Semtech Framtida tillväxt
Future kriterier kontrolleras 6/6
Semtech förväntas öka intäkter och intäkter med 74.6% respektive 24.2% per år. EPS förväntas tillväxt med 77.3% per år. Avkastningen på eget kapital förväntas bli 39.2% om 3 år.
Viktig information
74.6%
Tillväxttakt i vinsten
77.27%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 27.4% |
| Intäkternas tillväxttakt | 24.2% |
| Framtida avkastning på eget kapital | 39.19% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 22 Jun 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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?Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • Jul 24
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up
Semtech Corporation ( NASDAQ:SMTC ) shares have continued their recent momentum with a 26% gain in the last month...Analysartikel • Jul 08
Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Ny berättelse • Apr 25
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.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 1/31/2029 | 2,205 | 451 | 369 | 399 | 6 |
| 1/31/2028 | 1,702 | 271 | 306 | 361 | 13 |
| 1/31/2027 | 1,366 | 152 | 251 | 245 | 13 |
| 4/26/2026 | 1,090 | -33 | 162 | 190 | N/A |
| 1/25/2026 | 1,050 | -40 | 165 | 181 | N/A |
| 10/26/2025 | 1,027 | 29 | 137 | 153 | N/A |
| 7/27/2025 | 996 | 24 | 124 | 135 | N/A |
| 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 | N/A | 119 | N/A |
| 10/27/2019 | 570 | 49 | N/A | 121 | N/A |
| 7/28/2019 | 602 | 47 | N/A | 139 | N/A |
| 4/28/2019 | 628 | 70 | N/A | 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 |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: SMTC förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).
Resultat vs marknad: SMTC förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.
Höga tillväxtresultat: SMTC förväntas bli lönsam under de kommande 3 åren.
Intäkt vs marknad: SMTC s intäkter ( 24.2% per år) förväntas växa snabbare än US marknaden ( 12.7% per år).
Hög tillväxtintäkter: SMTC s intäkter ( 24.2% per år) förutspås växa snabbare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: SMTC s avkastning på eget kapital förväntas bli hög om 3 år ( 39.2 %)
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/05 17:23 |
| Aktiekurs vid dagens slut | 2026/07/02 00:00 |
| Intäkter | 2026/04/26 |
| Årlig intjäning | 2026/01/25 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Semtech Corporation bevakas av 24 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Tristan Gerra | Baird |
| Cody Acree | Benchmark Company |
| Sumit Dhanda | BofA Global Research |