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SMTC

Semtech Corporation

Technology · USD

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Price alert · SMTC

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127.38 USD -13.47 -9.56%
As of Oct 30, 2026 Extended hours 124.00 -2.65%
Bid
127.35 × 2
Ask
127.46 × 1
122.39 Day range 132.70
62.57 52-week range 197.20
YTD
+72.86%
1 year
+87.85%
Open
128.13
Prev close
140.85
Mkt cap
11.89B
Vol
3.21M
Avg vol
3.28M
EPS
1.51
P/E
84.36
Div yield
0.00%
More statistics
Low
122.39
High
132.70
Forward P/E
18.50
Beta
2.42
Short ratio
1.60
Inst. own
102.69%
Dividend
0.00
Ex-div date
Sep 4, 1980
Earnings
Nov 23, 2026
50-d avg
157.11
200-d avg
124.74
1y target
217.07

5D chart

Chart tools
Interval
SMTC five-day price chart122.4129.3136.1143.0149.9Oct 26Oct 27Oct 28Oct 29Oct 30

Key statistics

Market cap
11.52B
Enterprise value
13.47B
Trailing P/E
81.75
Forward P/E
18.50
PEG ratio
1.21
Price / sales
9.81
Price / book
15.38
EPS (TTM)
1.51
Beta
2.42
Dividend yield
0.00%
Payout ratio
0.00%
Profit margin
13.12%
Revenue (TTM)
1.17B
Revenue growth
32.70%
Free cash flow
132.65M
Total cash
204.05M
Total debt
524.99M
Return on equity
23.66%
Shares outstanding
93.33M
Short % of float
7.50%
50-day average
157.11
200-day average
124.74

Analyst view

Consensus: strong buy

Strong buy
Price target (mean) 217.07 +70.4% upside
Target (low)
186.00
Target (mean)
217.07
Target (high)
300.00
Ratings (0m) 16 15 buy · 1 hold · 0 sell
  • Strong buy1
  • Buy14
  • Hold1
  • Sell0
  • Strong sell0

Next earnings

Nov 23, 2026

Expected Nov 23, 2026. Consensus EPS estimate 1.13.

Earnings history

Financials — quick view

All financials
SMTC Revenue — quarterly 341.87M
2023-Q3 20222023-Q4 20222024-Q1 20232024-Q2 20232024-Q3 20232024-Q4 20232025-Q1 20242025-Q2 20242025-Q3 20242025-Q4 20242026-Q1 20252026-Q2 20252026-Q3 20252026-Q4 20252027-Q1 20262027-Q2 2026
SMTC Net income — quarterly 160.12M
2023-Q3 20222023-Q4 20222024-Q1 20232024-Q2 20232024-Q3 20232024-Q4 20232025-Q1 20242025-Q2 20242025-Q3 20242025-Q4 20242026-Q1 20252026-Q2 20252026-Q3 20252026-Q4 20252027-Q1 20262027-Q2 2026
SMTC EPS — quarterly 1.72
2023-Q3 20222023-Q4 20222024-Q1 20232024-Q2 20232024-Q3 20232024-Q4 20232025-Q1 20242025-Q2 20242025-Q3 20242025-Q4 20242026-Q1 20252026-Q2 20252026-Q3 20252026-Q4 20252027-Q1 20262027-Q2 2026

Earnings

SMTC recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Nov 23, 2026Oct 26, 20261.13———
Aug 25, 2026Jul 26, 20260.6140.71+0.10+15.64%
May 26, 2026Apr 26, 20260.45370.51+0.06+12.41%
Mar 16, 2026Jan 25, 20260.430.44+0.01+2.33%
Nov 24, 2025Oct 26, 20250.44490.48+0.04+7.89%
Aug 25, 2025Jul 27, 20250.400.41+0.01+2.50%

Upgrades / downgrades

SMTC analyst upgrades and downgrades
DateFirmActionFromTo
Oct 16, 2026TD CowenreitBuyBuy
Oct 16, 2026Northland Capital MarketsupMarket PerformOutperform
Oct 16, 2026StifelmainBuyBuy
Oct 13, 2026BMO CapitalmainOutperformOutperform
Oct 5, 2026StifelmainBuyBuy
Oct 1, 2026OppenheimermainOutperformOutperform

About Semtech Corporation

Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers analog mixed signal and wireless products; protection devices, such as filter and termination devices which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. The company sells its products through direct sales personnel, independent sales representative firms, and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.

Sector
Technology
Industry
Semiconductors
Country
United States
Website
semtech.com

News

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Insider holders

SMTC insider holders
InsiderRelationLatest transactionDateShares held
GILLAI SAARDirectorConversion of Exercise of derivative securityJun 2, 202614,844
GRAY WILLIAM ROSSOfficerConversion of Exercise of derivative securityJun 3, 202515,987
HOU HONG QChief Executive OfficerSaleOct 1, 202665,976
LI YE JANEDirectorConversion of Exercise of derivative securityJun 2, 202611,785
LIN MARKChief Financial OfficerSaleSep 30, 202635,999
RAYABHARI MADHUSUDHANOfficerConversion of Exercise of derivative securityJun 3, 202561,478

Institution ownership

SMTC institution ownership
Holder% heldSharesValueReported
Blackrock Inc.10.45%9,749,4391.20BJun 29, 2026
Vanguard Portfolio Management LLC5.71%5,328,594657.73MJun 29, 2026
Vanguard Capital Management LLC4.50%4,199,493518.36MJun 29, 2026
Ameriprise Financial, Inc.3.70%3,450,916425.96MJun 29, 2026
State Street Corporation3.63%3,389,044418.33MJun 29, 2026
Jane Street Group, LLC3.59%3,351,040413.64MJun 29, 2026

Fund ownership

SMTC fund ownership
Holder% heldSharesValueReported
SmallCap World Fund Inc3.73%3,482,608429.88MSep 29, 2026
iShares Trust-iShares Core S&P Mid-Cap ETF3.56%3,318,059409.56MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.17%2,957,703365.08MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.29%2,135,775263.63MJun 29, 2026
Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati2.11%1,968,576242.99MAug 30, 2026
Delaware Group Equity Funds V-Nomura Small Cap Core Fund1.57%1,461,127180.35MMay 30, 2026
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