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Semtech Corporation SMTC · Stock Open Semtech Corporation in new tab

162.46 USD
P/E
124.04
EPS
1.51
P/B
30.43
ROE
23.66
Beta
2.42
Target Price
214.64 USD
Semtech Corporation logo

Semtech Corporation

🧾 Earnings Recap – Q2 2027

Semtech shares jumped 16.5% following earnings as the company delivered substantial revenue growth and operating leverage driven by strong demand in its data center segment and progress in its photonics portfolio.

  • Quarterly revenue reached $342 million, up 33% year-over-year, led by data center growth.
  • Data center revenue hit a record $100 million, increasing 91% year-over-year and 39% sequentially, fueled by ramping 800-gig, 1.6T CopperEdge, and initial 1.6T FiberEdge deployment.
  • Infrastructure net sales rose 69% year-over-year to $124 million, reflecting broad strength across copper, fiber, and photonics solutions.
  • Operating leverage drove EPS of $0.71, a 73% increase year-over-year, more than doubling revenue growth.
  • The company executed on photonics expansion with acquisitions, fab equipment procurement, and talent onboarding, positioning for notable contribution from high-power CW lasers in fiscal 2028.
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Key Metrics
Earnings dateNov. 23, 2026
P/E124.04
EPS1.51
Book Value6.16
Price to Book30.43
Debt/Equity70.11
% Insiders0.773%
Growth
Revenue Growth0.33%
Earnings Growth0.23%
Estimates
Forward P/E31.98
Forward EPS5.86
Target Mean Price214.64

DCF valuation

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Assumptions
Growth– Capex– Tax– Terminal g– Cost of equity– Cost of debt–
Analyst price targets
14 analysts · consensus Strong buy · mean target 214.64 USD (low 155.00, high 300.00) · as of 12 Oct 2026
Low 155.00
Mean 214.64
High 300.00
Price 162.46
Published broker research as supplied by our market data feed, named by firm and dated; it does not identify individual analysts. Targets carry their last refresh date; rating changes can be a few days behind.

Semtech Corporation Logo Semtech Corporation Analysis (SMTC)

United States Information Technology Official Website Stock

Is Semtech Corporation a good investment? Semtech Corporation (SMTC) is currently trading at 162.46 USD. Market analysts have a consensus price target of 214.64 USD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 124.04. This high multiple suggests investors have priced in significant future growth expectations.

Earnings Schedule: Semtech Corporation is expected to release its next earnings report on Nov. 23, 2026. The market consensus estimate for Forward EPS is 5.86.

Investor FAQ

Does Semtech Corporation pay a dividend?

No, it does not currently pay a dividend.

What asset class is Semtech Corporation?

Semtech Corporation is classified as a Stock. You can compare it against 2 other assets in the "Related Symbols" list on this page.

When is the next earnings date?

The next earnings date is projected to be Nov. 23, 2026. The company currently has a trailing EPS of 1.51.

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 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.

Exchange Ticker
NMS (United States) SMTC
FRA (Germany) SM2.F
Trades
Dividend History paid per year (USD)
Historical Dividends
Year Total Dividends
▸1980
0.05 USD
Sept. 5, 1980 0.0229
June 6, 1980 0.0229
Stock Splits
Split Date Split Ratio to 1
Feb. 7, 1975 1.03
Feb. 9, 1976 1.03
Feb. 9, 1977 1.03
Feb. 17, 1978 1.03
March 9, 1979 1.03
March 7, 1980 1.03
March 9, 1981 1.03
March 8, 1982 1.03
March 14, 1983 1.03
Jan. 13, 1998 2:1
Sept. 15, 1999 2:1
Sept. 26, 2000 2:1
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