Semtech/$SMTC

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About Semtech

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.

Ticker

$SMTC

Sector

Semiconductors
Primary listing

Employees

1,838

Semtech Metrics

BasicAdvanced
$6.2B
249.77
$0.29
1.99
-

What the Analysts think about Semtech

Analyst ratings (Buy, Hold, Sell) for Semtech stock.

Bulls say / Bears say

Record net sales of $257.6 million in Q2 FY2026, up 20% year-over-year, driven by strong performance across all segments and above company guidance (Semtech).
Infrastructure data center revenue set a new high at $52.2 million in Q2 FY2026, soaring 92% year-over-year on strong AI-driven demand for optical connectivity (Investing.com).
Net debt fell by $879 million since June 2024, significantly strengthening the balance sheet and reducing leverage as the company prepares for multi-year growth opportunities (Investing.com)
GAAP net loss per share of $0.31 and a negative GAAP operating margin of –6.3% in Q2 FY2026, driven by a $42 million goodwill impairment, indicate significant one-off charges weighing on earnings (Semtech).
Net interest expense increased to $28.1 million in Q2, up from $22.7 million a year ago, showing higher borrowing costs as the company reduces debt, which could impact free cash flow (Semtech).
Rising U.S.–China trade tensions and 145% tariffs on Chinese goods threaten Semtech’s Asia Pacific–focused supply chain and may increase component costs, risking lower margins and operational efficiency (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 4 Oct 2025.

Semtech Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Semtech Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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