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

Last close, 18 Sept 2026
$185
+3.82% on the day

The 15 Wall Street analysts covering Semtech Corp. hold a median 12-month price target of $203 — +9.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 19 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$17.3B
Ticker Nerd rank
77 / 100
Median analyst target
$203
Analysts covering
15
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
+10.6%
1M
+36.8%
YTD
+151.1%
1Y
+202.5%
From 52W high
0.0%
From 52W low
+209.2%
$60
$185
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 19 Sept 2026
77 / 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
99
Quality
92
Issuance
56
Value
51
Growth
45
Accruals
41
Volatility
27
Size
11

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

Volatility (27): 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$300Oct 25Jan 26Apr 26Jul 26SMTCHigh $300Median $203Low $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
14 Buy1 Hold0 Sell
Low $155Median $203High $300

The green dot is the last close — the median target sits +9.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 15 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
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
27 May 2026StifelMaintainsBuy$157 → $188
27 May 2026SusquehannaMaintainsPositive$170 → $200
27 May 2026UBSMaintainsBuy$165 → $225

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 18 Sept 2026, Semtech Corp. returned +202.5% against +16.3% for the S&P 500, dividends included.

SMTC vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Oct 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
+30.7%
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
117.8×

Cheaper than 6% of US stocks

Price / sales
14.7×

Cheaper than 11% of US stocks

Price / book
30.1×

Cheaper than 3% of US stocks

EV / EBITDA
98.1×

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 1% 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 $17.3B and an enterprise value of $17.6B.

  • 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: 117.8×; forward P/E: 31.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.11%, 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 19 Sept 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.$17.3B
77
SITMSiTime Corp.$18.5B
54
LSCCLattice Semiconductor Corp.$15.2B
82
MTSIMACOM Technology Solutions Holdings, Inc.$20.7B
84
SWKSSkyworks Solutions, Inc.$13.4B
80
TSEMTower Semiconductor Ltd.$25.0B
79
GFSGLOBALFOUNDRIES, Inc.$26.4B
79

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

Does Semtech (SMTC) Have the Potential to Rally 36.99% as Wall Street Analysts Expect?

Zacks Investment Research · 16 Sept 2026positive

Zacks Investment Research reported that the mean of Wall Street analysts' price targets for Semtech (SMTC) implies roughly 37% upside from current levels. The report also noted that strong agreement among analysts in raising earnings estimates points to potential upside in the stock.

Why it matters — SMTC watchers would care because analyst price targets and upward earnings estimate revisions are a commonly used gauge of how the investment community views the company's prospects.

Semtech SurgeSwitch Protects Cobots from Surge and ESD

Business Wire · 16 Sept 2026positive

Semtech announced the TDS2621LP, the latest addition to its SurgeSwitch family, purpose-built for 24V DC power buses in industrial robotics, cobots, and automated manufacturing. The device delivers near-constant clamping voltage and IEC 61000-4-5 surge protection for these applications.

Why it matters — SMTC watchers would care because this new product extends Semtech's SurgeSwitch family into the growing industrial robotics and cobot market, expanding its reach beyond its core AI data center and IoT focus.

Semtech Price Forecast: Bullish Trend Targets $197.55

FXEmpire · 14 Sept 2026positive

FXEmpire reports that Semtech's pullback is testing a key support level while its overall bullish structure keeps price targets of $197.55 and $223.24 in focus for the stock.

Why it matters — The report highlights that Semtech's technical structure remains bullish as the stock holds above key support, which matters to SMTC watchers tracking the stock's price trajectory.

Semtech Delivers 10G PON Chipset for Triple-Generation 50G OLT Modules

Business Wire · 9 Sept 2026positive

Semtech announced an industry-first chipset for 10G passive optical network (PON) optical line terminal (OLT) applications. The chipset is designed to support equipment vendors as network operators globally begin scaling to 50G PON deployments and need to support multiple generations of PON technology.

Why it matters — SMTC watchers would care because this positions Semtech in the evolving PON market as operators move toward next-generation 50G deployments.

Semtech Sets Bar for 224G Optical Connectivity

Business Wire · 9 Sept 2026positive

Semtech introduced a family of 224G linear Transimpedance Amplifier (TIA) and driver solutions designed to accelerate deployment of Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) architectures for AI/ML clusters, hyperscale data centers, and next-generation networking.

Why it matters — This product launch positions Semtech in the fast-growing 224G optical connectivity segment tied to AI data center buildouts, an area of strategic focus for the company.

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 $203, 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 15 analysts covering Semtech Corp., 14 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Semtech Corp. 77 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SMTC?

As at 19 Sept 2026, Semtech Corp. ranks 77 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 15 analysts implies +9.5% from the last close, and Ticker Nerd's factor model ranks Semtech Corp. 77 out of 100 as at 19 Sept 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 +202.5% over the 12 months to 18 Sept 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 (Zacks Investment Research, 16 Sept 2026): "Does Semtech (SMTC) Have the Potential to Rally 36.99% as Wall Street Analysts Expect?". Zacks Investment Research reported that the mean of Wall Street analysts' price targets for Semtech (SMTC) implies roughly 37% upside from current levels. The report also noted that strong agreement among analysts in raising earnings estimates points to potential upside in the stock.

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