Price
$147.89+7.56%Social Signal Score
Analyst Ratings
32 analysts52-week range
- Last close
- $147.89
- Off 52w high
- -15.4%
- 200-day average
- $107.44
- vs 200-day
- +37.6%
Revenue
$341.90M+149.23%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Hong Q. Hou
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 1,920
- Beta
- 2.35
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 13.02
Financials
Revenue
$341.90M+149.2%Net Income
$160.10M+420.2%EBITDA
$57.10M+14.1%Free Cash Flow
$61.40M+99.2%EPS (diluted)
$1.59+245.7%Shares Outstanding (diluted)
100.80M+52.3%Operating Expenses
$127.90MCash & Debt
$204.05MReturn of Capital
$0.00Revenue by Segment (annual)
$1.05BDividend per Share
$0.05Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $1.05B | $-40.40M | $-0.46 |
| 2025 | $909.29M | $-161.90M | $-2.26 |
| 2024 | $868.76M | $-1.09B | $-17.03 |
| 2023 | $756.53M | $61.38M | $0.96 |
| 2022 | $740.86M | $125.66M | $1.94 |
| 2021 | $595.12M | $59.90M | $0.92 |
| 2020 | $547.51M | $31.87M | $0.48 |
| 2019 | $627.20M | $69.64M | $0.96 |
| 2018 | $587.85M | $36.43M | $0.52 |
| 2017 | $544.27M | $54.66M | $0.84 |
| 2016 | $490.22M | $11.50M | $0.18 |
| 2015 | $557.88M | $27.95M | $0.42 |
| 2014 | $594.98M | $-164.47M | $-2.44 |
| 2013 | $578.83M | $41.94M | $0.64 |
Valuation
SMTChas no positive reported earnings per share, so an earnings-multiple projection can't be built for it. Companies are valued on other measures at this stage — revenue growth, cash burn, or book value — none of which this calculator models.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (45)
- Newszacks.com·11d ago·Neutral
Semtech (SMTC) Up 20.3% Since Last Earnings Report: Can It Continue? Semtech (SMTC) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·13d ago·Positive
Semtech (SMTC) is a Great Momentum Stock: Should You Buy? Does Semtech (SMTC) have what it takes to be a top stock pick for momentum investors? Let's find out.
View source ↗ - Newsbusinesswire.com·14d ago·Positive
Semtech's LoRa Plus LR2021 Transceiver Wins 2026 EDGE Award CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced its LoRa Plus™ LR2021 transceiver incorporating fourth-generation LoRa® IP was named a winner of the 2026 EDGE Award for Design Innovation. The EDGE Awards are presented by the Engineering D…
View source ↗ - Newsbusinesswire.com·15d ago·Neutral
Semtech Enables 50G Optical Transition for AI-Driven 5G-Advanced CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced full production availability of its mobile transport portfolio enabling 50G fronthaul for the next wave of 5G-Advanced radio deployments. The announcement aligns with the industry's tra…
View source ↗ - Newsbusinesswire.com·15d ago·Neutral
Semtech Advances Next-Gen AI Optical Interconnects for XPO CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced its membership in the eXtra-dense Pluggable Optics Multi-Source Agreement (XPO MSA), an industry initiative to enable high-bandwidth optical interconnects for AI network infrastructure. As a …
View source ↗ - News (RSS)yahoo·15d ago·Neutral
Semtech’s (SMTC) LoRa Plus Expansion Is Bigger Than Two New Chips
View source ↗ - 4chan /biz/biz·17d ago·Positive
>>62706219 i just buy high gross margin s***. SMTC/LITE. we all own chips and memory as well i would assume.
View source ↗ - Newszacks.com·19d ago·Positive
Does Semtech (SMTC) Have the Potential to Rally 36.99% as Wall Street Analysts Expect? The mean of analysts' price targets for Semtech (SMTC) points to a 37% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
View source ↗ - Newsgurufocus.com·20d ago·Neutral
Semtech SurgeSwitch Protects Cobots from Surge and ESD [url="]Semtech Corporation[/url] (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, conne
View source ↗ - Newsbusinesswire.com·20d ago·Neutral
Semtech SurgeSwitch Protects Cobots from Surge and ESD CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced TDS2621LP, the latest addition to its SurgeSwitch® family. Purpose built for 24 V DC power buses in industrial robotics, collaborative robots (cobots) and automated manufacturing, TDS2621LP deliv…
View source ↗ - Newsfxempire.com·21d ago·Positive
Semtech Price Forecast: Bullish Trend Targets $197.55 Semtech's pullback tests key support while its bullish structure keeps $197.55 and $223.24 targets in focus.
View source ↗ - Newsbusinesswire.com·27d ago·Positive
Semtech Delivers 10G PON Chipset for Triple-Generation 50G OLT Modules CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced an industry-first chipset for 10G passive optical network (PON) optical line terminal (OLT) applications. As network operators globally begin scaling to 50G PON deployments, equip…
View source ↗ - Newsbusinesswire.com·27d ago·Neutral
Semtech Sets Bar for 224G Optical Connectivity CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today introduced a family of 224G linear Transimpedance Amplifier (TIA) and driver solutions, designed to accelerate the deployment of Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) architectures for AI/ML clus…
View source ↗ - Newszacks.com·32d ago·Positive
Semtech (SMTC) Just Flashed Golden Cross Signal: Do You Buy? After reaching an important support level, Semtech (SMTC) could be a good stock pick from a technical perspective. SMTC surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
View source ↗ - Newszacks.com·32d ago·Positive
Semtech (SMTC) Just Overtook the 50-Day Moving Average From a technical perspective, Semtech (SMTC) is looking like an interesting pick, as it just reached a key level of support. SMTC recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
View source ↗ - Newszacks.com·33d ago·Positive
Bull of the Day: Semtech (SMTC) Semtech ( SMTC ) is a $12 billion supplier of high-performance analog, mixed-signal semiconductor, and advanced wireless products. The company plays a pivotal role in enabling physical artificial intelligence infrastructure, optical interconnects, low-power IoT networks, and circuit protection systems.
View source ↗ - News (RSS)fool·34d ago·Positive
Semtech (SMTC) Q2 2027 Earnings Call Transcript Data center revenue hit record $100M, up 91% YoY, driving 33% overall growth.
View source ↗ - Newszacks.com·34d ago·Positive
Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.
View source ↗ - Newszacks.com·35d ago·Neutral
Wall Street Analysts Predict a 56.44% Upside in Semtech (SMTC): Here's What You Should Know The mean of analysts' price targets for Semtech (SMTC) points to a 56.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
View source ↗ - Newsfool.com·39d ago·Negative
Why Semtech Stock Was Flying This Week This featured record net sales and a bottom line that expanded by 89%. It's anticipating even higher growth in the near future.
View source ↗ - Newsmarketbeat.com·39d ago·Positive
Semtech Stock Rallies on Strong Q2 Results and Raised Guidance Three forces are set to push Semtech Corporation's NASDAQ: SMTC uptrend higher: accelerating results, raised guidance, and an improving analyst outlook.
View source ↗ - News (RSS)yahoo·40d ago·Neutral
Semtech Corporation Q2 2027 Earnings Call Summary
View source ↗ - News (RSS)zerohedge·40d ago·Neutral
…ronics (PLAB) climbs 17% after the semiconductor supplier reported adjusted earnings per share for the third quarter that beat the average analyst estimate. Semtech (SMTC) gains 4% after the semiconductor device company reported second-quarter results that beat expectations and gave an outlook that was much stronger than the analyst consensus. SolarEdge Technologies (SEDG) gains 7% as UBS upgrades to buy, saying the solar company is positioned for market-share gains following the FCC ban on new …
View source ↗ - Newsbenzinga.com·40d ago·Positive
These Analysts Revise Their Forecasts On Semtech After Upbeat Q2 Results Semtech Corp (NASDAQ:SMTC) on Tuesday reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.
View source ↗ - Newszacks.com·40d ago·Neutral
SMTC Q2 Earnings Call Spotlights 1.6T Data Center Growth Semtech's Q2 call spotlights a 1.6T data center ramp, record backlog, capacity expansion and a structural margin lift from its planned divestiture.
View source ↗ - Newszacks.com·40d ago·Positive
Semtech's Q2 Earnings Surpass Estimates, Revenues Increase Y/Y SMTC's Q2 fiscal 2027 earnings and revenues beat estimates as data center demand, LoRa growth and stronger margins fuel year-over-year gains.
View source ↗ - News (RSS)investing·41d ago·Positive
Semtech stock gains on strong Q2 beat and upbeat Q3 guidance
View source ↗ - Newsseekingalpha.com·41d ago·Neutral
Semtech Q2: Accelerating Growth In Data Centers Will Keep Sending Shares Higher Semtech delivered a strong quarter with 32.7% y/y revenue growth and a double beat on both revenue and EPS. SMTC's data center segment, fueled by AI infrastructure demand, drove 91% y/y growth and is expected to remain the primary revenue engine. Guidance for next quarter implies 20% sequential and 54% y/y revenue growth, with management projecting accelerating momentum into fiscal 2028.
View source ↗ - News (RSS)seekingalpha·41d ago·Neutral
Semtech Corporation 2027 Q2 - Results - Earnings Call Presentation
View source ↗ - News (RSS)seekingalpha·41d ago·Neutral
Semtech projects $410M Q3 FY2027 revenue with 45% sequential data center growth as cellular module divestiture advances
View source ↗ - News (Marketaux)seekingalpha.com·41d ago·Positive
Semtech projects $410M Q3 FY2027 revenue with 45% sequential data center growth as cellular module divestiture advances (NASDAQ:SMTC) Semtech projects $410M Q3 FY2027 revenue with 45% sequential data center growth as cellular module divestiture advances (NASDAQ:SMTC)
View source ↗ - News (RSS)seekingalpha·41d ago·Positive
Semtech Corporation (SMTC) Q2 2027 Earnings Call Transcript
View source ↗ - News (Marketaux)seekingalpha.com·41d ago·Positive
Semtech Corporation (SMTC) Q2 2027 Earnings Call Transcript Welcome to Semtech Corporation'[+281 characters]
View source ↗ - Newszacks.com·41d ago·Neutral
Semtech (SMTC) Reports Q2 Earnings: What Key Metrics Have to Say While the top- and bottom-line numbers for Semtech (SMTC) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
View source ↗ - News (RSS)investing·41d ago·Neutral
Semtech Q2’27 slides: data center, LoRa drive record revenue
View source ↗ - News (RSS)investing·41d ago·Neutral
Semtech Q2’27 slides: data center hits record, shares jump 9%
View source ↗ - News (RSS)investing·41d ago·Positive
Semtech options activity points to bullish bets on a breakout by September 18
View source ↗ - Newszacks.com·41d ago·Positive
Semtech (SMTC) Q2 Earnings and Revenues Top Estimates Semtech (SMTC) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.41 per share a year ago.
View source ↗ - Newsmarketbeat.com·41d ago·Neutral
Semtech Q2 Earnings Call Highlights Semtech NASDAQ: SMTC reported record fiscal second-quarter revenue and projected further growth in its data center, LoRa and consumer businesses, while advancing a planned divestiture of its cellular module operation.
View source ↗ - Newsbusinesswire.com·41d ago·Neutral
Semtech Announces Second Quarter of Fiscal Year 2027 Results CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Second Quarter of Fiscal Year 2027 Results.
View source ↗ - Newsbusinesswire.com·42d ago·Neutral
Semtech Hosts LoRa® Ecosystem Forum at IOTE 2026 CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, will host the LoRa® Global Ecosystem Forum at the 2026 International Internet of Things Exhibition (IOTE), taking place at the Shenzhen World Exhibition & Convention Center (Bao'an District) from Aug. 26-28. The compa…
View source ↗ - Newszacks.com·45d ago·Neutral
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock? Semtech heads into Q2 with revenues and EPS expected to rise sharply, as data centers, LoRa and premium handsets drive growth.
View source ↗ - Newszacks.com·46d ago·Neutral
Countdown to Semtech (SMTC) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS Beyond analysts' top-and-bottom-line estimates for Semtech (SMTC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.
View source ↗ - News (RSS)fool·47d ago·Negative
Semtech CEO Hong Hou Sells 2,000 Shares for $280,000 Disposal executed under pre-arranged Rule 10b5-1 trading plan follows 171% one-year stock return. CEO retains 62,799 shares valued at $8.8 million.
View source ↗ - Newsbusinesswire.com·54d ago·Neutral
Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics.
View source ↗
Earnings
Mon, Nov 23(in 7 weeks)
Consensus estimate $1.06 per share
Typical surprise +7.9% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 25$0.71 vs $0.61beat
- Tue, May 26$0.51 vs $0.45beat
- Mon, Mar 16$0.44 vs $0.43beat
- Mon, Nov 24$0.48 vs $0.44beat
- Mon, Aug 25$0.41 vs $0.40beat
- Tue, May 27$0.38 vs $0.37beat
Estimates and results for SMTC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SMTC officers and directors.
- Bought
- —
- Sold
- $10.2m
0 trades
35 trades
- Walsh Paul V Jrsold
- Cardenuto Rodolpho Csold
- Lin Marksold
- Ruehl Julie Garciasold
- Hou Hong Qsold
- Walsh Paul V Jrsold
- Silberstein Asafsold
- Hou Hong Qsold
65 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (53d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (48d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jul 3, 2026 (3d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (36d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (24d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 12, 2025 (10d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 12, 2025 (17d later)Buy$1,001 - $15,000
- Thomas Roland Tillissenate · NC · disclosed Feb 26, 2015 (13d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
