Semtech Corp. (SMTC)
NASDAQ:SMTC
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SMTC Stock Chart & Stats
$107.71
$0.68(1.04%)
At close: 4:00 PM EST
$107.71
$0.68(1.04%)
Day’s Range― - ―
52-Week Range$29.29 - $113.05
Previous CloseN/A
Volume370.77K
Average Volume (3M)2.67M
Market Cap
$9.15B
Enterprise Value$9.45B
Total Cash (Recent Filing)$195.20M
Total Debt (Recent Filing)$491.20M
Price to Earnings (P/E)―
Beta2.28
Next Earnings
Jun 03, 2026EPS Estimate
0.45Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.44
Shares Outstanding93,114,500
10 Day Avg. Volume2,424,465
30 Day Avg. Volume2,669,300
Financial Highlights & Ratios
PEG Ratio2.23
Price to Book (P/B)13.05
Price to Sales (P/S)6.83
P/FCF Ratio44.92
Enterprise Value/Market Cap1.03
Enterprise Value/Revenue7.26
Enterprise Value/Gross Profit14.07
Enterprise Value/Ebitda44.19
Forecast
1Y Price Target
$105.54Price Target Upside-2.02% Downside
Rating ConsensusStrong Buy
Number of Analyst Covering13
EPS Forecast (FY)2.21
Revenue Forecast (FY)$1.24B
Bulls Say, Bears Say
Bulls Say
Data Center Design WinsDesign wins with major hyperscalers for CopperEdge and FiberEdge products position Semtech for a commercial ramp that could drive meaningful data center revenue growth.
Laser And Optical Manufacturing AcquisitionsAcquisitions of a tunable laser provider and indium phosphide manufacturing assets provide in-house laser IP and production capability, enabling higher transceiver content per module and new high-margin revenue streams.
LoRa And IoT GrowthGrowing adoption of LoRa technology and momentum in smart glasses and wearable devices supports steady, margin-accretive revenue expansion in wireless and consumer protection segments.
Bears Say
Execution Risk For Optical OpportunityThe optical opportunity is still early and execution risk means failure to convert design wins into volume shipments could limit upside for the stock.
Rising Operating ExpensesIncreasing operating expenses driven by greater investment in research and development may offset profit improvements from rising revenue and pressure near-term margins.
Supply ConstraintsTight laser supply and limited product ramp visibility could constrain production increases and damp near-term revenue growth for optical products.
Semtech News
SMTC FAQ
What was Semtech Corp.’s price range in the past 12 months?
Semtech Corp. lowest stock price was $29.29 and its highest was $113.05 in the past 12 months.
What is Semtech Corp.’s market cap?
Semtech Corp.’s market cap is $9.15B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Jun 03, 2026 which is in 34 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on Mar 16, 2026. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.431 by $0.009.
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 0.45.
How many shares outstanding does Semtech Corp. have?
Semtech Corp. has 93,114,500 shares outstanding.
What happened to Semtech Corp.’s price movement after its last earnings report?
Semtech Corp. reported an EPS of $0.44 in its last earnings report, beating expectations of $0.431. Following the earnings report the stock price went down -11%.
Which hedge fund is a major shareholder of Semtech Corp.?
Currently, no hedge funds are holding shares in SMTC
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
Outperform
1
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5
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7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$105.54 (-2.02% Downside)
$105.54 (-2.02% Downside)
Blogger Sentiment
Bullish
SMTC Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 526.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $835.4K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.8%
Last 30 Days ▲ 3.7%
Last 30 Days ▲ 3.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
310.48%
12-Months-Change
Fundamentals
Return on Equity
-7.22%
Trailing 12-Months
Asset Growth
-0.63%
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
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum: record annual revenue ($1.05B), robust Q4 growth, large EPS improvement (FY +94%), improved margins and cash generation, and strategic progress through the HIFU acquisition and multiple data-center design wins (ACC, LPO, NPO). Near-term headwinds include HIFU capacity constraints, incremental ramp costs pressuring Semiconductor gross margin in Q1, higher OpEx and an increased tax rate, and some end-market variability (consumer sequential decline and IoT Systems lumpiness). On balance the positives — particularly data center revenue acceleration, cash flow strength, margin expansion, and accretive acquisition strategy — materially outweigh the near-term risks.View all SMTC earnings summariesSMTC Stock 12 Month Forecast
Average Price Target
$105.54
▼(-2.02% Downside)
Technical Analysis
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Ownership Overview
0.50% Insiders
42.55% Mutual Funds
1.35% Other Institutional Investors
28.93% Public Companies and Individual Investors