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Semtech Corporation Stock Price

NasdaqGS:SMTC Community·US$15.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 64 Fair Values set on narratives written by author
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SMTC Share Price Performance

US$0
-61.72 (-100.00%)
​
US$204.83
Fair Value
US$0
-61.72 (-100.00%)
​
Price US$0
Thu, 18 Jun 26
Fair ValueUS$204.83
Share Pricen/a

SMTC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$204.83 20.0% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$272.22 39.8% undervalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$160.74 2.0% overvalued intrinsic discount

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

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SMTC logo
Semtech
20.0% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 18 Jun
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SMTC logo
Semtech
39.8% undervalued intrinsic discount
Updated

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

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AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
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SMTC logo
Semtech
2.0% overvalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Aug
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Recently Updated Narratives

AN
AnalystHighTarget
SMTC logo

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

Fair Value: US$272.22 39.8% undervalued intrinsic discount
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AN
AnalystLowTarget
SMTC logo

SMTC: AI Data Center Cycle Will Drive Future Connectivity Upside

Fair Value: US$160.74 2.0% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
SMTC logo

SMTC: AI Data Center Ramps Will Drive Future Execution Test

Fair Value: US$204.83 20.0% undervalued intrinsic discount
35 fair values setusers have set this as their fair value
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Snowflake Analysis

Exceptional growth potential with solid track record.

3 Risks
2 Rewards
View Full Analysis

Semtech Corporation Key Details

US$1.2b

Revenue

US$553.0m

Cost of Revenue

US$621.2m

Gross Profit

US$467.1m

Other Expenses

US$154.0m

Earnings

Last Reported Earnings
Jul 26, 2026
Next Reporting Earnings
n/a
1.65
52.90%
13.12%
65.8%
View Full Analysis

About SMTC

Founded
1960
Employees
1920
CEO
Hong Hou
WebsiteView website
www.semtech.com

Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers analog mixed signal and wireless products; protection devices, such as filter and termination devices which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. The company sells its products through direct sales personnel, independent sales representative firms, and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.

Recent SMTC News & Updates

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