SM2 Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Free Cash Flow GenerationMaterial positive FCF and operating cash flow provide durable internal funding for R&D, working capital and capacity investments, reducing reliance on external financing. Even with a ~15% FCF decline versus prior period, sustained positive cash conversion supports multi-quarter execution and strategic optionality.
Data-center Product Momentum And BacklogBroad design wins across 800G/1.6T and substantial backlog signal durable demand and multi-quarter revenue visibility. Hyperscaler engagements and ramp plans underpin higher‑margin product mix and sustained revenue growth potential in infrastructure markets over the coming 2–6 months.
LoRa Platform And IoT Systems MomentumStewardship of LoRa, improving LoRa revenue and positive reception for new AirLink routers create platform-driven recurring and attach-rate opportunities. Combined hardware, connectivity services (post‑Sierra Wireless) and ecosystem adoption support more predictable, sticky revenue streams over multiple quarters.
Bears Say
Top-line Volatility And GAAP Net LossesA shrinking TTM top line and ongoing GAAP net losses limit free distributions to shareholders and make earnings recovery dependent on sustained revenue improvement. Persistent top-line pressure increases execution risk for margin targets and constrains return of capital until profitability stabilizes.
GaN Capacity Constraint RiskSevere GaN supply constraints can cap near-term revenue growth and force heavy incremental capital spending and long lead‑time clean-room expansion. If capacity lags demand, the company may lose share, delay customer ramps, and face higher per‑unit costs that compress margins over several quarters.
Integration And Ramp-related Margin DragAcquisition-related ramp and integration costs are depressing gross margins in signal integrity. These one-time and ramp-phase expenses can persist across quarters until yields and throughput normalize, reducing near-term margin sustainability and delaying return on invested capital from the acquisition.
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 CHF10.35B.
When is Semtech Corp.’s upcoming earnings report date?
Semtech Corp.’s upcoming earnings report date is Sep 02, 2026 which is in 53 days.
How were Semtech Corp.’s earnings last quarter?
Semtech Corp. released its earnings results on May 26, 2026. The company reported $0.412 earnings per share for the quarter, beating the consensus estimate of $0.367 by $0.045.
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 0.5.
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 $0.412 in its last earnings report, beating expectations of $0.367. 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
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
CHF165.54 (― Downside)
CHF165.54 (― Downside)
Insider Transactions
Sold Shares
Worth CHF3.2M 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
180.33%
12-Months-Change
Fundamentals
Return on Equity
-5.93%
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
Q1 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
$165.54
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