Semtech
SMTC
Market cap $3.57B

41.25 USD

+0.38

0.93%

Updated Jun 17, 10:22 AM EDT

1 day

0.93%

5 days

-3.08%

1 month

2.77%

3 months

4.62%

6 months

-37.24%

Year to date

-33.57%

1 year

34.15%

5 years

-21.14%

10 years

95.59%

About: Semtech Corp is engaged in designing, developing, manufacturing and marketing analog and mixed-signal semiconductors, algorithms and wireless semiconductors, connectivity modules, gateways, routers and connected services for IoT. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems and IoT Connected Services. The majority of the company's revenue is earned through Analog Mixed Signal and Wireless segment. Geographically majority of the company's revenue is earned from Asia Pacific region, company also operates in North America and Europe.

Employees: 1,838

Technology Semiconductors

0

Funds holding %

of 7,299 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

31% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 100

8% less call options, than puts

Call options by funds: $82.4M | Put options by funds: $89.5M

1.46% less ownership

Funds ownership: 113.44% [Q4 2024] → 111.98% (-1.46%) [Q1 2025]

11% less funds holding

Funds holding: 351 [Q4 2024] → 311 (-40) [Q1 2025]

38% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 94

44% less capital invested

Capital invested by funds: $5.93B [Q4 2024] → $3.33B (-$2.6B) [Q1 2025]

86% less funds holding in top 10

Funds holding in top 10: 7 [Q4 2024] → 1 (-6) [Q1 2025]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$43

4%

upside

Avg. target

$53

28%

upside

High target

$68

65%

upside

5 analyst ratings

4 positive

80%

1 neutral

20%

0 negative

0%

Stifel Tore Svanberg	9%upside $45	Buy Maintained	28 May 2025
Morgan Stanley Joseph Moore	4%upside $43	Equal-Weight Maintained	28 May 2025
Benchmark Cody Acree	65%upside $68	Buy Reiterated	28 May 2025
Needham Quinn Bolton	31%upside $54	Buy Reiterated	28 May 2025
UBS Timothy Arcuri	33%upside $55	Buy Maintained	5 May 2025

See Analyst Rankings

Financial journalist opinion

Based on 23 articles about SMTC published over the past 30 days

Zacks Investment Research

Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks

Analysts expect SMTC and ADI to see strong double-digit growth in 2025, despite the negative macro and geopolitics plaguing the Analog/Mixed Signal semiconductor industry.

Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks

Semtech's LoRaWAN® Innovation: Transformative IoT Insights

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, will showcase its IoT leadership as Robert Comanescu, Semtech's senior director and marketing head of IoT chips, joins the featured speakers at the upcoming 2025 Shanghai Internet of Things Exhibition on June 19, 2025. Comanescu will present during a key panel discussion hosted by the LoRa Allianc.

Semtech's LoRaWAN® Innovation: Transformative IoT Insights

Trade Talks Boost Optimism For Semtech

Semtech (NASDAQ:SMTC), a firm focusing on analog and mixed-signal semiconductors, experienced a stock increase of nearly 9% during Monday's trading. This surge comes amidst revitalized optimism following trade talks between U.S. and Chinese officials, which have sparked speculation that export restrictions on critical technologies may be eased.

Trade Talks Boost Optimism For Semtech

Zacks Investment Research

AMD vs. Semtech: Which Semiconductor Stock Is the Better Buy Now?

Advanced Micro Devices and SMTC are well-known players in the semiconductor market. Let's find out which one is a better investment option right now.

AMD vs. Semtech: Which Semiconductor Stock Is the Better Buy Now?

Semtech: Buy Rating Initiated On Transition Catalyst Potential And Valuation Upside

We initiate on Semtech Corporation at Buy, as we believe the transition to higher-margin LoRa and FiberEdge franchises will compensate for near-term revenue headwinds from legacy and IoT divestiture risks. Our $52/sh price target is based on applying 4.5x EV/Sales multiple to our FY27E revenue estimate of $1.03 bn. We estimate FY26E/FY27E revenue of $980mn/$1.03bn.

Semtech: Buy Rating Initiated On Transition Catalyst Potential And Valuation Upside

Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity

Semtech's sequential growth has stalled, with Q1 results and Q2 guidance showing only modest improvement after a sharp stock pullback. Valuation remains aggressive; SMTC is trading at a significant premium to sector peers despite slowing growth momentum. CopperEdge's ramp-up later in the year is critical to justifying the current valuation and reigniting growth, but execution risk remains.

Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity

Zacks Investment Research

Semtech (SMTC) Upgraded to Buy: What Does It Mean for the Stock?

Semtech (SMTC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Semtech (SMTC) Upgraded to Buy: What Does It Mean for the Stock?

Zacks Investment Research

Does Semtech (SMTC) Have the Potential to Rally 50.9% as Wall Street Analysts Expect?

The consensus price target hints at a 50.9% upside potential for Semtech (SMTC). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Does Semtech (SMTC) Have the Potential to Rally 50.9% as Wall Street Analysts Expect?

Semtech Slides Despite Record Q1 Sales: 4 Analysts Maintain Ratings

Shares of Semtech Corp SMTC were down 5.8% at last check on Wednesday, despite the company's upbeat first-quarter results.

Semtech Slides Despite Record Q1 Sales: 4 Analysts Maintain Ratings

Zacks Investment Research

Semtech's Q1 Earnings Match Estimates, Revenues Increase Y/Y

SMTC's Q1 earnings reflect benefits from increased revenues, operational efficiency and effective cost management.

Semtech's Q1 Earnings Match Estimates, Revenues Increase Y/Y

See News Rankings

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