SM2 Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Record Growth And Backlog VisibilityRecord growth, accelerating bookings and backlog provide durable revenue visibility. Design wins in AI data-center interconnects and IoT can support sustained expansion beyond a single reporting period.
Improving Margins And Operating LeverageHigher-margin mix from data-center and LoRa products, combined with operating leverage, is strengthening profitability. Continued mix improvement could make margin expansion more durable as growth scales.
Strong Cash Generation And Improving Capital StructurePositive cash conversion gives Semtech internal funding capacity for R&D, integration and debt management. Improved leverage and positive equity also provide a healthier foundation for executing its growth strategy.
Bears Say
Revenue Decline And Continued Net LossesDespite recent quarterly acceleration, the trailing business still reflects significant revenue contraction and no sustained GAAP profitability. This creates execution risk if new data-center growth or mix improvement moderates.
Integration-related Margin PressureFacility ramping and acquisition integration are currently diluting signal-integrity margins. Costs may ease with scale, but execution and utilization risks could delay the full benefits of the expanded optical portfolio.
GaN Capacity Constraints May Limit GrowthDemand materially above capacity indicates strong product traction but may constrain shipments and defer revenue. Expansion requires capital and operational execution, creating a near-term bottleneck in a strategic technology.
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 CHF9.29B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Dec 02, 2026 which is in 98 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on Aug 25, 2026. The company reported $0.569 earnings per share for the quarter, beating the consensus estimate of $0.492 by $0.077.
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 0.64.
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 $0.569 in its last earnings report, beating expectations of $0.492. 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
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
CHF160.19 (― Upside)
CHF160.19 (― Upside)
Blogger Sentiment
Bullish
CH:SM2 Sentiment 75%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth CHF3.0M 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
SM2 Company Deck
SM2 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial story: record revenue, sizable year-over-year and sequential growth, strong adjusted EPS beat, improving margins and confident guidance for Q2 and FY27 driven by broad-based demand across data center (800G and 1.6T), robust LoRa momentum, strategic M&A (HIFU) and design wins. Notable near-term negatives include sequential declines in operating and free cash flow due to bonuses and acquisition outflows, a temporary margin compression in the signal integrity segment as a facility ramps, and supply/capacity constraints (notably GaN) that management is actively addressing. Overall, the highlights substantially outweigh the lowlights given strong backlog, guidance, and product traction.View all CH:SM2 earnings summariesSM2 Stock 12 Month Forecast
Average Price Target
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