SMTC
Semtech Corporation · $117.82 (+2.8%) · mkt cap $11.0B
1 hub catalysts across 1 sources · backtest → · ← Ticker Explorer
U.S. House — Congressional Trades
Signal summary
Signals divergeBullish and bearish forces are in conflict here — weigh both columns.
34▼ Bearishconviction from hub signals
Bullish factors
- 1 analyst upgrade
Bearish factors
- Congress sold (1)
- 1 analyst downgrade
- Insiders net selling (12 vs 0)
Best strategy
2-yr backtest · by SharpeBuy & Hold (baseline) has fit SMTC best over 2 years (+282.4%, Sharpe 1.27). Historical/in-sample — walk-forward all 19 →
| # | Strategy | Return | Sharpe | Beats B&H |
|---|---|---|---|---|
| 1 | Buy & Hold (baseline) | +282.4% | 1.27 | |
| 2 | Absolute Momentum (12mo) | +130.8% | 1.09 | |
| 3 | Price vs 200-day MA | +92.1% | 0.88 |
Price — 1 year
daily closeInsider activity
0 open-market buysOfficers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.
| Date | Action | Insider | Shares | Value |
|---|---|---|---|---|
| 2026-07-22 | SELL | Walsh Paul V Jr | 500 | $67K |
| 2026-07-14 | SELL | Silberstein Asaf | 3,000 | $435K |
| 2026-07-10 | SELL | Hou Hong Q | 2,000 | $266K |
| 2026-07-08 | SELL | Silberstein Asaf | 8,500 | $1.1M |
| 2026-07-07 | SELL | Green Jason Elliot | 2,264 | $294K |
| 2026-07-01 | SELL | Lin Mark | 970 | $146K |
| 2026-06-30 | SELL | Fischer Gregory Michael | 1,500 | $234K |
| 2026-06-29 | SELL | Hou Hong Q | 9,605 | $1.5M |
| 2026-06-24 | SELL | Walsh Paul V Jr | 500 | $82K |
| 2026-06-22 | SELL | Wilson John Michael | 5,500 | $935K |
| 2026-06-10 | SELL | Lin Mark | 683 | $106K |
| 2026-06-05 | SELL | Hou Hong Q | 2,000 | $324K |
Analyst ratings
live · 2 changes| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| 2023-10-19 | Upgrade | Benchmark | Hold → Buy |
| 2023-09-14 | Downgrade | Benchmark | Buy → Hold |
Catalyst timeline
1 hub signals| Date | Source | Event | Entity | Value | |
|---|---|---|---|---|---|
| 2026-06-30 | U.S. House — Congressional Trades | Congress SELL | Hon. Gilbert Cisneros | $1,001 - $15,000 | source ↗ |
Alt-Data Signal Hub · collected signals updated 2026-07-04 10:58 UTC (refreshed daily) · market & option prices are always live on load · display-only, not advice