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$39.07 - $172.36
Previous CloseN/A
Volume370.77K
Average Volume (3M)3.50M
Market Cap
$14.37B
Enterprise Value$14.54B
Total Cash (Recent Filing)$163.30M
Total Debt (Recent Filing)$492.00M
Price to Earnings (P/E)―
Beta2.33
Next Earnings
Sep 02, 2026EPS Estimate
0.62Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.37
Shares Outstanding93,151,170
10 Day Avg. Volume4,128,637
30 Day Avg. Volume3,497,265
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 Cap1.01
Enterprise Value/Revenue13.34
Enterprise Value/Gross Profit25.90
Enterprise Value/Ebitda89.03
Forecast
1Y Price Target
$204.83Price Target Upside90.17% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering13
EPS Forecast (FY)2.23
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 $39.07 and its highest was $172.35 in the past 12 months.
What is Semtech Corp.’s market cap?
Semtech Corp.’s market cap is $14.37B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Sep 02, 2026 which is in 83 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on May 26, 2026. The company reported $0.51 earnings per share for the quarter, beating the consensus estimate of $0.454 by $0.056.
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 0.62.
How many shares outstanding does Semtech Corp. have?
Semtech Corp. has 93,151,170 shares outstanding.
What happened to Semtech Corp.’s price movement after its last earnings report?
Semtech Corp. reported an EPS of $0.51 in its last earnings report, beating expectations of $0.454. Following the earnings report the stock price went down -4.414%.
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
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$204.83 (90.17% Upside)
$204.83 (90.17% Upside)
Blogger Sentiment
Bullish
SMTC Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 373.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $2.2M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.0%
Last 30 Days ▲ 32.4%
Last 30 Days ▲ 32.4%
News Sentiment
Very Bearish
Bullish news 19%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
265.93%
12-Months-Change
Fundamentals
Return on Equity
-5.68%
Trailing 12-Months
Asset Growth
0.49%
Trailing 12-Months
Company Description
Semtech Corp.
Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.
SMTC Company Deck
SMTC Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial story: record revenue, sizable year-over-year and sequential growth, strong adjusted EPS beat, improving margins and confident guidance for Q2 and FY27 driven by broad-based demand across data center (800G and 1.6T), robust LoRa momentum, strategic M&A (HIFU) and design wins. Notable near-term negatives include sequential declines in operating and free cash flow due to bonuses and acquisition outflows, a temporary margin compression in the signal integrity segment as a facility ramps, and supply/capacity constraints (notably GaN) that management is actively addressing. Overall, the highlights substantially outweigh the lowlights given strong backlog, guidance, and product traction.View all SMTC earnings summariesSMTC Stock 12 Month Forecast
Average Price Target
$204.83
▲(90.17% Upside)
Technical Analysis
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Ownership Overview
0.50% Insiders
42.53% Mutual Funds
15.15% Other Institutional Investors
14.78% Public Companies and Individual Investors