MRVL, SMTC, ON: 3 AI Infrastructure Stocks Seaport Just Rated Buy
Seaport Research analyst Jay Goldberg started his coverage of Marvell Technology ($MRVL), ON Semiconductor ($ON), and Semtech ($SMTC) with Buy rati...
Semtech Corp (SMTC)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hood River Capital Management David Swank | 2,250,382 | $364,224,327 | -2% | 2.64% |
| 2. | Millennium Management Israel Englander | 1,141,594 | $184,766,989 | -42% | 0.07% |
| 3. | 937,500 | $151,734,375 | +994% | 0.02% | |
| 4. | Tremblant Capital Brett Barakett | 887,268 | $143,604,326 | 4.12% | |
| 5. | Citadel Investment Group Ken Griffin | 783,346 | $126,784,550 | -30% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.23 | 1,000 | $33,232.40 | 1,000 | 2024-04-08 | Filing | |
| $24.83 | 20,000 | $496,520.00 | 20,888 | 2023-09-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $172.61 | 500 | $86,305.00 | 26,600 | 2026-09-23 | Filing | |
| $165.00 | 5,321 | $877,978.30 | 0 | 2026-09-16 | Filing | |
| $159.90 | 683 | $109,211.70 | 35,366 | 2026-09-10 | Filing | |
| $145.00 | 1,500 | $217,500.00 | 7,140 | 2026-09-04 | Filing | |
| $138.71 | 2,000 | $277,420.00 | 60,799 | 2026-09-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,749,439 | $1,577,946,703 | 0.02% | |
| 2. | 5,328,594 | $862,432,939 | 0.04% | |
| 3. | 4,199,493 | $679,687,942 | 0.01% | |
| 4. | 3,450,916 | $559,044,143 | 0.11% | |
| 5. | 3,389,044 | $548,394,674 | 0.02% |
News See All
Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?
Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track.
What Makes Semtech Corp. (SMTC) a Key Enabler of AI Data Infrastructure?
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here.
Semtech’s (SMTC) LoRa Plus Expansion Is Bigger Than Two New Chips
Semtech Corp. (NASDAQ:SMTC) introduced two additional transceivers, the LR2022 and LR2012, to its LoRa Plus lineup, which now grows its reach to a full array of IoT deployments.
Why Is Semtech Stock (SMTC) Up Over 10% Today?
Semtech stock was up over 10% on Wednesday after the company announced a new chip for robots.
Semtech Stock Rises on Solid Q2 Beat – Here’s Why Analysts Are Raising Price Targets
Semtech ($SMTC) shares are rising in premarket trading after the company delivered a strong fiscal second-quarter report and issued an upbeat outlo...
Wall Street Surprises: 5 Stocks Beating EPS Targets
As a large number of companies beat expectations on earnings, the market is becoming more selective about what constitutes a good earnings report.
Will Semtech Stock (SMTC) Rally or Retreat After Reporting Q2 Earnings Today?
Semtech stock was down in the lead-up to the company’s Fiscal Q2 2027 earnings report on Tuesday, though the shares are likely to rally after that ...
Options Volatility and Implied Earnings Moves Today, August 25, 2026
Today, several major companies are expected to report earnings: Bank Of Montreal (BMO), Bank Of Nova Scotia (BNS), Dick’s Sporting Goods (DKS), HEI...
3 ‘Strong Buy’ AI Tech Stocks with 60%+ Upside
Using TipRanks’ Stock Screener Tool, we identified three AI-related tech companies: Oracle ($ORCL), Micron ($MU), and Semtech ($SMTC). All three ca...