SMTC SEMTECH CORP

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 2/4 quarters. Q3 2024: $0M, Q2 2024: $0M, Q1 2024: $50M, Q3 2023: $30M

Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $0M vs trailing avg $27M (-100%)

What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Negative FCF ($-28M), cannot compute buyback ratio

How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 1,569,752 shares = 1.8% of 86,272,439 outstanding (annualized)

Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

Are insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $6M (net selling)

Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 6423637.6x more than bought. 4 C-suite officers among sellers

• Lin Mark (EVP and CFO) sold 2,734 shares on 2026-03-10
• Lin Mark (EVP and CFO) sold 3,908 shares on 2026-03-11
• Lin Mark (EVP and CFO) sold 6,582 shares on 2026-03-06
• Silberstein Asaf (EVP and COO) sold 10,000 shares on 2026-02-09
• Silberstein Asaf (EVP and COO) sold 10,000 shares on 2026-02-02
• Silberstein Asaf (EVP and COO) sold 5,000 shares on 2026-01-22
• WILSON JOHN MICHAEL (Chief Quality Officer and CTO) sold 5,000 shares on 2026-01-08
• Lin Mark (EVP and CFO) sold 1,333 shares on 2026-01-05
• Silberstein Asaf (EVP and COO) sold 3,726 shares on 2025-12-05
• Silberstein Asaf (EVP and COO) sold 6,774 shares on 2025-12-05