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82.65 USD
P/E
148.34
EPS
-0.46
P/B
12.16
ROE
-7.39
Beta
2.04
Target Price
104.62 USD
Semtech Corporation logo

Semtech Corporation

🧾 Earnings Recap – Q4 2026

Semtech Corporation achieved a record $1.05 billion in net sales for fiscal year 2026, reflecting robust year-over-year growth driven by strong performance in data center and infrastructure segments.

  • Q4 net sales grew 9% year-over-year to $274.4 million; full-year revenue rose 15% to $1.05 billion.
  • Adjusted diluted EPS for Q4 increased by 10% to $0.44; full-year adjusted EPS surged 94% to $1.71.
  • Acquisition of HIFU Corporation enhances capabilities in high-efficiency laser technology, poised to significantly boost content opportunities in optical transceivers.
  • Data center revenue reached a record $63 million in Q4, reflecting a 58% annual growth for the segment, underpinned by strong demand for FiberEdge ICs.
  • Continued progress on divesting the cellular module business indicates strong external interest, positioning it as an attractive opportunity for potential buyers.
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Key Metrics
Earnings dateJune 3, 2026
P/E148.34
EPS-0.46
Book Value5.93
Price to Book12.16
Debt/Equity94.23
% Insiders0.910%
Growth
Revenue Growth0.09%
Estimates
Forward P/E24.84
Forward EPS2.91
Target Mean Price104.62

DCF Valuation

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DCF Result

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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 82.65 USD. Market analysts have a consensus price target of 104.62 USD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 148.34. 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 June 3, 2026. The market consensus estimate for Forward EPS is 2.91.

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 June 3, 2026. The company currently has a trailing EPS of -0.46.

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
Historical Dividends
Year Total Dividends
1980 0.05 USD

Yearly aggregated dividends

Dividends

Historical Split Corporate Actions

Split Date Split Ratio to 1
Sept. 26, 2000 2.000000
Sept. 15, 1999 2.000000
Jan. 13, 1998 2.000000
March 14, 1983 1.030000
March 8, 1982 1.030000
March 9, 1981 1.030000
March 7, 1980 1.030000
March 9, 1979 1.030000
Feb. 17, 1978 1.030000
Feb. 9, 1977 1.030000
Feb. 9, 1976 1.030000
Feb. 7, 1975 1.030000
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