Semtech Corporation

Report azionario NasdaqGS:SMTC

Capitalizzazione di mercato: US$15.6b

Semtech Crescita futura

Criteri Future verificati 6/6

Semtech prevede che gli utili e i ricavi cresceranno rispettivamente di 47.7% e 29% all'anno. Si prevede che l'EPS crescerà di 46% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 41.3% in 3 anni.

Informazioni chiave

47.7%

Tasso di crescita degli utili

45.96%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili30.5%
Tasso di crescita dei ricavi29.0%
Rendimento futuro del capitale proprio41.28%
Copertura analitica

Good

Ultimo aggiornamento09 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Sep 04

SMTC: Data Center And LoRa Momentum Will Drive Future Earnings Power

Analysts have increased their price target framework for Semtech, raising their estimate of fair value from about $230 to roughly $272 per share. They attribute this change to stronger data center growth expectations, expanded LoRa contributions, and the potential for higher long term margins highlighted in recent research updates.
Seeking Alpha • Aug 26

Semtech Q2: Accelerating Growth In Data Centers Will Keep Sending Shares Higher

Summary Semtech delivered a strong quarter with 32.7% y/y revenue growth and a double beat on both revenue and EPS. SMTC's data center segment, fueled by AI infrastructure demand, drove 91% y/y growth and is expected to remain the primary revenue engine. Guidance for next quarter implies 20% sequential and 54% y/y revenue growth, with management projecting accelerating momentum into fiscal 2028. Despite robust fundamentals and outlook, I recommend holding rather than adding at current price levels given the recent 150% share price appreciation. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 21

SMTC: AI Data Center Cycle Will Drive Future Connectivity Upside

Analysts have reset the fair value estimate for Semtech to about $160.74 from $175, even as they highlight stronger assumptions for revenue growth, profit margins, and data center driven earnings potential behind higher Street price targets. Analyst Commentary Recent research on Semtech highlights a wide range of views on how sustainable the current data center and connectivity story may be.
Aggiornamento narrativa • Jul 17

SMTC: Faster AI Data Center Demand Will Drive Future Earnings Power

Analysts have raised the fair value estimate for Semtech’s stock from $110.47 to $230.00, citing stronger long-term data center demand assumptions, higher expected revenue growth, and an outlook supported by multiple firms increasing their price targets following recent Q1 results and guidance. Analyst Commentary Bullish analysts are broadly supportive of Semtech after recent Q1 results, with a series of higher price targets pointing to rising confidence in the company’s ability to execute on its data center and connectivity roadmap.
Aggiornamento narrativa • Jul 03

SMTC: AI Data Center Demand Will Drive Future Optical Connectivity Upside

Analysts have lifted their fair value estimate for Semtech to $175 from $74, citing a broad wave of higher Street price targets tied to stronger AI and data center demand assumptions, as well as updated expectations for the company’s growth profile and valuation multiples. Analyst Commentary Recent research on Semtech highlights broad enthusiasm around its exposure to AI data center spending, but not every voice is uniformly positive.
Aggiornamento narrativa • Jun 18

SMTC: AI Data Center Ramps Will Drive Future Execution Test

Analysts have raised their price targets on Semtech stock to a range of $175 to $230, citing stronger than expected Q1 results, a Q2 outlook above prior expectations, and a materially faster ramp in AI driven data center demand, along with expanding LoRa and high speed connectivity opportunities. Analyst Commentary Recent research on Semtech stock points to a wide range of updated price targets and views that center on data center exposure, AI related products and the outlook for LoRa and other connectivity businesses.
Aggiornamento narrativa • Jun 03

SMTC: Accelerating AI Data Center Demand Will Drive Future Execution Test

Analysts have lifted the Semtech fair value estimate from about $105.54 to roughly $204.83, citing stronger modeled revenue growth, higher profit margins, and a lower future P/E assumption. This view is supported by recent research that points to accelerating AI data center demand, expanding LoRa opportunities, and potential margin gains from portfolio simplification and higher speed optical and copper solutions.
Aggiornamento narrativa • May 08

SMTC: Elevated AI Data Center Hopes Will Likely Strain Future Execution

Analysts have lifted their average price targets on Semtech by $7 to $115, pointing to stronger expectations around data center and AI related demand, the ramp of LPO, TIA and ACC products, and benefits from the HieFo acquisition and recent Q4 results. Analyst Commentary Recent research updates show a cluster of higher price targets for Semtech after its Q4 report, AI related commentary and the HieFo acquisition.
Aggiornamento narrativa • Apr 22

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.
Aggiornamento narrativa • Apr 06

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.
Aggiornamento narrativa • Mar 23

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.
Nuova narrativa • Mar 13

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?
Aggiornamento narrativa • Mar 08

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.
Nuova narrativa • Feb 27

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?
Aggiornamento narrativa • Feb 22

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.
Aggiornamento narrativa • Feb 07

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.
Aggiornamento narrativa • Jan 21

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.
Aggiornamento narrativa • Jan 07

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.
Aggiornamento narrativa • Dec 15

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.
Aggiornamento narrativa • Nov 29

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.
Aggiornamento narrativa • Nov 15

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.
Aggiornamento narrativa • Nov 01

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.
Aggiornamento narrativa • Oct 17

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.
Aggiornamento narrativa • Oct 03

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.
Articolo di analisi • Sep 16

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

Semtech Corporation ( NASDAQ:SMTC ) shares have continued their recent momentum with a 26% gain in the last month...
Aggiornamento narrativa • Aug 27

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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:SMTC - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/20292,5177167047348
1/31/20281,92147062863514
1/31/20271,48736118120514
7/26/20261,174154184214N/A
4/26/20261,090-33162190N/A
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
4/26/202054929N/A138N/A
1/26/202054832N/A119N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SMTC ( 47.7% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di SMTC ( 47.7% all'anno) cresceranno più rapidamente del mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SMTC cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SMTC ( 29% all'anno) crescerà più rapidamente del mercato US ( 13.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SMTC ( 29% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SMTC sarà molto alto tra 3 anni ( 41.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 03:47
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/07/26
Utili annuali2026/01/25

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Semtech Corporation è coperta da 24 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tristan GerraBaird
Sumit DhandaBofA Global Research
Craig EllisB. Riley Securities, Inc.