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Mkt Cap
--
Low
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Amount
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EV/EBITDA(TTM)
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Total Shares
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EV
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EV/OCF(TTM)
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2026Q4
FY2027Q1
FY2027Q2
273.14M
+8.82%
0.431
+7.81%
273.19M
+8.8%
0.435
+14.37%
290.06M
+12.6%
0.510
+24.48%
Estimates Revision
The market is revising Upward the revenue expectations for Semtech Corporation (SMTC) for FY2026, with the revenue forecasts being adjusted by 0.16% over the past three months. During the same period, the stock price has changed by 29.03%.
Revenue Estimates for FY2026
Revise Upward
+0.16%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
+0.82%
In Past 3 Month
Stock Price
Go Up
+29.03%
In Past 3 Month
15 Analyst Rating
Wall Street analysts forecast SMTC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMTC is 80.21 USD with a low forecast of 67.00 USD and a high forecast of 91.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 78.280
Low
67.00
Averages
80.21
High
91.00
Current: 78.280
Low
67.00
Averages
80.21
High
91.00
Baird
NULL
to
Outperform
maintain
$70 -> $88
2025-11-25
Reason
Baird
Price Target
$70 -> $88
2025-11-25
maintain
NULL
to
Outperform
Reason
Baird raised the firm's price target on Semtech to $88 from $70 and keeps an Outperform rating on the shares. The firm updated its model to reflect the unfolding of multiple AI vectors and gross margins looking to rebound in 2026.
Benchmark
Buy
maintain
$76 -> $85
2025-11-25
Reason
Benchmark
Price Target
$76 -> $85
2025-11-25
maintain
Buy
Reason
Benchmark raised the firm's price target on Semtech to $85 from $76 and keeps a Buy rating on the shares. Semtech's "solid" October quarter and "encouraging" January revenue guidance was offset by mix-related gross margin pressure that resulted in its EPS outlook being one penny shy of the consensus, the analyst tells investors. With share trading near all-time highs, the firm says it understands "investors' knee-jerk reaction to sell immediately at the first sign of any fundamental concerns," but adds that it believes there were many positive elements in the company's report.
Morgan Stanley
Equal Weight
maintain
$64 -> $67
2025-11-25
Reason
Morgan Stanley
Price Target
$64 -> $67
2025-11-25
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Semtech to $67 from $64 and keeps an Equal Weight rating on the shares following what the firm describes as a "solid quarter with improving data center visibility." While near-term margin pressure from non-core mix persists, the balance sheet reset and divestiture progress position the company to focus on higher-growth, higher-margin assets, the analyst added.
Roth Capital
Buy
maintain
$65 -> $77
2025-11-25
Reason
Roth Capital
Price Target
$65 -> $77
2025-11-25
maintain
Buy
Reason
Roth Capital raised the firm's price target on Semtech to $77 from $65 and keeps a Buy rating on the shares after its Q3 earnings beat. The company's Q3 upside reflected continued strength in Data Center and LoRa, the analyst tells investors in a research note. Divesting non-core assets will also streamline operations and provide financial focus for Semtech, with 60% gross margins and about 25% EBITDA margins, the firm added.
B. Riley
Buy
maintain
$90 -> $91
2025-11-25
Reason
B. Riley
Price Target
$90 -> $91
2025-11-25
maintain
Buy
Reason
B. Riley raised the firm's price target on Semtech to $91 from $90 and keeps a Buy rating on the shares. Semtech modestly beat Q3 expectations, guided Q4 above consensus on revenue, and highlighted multiple signs of accelerating Data Center momentum, the analyst tells investors in a research note While mix-driven margin pressure and lack of EPS upside weighed on the stock, the broader setup points to continued growth recovery, the firm says.
Summit Insights
KinNgai Chan
Hold
to
Buy
upgrade
2025-11-25
Reason
Summit Insights
KinNgai Chan
Price Target
2025-11-25
upgrade
Hold
to
Buy
Reason
Summit Insights analyst KinNgai Chan upgraded Semtech to Buy from Hold. The firm sees potential for "meaningful growth" in 2026 given Semtech's position in the artificial intelligence connectivity space. While the company's October quarter results and January quarter outlook were "somewhat disappointing," it has a stronger growth trajectory in 2026, the analyst tells investors in a research note.
See All Ratings
Valuation Metrics
The current forward P/E ratio for Semtech Corp (SMTC.O) is 37.09, compared to its 5-year average forward P/E of 24.68. For a more detailed relative valuation and DCF analysis to assess Semtech Corp 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
N/A
5Y Average PE
24.68
Current PE
37.09
Overvalued PE
117.39
Undervalued PE
-68.03
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
N/A
5Y Average EV/EBITDA
18.91
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
23.52
Undervalued EV/EBITDA
14.30
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
N/A
5Y Average PS
3.93
Current PS
0.00
Overvalued PS
5.80
Undervalued PS
2.06
Financials
Annual
Quarterly
N/A
Total Revenue
N/A
Operating Profit
N/A
Net Income after Tax
N/A
EPS - Diluted
N/A
Free Cash Flow
N/A
Gross Profit Margin - %
N/A
FCF Margin - %
N/A
Net Margin - %
N/A
ROIC
Trading Trends
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
Bought
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
Bought
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
Bought
Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
Bought
SMTC News & Events
Events Timeline
(ET)
2025-11-25
12:01:32
Semtech Experiences a 10.8% Decline
2025-11-25
10:01:28
Semtech Experiences a 7.5% Decline
2025-11-24 (ET)
2025-11-24
16:06:47
Semtech projects Q4 adjusted EPS of 43 cents, with a margin of error of 3 cents, while consensus estimates at 44 cents.
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News
![[object Object]](https://d5bp8bijhhba2.cloudfront.net/image/cover_image/20251201044057_854fed820ed79d2e1cb2432e98643678.jpg)
Preview
7.0
12-01PRnewswireHalper Sadeh Investigates Semtech Officers for Potential Fiduciary Breaches
![[object Object]](https://d5bp8bijhhba2.cloudfront.net/image/cover_image/9c63b30fc3c55000fde81ca2b4b20200e3f7abd9592ddf93ce8092d6e31701b0.png)
Preview
7.0
11-30BenzingaConsumer Technology Update (Nov 24-28): Legislators Investigate Meta for Suspected Fraudulent Advertising, U.S. Urges Taiwan to Increase Chipmaking Investments in the U.S., and More
![[object Object]](https://d5bp8bijhhba2.cloudfront.net/image/cover_image/77aa9f94871b111fa98cfa325f0e03c26bb2ce230a9cc948db49e0b78c19372e.jpg)
Preview
6.5
11-26NASDAQ.COMCompany Updates for November 26, 2025
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