Down 48% from its Oct 6, 2026 high.
SMTC's Quality Score fell 2 points on Mon, Nov 9, to 4.
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| The company | Sales up 14% on the year |
| Latest filing | 10-Q, May 27 |
“U.S. chip stocks rebound sharply after Thursday's brutal selloff”
SMTC closed +12.7% that day.
After its last 4 reports it closed -0.6% on average, higher 2 of 4 times.
Below Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
SMTC is #35 of 84 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 35 |
Net income over four quarters: SMTC -$33.2M, SITM $14.1M, MPWR $893M, CRDO $538M.
Expected to report Mon Nov 23, after the close (in 14 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
SMTC's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“Accelerating bookings and record backlog point to a strong inflection in growth with new revenue drivers and visibility expected to extend well into next fiscal year.”
From its results filing (SEC filing · Aug 25)
Sales grew 12% a year over 5 years, fiscal 2021 to 2026.
Its share count grew 6% a year over 5 years.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Aug 25, 2026 | +2.6% | +10.4% | +3.7% |
| May 26, 2026 | +4.8% | -4.4% | +1.3% |
| Mar 16, 2026 | -6.5% | -11.0% | -14.0% |
Sales grew in six of the last seven years, to $1B in 2026. It made a profit in five of the eight years.
RSI 34.7, MACD below signal, below both averages. Not scored.
6 insiders sold $4.7M across 7 filings in the last 6 months. No open-market buys on record. The newest:
7 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: SMTC is under 0.1% of FTEC, under 0.1% of VGT, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Semtech Corp is a provider of high-performance semiconductors powering data center networking, Internet of Things ("IoT") connectivity, and cellular infrastructure solutions. The company designs, develops, manufactures, and markets a diverse portfolio of products for commercial applications, addressing the infrastructure, high-end consumer, and industrial end markets. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems, and Connected Services. The majority of the company's revenue is earned through the Analog Mixed Signal and Wireless segment. Geographically, the majority of the company's revenue is earned from the Asia Pacific region; the company also operates in North America and Europe.
“The semiconductor and IoT industries are highly competitive, and we expect competitive pressures to continue.”
SMTC scores 4 today, which Breakaway calls Below Average. It is #35 of 84 in Semiconductors by Quality Score, with 2 of 14 chart checks firing. Down 48% from its Oct 6, 2026 high. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
SMTC scores 4 today, which Breakaway calls Below Average (0 to 5). That is #35 of 84 in Semiconductors by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind SMTC's 4.
6 insiders sold $4.7M across 7 filings in the last 6 months. No open-market buys on record. The newest is Rodolpho C. Cardenuto, Director, who sold $878K on Sep 16. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
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