$SMTC

Green Jason Elliot sold $294K of SMTC

Green Jason Elliot (EVP and CCO) sold 2,264 shares of SEMTECH CORP (SMTC) at an average of $129.90 ($129.32–$130.48, $0.29M total) across 2 trades on 2026-07-07 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Green Jason Elliot
Published Jul 9, 2026, 8:49 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jul 9, 2026, 8:53 PM 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
3/10
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 range, and post-transaction holdings by the company’s EVP and CCO under a 10b5-1 plan.

02

Market read

Traders may monitor insider activity for sentiment, but this filing alone is unlikely to drive a material repricing without other catalysts.

03

What to watch

Check whether there were prior insider sales in the same window and whether any other executives filed concurrent transactions, which can matter more than a single sale.

Relevance 3/10Novelty 3/10Timing: Filed July 9, covering July 7 insider sales.

Background

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

Company-level read

Ticker impact

$SMTCNeutralHigh confidence
Context

Semtech Form 4 shows EVP and CCO Green Jason Elliot sold 2,264 shares in open-market trades under a 10b5-1 plan.

Expected impact

Likely limited, short-lived impact unless paired with other company-specific news.

Evidence & confidence

The filing is a routine Form 4 open-market sale with a pre-arranged 10b5-1 plan; it does not include earnings, guidance, or operational changes.

Market effects

Minimal; insider-sale disclosures rarely reset sector expectations without accompanying operational/regulatory developments.

None indicated.

None indicated.

Counterpoint

Because the trades are under a pre-arranged 10b5-1 plan, the sale may reflect scheduled liquidity rather than bearish information.

Key entities

  • Semtech Corporation

    Subject of the Form 4 insider transaction disclosure.

  • Green Jason Elliot

    EVP and CCO who executed the open-market sale under a 10b5-1 plan.

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.