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Semtech

SMTC

Market cap $11.9B

127.38 USD

-13.47

9.56%

At close Updated Oct 30, 4:00 PM EDT

Pre-market

After hours

128.49

+1.11

0.87%

1 day

-9.56%

5 days

-4.37%

1 month

-28.58%

3 months

11.14%

6 months

21.26%

Year to date

69.25%

1 year

87.85%

5 years

45.58%

10 years

426.36%

About: Semtech Corp is a provider of high-performance semiconductors powering data center networking, Internet of Things ("IoT") connectivity, and cellular infrastructure solutions. The company designs, develops, manufactures, and markets a diverse portfolio of products for commercial applications, addressing the infrastructure, high-end consumer, and industrial end markets. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems, and Connected Services. The majority of the company's revenue is earned through the Analog Mixed Signal and Wireless segment. Geographically, the majority of the company's revenue is earned from the Asia Pacific region; the company also operates in North America and Europe.

Employees: 1,920

Technology Semiconductors

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 56.5%

Neutral 42%

Negative 1.4%

Zacks Investment Research

Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks

CMRC, MNDY, SMTC and TLS make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks

Zacks Investment Research

NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

Semtech's AI data center growth, rising 1.6T demand and lower valuation give it an edge over Navitas Semiconductor.

NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 2026

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, is adding new resilient communications building blocks to its AirLink® 5G Networking Solutions. Semtech will demonstrate the new capabilities in booth #2964 at the International Association of Chiefs of Police (IACP) conference in Orlando, Fla. First responders rel.

Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 2026

Zacks Investment Research

Can Strong Momentum in LoRa Boost Semtech's Long-Term Growth?

SMTC's LoRa business hits record sales as smart home, security and industrial adoption expands, while Amazon Sidewalk offers further growth opportunities.

Can Strong Momentum in LoRa Boost Semtech's Long-Term Growth?

Semtech: The Market May Have Misread Its Growth Slowdown

Semtech raised FY27 revenue and EPS guidance and introduced a FY30 model, but shares dropped due to skepticism over long-term growth assumptions. FY27–28 growth is supported by backlog and customer engagements, while FY29–30 relies on broader market assumptions, making later projections more conservative. SMTC is shifting toward higher-margin data-center and LoRa products, divesting lower-margin cellular, and targeting a 70% gross margin by FY30.

Semtech: The Market May Have Misread Its Growth Slowdown

Semtech: High Valuation Conceals A Profit Explosion

Semtech is experiencing rapid growth driven by AI data center investments, with Q2 FY2027 data center revenue up 91%. SMTC's expanded photonics portfolio and LoRa technology provide additional growth engines, supporting ambitious revenue and margin targets through FY2030. At $137, SMTC trades at 38x FY2027 earnings but only 21x FY2028 if targets are met, making the valuation attractive given growth prospects.

Semtech: High Valuation Conceals A Profit Explosion

Wall Street's No. 1 analyst reveals the best stocks to buy before November

Timothy Arcuri from UBS, perhaps the most accurate analyst on Wall Street, has issued multiple rating revisions since October began, with a handful of reconsidered equities standing out for the sheer size of the forecasted upside.

Wall Street's No. 1 analyst reveals the best stocks to buy before November

Proactive Investors

Semtech eyes data center revenue surge as AI infrastructure spending grows

Semtech, the semiconductor company, is targeting more than doubling its data center revenue in financial 2028 and 2029, as Baird reaffirmed its 'outperform' rating and $300 price target. Baird said record bookings and strong visibility over the next 2 years supported the growth outlook, with Semtech positioned to benefit from rising demand for copper, fiber and optical connectivity.

Semtech eyes data center revenue surge as AI infrastructure spending grows

This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Semtech Stock Rebounds as Wall Street Turns Focus to Near-Term Earnings Targets

Semtech says it expects data-center revenue to more than double in the upcoming fiscal years.

Semtech Stock Rebounds as Wall Street Turns Focus to Near-Term Earnings Targets

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