Semtech Beheer
Beheer criteriumcontroles 3/4
De CEO Semtech is Hong Hou, benoemd in Jun2024, heeft een ambtstermijn van 2.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.18M, bestaande uit 8.5% salaris en 91.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.07% van de aandelen van het bedrijf, ter waarde $ 8.87M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.4 jaar en 5.8 jaar.
Belangrijke informatie
Hong Hou
Algemeen directeur
US$8.2m
Totale compensatie
| Percentage CEO-salaris | 8.47% |
| Dienstverband CEO | 2.1yrs |
| Eigendom CEO | 0.07% |
| Management gemiddelde ambtstermijn | 2.4yrs |
| Gemiddelde ambtstermijn bestuur | 5.8yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Seeking Alpha • Jun 03
Semtech: AI Solved The Growth Problem, Not The Economics Problem
Summary Semtech has pivoted to AI/data-center connectivity growth but still faces structurally lower margins post-Sierra Wireless acquisition. Despite strong topline growth and improved capital efficiency, Semtech's unit economics and ROIC remain below pre-acquisition levels, limiting margin expansion. Management demonstrated operational discipline and improved the balance sheet, but the company's narrow moat and intense competition constrain profitability. With an intrinsic value of $138/share versus a $150 market price, I see no margin of safety for long-term value investors. Read the full article on Seeking AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • Sep 08
Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point
Semtech Corporation ( NASDAQ:SMTC ) recently posted some strong earnings, and the market responded positively. Our...Narratiefupdate • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Apr 26 2026 | n/a | n/a | -US$33m |
| Jan 25 2026 | US$8m | US$692k | -US$40m |
| Oct 26 2025 | n/a | n/a | US$29m |
| Jul 27 2025 | n/a | n/a | US$24m |
| Apr 27 2025 | n/a | n/a | -US$119m |
| Jan 26 2025 | US$7m | US$405k | -US$162m |
| Oct 27 2024 | n/a | n/a | -US$843m |
| Jul 28 2024 | n/a | n/a | -US$874m |
| Apr 28 2024 | n/a | n/a | -US$1b |
| Jan 28 2024 | US$229k | n/a | -US$1b |
Compensatie versus markt: De totale vergoeding ($USD 8.18M ) Hong } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.67M ).
Compensatie versus inkomsten: De vergoeding van Hong is gestegen terwijl het bedrijf verliesgevend is.
CEO
Hong Hou (61 yo)
2.1yrs
Tenure
US$8,177,250
Compensatie
Dr. Hong Q. Hou, Ph D., is CEO, President and Director of Semtech Corporation from June 6, 2024. He serves as an Independent Director at Wolfspeed, Inc since September 2025.He served as the president of t...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.1yrs | US$8.18m | 0.070% $ 8.9m | |
| Executive VP & CFO | 2.8yrs | US$2.79m | 0.037% $ 4.8m | |
| Executive VP & COO | 9.7yrs | US$2.94m | 0.10% $ 12.9m | |
| Chief Quality Officer & CTO | 2.4yrs | US$1.92m | 0.087% $ 11.1m | |
| Senior VP and GM of Analog | 5.8yrs | US$2.25m | 0.066% $ 8.4m | |
| Executive VP & Chief Commercial Officer | 1.4yrs | US$4.39m | 0.0092% $ 1.2m | |
| Senior Vice President of Investor Relations | 1.2yrs | geen gegevens | geen gegevens | |
| Senior VP | less than a year | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | 1.7yrs | geen gegevens | geen gegevens | |
| Senior VP & GM of IoT Systems and Connectivity Product Group | 2.5yrs | geen gegevens | 0.017% $ 2.2m | |
| Senior VP & GM of Signal Integrity Products Group | 2.8yrs | geen gegevens | 0.0095% $ 1.2m |
2.4yrs
Gemiddelde duur
56.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SMTC wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 3yrs | US$8.18m | 0.070% $ 8.9m | |
| Independent Director | 7.8yrs | US$287.46k | 0.016% $ 2.0m | |
| Independent Director | 3.3yrs | US$304.55k | 0.030% $ 3.8m | |
| Independent Director | 5.8yrs | US$278.71k | 0.011% $ 1.4m | |
| Independent Director | 7.8yrs | US$268.71k | 0.0057% $ 728.3k | |
| Independent Chair of the Board | 10.4yrs | US$368.30k | 0.013% $ 1.6m | |
| Independent Director | 2.6yrs | US$268.71k | 0.0093% $ 1.2m | |
| Independent Director | 5.8yrs | US$287.46k | 0.0047% $ 603.3k | |
| Independent Director | 3.3yrs | US$285.80k | 0.0061% $ 778.1k |
5.8yrs
Gemiddelde duur
61yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SMTC wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/23 10:32 |
| Aandelenkoers aan het einde van de dag | 2026/07/23 00:00 |
| Inkomsten | 2026/04/26 |
| Jaarlijkse inkomsten | 2026/01/25 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Semtech Corporation wordt gevolgd door 24 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tristan Gerra | Baird |
| Cody Acree | Benchmark Company |
| Sumit Dhanda | BofA Global Research |