Semtech Corporation SMTC
91.54 USD -19.42 (-17.50%)
At closeNov 6, 2026, 5:43 AM EST
97.90 +6.36 +6.95%
Pre-market · Nov 6, 5:43 AM ET
90.00 Day range 104.30
60.28 52-week range 201.99
- YTD
- +24.22%
- 1 year
- +30.98%
Analyst view
Consensus: strong buy
Strong buy
Price target (mean) 217.07 +137.1% upside
Now 91.54
- 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
Recommendation trend
- This month 16
- 1 month ago 16
- 2 months ago 16
- 3 months ago 15
Earnings and revenue estimates
Consensus for the coming quarters and fiscal years
| Period | EPS estimate | Low – high | Year ago | EPS growth | Revenue estimate | Revenue growth | Analysts |
|---|---|---|---|---|---|---|---|
| Current quarter | 1.13 | 1.07 – 1.17 | 0.48 | +135.9% | 416.43M | +56.0% | 15 |
| Next quarter | 1.29 | 1.14 – 1.65 | 0.44 | +193.1% | 449.59M | +63.8% | 15 |
| Current year | 3.65 | 3.51 – 4.03 | 1.71 | +113.5% | 1.50B | +43.2% | 15 |
| Next year | 6.67 | 5.64 – 7.50 | 3.65 | +82.8% | 2.04B | +35.9% | 15 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 16, 2026 | TD Cowen | Reiterated | Buy | Buy |
| Oct 16, 2026 | Northland Capital Markets | Upgrade | Market Perform | Outperform |
| Oct 16, 2026 | Stifel | Maintained | Buy | Buy |
| Oct 13, 2026 | BMO Capital | Maintained | Outperform | Outperform |
| Oct 5, 2026 | Stifel | Maintained | Buy | Buy |
| Oct 1, 2026 | Oppenheimer | Maintained | Outperform | Outperform |
| Sep 23, 2026 | Seaport Global | Initiated | — | Buy |
| Aug 27, 2026 | Northland Capital Markets | Upgrade | Market Perform | Outperform |
| Aug 27, 2026 | Baird | Maintained | Outperform | Outperform |
| Aug 26, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| Aug 26, 2026 | UBS | Maintained | Buy | Buy |
| Aug 26, 2026 | Needham | Reiterated | Buy | Buy |
| Aug 24, 2026 | Roth Capital | Maintained | Buy | Buy |
| Aug 21, 2026 | BMO Capital | Initiated | — | Outperform |
| Aug 14, 2026 | Needham | Reiterated | Buy | Buy |
| Jul 13, 2026 | Needham | Reiterated | Buy | Buy |
| Jun 22, 2026 | TD Cowen | Maintained | Buy | Buy |
| May 27, 2026 | UBS | Maintained | Buy | Buy |
| May 27, 2026 | B. Riley Securities | Maintained | Buy | Buy |
| May 27, 2026 | Craig-Hallum | Maintained | Buy | Buy |
| May 27, 2026 | Roth Capital | Maintained | Buy | Buy |
| May 27, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| May 27, 2026 | Stifel | Maintained | Buy | Buy |
| May 27, 2026 | Susquehanna | Maintained | Positive | Positive |
| May 27, 2026 | Benchmark | Maintained | Buy | Buy |
| May 27, 2026 | Needham | Maintained | Buy | Buy |
| May 27, 2026 | Baird | Maintained | Outperform | Outperform |
| May 26, 2026 | Morgan Stanley | Maintained | Equal-Weight | Equal-Weight |
| May 22, 2026 | Oppenheimer | Maintained | Outperform | Outperform |
| May 20, 2026 | Susquehanna | Maintained | Positive | Positive |
