Company Dossier · Information Technology
Semtech
- Russell 1000
- MidCap 400
What Semtech is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to April 26, 2026: $1.09 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to April 26, 2026: $0.17 billion, up 113% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to April 26, 2026: $0.02 billion, up 100% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to January 25, 2015: $0.01 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 25, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.95 of 1.Palanor Discourse
- Latest annual report (filed March 23, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $5.0 million on the open market.SEC Form 4
- 578 institutional managers reported a position at June 30, 2026 (+140 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 4 (1 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Semtech yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Semtech, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveSemtech (SMTC) Raises Q3 Revenue Guidance Above Consensus Amid Strategic Outlook
gurufocus.com · via Marketaux · Oct 16, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jul 21, 2026PatentPatent granted: TRANSIMPEDANCE AMPLIFIERSUS 12689338
- Jul 6, 20268-KMaterial agreement signedItem 1.01
- Jun 8, 20268-KDirector or officer changeItem 5.02
- Jun 8, 20268-KShareholder vote resultsItem 5.07
- May 5, 2026PatentPatent granted: PROXIMITY SENSOR AND ANTENNAUS 12618694
- Apr 21, 2026PatentPatent granted: DATA DRIVERSUS 12609696
- Mar 23, 202610-KAnnual report (10-K)2 risk factors added, 0 removed
- Mar 3, 2026Patent
- Mar 3, 2026Patent
- Oct 10, 20258-KMaterial agreement signedItem 1.01
- Jun 9, 20258-KDirector or officer changeItem 5.02
- Jun 9, 20258-KShareholder vote resultsItem 5.07
- Apr 28, 20258-KMaterial agreement signedItem 1.01
- Mar 25, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 24, 20258-KDirector or officer changeItem 5.02
- Nov 27, 20248-KDirector or officer changeItem 5.02
- Mar 28, 202410-KAnnual report (10-K)1 risk factors added, 2 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Cognex Corporation CGNX | $1.1B | $0.3B | Jul 5, 2026 |
| SentinelOne S | $1.1B | $0.1B | Jul 31, 2026 |
| IPG Photonics IPGP | $1.1B | $0.0B | Jun 30, 2026 |
| Onto Innovation ONTO | $1.1B | $0.3B | Jun 30, 2026 |
| CCC Intelligent Solutions CCC | $1.1B | $0.3B | Dec 31, 2025 |
| GitLab GTLB | $1.1B | $0.2B | Jul 31, 2026 |
| Manhattan Associates MANH | $1.1B | $0.4B | Jun 30, 2026 |
| AppFolio APPF | $1.0B | $0.2B | Jun 30, 2026 |