Semtech Corporation SMTC
110.96 USD -16.46 (-12.92%)
At closeNov 4, 2026, 7:10 PM EST
111.15 +0.19 +0.17%
After hours · Nov 4, 7:10 PM ET
108.22 Day range 124.98
60.28 52-week range 201.99
- YTD
- +50.58%
- 1 year
- +72.24%
Analyst view
Consensus: strong buy
Strong buy
Price target (mean) 217.07 +95.6% upside
Now 110.96
- 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 |
