Semtech 향후 성장

Future 기준 점검 4/6

Semtech (는) 각각 연간 89.5% 및 9.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 94.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.1% 로 예상됩니다.

핵심 정보

89.5%

이익 성장률

94.24%

EPS 성장률

Semiconductor 이익 성장	22.7%
매출 성장률	9.1%
향후 자기자본이익률	23.14%
애널리스트 커버리지	Good
마지막 업데이트	21 Jul 2025

최근 향후 성장 업데이트

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

May 30

Recent updates

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

Jul 24

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

Jul 08

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

Jun 17

Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity

Jun 04

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

May 30

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

May 29

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

May 09

Is Semtech Corporation (NASDAQ:SMTC) Expensive For A Reason? A Look At Its Intrinsic Value

Mar 10

Some Confidence Is Lacking In Semtech Corporation (NASDAQ:SMTC) As Shares Slide 43%

Feb 11

Semtech: Navigating Uncertainty Amid CopperEdge Setbacks (Downgrade)

Feb 10

Can't Defend This Valuation: Downgrading Semtech To A Sell

Jan 19

Semtech Corporation (NASDAQ:SMTC) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Dec 25

Is It Too Late To Consider Buying Semtech Corporation (NASDAQ:SMTC)?

Nov 27

Semtech Q3 Earnings: Turnaround Story With Strong Fundamentals (Rating Upgrade)

Nov 26

Semtech Corporation's (NASDAQ:SMTC) Shares Climb 28% But Its Business Is Yet to Catch Up

Nov 09

Capital Allocation Trends At Semtech (NASDAQ:SMTC) Aren't Ideal

Sep 25

Semtech Up +48% QTD: Time To Count Profits And Exit (Rating Downgrade)

Sep 25

Semtech Has A Challenging Task To Recover From Its Self-Inflicted Wound

Sep 13

Semtech Corporation's (NASDAQ:SMTC) 34% Price Boost Is Out Of Tune With Revenues

Aug 29

Semtech: More Confidence In The Industry Turning Around (Rating Upgrade)

Jun 24

Semtech Corporation (NASDAQ:SMTC) Released Earnings Last Week And Analysts Lifted Their Price Target To US$52.30

Jun 08

Semtech Q1 Earnings: Chipmaker On Shaky Ground, I'll Pass (Rating Downgrade)

Jun 06

Semtech: (Early But Costly) Realization Of An Irreversible Mistake

May 23

There's No Escaping Semtech Corporation's (NASDAQ:SMTC) Muted Revenues Despite A 31% Share Price Rise

May 22

이익 및 매출 성장 예측

NasdaqGS:SMTC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
1/31/2028	1,215	202	N/A	N/A	2
1/31/2027	1,132	135	188	216	13
1/31/2026	1,033	90	155	169	13
4/27/2025	954	-119	72	86	N/A
1/26/2025	909	-162	44	58	N/A
10/27/2024	851	-843	24	38	N/A
7/28/2024	815	-874	-17	3	N/A
4/28/2024	838	-1,086	-24	-4	N/A
1/28/2024	869	-1,092	-125	-94	N/A
10/29/2023	843	-501	-161	-127	N/A
7/30/2023	820	-440	-137	-103	N/A
4/30/2023	791	-6	-47	-13	N/A
1/29/2023	757	61	98	127	N/A
10/30/2022	780	147	166	196	N/A
7/31/2022	797	159	216	245	N/A
5/1/2022	773	140	192	221	N/A
1/30/2022	741	126	177	203	N/A
10/31/2021	715	107	150	179	N/A
8/1/2021	674	91	110	141	N/A
5/2/2021	633	74	95	125	N/A
1/31/2021	595	60	86	119	N/A
10/25/2020	568	47	112	137	N/A
7/26/2020	555	43	121	142	N/A
4/26/2020	549	29	122	138	N/A
1/26/2020	548	32	96	119	N/A
10/27/2019	570	49	96	121	N/A
7/28/2019	602	47	115	139	N/A
4/28/2019	628	70	128	155	N/A
1/27/2019	627	70	N/A	184	N/A
10/28/2018	608	48	N/A	175	N/A
7/29/2018	585	50	N/A	150	N/A
4/29/2018	574	37	N/A	136	N/A
1/28/2018	588	35	N/A	111	N/A
10/29/2017	587	46	N/A	106	N/A
7/30/2017	574	63	N/A	118	N/A
4/30/2017	557	60	N/A	114	N/A
1/29/2017	544	55	N/A	118	N/A
10/30/2016	523	48	N/A	119	N/A
7/31/2016	501	28	N/A	99	N/A
5/1/2016	491	19	N/A	101	N/A
1/31/2016	490	11	N/A	102	N/A
10/25/2015	502	-5	N/A	79	N/A
7/26/2015	535	2	N/A	94	N/A
4/26/2015	555	20	N/A	98	N/A
1/25/2015	558	28	N/A	106	N/A
10/26/2014	554	-167	N/A	125	N/A

애널리스트 향후 성장 전망

수입 대 저축률: SMTC 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률( 3.1% )보다 빠른 성장으로 간주됩니다.

수익 vs 시장: SMTC (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: SMTC 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: SMTC 의 수익(연간 9.1% ) US 시장( 9.3% 보다 느리게 성장할 것으로 예상됩니다. 9.3% 연간).

고성장 수익: SMTC 의 수익(연간 9.1% )은 연간 20% 보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SMTC 의 자본 수익률은 3년 내에 최고 수준이 될 것으로 예상됩니다. ( 23.1 %)

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/08/09 07:14
종가	2025/08/08 00:00
수익	2025/04/27
연간 수익	2025/01/26

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Semtech Corporation는 31명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Tristan Gerra	Baird
Cody Acree	Benchmark Company
Sumit Dhanda	BofA Global Research

Semtech 향후 성장

Future 기준 점검 4/6

핵심 정보

최근 향후 성장 업데이트

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

Semtech Corporation Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026

Semtech Corporation Provides Revenue Guidance for Fiscal Year 2026

Price target decreased by 11% to US$68.64

Semtech Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025

Consensus EPS estimates fall by 412%, revenue upgraded

Recent updates

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

Now 28% overvalued after recent price rise

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

Independent Director recently sold US$549k worth of stock

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

Now 21% overvalued after recent price rise

Executive VP & CFO exercised options and sold US$375k worth of stock

Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity

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)?

First quarter 2026 earnings: EPS exceeds analyst expectations

Semtech Corporation Provides Earnings Guidance for the Second Quarter of Fiscal Year 2026

Semtech Strengthens Global IoT Connectivity Security with AI-Enabled Network Operations

Semtech Corporation to Report Q1, 2026 Results on May 27, 2025

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

Semtech Corporation Showcases Next-Gen LoRa®? Technology at IoT Solutions World Congress 2025

Now 21% overvalued

Semtech Corporation, Annual General Meeting, Jun 05, 2025

Portfolio Optimization And CopperEdge Adoption Will Shape Future Success

Is Semtech (NASDAQ:SMTC) A Risky Investment?

Semtech Corporation Announces Availability of Its Copperedge Family of Active Copper Cable and On-Board Equalization Technology

Amphenol Corporation and Semtech Corporation Introduce 1.6T Active Copper Cable at OFC 2025

Semtech Charts Path to 3.2T Connectivity for Next-Gen Ai Data Centers

Semtech (NASDAQ:SMTC) Has Some Way To Go To Become A Multi-Bagger

Semtech Corporation Announces its Innovative UEX Series, a Solution for USB 2.0 Extension and Distribution over IP Networks

Semtech Corporation Announces the Launch of International Telecommunication Union (ITU) Compliant Asymmetric 50G PON OLT Chipset

Semtech Corporation Expands Anterix-Compatible Solutions for Utility Infrastructure

New major risk - Share price stability

Full year 2025 earnings: EPS exceeds analyst expectations

Now 42% overvalued

Semtech Stock: Not Convinced Yet, Maintaining My Sell Rating

Semtech Corporation Provides Revenue Guidance for Fiscal Year 2026

Semtech Corporation Launches LoRa Plus™? LR2021 Transceiver with LoRa®? Gen 4 Technology

Is Semtech Corporation (NASDAQ:SMTC) Expensive For A Reason? A Look At Its Intrinsic Value

Executive VP & CFO exercised options and sold US$643k worth of stock

Semtech Corporation to Report Q4, 2025 Results on Mar 13, 2025

Semtech Corporation Enters into Separation Agreement with Mark P. Russell, the Senior Vice President, Global Sales and Marketing, Effective March 6, 2025

Holzer & Holzer, LLC Files Class Action Lawsuit Against Semtech Corporation

Semtech Corporation Launches New Electrostatic Discharge (ESD) Protection for Automotive Ethernet

Some Confidence Is Lacking In Semtech Corporation (NASDAQ:SMTC) As Shares Slide 43%

Price target decreased by 11% to US$68.64

Semtech: Navigating Uncertainty Amid CopperEdge Setbacks (Downgrade)

Semtech Corporation Appoints Jason Green as Executive Vice President and Chief Commercial Officer

Now 32% overvalued after recent price rise

New minor risk - Share price stability

Can't Defend This Valuation: Downgrading Semtech To A Sell

New major risk - Shareholder dilution

New major risk - Shareholder dilution

Chief Quality Officer & CTO exercised options and sold US$353k worth of stock

Now 27% overvalued after recent price rise

Semtech Corporation (NASDAQ:SMTC) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Executive VP & CFO notifies of intention to sell stock

Semtech Corporation has filed a Follow-on Equity Offering in the amount of $400 million.

Rockell N. Hankin to Resign as Member of the Board of Directors of Semtech Corporation

Is It Too Late To Consider Buying Semtech Corporation (NASDAQ:SMTC)?

Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Semtech Q3 Earnings: Turnaround Story With Strong Fundamentals (Rating Upgrade)

Semtech Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025

Semtech Corporation to Report Q3, 2025 Results on Nov 25, 2024

Semtech Corporation's (NASDAQ:SMTC) Shares Climb 28% But Its Business Is Yet to Catch Up

Semtech Expands Smart Connectivity Advanced VoLTE Coverage

Capital Allocation Trends At Semtech (NASDAQ:SMTC) Aren't Ideal

Semtech Up +48% QTD: Time To Count Profits And Exit (Rating Downgrade)

Semtech Has A Challenging Task To Recover From Its Self-Inflicted Wound

Consensus EPS estimates fall by 412%, revenue upgraded

Price target increased by 7.3% to US$55.60

Semtech Corporation's (NASDAQ:SMTC) 34% Price Boost Is Out Of Tune With Revenues

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Semtech Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Year 2025