Semtech Corporation (SMTC)

Currency in USD
147.89
+12.48(+9.22%)
Closed·
145.51-2.37(-1.60%)
·
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Fair Value
Day's Range
136.24148.03
52 wk Range
57.50177.35
Key Statistics
Prev. Close
135.4
Open
138.71
Day's Range
136.24-148.03
52 wk Range
57.5-177.35
Volume
2.8M
Average Volume (3m)
3.31M
1-Year Change
143.7613%
Book Value / Share
8.04
Fair Value
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Fair Value Upside
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SMTC Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
209.29
Upside
+41.51%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Semtech Corporation News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

14 Buy
1 Hold
0 Sell
Ratings:
15 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 209.29
(+41.51% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Northland
Buy---UpgradeAug 27, 2026
Baird
Buy300.00+102.85%225.00MaintainAug 26, 2026
BMO Capital
Buy155.00+4.81%-MaintainAug 26, 2026
UBS
Buy230.00+55.52%225.00MaintainAug 26, 2026
Morgan Stanley
Hold195.00+31.85%175.00MaintainAug 26, 2026

Semtech Corporation Earnings Call Summary for Q1/2027

  • Semtech Q1 FY2027 revenue hit $291M (up 16% YoY), EPS $0.51 (up 34% YoY), both exceeding forecasts; stock rose 4.86% to $161.35.
  • Ninth consecutive quarter of sales growth driven by strong data center and IoT demand; adjusted gross margin reached 53%.
  • Operating cash flow declined 41% sequentially to $36.2M despite 30% YoY increase, flagging potential near-term liquidity concerns.
  • CEO cited 800G and 1.6T solutions driving data center growth; management optimistic on new optical/copper products despite supply chain risks.
  • Analysts revised earnings upward; profitability expected this year with $2.28 forecasted EPS, though InvestingPro flags stock as overvalued.
Last Updated: 2026-05-26, 05:52 p/m
Read Full Transcript

Earnings

Latest Release
Aug 25, 2026
EPS / Forecast
0.71 / 0.61
Revenue / Forecast
341.9M / 328.64M
EPS Revisions
Last 90 days

SMTC Income Statement

Compare SMTC to Peers and Sector

Metrics to compare
SMTC
Peers
Sector
Relationship
P/E Ratio
89.6x164.6x12.1x
PEG Ratio
0.191.740.01
Price/Book
18.4x2.0x2.4x
Price / LTM Sales
11.8x3.0x2.2x
Upside (Analyst Target)
36.9%−3.0%35.0%
Fair Value Upside
Unlock12.3%5.9%Unlock

Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper 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 interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers analog mixed signal and wireless products; protection devices, such as filter and termination devices which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. The company sells its products through direct sales personnel, independent sales representative firms, and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
48.21M51.66%7.13B
Other Institutional Investors
47.10M48.34%6.97B
Public Companies & Retail Investors
0.000.00%0.00
Total
95.31M100.00%14.09B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.10.45%9,749,4391,441,796
Vanguard Portfolio Management, LLC5.71%5,328,594788,019

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FAQ

What Is the Semtech (SMTC) Stock Price Today?

The Semtech stock price today is 147.89 USD.

What Stock Exchange Does Semtech Trade On?

Semtech is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Semtech?

The stock symbol for Semtech is "SMTC."

What Is the Semtech Market Cap?

As of today, Semtech market cap is 12.64B USD.

What Is Semtech's Earnings Per Share (TTM)?

The Semtech EPS (TTM) is 1.63.

When Is the Next Semtech Earnings Date?

Semtech will release its next earnings report on Dec 02, 2026.

From a Technical Analysis Perspective, Is SMTC a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Semtech Stock Split?

Semtech has split 13 times.

How Many Employees Does Semtech Have?

Semtech has 1920 employees.

What is the current trading status of Semtech (SMTC)?

As of Sep 05, 2026, Semtech (SMTC) is trading at a price of 147.89 USD, with a previous close of 135.40 USD. The stock has fluctuated within a day range of 136.24 USD to 148.03 USD, while its 52-week range spans from 57.50 USD to 177.35 USD.

What Is Semtech (SMTC) Price Target According to Analysts?

The average 12-month price target for Semtech is 209.29 USD, with a high estimate of 300 USD and a low estimate of 155 USD. 14 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +41.51% Upside potential.

What Is the SMTC Premarket Price?

SMTC's last pre-market stock price is 140.50 USD. The pre-market share volume is 43,060.00, and the stock has decreased by 5.10, or 3.77%.

What Is the SMTC After Hours Price?

SMTC's last after hours stock price is 145.51 USD, the stock has decreased by -2.37, or -1.60%.
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