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

Last close, 13 Oct 2026
$173
+2.67% on the day

The 16 Wall Street analysts covering Semtech Corp. hold a median 12-month price target of $213 — +23.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 12 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$15.7B
Ticker Nerd rank
78 / 100
Median analyst target
$213
Analysts covering
16
Revenue$341.9M+32.7% y/y
Operating income$55.5M
Net income$160.1M
Free cash flow$60.7M
Quarterly, 8 quarters to 31 July 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−12.4%
1M
+3.3%
YTD
+134.5%
1Y
+153.1%
From 52W high
−12.4%
From 52W low
+176.1%
$63
$197
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 12 Oct 2026
78 / 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
100
Momentum
96
Quality
92
Value
57
Issuance
56
Growth
46
Accruals
42
Volatility
26
Size
11

Revisions (100): Analysts have, on balance, been raising their forecasts.

Volatility (26): The share price moves around a lot.

Size (11): 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$250$300Jan 26Apr 26Jul 26Oct 26SMTCHigh $300Median $213Low $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 says16 analysts
14 Buy2 Hold0 Sell
Low $155Median $213High $300

The green dot is the last close — the median target sits +23.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 14 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
5 Oct 2026StifelMaintainsBuy$188 → $220
1 Oct 2026OppenheimerMaintainsOutperform$200 → $225
23 Sept 2026Seaport GlobalInitiatesBuy$200
27 Aug 2026BairdMaintainsOutperform$225 → $300
27 Aug 2026Northland Capital MarketsUpgradeOutperform$182
26 Aug 2026Morgan StanleyMaintainsEqual-Weight$175 → $195
26 Aug 2026NeedhamReiteratesBuy$200
26 Aug 2026UBSMaintainsBuy$225 → $230
24 Aug 2026Roth CapitalMaintainsBuy$102 → $190
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

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 13 Oct 2026, Semtech Corp. returned +153.1% against +18.6% for the S&P 500, dividends included.

SMTC vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Jan 26Apr 26Jul 26Oct 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
+30.8%
Analysts raising
12
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
111.4×

Cheaper than 6% of US stocks

Price / sales
13.4×

Cheaper than 12% of US stocks

Price / book
21.0×

Cheaper than 4% of US stocks

EV / EBITDA
89.4×

Cheaper than 2% of US stocks

Growth & margins
Revenue growth (YoY)
32.7%

Higher than 79% of US stocks

Earnings growth (YoY)
32.7%

Higher than 67% of US stocks

Gross margin
53.8%

Higher than 66% of US stocks

Operating margin
16.2%

Higher than 74% of US stocks

Net margin
13.1%

Higher than 75% of US stocks

Returns & dividend
Return on equity
23.7%

Higher than 84% of US stocks

Return on assets
5.8%

Higher than 80% of US stocks

Dividend yield
0.1%

Higher than 63% 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 $15.7B and an enterprise value of $16.0B.

  • Revenue in the twelve months to 31 July 2026: $1.2B. The latest quarter grew 32.7% year on year.

  • Net income over the same four quarters: $154.0M, a 13.1% net margin.

  • Diluted earnings per share, trailing twelve months: $1.51.

  • Free cash flow in the twelve months to 31 July 2026: $183.9M.

  • Shares outstanding: 93.3M.

  • Trailing P/E: 111.4×; forward P/E: 28.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.12%, paying out 0% of earnings.

  • Semtech Corp. employs 1,920 people — $612K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 July 2026 · market figures as at 13 Oct 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.$15.7B
78
LSCCLattice Semiconductor Corp.$16.8B
83
SITMSiTime Corp.$17.1B
54
SWKSSkyworks Solutions, Inc.$17.6B
83
RMBSRambus, Inc.$10.9B
57
MTSIMACOM Technology Solutions Holdings, Inc.$23.0B
80
QRVOQorvo, Inc.$10.5B
—

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

Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?

PRNewsWire · 13 Oct 2026negative

A PRNewsWire item asks Semtech shareholders to contact a law firm to discuss their rights and options in connection with a question about whether company insiders breached fiduciary duties. The firm says there is no cost or obligation to discuss the matter and that it would work on a contingent-fee basis.

Why it matters — SMTC shareholders may be interested in the inquiry and the potential fiduciary-duty concerns it raises.

Can Semtech's 1.6T Ramp Accelerate its Data Center Growth?

Zacks Investment Research · 13 Oct 2026positive

Semtech's 1.6T product ramp is described as supporting AI data-center growth, alongside record revenues, a rising optical connectivity share and strong customer demand.

Why it matters — These factors are presented as support for Semtech's outlook and are relevant to investors tracking its data-center business.

4 Top-Performing Liquid Stocks to Enhance Portfolio Returns

Zacks Investment Research · 12 Oct 2026positive

Zacks Investment Research named Semtech (SMTC), along with CMRC, MSGM and TLS, among four top-performing liquid stocks. The excerpt says the companies have strong liquidity, growth attributes and operational efficiency.

Why it matters — The item specifically identifies SMTC as a stock meeting the cited liquidity, growth and operational-efficiency criteria.

Semtech Rises 154% YTD: Should You Buy, Sell or Hold the Stock?

Zacks Investment Research · 12 Oct 2026positive

Semtech shares are up 154% year to date, with the excerpt attributing the rally to AI data center demand, LoRa growth, 1.6T products, and expanding applications.

Why it matters — These cited demand drivers and product developments are relevant to SMTC watchers assessing the factors behind the stock’s momentum.

FAQ

Frequently asked questions about SMTC stock

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

The 16 Wall Street analysts covering Semtech Corp. have a median 12-month price target of $213, with estimates ranging from $155 to $300. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SMTC stock a buy right now?

Of the 16 analysts covering Semtech Corp., 14 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Semtech Corp. 78 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SMTC?

As at 12 Oct 2026, Semtech Corp. ranks 78 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 (100 of 100).

Will SMTC stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +23.0% from the last close, and Ticker Nerd's factor model ranks Semtech Corp. 78 out of 100 as at 12 Oct 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 $300 over the next 12 months.

How has SMTC stock performed over the past year?

Semtech Corp. returned +153.1% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Semtech Corp. do?

Semtech Corporation is a semiconductor company that provides high-performance analog and mixed-signal products, Internet of Things systems, and cloud connectivity solutions. Semtech’s portfolio supports applications in AI data center networking, wireless connectivity, optical interconnects, and industrial and enterprise communications, helping customers build faster, more efficient, and more connected systems.

What is the latest news on SMTC?

The most recent item we track (PRNewsWire, 13 Oct 2026): "Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?". A PRNewsWire item asks Semtech shareholders to contact a law firm to discuss their rights and options in connection with a question about whether company insiders breached fiduciary duties. The firm says there is no cost or obligation to discuss the matter and that it would work on a contingent-fee basis.

Company

About Semtech Corp.

Semtech Corporation is a semiconductor company that provides high-performance analog and mixed-signal products, Internet of Things systems, and cloud connectivity solutions. Semtech’s portfolio supports applications in AI data center networking, wireless connectivity, optical interconnects, and industrial and enterprise communications, helping customers build faster, more efficient, and more connected systems. The company also develops LoRa technology and related IoT solutions used for long-range, low-power device connectivity in smart infrastructure, utilities, logistics, and remote monitoring. Its products serve a broad range of markets, including data centers, communications, industrial equipment, and connected devices. Headquartered in Camarillo, California, Semtech Corporation focuses on technologies that enable reliable data transmission, network performance, and connectivity across modern digital infrastructure.

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