Market Cap 13.01B
Revenue (ttm) 1.05B
Net Income (ttm) -40.38M
EPS (ttm) N/A
PE Ratio 118.99
Forward PE 82.38
Profit Margin -3.85%
Debt to Equity Ratio 0.89
Volume 1,066,361
Avg Vol 2,644,376
Day's Range N/A - N/A
Shares Out 93.12M
Stochastic %K 94%
Beta 2.22
Analysts Strong Sell
Price Target $108.85

Company Profile

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 inte...

Industry: Semiconductors
Sector: Technology
Phone: 805 498 2111
Address:
200 Flynn Road, Camarillo, United States
DonCorleone77
DonCorleone77 May. 15 at 12:12 PM
$SMTC Semtech price target raised to $165 from $105 at TD Cowen TD Cowen analyst Sean O'Loughlin raised the firm's price target on Semtech to $165 from $105 and keeps a Buy rating on the shares as part of an off-cycle compute semiconductor earnings preview. AI capex dollars continue to move higher as investors seek for the next "bottleneck" to infrastructure builds, the analyst tells investors in a research note. TD says this has driven a "bifurcation within the infrastructure trade" as the largest accelerator companies underperform while optical names trade higher on expectations of coming shortages. TD upped estimates citing ongoing momentum. The firm now sees $1.3 trillion in data center silicon spending by 2030, up from $1.2 trillion previously.
0 · Reply
OptionRunners
OptionRunners May. 14 at 5:35 PM
$SMTC another large roll here, but they are locking in profits with this one. The June $125 calls are still in the OI, now trading about $25. The January $120's are also still there, trading about $50 now.
0 · Reply
apeemcape
apeemcape May. 14 at 2:45 PM
$SMTC Small pull back before earnings in a couple weeks. New all-time-highs soon.
0 · Reply
OptionRunners
OptionRunners May. 13 at 5:30 PM
$SMTC those June $125 calls are now $28...
0 · Reply
PhotonicDigger
PhotonicDigger May. 13 at 3:15 PM
$SMTC is starting to feel like one of those “depends who you ask” setups Price action is just chopping around the $70S with no real conviction. But underneath, multiple growth engines are quietly ramping at the same time. Data center in particular stands out: ~26% growth today with 50%+ guidance ahead, driven not by one product, but several overlapping cycles. Copper interconnects, 1.6T optics, LPO adoption, laser integration, signal integrity solutions… everything seems to be turning on together. And LoRa IoT is still providing a steady baseline on top. So the real tension is simple: market is pricing “right now”, while the story is about stacked ramps over the next cycles. Is this still underappreciated… or already fully understood by the market? Free sharing and subscription 👉@PhotonicDigger.
0 · Reply
WAJeff
WAJeff May. 13 at 1:29 PM
$SMTC $141.80 high
0 · Reply
CapitalMonk
CapitalMonk May. 12 at 5:27 PM
$SMTC Price: $127.37 (-6.71%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±1.65% RSI: 66.1 | Momentum: Strong Momentum Volume: -17.2% vs avg Volatility: 5.27% Support: $89.03 | Resistance: $137.10 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
0 · Reply
DonCorleone77
DonCorleone77 May. 12 at 4:00 PM
$SMTC Semtech price target raised to $165 from $122 at B. Riley B. Riley raised the firm's price target on Semtech to $165 from $122 and keeps a Buy rating on the shares. AI investment is accelerating faster than expected, with rising demand from hyperscalers and neo-cloud providers driving sharply higher 2026-2028 capex estimates, while new workload trends and major model providers are increasing chip intensity and tightening supply-demand fundamentals, supporting strong semiconductor EPS revisions and elevated sector valuations despite recent volatility and comparisons to past tech cycles, the analyst tells investors in a research note.
0 · Reply
MorganHoratio
MorganHoratio May. 11 at 9:00 PM
Today, all of these stocks hit all-time highs at some point. Semtech Corp $SMTC Sitime Corp $SITM Planet Labs $PL Macom Technology $MTSI Silicon Motion Tech $SIMO Today’s ATH list has officially ignited the "Satellite AI & Connectivity Infra" rally! 🚀 As of May 11, 2026, these tickers hit new milestones. $PL (Planet Labs) is the absolute standout—up nearly 1,000% in a year, hitting an ATH after successfully running NVIDIA-powered AI object detection in orbit. $MTSI surged 22% this week on a massive 60% data center growth guide, while $SIMO crossing $250 proves the insatiable demand for AI-driven storage controllers. The trend is clear: AI momentum is flowing from core compute to the edge and Low Earth Orbit! Between "Space Intelligence" like $PL and "Precision Timing" like $SITM, who is your top pick for the rest of 2026? Let’s discuss below!
0 · Reply
BillionerOfKing
BillionerOfKing May. 11 at 8:09 PM
$SMTC Current Stock Price: $136.57 Contracts to trade: $135.0 SMTC May 15 2026 Call Entry: $5.10 Exit: $8.71 ROI: 71% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
Latest News on SMTC
Semtech price target raised to $165 from $105 at TD Cowen

2026-05-15T13:51:19.000Z - 3 hours ago

Semtech price target raised to $165 from $105 at TD Cowen


Semtech price target raised to $165 from $122 at B. Riley

2026-05-12T13:46:27.000Z - 3 days ago

Semtech price target raised to $165 from $122 at B. Riley


Semtech price target raised to $122 from $115 at B. Riley

2026-04-16T14:06:52.000Z - 4 weeks ago

Semtech price target raised to $122 from $115 at B. Riley


Semtech price target raised to $120 from $115 at Benchmark

2026-04-14T12:47:43.000Z - 4 weeks ago

Semtech price target raised to $120 from $115 at Benchmark


Semtech management to meet virtually with Benchmark

2026-04-07T20:25:15.000Z - 5 weeks ago

Semtech management to meet virtually with Benchmark


Semtech Transcript: The 38th Annual Roth Conference

Mar 23, 2026, 11:00 AM EDT - 7 weeks ago

Semtech Transcript: The 38th Annual Roth Conference


Is Semtech Stock Overvalued At $80?

Mar 18, 2026, 11:10 AM EDT - 2 months ago

Is Semtech Stock Overvalued At $80?


Semtech price target raised to $91 from $74 at Northland

2026-03-17T13:25:44.000Z - 2 months ago

Semtech price target raised to $91 from $74 at Northland


Semtech price target raised to $105 from $80 at Craig-Hallum

2026-03-17T13:20:34.000Z - 2 months ago

Semtech price target raised to $105 from $80 at Craig-Hallum


Semtech to Participate in the 38th Annual ROTH Conference

Mar 17, 2026, 9:00 AM EDT - 2 months ago

Semtech to Participate in the 38th Annual ROTH Conference


Semtech price target raised to $110 from $100 at Oppenheimer

2026-03-17T11:46:40.000Z - 2 months ago

Semtech price target raised to $110 from $100 at Oppenheimer


Semtech price target raised to $110 from $88 at Baird

2026-03-17T11:45:51.000Z - 2 months ago

Semtech price target raised to $110 from $88 at Baird


Semtech price target raised to $102 from $77 at Roth Capital

2026-03-17T11:28:04.000Z - 2 months ago

Semtech price target raised to $102 from $77 at Roth Capital


Semtech price target raised to $98 from $90 at Stifel

2026-03-17T11:00:34.000Z - 2 months ago

Semtech price target raised to $98 from $90 at Stifel


Semtech price target raised to $89 from $85 at Morgan Stanley

2026-03-17T10:15:57.000Z - 2 months ago

Semtech price target raised to $89 from $85 at Morgan Stanley


Semtech sees Q1 adjusted EBITDA $59.5M +/- $3M

2026-03-16T21:10:35.000Z - 2 months ago

Semtech sees Q1 adjusted EBITDA $59.5M +/- $3M


Semtech Earnings Call Transcript: Q4 2026

Mar 16, 2026, 4:30 PM EDT - 2 months ago

Semtech Earnings Call Transcript: Q4 2026


Semtech sees Q1 EPS 42c-48c, consensus 43c

2026-03-16T20:16:16.000Z - 2 months ago

Semtech sees Q1 EPS 42c-48c, consensus 43c


Semtech reports Q4 EPS 44c, consensus 43c

2026-03-16T20:10:13.000Z - 2 months ago

Semtech reports Q4 EPS 44c, consensus 43c


Semtech Announces Fourth Quarter and Fiscal Year 2026 Results

Mar 16, 2026, 4:05 PM EDT - 2 months ago

Semtech Announces Fourth Quarter and Fiscal Year 2026 Results


Semtech options imply 11.7% move in share price post-earnings

2026-03-16T18:50:23.000Z - 2 months ago

Semtech options imply 11.7% move in share price post-earnings


Semtech Launches 224Gbps IC Family for Linear Optics Era

Mar 16, 2026, 8:00 AM EDT - 2 months ago

Semtech Launches 224Gbps IC Family for Linear Optics Era


Semtech Launches 5G RedCap Modem for Industrial IoT

Mar 10, 2026, 4:05 AM EDT - 2 months ago

Semtech Launches 5G RedCap Modem for Industrial IoT


Semtech to Showcase IoT Portfolio at MWC26 Barcelona

Feb 26, 2026, 4:05 PM EST - 2 months ago

Semtech to Showcase IoT Portfolio at MWC26 Barcelona


Semtech Announces Participation at Upcoming Investor Conference

Feb 25, 2026, 4:05 PM EST - 2 months ago

Semtech Announces Participation at Upcoming Investor Conference


Semtech Advances Sustainability Leadership with 2025 CSR Report

Dec 11, 2025, 4:05 PM EST - 5 months ago

Semtech Advances Sustainability Leadership with 2025 CSR Report


Semtech Showcases IoT and Sensing Technologies at CES 2026

Dec 9, 2025, 8:00 AM EST - 5 months ago

Semtech Showcases IoT and Sensing Technologies at CES 2026


Semtech Earnings Call Transcript: Q3 2026

Nov 24, 2025, 4:30 PM EST - 6 months ago

Semtech Earnings Call Transcript: Q3 2026


Semtech Announces Third Quarter of Fiscal Year 2026 Results

Nov 24, 2025, 4:05 PM EST - 6 months ago

Semtech Announces Third Quarter of Fiscal Year 2026 Results


Semtech Unveils Unified Software Platform (USP) for LoRa Plus™

Nov 12, 2025, 8:00 AM EST - 6 months ago

Semtech Unveils Unified Software Platform (USP) for LoRa Plus™


Semtech Showcases Public Safety 5G Router Portfolio at IACP 2025

Oct 15, 2025, 8:00 AM EDT - 7 months ago

Semtech Showcases Public Safety 5G Router Portfolio at IACP 2025


Semtech Delivers Advanced 5G Capabilities for Public Safety

Oct 7, 2025, 8:00 AM EDT - 7 months ago

Semtech Delivers Advanced 5G Capabilities for Public Safety


Semtech Advances 1.6T Multimode Innovation for AI Infrastructure

Sep 29, 2025, 3:00 AM EDT - 8 months ago

Semtech Advances 1.6T Multimode Innovation for AI Infrastructure


Semtech Unveils High-Performance TIAs for 1.6T AI Data Centers

Sep 7, 2025, 8:00 PM EDT - 8 months ago

Semtech Unveils High-Performance TIAs for 1.6T AI Data Centers


Semtech surges 16% after strong Q2 results and analyst upgrades

Aug 26, 2025, 2:18 PM EDT - 9 months ago

Semtech surges 16% after strong Q2 results and analyst upgrades


Semtech Announces Upcoming Investor Conferences

Aug 26, 2025, 9:00 AM EDT - 9 months ago

Semtech Announces Upcoming Investor Conferences


DonCorleone77
DonCorleone77 May. 15 at 12:12 PM
$SMTC Semtech price target raised to $165 from $105 at TD Cowen TD Cowen analyst Sean O'Loughlin raised the firm's price target on Semtech to $165 from $105 and keeps a Buy rating on the shares as part of an off-cycle compute semiconductor earnings preview. AI capex dollars continue to move higher as investors seek for the next "bottleneck" to infrastructure builds, the analyst tells investors in a research note. TD says this has driven a "bifurcation within the infrastructure trade" as the largest accelerator companies underperform while optical names trade higher on expectations of coming shortages. TD upped estimates citing ongoing momentum. The firm now sees $1.3 trillion in data center silicon spending by 2030, up from $1.2 trillion previously.
0 · Reply
OptionRunners
OptionRunners May. 14 at 5:35 PM
$SMTC another large roll here, but they are locking in profits with this one. The June $125 calls are still in the OI, now trading about $25. The January $120's are also still there, trading about $50 now.
0 · Reply
apeemcape
apeemcape May. 14 at 2:45 PM
$SMTC Small pull back before earnings in a couple weeks. New all-time-highs soon.
0 · Reply
OptionRunners
OptionRunners May. 13 at 5:30 PM
$SMTC those June $125 calls are now $28...
0 · Reply
PhotonicDigger
PhotonicDigger May. 13 at 3:15 PM
$SMTC is starting to feel like one of those “depends who you ask” setups Price action is just chopping around the $70S with no real conviction. But underneath, multiple growth engines are quietly ramping at the same time. Data center in particular stands out: ~26% growth today with 50%+ guidance ahead, driven not by one product, but several overlapping cycles. Copper interconnects, 1.6T optics, LPO adoption, laser integration, signal integrity solutions… everything seems to be turning on together. And LoRa IoT is still providing a steady baseline on top. So the real tension is simple: market is pricing “right now”, while the story is about stacked ramps over the next cycles. Is this still underappreciated… or already fully understood by the market? Free sharing and subscription 👉@PhotonicDigger.
0 · Reply
WAJeff
WAJeff May. 13 at 1:29 PM
$SMTC $141.80 high
0 · Reply
CapitalMonk
CapitalMonk May. 12 at 5:27 PM
$SMTC Price: $127.37 (-6.71%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±1.65% RSI: 66.1 | Momentum: Strong Momentum Volume: -17.2% vs avg Volatility: 5.27% Support: $89.03 | Resistance: $137.10 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
0 · Reply
DonCorleone77
DonCorleone77 May. 12 at 4:00 PM
$SMTC Semtech price target raised to $165 from $122 at B. Riley B. Riley raised the firm's price target on Semtech to $165 from $122 and keeps a Buy rating on the shares. AI investment is accelerating faster than expected, with rising demand from hyperscalers and neo-cloud providers driving sharply higher 2026-2028 capex estimates, while new workload trends and major model providers are increasing chip intensity and tightening supply-demand fundamentals, supporting strong semiconductor EPS revisions and elevated sector valuations despite recent volatility and comparisons to past tech cycles, the analyst tells investors in a research note.
0 · Reply
MorganHoratio
MorganHoratio May. 11 at 9:00 PM
Today, all of these stocks hit all-time highs at some point. Semtech Corp $SMTC Sitime Corp $SITM Planet Labs $PL Macom Technology $MTSI Silicon Motion Tech $SIMO Today’s ATH list has officially ignited the "Satellite AI & Connectivity Infra" rally! 🚀 As of May 11, 2026, these tickers hit new milestones. $PL (Planet Labs) is the absolute standout—up nearly 1,000% in a year, hitting an ATH after successfully running NVIDIA-powered AI object detection in orbit. $MTSI surged 22% this week on a massive 60% data center growth guide, while $SIMO crossing $250 proves the insatiable demand for AI-driven storage controllers. The trend is clear: AI momentum is flowing from core compute to the edge and Low Earth Orbit! Between "Space Intelligence" like $PL and "Precision Timing" like $SITM, who is your top pick for the rest of 2026? Let’s discuss below!
0 · Reply
BillionerOfKing
BillionerOfKing May. 11 at 8:09 PM
$SMTC Current Stock Price: $136.57 Contracts to trade: $135.0 SMTC May 15 2026 Call Entry: $5.10 Exit: $8.71 ROI: 71% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
WAJeff
WAJeff May. 11 at 2:14 PM
$SMTC Going off, $135.48 ath
0 · Reply
Estimize
Estimize May. 7 at 10:44 PM
Wall St is expecting 0.45 EPS for $SMTC Q1 [Reporting 06/03 AMC] http://www.estimize.com/intro/smtc?chart=historical&metric_name=eps&utm_co
0 · Reply
iotinvestor
iotinvestor May. 7 at 4:17 PM
$SMTC Dang, sold everything in late Jan at 78 to pay for a new roof. No regrets though it was all profit and the brand-new tile roof adds 40k value and will last decades. Congrats to those that have stuck it out.
0 · Reply
Grouphome
Grouphome May. 7 at 1:41 PM
$SMTC sold all
0 · Reply
OptionRunners
OptionRunners May. 7 at 1:13 PM
$SMTC the June $125 calls closed at $12.40 up from $9.40. And the stock is up another 7% pre market here 😐
0 · Reply
P0loman
P0loman May. 7 at 12:40 PM
0 · Reply
WAJeff
WAJeff May. 7 at 1:03 AM
Add $SMTC $118.96, I am way late and FOMOing here
1 · Reply
Grouphome
Grouphome May. 6 at 3:32 PM
$SMTC 😮‍💨
0 · Reply
OptionRunners
OptionRunners May. 5 at 6:14 PM
$SMTC large roll, adding $220K to it. Another semiconductor name. The January $120 calls are still in the OI as well.
0 · Reply
Albino_Trader123
Albino_Trader123 May. 5 at 3:27 PM
$SMTC Looking nice here. Breaking out of monthy. Weekly tight. daily looks ready and possible inverse head and shoulder on hourly and 4 hour. Have longs in.
1 · Reply
BiotechGoldenEra
BiotechGoldenEra May. 4 at 1:11 AM
$SMTC bang bang
0 · Reply
asbpame
asbpame Apr. 30 at 3:22 PM
$AMD $INTC $QCOM $SMTC it will be part of all technical analysis charts, for sure!!!
0 · Reply