SMTC Stock Chart & Stats
$2120.00
$0.00(0.00%)
At close: 4:00 PM EDT
$2120.00
$0.00(0.00%)
Day’s Range― - ―
52-Week Range$1.00 - $3,302.99
Previous CloseN/A
Volume0.00
Average Volume (3M)46.00
Market Cap
$297.38B
Enterprise Value$13.02K
Total Cash (Recent Filing)$204.05M
Total Debt (Recent Filing)$524.99M
Price to Earnings (P/E)107.0
Beta-0.56
Next Earnings
Dec 02, 2026EPS Estimate
17.86Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.66
Shares Outstanding93,325,620
10 Day Avg. Volume18
30 Day Avg. Volume46
Financial Highlights & Ratios
PEG Ratio2.22
Price to Book (P/B)13.05
Price to Sales (P/S)6.83
P/FCF Ratio44.92
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$3,635.59Price Target Upside71.49% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering14
EPS Forecast (FY)58.76
Revenue Forecast (FY)$25.20B
Bulls Say, Bears Say
Bulls Say
Data Center And LoRa GrowthStrong growth across data center and LoRa connectivity shows demand in two important platforms rather than reliance on one end market. Continued adoption of AI infrastructure and LoRaWAN applications could support durable revenue expansion and strengthen Semtech’s position in networking and IoT.
Margin Expansion And Cash GenerationImproving operating leverage and robust cash conversion increase Semtech’s ability to fund capacity, product development, and strategic priorities internally. Higher margins and free cash flow also provide greater resilience while the company scales growth opportunities in data center and IoT markets.
Sharper Portfolio FocusDivesting the cellular module unit can concentrate management attention and capital on Semtech’s highest-conviction growth platforms. A narrower portfolio may simplify execution, improve resource allocation, and reinforce competitive positioning in core networking and IoT businesses over the medium term.
Bears Say
Cyclical Earnings VolatilityThe sharp recovery does not yet demonstrate stable through-cycle earnings power. Prior losses, margin swings, and negative cash generation show that weaker demand can materially pressure profitability and liquidity, making future results more dependent on sustained end-market growth and execution.
Capacity And Scale-Up ExecutionSemtech’s growth outlook depends on expanding manufacturing and testing capacity ahead of demand. Securing additional allocation may require prepayments, capital spending, or partner commitments, while delays could constrain shipments, postpone revenue conversion, and reduce the benefits of strong customer demand.
Hyperscaler Qualification DependenceA meaningful portion of the data center opportunity remains tied to customer qualification timing and backlog conversion. If hyperscalers delay approvals or deployment schedules, expected growth could be pushed out, creating revenue timing risk and increasing dependence on a concentrated set of large customers.
Semtech News
SMTC FAQ
What was Semtech Corp.’s price range in the past 12 months?
Semtech Corp. lowest stock price was $1.00 and its highest was $3302.99 in the past 12 months.
What is Semtech Corp.’s market cap?
Semtech Corp.’s market cap is $297.38B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Dec 02, 2026 which is in 71 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on Aug 25, 2026. The company reported $12.008 earnings per share for the quarter, beating the consensus estimate of $10.384 by $1.624.
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 17.86.
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 $12.008 in its last earnings report, beating expectations of $10.384. Following the earnings report the stock price went up 9.906%.
Which hedge fund is a major shareholder of Semtech Corp.?
Currently, no hedge funds are holding shares in MX: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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$3,635.59 (71.49% Upside)
$3,635.59 (71.49% Upside)
Blogger Sentiment
Bullish
MX:SMTC Sentiment 75%
Sector Average 62%
Sector Average 62%
Insider Transactions
Sold Shares
Worth $41.4M 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
191.39%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
17.15%
Trailing 12-Months
Learn more about TipRanks Smart Score
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
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 MX:SMTC earnings summariesSMTC Stock 12 Month Forecast
Average Price Target
$3,635.59
▲(71.49% Upside)
Technical Analysis
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