Semtech Corporation (NASDAQ:SMTC) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call.
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 | 3,450,042 | $213,385,098 | 3.15% | |
| 2. | Whale Rock Capital Management Alex Sacerdote | 3,266,202 | $202,014,594 | +365% | 2.39% |
| 3. | Driehaus Capital Richard Driehaus | 2,032,316 | $125,698,745 | -7% | 1.03% |
| 4. | Millennium Management Israel Englander | 1,222,924 | $75,637,849 | -16% | 0.03% |
| 5. | 35,500,000 | $62,675,250 | -39% | 1.8% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.23 | 1,000 | Officer | 1,000 | 2024-04-08 | Filing | |
| $24.83 | 20,000 | 20,888 | 2023-09-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.21 | 200 | Officer | 13,481 | 2025-03-27 | Filing | |
| $37.67 | 2,707 | Officer | 13,681 | 2025-03-27 | Filing | |
| $36.03 | 192 | Officer | 11,625 | 2025-03-06 | Filing | |
| $35.58 | 4,358 | Officer | 11,817 | 2025-03-06 | Filing | |
| $34.39 | 3,590 | Officer | 16,175 | 2025-03-06 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,961,506 | $801,669,146 | 0.01% | |
| 2. | 11,542,545 | $713,906,409 | 0.01% | |
| 3. | 5,568,219 | $344,392,258 | 0.08% | |
| 4. | 3,810,916 | $235,705,155 | 0% | |
| 5. | 119,970,000 | $212,372,334 | 1.76% |
News See All
20 Best Data Center Stocks to Buy According to Billionaires
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
12 AI News Investors Should Not Miss This Week
Artificial Intelligence (AI) is known to increase productivity, decrease human error, and expedite the development of human resources.
Why These 15 Semiconductor Stocks Have Been Plunging So Far in 2025
Wall Street has gotten increasingly bearish on semiconductor stocks over the past few months as concerns about the profitability and sustainability of AI have gained traction.
Semtech Corporation (SMTC) Rose on Beating Consensus Estimates
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
10 AI Stocks That Will Skyrocket
DWS, an expert in active, passive, and alternative asset management, believes that expectations around the usage of Artificial Intelligence (AI) across industries acted as one of the critical stock market...
10 Most Oversold Data Center Stocks to Buy According to Analysts
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
Top 10 AI News Updates Trending on Wall Street
The battle for supremacy on artificial intelligence development and innovation is heating up.
Coatue's 35 Most Important AI Stocks
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
10 AI Stocks on Latest News and Ratings
Elon Musk recently sparked skepticism in the AI community by claiming that companies funding the Stargate initiative lack the funds to do so.
Billionaire Hedge Funds
