Semtech Corporation

Informe acción NasdaqGS:SMTC

Capitalización de mercado: US$10.0b

Semtech Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Semtech de 67.7% y 12.7% por año respectivamente. Se prevé que el BPA crezca en un 73.5% al año. Se espera que la rentabilidad financiera sea de 23.8% en 3 años.

Información clave

67.7%

Tasa de crecimiento de los beneficios

73.53%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor26.0%
Tasa de crecimiento de los ingresos12.7%
Rentabilidad financiera futura23.77%
Cobertura de analistas

Good

Última actualización17 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

SMTC: AI Data Center Connectivity And LoRa Outlook May Support Margin Recovery

The updated analyst price target for Semtech edges up to about $106, with analysts pointing to a series of higher Street targets linked to stronger AI driven data center demand, new LPO and ACC product ramps, and the recently completed HieFo acquisition. Analyst Commentary Street research has clustered around higher valuation marks for Semtech, with many firms lifting price targets following recent quarterly results, an updated outlook, and the completion of the HieFo acquisition.

SMTC: AI Optical Connectivity Ramps Will Support Future Margin Recovery

Analysts have lifted their average price targets for Semtech by $10 to $115, citing stronger data center exposure, early traction in LPO and ACC shipments, and an emerging AI driven demand story across optical connectivity. Analyst Commentary Street research is broadly constructive on Semtech, with multiple firms lifting price targets and pointing to data center strength, AI linked optical demand, and portfolio moves such as the HieFo acquisition as key support for higher valuations.

SMTC: AI Data Center Demand Will Drive Future Margin Recovery

Analysts have lifted the Semtech fair value estimate from about $90 to around $105, reflecting updated models that factor in higher expected data center contributions, AI related demand, and recent price target increases across multiple research firms. Analyst Commentary Recent research notes paint a largely constructive picture for Semtech, with a cluster of higher price targets tied to data center exposure, AI related demand, and the integration of recent acquisitions.

Semtech Q4: Strong Finish To The Year, Hold For The Next Year Or So

Mar 23

Heavy Reliance On AI Data Centers Will Limit Long-Term Upside

Catalysts About Semtech Semtech supplies analog and mixed signal semiconductors and IoT systems used in data centers, communications, industrial IoT and sensing applications. What are the underlying business or industry changes driving this perspective?

SMTC: Data Center And AI Demand Will Support Balanced Margin Recovery

Narrative Update on Semtech Analysts have lifted their blended price targets on Semtech by about $7 per share, citing higher fair value estimates tied to data center strength, AI related demand, and the recently completed HieFo acquisition, even as they factor in a slightly higher discount rate and a richer future P/E. Analyst Commentary Recent research updates on Semtech highlight a cluster of higher price targets and a focus on data center, AI and optical opportunities following the HieFo acquisition.

Long-Term AI Data Center And IoT Tailwinds Will Transform This Semiconductor Provider

Catalysts About Semtech Semtech designs and sells analog and mixed signal semiconductors and IoT systems used in data centers, industrial IoT and high end consumer devices. What are the underlying business or industry changes driving this perspective?

SMTC: Data Center And LoRa Strength Will Support Focused Margin Recovery

Narrative Update on Semtech The updated analyst price targets for Semtech, which now reflect increases such as B. Riley moving to $91 from $90 and Roth Capital to $77 from $65, indicate that analysts are reacting to recent Q3 upside, stronger Data Center and LoRa trends, and planned divestitures of non core assets that they expect will sharpen the company’s operational focus.

SMTC: Data Center And LoRa Momentum Will Support Balanced Margin Story

Narrative Update on Semtech Analysts have raised their price targets on Semtech by up to about $15, citing Q3 upside driven by Data Center and LoRa strength, Q4 guidance above consensus, and expectations that divesting non core assets could support margins near 60% gross and about 25% EBITDA. Analyst Commentary Recent research on Semtech highlights a mix of optimism around growth drivers and margin potential, alongside some caution on near term earnings quality and product mix.

SMTC: Data Center And LoRa Progress Will Drive Fairly Balanced Outlook

Narrative Update on Semtech Analysts have nudged their price targets on Semtech higher, with the implied fair value estimate rising by about US$1.43 per share. They point to Q3 upside in Data Center and LoRa, expectations for a stronger Q4 on better DC capex and transceiver orders, and benefits from divesting non core assets, despite some mix driven margin pressure.

SMTC: Data Center And LoRa Execution Will Shape Fairly Valued Outlook

Narrative Update on Semtech Analysts have lifted Semtech's price targets into a roughly US$77 to US$91 range, citing recent Q3 upside in Data Center and LoRa, expectations for stronger data center capital expenditure that could drive transceiver orders, and an emphasis on higher margin operations with about 60% gross margins and roughly 25% EBITDA margins. Analyst Commentary Recent research on Semtech points to a generally constructive view after the Q3 report, but with some clear areas of caution that matter for valuation and execution risk.

SMTC: Future Upside Will Depend On Expanding Data Center Demand

Analysts have raised their price target on Semtech to approximately $82 from about $80, citing Q3 earnings upside, strengthening data center and LoRa momentum, expected upside from accelerating transceiver orders, and operational streamlining through divestiture of non core assets. Analyst Commentary Recent research updates reflect a broadly constructive stance on Semtech, with multiple upward revisions to price targets clustered in the mid to high $70s and low $90s, reinforcing the view that the stock remains levered to a multi year growth recovery across data center, smartphone, and IoT end markets.

SMTC: Future Momentum Will Hinge On Data Center And Margin Resilience

Semtech's analyst price target has been raised from approximately $72 to over $80 per share. This reflects increased confidence in the company's margin improvements, sustained growth in key segments, and a positive operational outlook from recent quarterly results, according to analysts.

SMTC: Future Sector Momentum And Execution Risks Will Define Performance

Semtech's analyst price target has been raised significantly, from $57 to $80. Analysts cite positive management discussions and recent increases in comparable market multiples as reasons supporting a more optimistic outlook for the company's growth.

SMTC: Future Upside Will Rely On Data Center AI And LoRa Adoption

Semtech's analyst price target has been raised notably, increasing from $57 to $80. Analysts cite recent management discussions and improved industry multiples as key factors in their updated outlook.

Hyperscale Data Centers And LoRa Will Expand Future Markets

Semtech's analyst fair value price target has increased by approximately $2.86 to $70.43 per share. Analysts cite management meetings, exposure to growth markets, and higher sector multiples as key factors driving the update.

Hyperscale Data Centers And LoRa Will Expand Future Markets

Semtech's analyst price target has been raised from $63.25 to approximately $67.57 per share. Analysts cite recent discussions with management and expansion in high-growth markets as key factors supporting the increase.

Semtech Corporation's (NASDAQ:SMTC) 26% Price Boost Is Out Of Tune With Revenues

Sep 16
Semtech Corporation's (NASDAQ:SMTC) 26% Price Boost Is Out Of Tune With Revenues

Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Sep 08
Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Portfolio Optimization And CopperEdge Adoption Will Shape Future Success

Semtech’s consensus price target has increased to $63.25, driven by strong positioning in the AI data center market, an earnings and guidance beat, upward revisions to revenue and EPS forecasts, and solid execution, reflecting higher analyst conviction in its growth outlook. Analyst Commentary Bullish analysts cite strong positioning in the AI data center market, particularly with fiber, ACC (Active Copper Cable), and impending product ramps such as LPO/TIA and Nvidia's Rubin launch.

Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up

Jul 24
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up

Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger

Jul 08
Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger

A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)

Jun 17
A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)

Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

May 30
Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?

May 29
Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?

Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up

May 09
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up
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Portfolio Optimization And CopperEdge Adoption Will Shape Future Success

Portfolio optimization and strategic R&D investments aim to drive revenue growth and improve net margins through a focus on core competencies.

Semtech Stock: Not Convinced Yet, Maintaining My Sell Rating

Mar 14

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:SMTC - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
1/31/20291,4932333153452
1/31/20281,40020727430112
1/31/20271,23813817420313
1/25/20261,050-40165181N/A
10/26/20251,02729137153N/A
7/27/202599624124135N/A
4/27/2025954-1197286N/A
1/26/2025909-1624458N/A
10/27/2024851-8432438N/A
7/28/2024815-874-173N/A
4/28/2024838-1,086-24-4N/A
1/28/2024869-1,092-125-94N/A
10/29/2023843-501-161-127N/A
7/30/2023820-440-137-103N/A
4/30/2023791-6-47-13N/A
1/29/20237576198127N/A
10/30/2022780147166196N/A
7/31/2022797159216245N/A
5/1/2022773140192221N/A
1/30/2022741126177203N/A
10/31/2021715107150179N/A
8/1/202167491110141N/A
5/2/20216337495125N/A
1/31/20215956086119N/A
10/25/202056847112137N/A
7/26/202055543121142N/A
4/26/202054929122138N/A
1/26/20205483296119N/A
10/27/201957049N/A121N/A
7/28/201960247N/A139N/A
4/28/201962870N/A155N/A
1/27/201962770N/A184N/A
10/28/201860848N/A175N/A
7/29/201858550N/A150N/A
4/29/201857437N/A136N/A
1/28/201858835N/A111N/A
10/29/201758746N/A106N/A
7/30/201757463N/A118N/A
4/30/201755760N/A114N/A
1/29/201754455N/A118N/A
10/30/201652348N/A119N/A
7/31/201650128N/A99N/A
5/1/201649119N/A101N/A
1/31/201649011N/A102N/A
10/25/2015502-5N/A79N/A
7/26/20155352N/A94N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que SMTC sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.4%).

Beneficios vs. Mercado: Se prevé que SMTC sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que SMTC sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (12.7% al año) de SMTC crezcan más rápidamente que los del mercado US (11.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 12.7% al año) de SMTC crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SMTC sea alta dentro de 3 años (23.8%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/03 23:26
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2026/01/25
Ingresos anuales2026/01/25

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Semtech Corporation está cubierta por 24 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tristan GerraBaird
Cody AcreeBenchmark Company
Sumit DhandaBofA Global Research