Semtech Corporation

NasdaqGS:SMTC Stock Report

Market Cap: US$6.2b

Semtech Past Earnings Performance

Past criteria checks 2/6

Semtech's earnings have been declining at an average annual rate of -52.4%, while the Semiconductor industry saw earnings growing at 10.3% annually. Revenues have been growing at an average rate of 9.5% per year. Semtech's return on equity is 4.3%, and it has net margins of 2.4%.

Key information

-52.43%

Earnings growth rate

-52.10%

EPS growth rate

Semiconductor Industry Growth27.66%
Revenue growth rate9.52%
Return on equity4.31%
Net Margin2.39%
Last Earnings Update27 Jul 2025

Recent past performance updates

Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Sep 08
Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Recent updates

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

Sep 16
Semtech Corporation's (NASDAQ:SMTC) 26% Price Boost Is Out Of Tune With Revenues

Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Sep 08
Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Semtech's AI Growth Turning From Hype To Reality - Q2 Earnings Review (Rating Upgrade)

Aug 26

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

Jul 24
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up

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

Jul 08
Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger

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

Jun 17
A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)

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

May 30
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)?

May 29
Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?

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

May 09
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up
User avatar

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.

Is Semtech (NASDAQ:SMTC) A Risky Investment?

Apr 15
Is Semtech (NASDAQ:SMTC) A Risky Investment?

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

Mar 28
Semtech (NASDAQ:SMTC) Has Some Way To Go To Become A Multi-Bagger

Semtech Stock: Not Convinced Yet, Maintaining My Sell Rating

Mar 14

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

Mar 10
Is Semtech Corporation (NASDAQ:SMTC) Expensive For A Reason? A Look At Its Intrinsic Value

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

Feb 11
Some Confidence Is Lacking In Semtech Corporation (NASDAQ:SMTC) As Shares Slide 43%

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

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

Nov 27
Is It Too Late To Consider Buying Semtech Corporation (NASDAQ:SMTC)?

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

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

Jun 24

Revenue & Expenses Breakdown

How Semtech makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NasdaqGS:SMTC Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
27 Jul 2599624219185
27 Apr 25954-119217177
26 Jan 25909-162222171
27 Oct 24851-843223166
28 Jul 24815-874211170
28 Apr 24838-1,086215177
28 Jan 24869-1,092220186
29 Oct 23843-501195186
30 Jul 23820-440188175
30 Apr 23791-6176168
29 Jan 2375761162156
30 Oct 22780147172153
31 Jul 22797159179155
01 May 22773140173150
30 Jan 22741126168148
31 Oct 21715107176143
01 Aug 2167491171133
02 May 2163374167127
31 Jan 2159560163118
25 Oct 2056847159112
26 Jul 2055543154111
26 Apr 2054929157108
26 Jan 2054832161107
27 Oct 1957049151108
28 Jul 1960247152108
28 Apr 1962870151110
27 Jan 1962770153109
28 Oct 1860848149105
29 Jul 1858550147106
29 Apr 1857437146105
28 Jan 1858835140105
29 Oct 1758746142106
30 Jul 1757463140104
30 Apr 1755760134103
29 Jan 1754455136103
30 Oct 1652348129106
31 Jul 1650128124107
01 May 1649119126109
31 Jan 1649011136114
25 Oct 15502-5134113
26 Jul 155352136115
26 Apr 1555520133115
25 Jan 1555828127110
26 Oct 14554-167120114

Quality Earnings: SMTC has a large one-off loss of $53.3M impacting its last 12 months of financial results to 27th July, 2025.

Growing Profit Margin: SMTC became profitable in the past.

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SMTC has become profitable over the past 5 years, growing earnings by -52.4% per year.

Accelerating Growth: SMTC has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: SMTC has become profitable in the last year, making it difficult to compare its past year earnings growth to the Semiconductor industry (-0.7%).

Return on Equity

High ROE: SMTC's Return on Equity (4.3%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 20:32
End of Day Share Price 2025/10/03 00:00
Earnings2025/07/27
Annual Earnings2025/01/26

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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 31 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tristan GerraBaird
Cody AcreeBenchmark Company
Sumit DhandaBofA Global Research