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Semtech Corp. (SMTC)
NASDAQ:SMTC
SMTC Stock Chart & Stats
$72.89
$0.68(1.04%)
At close: 4:00 PM EST
$72.89
$0.68(1.04%)
Day’s Range― - ―
52-Week Range$24.05 - $81.32
Previous CloseN/A
Volume370.77K
Average Volume (3M)1.85M
Market Cap
$7.35B
Enterprise Value$6.29B
Total Cash (Recent Filing)$164.70M
Total Debt (Recent Filing)$490.50M
Price to Earnings (P/E)262.2
Beta2.06
Next Earnings
Mar 18, 2026EPS Estimate
0.43Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.48
Shares Outstanding92,540,054
10 Day Avg. Volume1,459,526
30 Day Avg. Volume1,847,311
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 Cap0.86
Enterprise Value/Revenue6.12
Enterprise Value/Gross Profit11.76
Enterprise Value/Ebitda55.88
Forecast
1Y Price Target
$82.87Price Target Upside13.69% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering16
EPS Forecast (FY)1.67
Revenue Forecast (FY)$1.04B
Bulls Say, Bears Say
Bulls Say
Financial PerformanceSemtech posted revenue of $267 million, slightly ahead of the Street consensus of $266.4 million and EPS of $0.48, or $0.04 ahead of expectations.
Market ExpansionSemtech has signed several U.S. hyperscaler customers, increasing from just two previously.
Revenue GrowthSequential and annual revenue growth in Semtech's Infrastructure Data Center, PerSe Sensing, and LoRa applications, as well as new opportunities in LPO modules and ACCs, offer solidly accretive margins.
Bears Say
EPS Guidance ShortfallThe EPS guidance shortfall was driven by the expected contraction of Semtech’s gross margin from 53% in Q3 to 51.2% in Q4, even while revenue is expected to increase by 2% sequentially and 9% year-over-year.
Gross Margin PressureSemtech’s solid October quarter and encouraging January revenue guidance was offset by mix-related gross margin pressure that resulted in its EPS outlook being one penny shy of the consensus, which has its shares down about 6% after hours.
Technology ChallengesThe LPO technology may not become significant for Semtech until well into CY26 due to current testing challenges with hyperscalers.
Semtech News
SMTC FAQ
What was Semtech Corp.’s price range in the past 12 months?
Semtech Corp. lowest stock price was $24.05 and its highest was $81.32 in the past 12 months.
What is Semtech Corp.’s market cap?
Semtech Corp.’s market cap is $7.35B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Mar 18, 2026 which is in 95 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on Nov 24, 2025. The company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.445 by $0.035.
Is Semtech Corp. overvalued?
According to Wall Street analysts Semtech Corp.’s price is currently Undervalued.
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 0.43.
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 $0.48 in its last earnings report, beating expectations of $0.445. Following the earnings report the stock price went up 2.528%.
Which hedge fund is a major shareholder of Semtech Corp.?
Currently, no hedge funds are holding shares in SMTC
Semtech Stock Smart Score
Neutral
1
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Analyst Consensus
Strong Buy
Average Price Target:
$82.87 (13.69% Upside)
$82.87 (13.69% Upside)
Blogger Sentiment
Bullish
SMTC Sentiment 83%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 465.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▲ 1.0%
Last 30 Days <0.1%
Last 30 Days <0.1%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
24.42%
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.
SMTC Company Deck
SMTC 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 SMTC earnings summariesSMTC Stock 12 Month Forecast
Average Price Target
$82.87
▲(13.69% Upside)
Technical Analysis
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Ownership Overview
0.45% Insiders
39.78% Mutual Funds
16.09% Other Institutional Investors
13.83% Public Companies and Individual Investors