Semtech Corporation (SMTC)

Currency in USD
163.47
-3.17(-1.90%)
Real-time Data·
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Fair Value
Day's Range
160.88168.62
52 wk Range
37.03172.36
Key Statistics
Prev. Close
166.63
Open
168.52
Day's Range
160.88-168.62
52 wk Range
37.03-172.36
Volume
1.01M
Average Volume (3m)
2.94M
1-Year Change
328.9425%
Book Value / Share
6.16
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
204.83
Upside
+25.30%
Members' Sentiments
Bearish
Bullish
ProTips
13 analysts have revised their earnings upwards for the upcoming period

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
Buy

Analyst Ratings

12 Buy
2 Hold
0 Sell
Ratings:
14 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 204.83
(+25.30% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
UBS
Buy225.00+37.24%165.00Maintain27-05-2026
TD Cowen
Buy210.00+28.09%165.00Maintain27-05-2026
Oppenheimer
Buy200.00+21.99%150.00Maintain27-05-2026
B.Riley
Buy210.00+28.09%165.00Maintain27-05-2026
Baird
Buy225.00+37.24%110.00Maintain27-05-2026

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: 27-05-2026, 03:22 am
Read Full Transcript

Earnings

Latest Release
26-05-2026
EPS / Forecast
0.51 / 0.45
Revenue / Forecast
291M / 283.44M
EPS Revisions
Last 90 days

SMTC Income Statement

Compare SMTC to Peers and Sector

Metrics to compare
SMTC
Peers
Sector
Relationship
P/E Ratio
−459.6x−840.2x12.6x
PEG Ratio
−6.197.940.01
Price/Book
26.6x3.2x2.4x
Price / LTM Sales
14.0x5.8x2.5x
Upside (Analyst Target)
21.4%0.0%18.5%
Fair Value Upside
Unlock−28.6%2.4%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
55.14M59.19%9.19B
Other Institutional Investors
46.40M40.81%7.73B
Public Companies & Retail Investors
0.000.00%0.00
Total
101.54M100.00%16.92B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.15.27%1,42,22,17023,69,840
Columbia Management Investment Advisers, LLC8.00%74,50,38012,41,457

FAQ

What Is the Semtech (SMTC) Share Price Today?

The Semtech share price today is 163.47.

What is the current Semtech (SMTC) share price and day range?

As of 03-06-2026, the Semtech share price is 163.47, with a previous close of 166.63. The share price has ranged from 160.88 to 168.62 today, while the 52-week range spans from 37.03 to 172.36.

What Is the Semtech Market Cap?

As of today, Semtech market cap is 15.22B.

What Is the Semtech (SMTC) Share Price Target?

The average 12-month share price target for Semtech is 204.83, with a high estimate of 230 and a low estimate of 175. 12 analysts recommend buying, while 0 suggest selling, with an overall rating of Strong Buy and +25.30% Upside potential.

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

The Semtech EPS (TTM) is -0.38.

When Is the Next Semtech Earnings Date?

Semtech will release its next earnings report on 02-09-2026.

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.

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."

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 SMTC Premarket Price?

SMTC's last pre-market stock price is 168.50. The pre-market share volume is 55,950.00, and the stock has changed by 1.87, or 1.12%.

What Is the SMTC After Hours Price?

SMTC's last after hours stock price is 166.24, the stock has changed by -0.39, or -0.23%.
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