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SMTC Stock Forecast: Semtech Corp. Price Predictions for 2026-2027

Last close, 24 Aug 2026
$121
−2.64% on the day

The 15 Wall Street analysts covering Semtech Corp. hold a median 12-month price target of $200 — +65.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 22 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$11.6B
Ticker Nerd rank
85 / 100
Median analyst target
$200
Analysts covering
15
Revenue$291.0M+15.9% y/y
Operating income$27.0M
Net income$26.6M
Free cash flow$22.7M
Quarterly, 8 quarters to 30 Apr 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−21.7%
1M
−4.1%
YTD
+64.0%
1Y
+136.5%
From 52W high
−30.9%
From 52W low
+136.9%
$51
$175
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SMTC stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Semtech Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 22 Aug 2026
85 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
93
Accruals
90
Momentum
85
Quality
80
Issuance
64
Value
61
Growth
41
Volatility
28
Size
14

Revisions (93): Analysts have, on balance, been raising their forecasts.

Volatility (28): The share price moves around a lot.

Size (14): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SMTC stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SMTC, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$50$100$150$200$250Oct 25Jan 26Apr 26Jul 26SMTCHigh $230Median $200Low $155

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says15 analysts
13 Buy2 Hold0 Sell
Low $155Median $200High $230

The green dot is the last close — the median target sits +65.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 17 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
21 Aug 2026BMO CapitalInitiatesOutperform$155
14 Aug 2026NeedhamReiteratesBuy$200
13 July 2026NeedhamReiteratesBuy$200
22 June 2026TD CowenMaintainsBuy$210 → $215
27 May 2026B. Riley SecuritiesMaintainsBuy$165 → $210
27 May 2026BairdMaintainsOutperform$110 → $225
27 May 2026BenchmarkMaintainsBuy$120 → $230
27 May 2026Craig-HallumMaintainsBuy$105 → $205
27 May 2026Morgan StanleyMaintainsEqual-Weight$155 → $175
27 May 2026NeedhamMaintainsBuy$105 → $200
27 May 2026Roth CapitalMaintainsBuy$102 → $190
27 May 2026StifelMaintainsBuy$157 → $188
27 May 2026SusquehannaMaintainsPositive$170 → $200
27 May 2026UBSMaintainsBuy$165 → $225
26 May 2026Morgan StanleyMaintainsEqual-Weight$89 → $155
22 May 2026OppenheimerMaintainsOutperform$110 → $150
20 May 2026SusquehannaMaintainsPositive$110 → $170
18 May 2026UBSMaintainsBuy$105 → $165
15 May 2026TD CowenMaintainsBuy$105 → $165
16 Apr 2026B. Riley SecuritiesMaintainsBuy$115 → $122

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SMTC appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SMTC vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Aug 2026, Semtech Corp. returned +136.5% against +19.6% for the S&P 500, dividends included.

SMTC vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300350Oct 25Jan 26Apr 26Jul 26SMTCS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SMTC analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+19.1%
Analysts raising
1
Analysts cutting
0
Fundamentals

Semtech Corp. (SMTC) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
133.3×

Cheaper than 5% of US stocks

Price / sales
10.6×

Cheaper than 14% of US stocks

Price / book
20.2×

Cheaper than 5% of US stocks

EV / EBITDA
78.5×

Cheaper than 3% of US stocks

Growth & margins
Revenue growth (YoY)
15.9%

Higher than 64% of US stocks

Earnings growth (YoY)
37.3%

Higher than 70% of US stocks

Gross margin
52.0%

Higher than 65% of US stocks

Operating margin
9.3%

Higher than 63% of US stocks

Net margin
−3.0%

Higher than 26% of US stocks

Returns & dividend
Return on equity
−5.8%

Higher than 39% of US stocks

Return on assets
4.9%

Higher than 76% of US stocks

Dividend yield
0.2%

Higher than 2% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Semtech Corp. (SMTC) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Semtech Corp. has a market value of $11.6B and an enterprise value of $11.9B.

  • Revenue in the twelve months to 30 Apr 2026: $1.1B. The latest quarter grew 15.9% year on year.

  • Net income over the same four quarters: −$33.2M, a −3.0% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.39.

  • Free cash flow in the twelve months to 30 Apr 2026: $162.5M, after $16.3M of capital spending.

  • Shares outstanding: 93.1M.

  • Trailing P/E: 133.3×; forward P/E: 31.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.16%, paying out 0% of earnings.

  • Semtech Corp. employs 1,920 people — $568K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 Apr 2026 · market figures as at 25 Aug 2026

Data provided by Twelve Data

Peers

SMTC vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductors
CompanyMarket capTKN rank
SMTCSemtech Corp.$11.6B
85
SWKSSkyworks Solutions, Inc.$10.1B
79
RMBSRambus, Inc.$9.8B
61
QRVOQorvo, Inc.$8.8B
99
LSCCLattice Semiconductor Corp.$16.1B
83
SLABSilicon Laboratories, Inc.$7.2B
75
SITMSiTime Corp.$18.5B
51

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Semtech Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SMTC news & analysis

Semtech Hosts LoRa® Ecosystem Forum at IOTE 2026

Business Wire · 25 Aug 2026neutral

Semtech Corporation announced it will host the LoRa® Global Ecosystem Forum at the 2026 International Internet of Things Exhibition (IOTE), held Aug. 26-28 at the Shenzhen World Exhibition & Convention Center. The company will exhibit in Hall 10, Booth #10C51.

Why it matters — The event highlights Semtech's continued engagement and promotion of its LoRa technology within the IoT ecosystem, an area relevant to SMTC investors.

Top Wall Street Forecasters Revamp Semtech Expectations Ahead Of Q2 Earnings

Benzinga · 24 Aug 2026neutral

Semtech Corporation is set to release its second quarter earnings report after the closing bell on Tuesday, Aug. 25, and ahead of this report, top Wall Street forecasters have revised their expectations for the company.

Why it matters — The upcoming earnings release and the revisions to analyst expectations are directly relevant to investors tracking Semtech's quarterly performance.

SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?

Zacks Investment Research · 21 Aug 2026positive

Semtech is set to report second-quarter results, with revenues and EPS expected to rise sharply, driven by growth in data centers, LoRa, and premium handsets.

Why it matters — A SMTC watcher would care because the upcoming Q2 report is expected to show strong growth tied to key segments like data centers and LoRa.

Countdown to Semtech (SMTC) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS

Zacks Investment Research · 20 Aug 2026neutral

Zacks Investment Research published a preview of Semtech Corp.'s (SMTC) Q2 earnings for the quarter ended July 2026, noting that beyond revenue and EPS estimates, investors should consider projections for key business metrics to better assess performance.

Why it matters — Semtech watchers would care because the article highlights additional key metrics to watch beyond headline revenue and earnings when evaluating the company's quarterly performance.

Semtech CEO Hong Hou Sells 2,000 Shares for $280,000

The Motley Fool · 19 Aug 2026neutral

On August 7, 2026, Semtech CEO Hong Hou sold 2,000 shares at $140.00 per share, for a total value of $280,000. The sale represented a 3% reduction in the insider's direct equity holdings.

Why it matters — Insider sales are often watched by investors as a signal about management sentiment toward the company's stock.

FAQ

Frequently asked questions about SMTC stock

What is the SMTC stock price forecast for 2026-2027?

The 15 Wall Street analysts covering Semtech Corp. have a median 12-month price target of $200, with estimates ranging from $155 to $230. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SMTC stock a buy right now?

Of the 15 analysts covering Semtech Corp., 13 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Semtech Corp. 85 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SMTC?

As at 22 Aug 2026, Semtech Corp. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (93 of 100).

Will SMTC stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +65.5% from the last close, and Ticker Nerd's factor model ranks Semtech Corp. 85 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SMTC stock forecast for 2030?

No analyst covering Semtech Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SMTC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $155 to $230 over the next 12 months.

How has SMTC stock performed over the past year?

Semtech Corp. returned +136.5% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Semtech Corp. do?

Semtech Corporation is a semiconductor and IoT solutions company that develops high-performance analog and mixed-signal products for data center networking, wireless connectivity, and connected device applications. Its portfolio spans signal integrity, circuit protection, power management, smart sensing, wireless RF, broadcast, and cellular IoT solutions, along with systems, software, and connected services that support digital infrastructure.

What is the latest news on SMTC?

The most recent item we track (Business Wire, 25 Aug 2026): "Semtech Hosts LoRa® Ecosystem Forum at IOTE 2026". Semtech Corporation announced it will host the LoRa® Global Ecosystem Forum at the 2026 International Internet of Things Exhibition (IOTE), held Aug. 26-28 at the Shenzhen World Exhibition & Convention Center. The company will exhibit in Hall 10, Booth #10C51.

Company

About Semtech Corp.

Semtech Corporation is a semiconductor and IoT solutions company that develops high-performance analog and mixed-signal products for data center networking, wireless connectivity, and connected device applications. Its portfolio spans signal integrity, circuit protection, power management, smart sensing, wireless RF, broadcast, and cellular IoT solutions, along with systems, software, and connected services that support digital infrastructure. The company serves customers across infrastructure, industrial, and consumer markets, with products designed to improve connectivity, reliability, and power efficiency in modern electronic systems. Semtech also offers IoT modules, gateways, routers, and cloud-related connectivity services that help enable device-to-cloud deployments and networked applications. Headquartered in Camarillo, California, and founded in 1960, Semtech plays a meaningful role in enabling communication, sensing, and protection technologies used in a broad range of electronic and industrial environments.

CEO Dr. Hong Q. Hou Ph.D. · 1,920 employees · United States · https://www.semtech.com