Coherent, Semtech, and Astera Labs also saw gains.

$SMTCHigh

StoneX reiterates Buy on Semtech stock after analyst day selloff

StoneX maintained a Buy rating and $230 price target for Semtech (SMTC) after its stock fell 10% following an analyst day presentation. The decline was attributed to growth expectation resets and AI trading skepticism. Semtech adjusted its Q3 fiscal 2027 outlook, raising revenue and EPS projections, and set fiscal 2030 targets. Analysts have mixed views on its valuation and future performance.

$SMTCMed

Semtech eyes data center revenue surge as AI infrastructure spending grows

Semtech, a semiconductor company, aims to more than double its data center revenue by financial 2028 and 2029. Baird reaffirmed its 'outperform' rating and $300 price target, citing strong demand for copper, fiber, and optical connectivity. The company's CopperEdge and FiberEdge portfolios are gaining market share, with significant power savings and performance improvements.