Semtech/$SMTC

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About Semtech

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.
Ticker
$SMTC
Sector
Semiconductors
Primary listing
NASDAQ
Employees
1,920

Semtech Metrics

BasicAdvanced
$16B
103.44
$1.62
2.35
-

What the Analysts think about Semtech

Analyst ratings (Buy, Hold, Sell) for Semtech stock.
Analyst projections of the future price of Semtech stock.

Bulls say / Bears say

Semtech’s Q1 FY27 non-GAAP adjusted EPS of $0.51 topped the $0.45 consensus and revenue of $291 million exceeded the $283.45 million forecast, driven by expansion of data center and LoRa contracts and sending shares up 8.7%. (Reuters)
In Q2 FY27, Semtech delivered record net sales of $341.9 million, up 33% year-over-year and 17% sequentially, fueled by strong demand for its AI data center networking and IoT device solutions. (SEC)
Semtech has classified its cellular module business as held for sale, with $132.2 million of assets held for sale, a strategic move expected to sharpen focus on higher-margin semiconductor and connectivity segments and boost future gross margins. (StockTitan)
Semtech recorded $84.8 million of goodwill impairment and $1.8 million of intangible asset impairments in fiscal year 2026, primarily against its IoT Connected Services unit, reflecting slower-than-expected performance in that segment. (MetaTrader)
The integration of the $1.2 billion Sierra Wireless acquisition has encountered operational challenges, which Semtech stated have delayed realization of anticipated synergies and could pressure near-term earnings. (EDGAR)
With the majority of revenue sourced from the Asia Pacific region, Semtech is exposed to potential supply-chain disruptions and tightening US-China export controls, as reflected by lawmakers’ calls to restrict chipmakers supplying Chinese firms. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 7 Sept 2026.

Semtech Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Semtech Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Semtech

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