Semtech Management
Management criteria checks 3/4
Semtech's CEO is Hong Hou, appointed in Jun 2024, has a tenure of 1.92 years. total yearly compensation is $8.18M, comprised of 8.5% salary and 91.5% bonuses, including company stock and options. directly owns 0.079% of the company’s shares, worth $7.89M. The average tenure of the management team and the board of directors is 2.3 years and 5.6 years respectively.
Key information
Hong Hou
Chief executive officer
US$8.2m
Total compensation
| CEO salary percentage | 8.47% |
| CEO tenure | 1.9yrs |
| CEO ownership | 0.08% |
| Management average tenure | 2.3yrs |
| Board average tenure | 5.6yrs |
Recent management updates
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 14CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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 | n/a | n/a | -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$1b |
Compensation vs Market: Hong's total compensation ($USD8.18M) is below average for companies of similar size in the US market ($USD14.54M).
Compensation vs Earnings: Hong's compensation has increased whilst the company is unprofitable.
CEO
Hong Hou (60 yo)
1.9yrs
Tenure
US$8,177,250
Compensation
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.9yrs | US$8.18m | 0.079% $ 7.9m | |
| Executive VP & CFO | 2.6yrs | US$2.79m | 0.036% $ 3.6m | |
| Executive VP & COO | 9.5yrs | US$2.94m | 0.11% $ 11.4m | |
| Chief Quality Officer & CTO | 2.3yrs | US$1.92m | 0.092% $ 9.2m | |
| Senior VP and GM of Analog | 5.6yrs | US$2.25m | 0.066% $ 6.6m | |
| Executive VP & Chief Commercial Officer | 1.3yrs | US$4.39m | 0.010% $ 1.0m | |
| Senior Vice President of Investor Relations | 1yr | no data | no data | |
| Senior VP | no data | no data | no data | |
| Senior VP & Chief Human Resources Officer | 1.5yrs | no data | no data | |
| Senior VP & GM of IoT Systems and Connectivity Product Group | 2.3yrs | no data | 0.017% $ 1.7m | |
| Senior VP & GM of Signal Integrity Products Group | 2.7yrs | no data | 0.0095% $ 950.7k |
2.3yrs
Average Tenure
55.5yo
Average Age
Experienced Management: SMTC's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 2.8yrs | US$8.18m | 0.079% $ 7.9m | |
| Independent Director | 7.7yrs | US$287.46k | 0.010% $ 1.0m | |
| Independent Director | 3.1yrs | US$304.55k | 0.026% $ 2.6m | |
| Independent Director | 5.6yrs | US$278.71k | 0.011% $ 1.1m | |
| Independent Director | 7.7yrs | US$268.71k | no data | |
| Independent Chair of the Board | 10.3yrs | US$368.30k | 0.017% $ 1.7m | |
| Independent Director | 2.4yrs | US$268.71k | 0.0064% $ 644.5k | |
| Independent Director | 5.6yrs | US$287.46k | 0.0047% $ 475.8k | |
| Independent Director | 3.1yrs | US$285.80k | 0.0031% $ 308.2k |
5.6yrs
Average Tenure
60yo
Average Age
Experienced Board: SMTC's board of directors are considered experienced (5.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 01:03 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2026/01/25 |
| Annual Earnings | 2026/01/25 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Semtech Corporation is covered by 24 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tristan Gerra | Baird |
| Cody Acree | Benchmark Company |
| Sumit Dhanda | BofA Global Research |