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Semtech Corp. (DE:SM2)
FRANKFURT:SM2

Semtech (SM2) Price & Analysis

4 Followers

SM2 Stock Chart & Stats

€116.70
€1.70(1.43%)
At close: 4:00 PM EDT
€116.70
€1.70(1.43%)

Bulls Say, Bears Say

Bulls Say
Data Center And LoRa GrowthRapid growth in data center and LoRa markets strengthens Semtech’s exposure to structural demand for AI infrastructure and connected devices. Expansion across two core platforms can diversify growth, improve utilization, and support sustained revenue momentum over the next several quarters.
Improving Margins And Cash GenerationStronger margins combined with rising operating and free cash flow indicate improving earnings quality and operating leverage. This financial improvement gives Semtech more capacity to fund photonics expansion, manage obligations, and reinvest in growth without relying solely on external financing.
Sharper Focus On Core Growth PlatformsDivesting the cellular module business should concentrate resources on Semtech’s highest-conviction platforms, where management identifies stronger growth potential. A more focused portfolio may simplify execution, improve capital allocation, and reinforce competitiveness in data center and IoT connectivity.
Bears Say
Capacity Expansion RiskIf capacity additions do not keep pace with demand, Semtech may be unable to convert backlog and guided growth into shipments. Expansion may also require prepayments, capital spending, or partner commitments, increasing execution complexity and potentially limiting returns during the scaling period.
Hyperscaler Qualification DependenceA meaningful portion of the data center opportunity depends on customers completing qualifications and accelerating adoption. Delays or changes in hyperscaler programs could defer revenue, disrupt expected growth timing, and make near-term performance more dependent on a concentrated set of major customers.
Cyclical Earnings And Balance-sheet VolatilityThe sharp contrast between recent profitability and prior losses shows that Semtech’s earnings and cash generation remain sensitive to semiconductor cycles. A weaker demand environment could again pressure margins, equity, and liquidity, reducing confidence that current performance is fully durable through a downturn.

Semtech News

SM2 FAQ

What was Semtech Corp.’s price range in the past 12 months?
Semtech Corp. lowest stock price was €53.28 and its highest was €167.60 in the past 12 months.
    What is Semtech Corp.’s market cap?
    Semtech Corp.’s market cap is €14.84B.
      When is Semtech Corp.’s upcoming earnings report date?
      Semtech Corp.’s upcoming earnings report date is Dec 02, 2026 which is in 62 days.
        How were Semtech Corp.’s earnings last quarter?
        Semtech Corp. released its earnings results on Aug 25, 2026. The company reported €0.621 earnings per share for the quarter, beating the consensus estimate of €0.537 by €0.084.
          Is Semtech Corp. overvalued?
          According to Wall Street analysts Semtech Corp.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            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 0.92.
              How many shares outstanding does Semtech Corp. have?
              Semtech Corp. has 93,325,620 shares outstanding.
                What happened to Semtech Corp.’s price movement after its last earnings report?
                Semtech Corp. reported an EPS of €0.621 in its last earnings report, beating expectations of €0.537. Following the earnings report the stock price went up 6.204%.
                  Which hedge fund is a major shareholder of Semtech Corp.?
                  Currently, no hedge funds are holding shares in DE: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

                    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.

                    Semtech (SM2) Earnings & Revenues

                    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 DE:SM2 earnings summaries

                    SM2 Stock 12 Month Forecast

                    Average Price Target

                    €186.01
                    ▲(59.40% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":58.72,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":62.04,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":74.98,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":69.9,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n      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