SMTC Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

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 0.93% over the past three months. During the same period, the stock price has changed by 15.82%.

Revenue Estimates for FY2026

Revise Upward

+0.93%

In Past 3 Month

EPS Estimates for FY2026

Revise Upward

+2.51%

In Past 3 Month

Stock Price

Go Up

+15.82%

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: 72.540

Low

67.00

Averages

80.21

High

91.00

Current: 72.540

Low

67.00

Averages

80.21

High

91.00

Piper Sandler

NULL

Overweight

maintain

$70 -> $95

2025-12-11

New

Reason

Piper Sandler

Price Target

$70 -> $95

2025-12-11

New

maintain

NULL

Overweight

Reason

Piper Sandler raised the firm's price target on Semtech to $95 from $70 and keeps an Overweight rating on the shares. The firm believes the IoT business contributes in the neighborhood of 19c to EPS after adjusting for taxes. Based on Piper's estimated sale value of roughly $640M, it expects the overall impact to EPS to be fairly minimal, in the range of 9c to 10c after interest income. The firm would also expect Semtech to deploy the proceeds towards its optical portfolio, more than likely adding to the existing TIA and driver portfolio. The company remains well positioned to capitalize on the fabric opportunity, Piper adds.

Baird

NULL

Outperform

maintain

$70 -> $88

2025-11-25

Reason

Baird

Price Target

$70 -> $88

2025-11-25

maintain

NULL

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.

Valuation Metrics

The current forward P/E ratio for Semtech Corp (SMTC.O) is 36.80, compared to its 5-year average forward P/E of 24.71. 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

24.71

Current PE

36.80

Overvalued PE

117.43

Undervalued PE

-68.01

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.

5Y Average EV/EBITDA

18.96

Current EV/EBITDA

29.42

Overvalued EV/EBITDA

23.66

Undervalued EV/EBITDA

14.26

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.

5Y Average PS

3.93

Current PS

5.88

Overvalued PS

5.79

Undervalued PS

2.07

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

No data

News

3.5

12-11Newsfilter

Semtech Releases 2025 CSR Report, Aiming for Net-Zero Emissions by 2050

7.0

12-10PRnewswire

Johnson Fistel Investigates Potential Legal Claims for Semtech Shareholders

3.5

12-09Businesswire

Semtech to Showcase IoT Solutions at CES 2026

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Frequently Asked Questions

What is Semtech Corp (SMTC) stock price today?

The current price of SMTC is 72.54 USD — it has decreased -0.48 % in the last trading day.

What is Semtech Corp (SMTC)'s business?

Semtech Corporation is a provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions. The Company’s segments include Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. The Signal Integrity segment designs, develops, manufactures and markets a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment designs, develops, manufactures and markets high-performance protection devices, which are often referred to as transient voltage suppressors (TVS) and specialized sensing products. The IoT Systems and Connectivity segment designs, develops, operates and markets a comprehensive product portfolio of IoT solutions that enable businesses to connect and manage their devices, collect and analyze data, and improve decision-making.

What is the price predicton of SMTC Stock?

What is Semtech Corp (SMTC)'s revenue for the last quarter?

Semtech Corp revenue for the last quarter amounts to 266.97M USD, increased 12.73 % YoY.

What is Semtech Corp (SMTC)'s earnings per share (EPS) for the last quarter?

Semtech Corp. EPS for the last quarter amounts to -0.03 USD, decreased -70.00 % YoY.

What changes have occurred in the market's expectations for Semtech Corp (SMTC)'s fundamentals?

How many employees does Semtech Corp (SMTC). have?

Semtech Corp (SMTC) has 1838 emplpoyees as of December 15 2025.

What is Semtech Corp (SMTC) market cap?

Today SMTC has the market capitalization of 6.75B USD.