Semtech Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de Semtech ont diminué à un taux annuel moyen de -36.8%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en à 6.6% par an. Les revenus ont augmenté de en à un taux moyen de 9.1% par an.
Informations clés
-36.84%
Taux de croissance des bénéfices
-36.58%
Taux de croissance du BPA
| Semiconductor Croissance de l'industrie | 27.66% |
| Taux de croissance des recettes | 9.07% |
| Rendement des fonds propres | -7.34% |
| Marge nette | -3.85% |
| Dernière mise à jour des bénéfices | 25 Jan 2026 |
Mises à jour récentes des performances passées
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's (NASDAQ:SMTC) Earnings May Just Be The Starting Point
Sep 08Portfolio 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 24Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger
Jul 08A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)
Jun 17Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
May 30Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?
May 29Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up
May 09
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 14Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Semtech gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 25 Jan 26 | 1,050 | -40 | 222 | 196 |
| 26 Oct 25 | 1,027 | 29 | 217 | 192 |
| 27 Jul 25 | 996 | 24 | 219 | 185 |
| 27 Apr 25 | 954 | -119 | 217 | 177 |
| 26 Jan 25 | 909 | -162 | 222 | 171 |
| 27 Oct 24 | 851 | -843 | 223 | 166 |
| 28 Jul 24 | 815 | -874 | 211 | 170 |
| 28 Apr 24 | 838 | -1,086 | 215 | 177 |
| 28 Jan 24 | 869 | -1,092 | 220 | 186 |
| 29 Oct 23 | 843 | -501 | 195 | 186 |
| 30 Jul 23 | 820 | -440 | 188 | 175 |
| 30 Apr 23 | 791 | -6 | 176 | 168 |
| 29 Jan 23 | 757 | 61 | 162 | 156 |
| 30 Oct 22 | 780 | 147 | 172 | 153 |
| 31 Jul 22 | 797 | 159 | 179 | 155 |
| 01 May 22 | 773 | 140 | 173 | 150 |
| 30 Jan 22 | 741 | 126 | 168 | 148 |
| 31 Oct 21 | 715 | 107 | 176 | 143 |
| 01 Aug 21 | 674 | 91 | 171 | 133 |
| 02 May 21 | 633 | 74 | 167 | 127 |
| 31 Jan 21 | 595 | 60 | 163 | 118 |
| 25 Oct 20 | 568 | 47 | 159 | 112 |
| 26 Jul 20 | 555 | 43 | 154 | 111 |
| 26 Apr 20 | 549 | 29 | 157 | 108 |
| 26 Jan 20 | 548 | 32 | 161 | 107 |
| 27 Oct 19 | 570 | 49 | 151 | 108 |
| 28 Jul 19 | 602 | 47 | 152 | 108 |
| 28 Apr 19 | 628 | 70 | 151 | 110 |
| 27 Jan 19 | 627 | 70 | 153 | 109 |
| 28 Oct 18 | 608 | 48 | 149 | 105 |
| 29 Jul 18 | 585 | 50 | 147 | 106 |
| 29 Apr 18 | 574 | 37 | 146 | 105 |
| 28 Jan 18 | 588 | 35 | 140 | 105 |
| 29 Oct 17 | 587 | 46 | 142 | 106 |
| 30 Jul 17 | 574 | 63 | 140 | 104 |
| 30 Apr 17 | 557 | 60 | 134 | 103 |
| 29 Jan 17 | 544 | 55 | 136 | 103 |
| 30 Oct 16 | 523 | 48 | 129 | 106 |
| 31 Jul 16 | 501 | 28 | 124 | 107 |
| 01 May 16 | 491 | 19 | 126 | 109 |
| 31 Jan 16 | 490 | 11 | 136 | 114 |
| 25 Oct 15 | 502 | -5 | 134 | 113 |
| 26 Jul 15 | 535 | 2 | 136 | 115 |
Des revenus de qualité: SMTC n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: SMTC n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: SMTC n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 36.8% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de SMTC au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: SMTC n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Semiconductor ( 8.1% ).
Rendement des fonds propres
ROE élevé: SMTC a un retour sur capitaux propres négatif ( -7.34% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/03 14:19 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/01/25 |
| Revenus annuels | 2026/01/25 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Semtech Corporation est couverte par 24 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tristan Gerra | Baird |
| Cody Acree | Benchmark Company |
| Sumit Dhanda | BofA Global Research |