Semtech Corporation SMTC
At closeNov 11, 2026, 4:07 AM EST
Pre-market · Nov 11, 4:07 AM ET
- YTD
- +54.01%
- 1 year
- +50.78%
- Market cap
- 10.59B
- Revenue (ttm)
- 1.17B
- Profit margin
- 13.12%
- EPS (ttm)
- 1.51
- Shares out
- 93.33M
- P/E ratio
- 75.16
- Forward P/E
- 17.01
- YTD return
- +54.01%
- 1-year return
- +50.78%
- Volume
- 3.19M
- Avg volume
- 3.48M
- Open
- 114.41
- Previous close
- 116.45
- Day's range
- 108.66 – 117.39
- 52-week range
- 60.28 – 201.99
- Beta
- 2.50
- Analysts
- Strong Buy
- Price target
- 217.07 (+91.3%)
- Earnings date
- Nov 23, 2026
5D -5.75 (-4.82%)
Key statistics
- Enterprise value
- 11.19B
- PEG ratio
- 1.21
- Price / sales
- 9.02
- Price / book
- 14.14
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 32.70%
- Free cash flow
- 132.65M
- Total cash
- 204.05M
- Total debt
- 524.99M
- Return on equity
- 23.66%
- Short % of float
- 7.50%
- 50-day average
- 154.86
- 200-day average
- 126.00
Analyst view
Consensus: strong buy
- Target (low)
- 186.00
- Target (mean)
- 217.07
- Target (high)
- 300.00
- Strong buy1
- Buy14
- Hold1
- Sell0
- Strong sell0
Next earnings
Nov 23, 2026
Expected Nov 23, 2026. Consensus EPS estimate 1.13.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 23, 2026 | Oct 26, 2026 | 1.13 | — | — | — |
| Aug 25, 2026 | Jul 26, 2026 | 0.614 | 0.71 | +0.10 | +15.64% |
| May 26, 2026 | Apr 26, 2026 | 0.4537 | 0.51 | +0.06 | +12.41% |
| Mar 16, 2026 | Jan 25, 2026 | 0.43 | 0.44 | +0.01 | +2.33% |
| Nov 24, 2025 | Oct 26, 2025 | 0.4449 | 0.48 | +0.04 | +7.89% |
| Aug 25, 2025 | Jul 27, 2025 | 0.40 | 0.41 | +0.01 | +2.50% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 9, 2026 | B. Riley Securities | main | Buy | Buy |
| Oct 16, 2026 | TD Cowen | reit | Buy | Buy |
| Oct 16, 2026 | Northland Capital Markets | up | Market Perform | Outperform |
| Oct 16, 2026 | Stifel | main | Buy | Buy |
| Oct 13, 2026 | BMO Capital | main | Outperform | Outperform |
| Oct 5, 2026 | Stifel | main | Buy | Buy |
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
NVIDIA Governance Woes: 3 Areas to Buy From Amid AI Market Slump
Will Semtech's SGP.32 eSIM Launch Expand Its Cellular IoT Business?
Semtech (SMTC) Could Find a Support Soon, Here's Why You Should Buy the Stock Now B. Riley Securities Maintains Buy on Semtech, Lowers Price Target to $190
Semtech Announces Third Quarter of Fiscal Year 2027 Conference Call
Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments
Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments
Semtech Stock Plunges 34% in 3 Months: Should You Buy the Dip?
This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday Northland Capital Markets Upgrades Semtech to Outperform, Announces $186 Price Target
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| GILLAI SAAR | Director | Conversion of Exercise of derivative security | Jun 2, 2026 | 14,844 |
| GRAY WILLIAM ROSS | Officer | Conversion of Exercise of derivative security | Jun 3, 2025 | 15,987 |
| HOU HONG Q | Chief Executive Officer | Sale | Oct 1, 2026 | 65,976 |
| LI YE JANE | Director | Conversion of Exercise of derivative security | Jun 2, 2026 | 11,785 |
| LIN MARK | Chief Financial Officer | Sale | Sep 30, 2026 | 35,999 |
| RAYABHARI MADHUSUDHAN | Officer | Conversion of Exercise of derivative security | Jun 3, 2025 | 61,478 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 10.45% | 9,749,439 | 1.11B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 5.71% | 5,328,594 | 604.74M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.50% | 4,199,493 | 476.60M | Jun 29, 2026 |
| Ameriprise Financial, Inc. | 3.70% | 3,450,916 | 391.64M | Jun 29, 2026 |
| State Street Corporation | 3.63% | 3,389,044 | 384.62M | Jun 29, 2026 |
| Jane Street Group, LLC | 3.59% | 3,351,040 | 380.31M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| SmallCap World Fund Inc | 3.73% | 3,482,608 | 395.24M | Sep 29, 2026 |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.56% | 3,318,059 | 376.57M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.17% | 2,957,703 | 335.67M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.29% | 2,135,775 | 242.39M | Jun 29, 2026 |
| Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati | 2.11% | 1,968,576 | 223.41M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.32% | 1,231,971 | 139.82M | Jun 29, 2026 |
