SM2 Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Data Center And LoRa GrowthStrong demand across AI data center infrastructure and LoRa connectivity supports sustained growth in Semtech’s core platforms. These ecosystems can deepen design wins, expand customer deployments and improve revenue visibility over the next several quarters.
Structural Margin ExpansionPortfolio optimization and the planned cellular module divestiture are lifting the company’s margin profile toward higher-value semiconductor and connectivity activities. Greater operating leverage could support stronger earnings conversion as revenue scales.
Improving Cash GenerationThe rebound in operating and free cash flow improves Semtech’s ability to fund capacity expansion, reduce financial pressure and support strategic investments. Low reported CapEx intensity also provides flexibility while growth initiatives require additional resources.
Bears Say
Capacity Expansion RiskSemtech’s growth outlook depends on expanding manufacturing and testing capacity ahead of demand. Delays, prepayments or execution problems could constrain shipments, raise capital needs and prevent the company from fully converting its backlog.
Hyperscaler Qualification DependenceA meaningful portion of the data center opportunity relies on large customers completing qualifications and accelerating deployments. Any delays, specification changes or concentration among major buyers could make growth timing and future revenue less predictable.
Cyclical Earnings StabilityThe sharp improvement in profitability and cash generation has not yet demonstrated stability across a full cycle. Prior losses, negative equity and cash-flow volatility indicate that weaker semiconductor demand could again pressure margins, liquidity and leverage.
Semtech News
SM2 FAQ
What was Semtech Corp.’s price range in the past 12 months?
Currently, no data Available
What is Semtech Corp.’s market cap?
Semtech Corp.’s market cap is CHF10.76B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Dec 02, 2026 which is in 94 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on Aug 25, 2026. The company reported CHF0.575 earnings per share for the quarter, beating the consensus estimate of CHF0.497 by CHF0.078.
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 0.85.
How many shares outstanding does Semtech Corp. have?
Currently, no data Available
What happened to Semtech Corp.’s price movement after its last earnings report?
Semtech Corp. reported an EPS of CHF0.575 in its last earnings report, beating expectations of CHF0.497. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Semtech Corp.?
Currently, no hedge funds are holding shares in CH:SM2
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
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10
Analyst Consensus
Strong Buy
Average Price Target:
CHF168.79 (― Upside)
CHF168.79 (― Upside)
Blogger Sentiment
Bullish
CH:SM2 Sentiment 75%
Sector Average 59%
Sector Average 59%
Insider Transactions
Sold Shares
Worth $3.8M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
139.71%
12-Months-Change
Fundamentals
Return on Equity
―
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.
SM2 Company Deck
SM2 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a strongly positive performance and outlook: sizable revenue and EPS beats, significant margin expansion (structural improvement after the planned divestiture), record data center and LoRa growth, robust cash generation and confident forward guidance. Key risks are largely execution and capacity-related (scaling photonics fabs, tester/back-end capacity and ensuring qualification timing with hyperscalers), plus near-term consumer softness and comparability effects from the module divestiture. On balance, the upbeat results, high-growth guidance and structural margin improvement outweigh the operational and scaling risks.View all CH:SM2 earnings summariesSM2 Stock 12 Month Forecast
All Analysts
Top Analysts
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