Education
About Us
Working with TipRanks
Follow Us
Semtech Corp. (DE:SM2)
NASDAQ:SM2
SM2 Stock Chart & Stats
€72.30
€0.40(0.63%)
At close: 4:00 PM EST
€72.30
€0.40(0.63%)
Day’s Range― - ―
52-Week Range€20.91 - €75.40
Previous CloseN/A
Volume15.00
Average Volume (3M)24.00
Market Cap
€6.72B
Enterprise Value€8.54B
Total Cash (Recent Filing)€164.70M
Total Debt (Recent Filing)€490.50M
Price to Earnings (P/E)230.7
Beta1.22
Next Earnings
Mar 18, 2026EPS Estimate
0.36Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.40
Shares Outstanding92,540,054
10 Day Avg. Volume31
30 Day Avg. Volume24
Financial Highlights & Ratios
PEG Ratio0.34
Price to Book (P/B)8.84
Price to Sales (P/S)5.27
P/FCF Ratio109.51
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€70.19Price Target Upside-2.92% Downside
Rating ConsensusStrong Buy
Number of Analyst Covering16
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Data Center GrowthManagement highlights accelerating data center revenue driven by the FiberEdge portfolio and an expanding transceiver opportunity, positioning the company to capture AI-related infrastructure spending.
Divestiture And Margin ImprovementManagement's push to divest non-core cellular assets and redeploy capital toward core franchises could materially improve gross margins and operational focus.
Hyperscaler Customer WinsDesign wins and new agreements with multiple U.S. hyperscaler customers for high-speed transceivers create a pathway for initial commercial shipments and further customer expansion.
Bears Say
Gross Margin Pressure From MixMix-related gross margin contraction has lowered EPS guidance versus consensus, indicating profitability may remain pressured until product mix shifts toward higher-margin offerings.
High-end Consumer SoftnessGuidance for a decline in the high-end consumer segment due to seasonality, only partially offset by the acquired force sensing portfolio, suggests near-term revenue softness in that end market.
LPO Adoption And Testing RiskTesting challenges with hyperscaler customers for LPO technology raise the risk that LPO revenue may not scale meaningfully until well into the calendar year, limiting near-term upside from that opportunity.
Semtech News
SM2 FAQ
What was Semtech Corp.’s price range in the past 12 months?
Semtech Corp. lowest stock price was €20.91 and its highest was €75.40 in the past 12 months.
What is Semtech Corp.’s market cap?
Semtech Corp.’s market cap is €6.72B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Mar 18, 2026 which is in 34 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on Nov 24, 2025. The company reported €0.403 earnings per share for the quarter, beating the consensus estimate of €0.374 by €0.029.
Is Semtech Corp. overvalued?
According to Wall Street analysts Semtech Corp.’s price is currently Overvalued.
Does Semtech Corp. pay dividends?
Semtech Corp. does not currently pay dividends.
What is Semtech Corp.’s EPS estimate?
Semtech Corp.’s EPS estimate is 0.36.
How many shares outstanding does Semtech Corp. have?
Semtech Corp. has 92,540,054 shares outstanding.
What happened to Semtech Corp.’s price movement after its last earnings report?
Semtech Corp. reported an EPS of €0.403 in its last earnings report, beating expectations of €0.374. Following the earnings report the stock price went down -5.983%.
Which hedge fund is a major shareholder of Semtech Corp.?
Currently, no hedge funds are holding shares in DE:SM2
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Semtech Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
€70.19 (-2.92% Downside)
€70.19 (-2.92% Downside)
Blogger Sentiment
Bullish
DE:SM2 Sentiment 70%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $1.5M over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Positive
20 days / 200 days
Momentum
62.81%
12-Months-Change
Fundamentals
Return on Equity
13.39%
Trailing 12-Months
Asset Growth
1.95%
Trailing 12-Months
Company Description
Semtech Corp.
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. It provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, it provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. The company serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. It sells its products directly, as well as through independent sales representative firms and independent distributors in North America, Europe, Asia- Pacific, and internationally. The company was incorporated in 1960 and is headquartered in Camarillo, California.
SM2 Company Deck
SM2 Earnings Call
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
Semtech Corporation's earnings call highlighted strong financial performance with significant revenue and earnings growth, particularly in the Data Center and LoRa segments. The successful capital restructuring and acquisition of a Force Sensing business were also positive developments. However, challenges remain with declining gross margins in the IoT systems segment and ongoing efforts to divest non-core assets. Overall, the positives strongly outweigh the negatives.View all DE:SM2 earnings summariesSM2 Stock 12 Month Forecast
Average Price Target
€70.19
▼(-2.92% Downside)
Technical Analysis
Cirrus Logic
―
Onto Innovation
―
Silicon Laboratories
―
SiTime Corporation
―
Allegro MicroSystems
―