SMTCTechnology · SemiconductorsThe 16 Wall Street analysts covering Semtech Corp. hold a median 12-month price target of $210 — +129.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 5 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
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): Analysts have, on balance, been raising their forecasts.
Volatility (28): The share price moves around a lot.
Size (16): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on SMTC, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +129.4% from it.
Of the 20 most recent actions, 6 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Oct 2026 | Northland Capital Markets | Upgrade | Outperform | $186 |
| 16 Oct 2026 | Stifel | Maintains | Buy | $220 → $200 |
| 16 Oct 2026 | TD Cowen | Reiterates | Buy | $215 |
| 13 Oct 2026 | BMO Capital | Maintains | Outperform | $155 → $230 |
| 5 Oct 2026 | Stifel | Maintains | Buy | $188 → $220 |
| 5 Oct 2026 | Stifel | Maintains | Buy | — |
| 1 Oct 2026 | Oppenheimer | Maintains | Outperform | $200 → $225 |
| 1 Oct 2026 | Oppenheimer | Maintains | Outperform | — |
| 23 Sept 2026 | Seaport Global | Initiates | Buy | $200 |
| 23 Sept 2026 | Seaport Global | Initiates | Buy | — |
| 27 Aug 2026 | Baird | Maintains | Outperform | — |
| 27 Aug 2026 | Baird | Maintains | Outperform | $225 → $300 |
| 27 Aug 2026 | Northland Capital Markets | Upgrade | Outperform | $182 |
| 27 Aug 2026 | Northland Capital Markets | Upgrade | Outperform | — |
| 26 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $175 → $195 |
| 26 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 26 Aug 2026 | Needham | Reiterates | Buy | $200 |
| 26 Aug 2026 | Needham | Reiterates | Buy | — |
| 26 Aug 2026 | UBS | Maintains | Buy | $225 → $230 |
| 26 Aug 2026 | UBS | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SMTC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Semtech Corp. returned +35.6% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 9% of US stocks
Cheaper than 14% of US stocks
Cheaper than 6% of US stocks
Cheaper than 4% of US stocks
Higher than 79% of US stocks
Higher than 68% of US stocks
Higher than 66% of US stocks
Higher than 74% of US stocks
Higher than 75% of US stocks
Higher than 84% of US stocks
Higher than 80% of US stocks
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.
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 $10.4B and an enterprise value of $10.7B.
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.
Trailing P/E: 73.5×; forward P/E: 16.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.18%, paying out 0% of earnings.
Semtech Corp. employs 1,920 people — $612K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Zacks Investment Research says Semtech has an impressive history of earnings surprises and currently has two key ingredients that it views as supporting a likely beat in the next quarterly report.
Why it matters — SMTC watchers may consider the article’s assessment of the company’s earnings-surprise record and setup ahead of its next report.
Zacks Investment Research named Semtech (SMTC), alongside CMRC, MNDY and TLS, among four top-performing liquid stocks. The excerpt cites liquidity, growth attributes and operational efficiency as the selection criteria.
Why it matters — The item places SMTC among stocks highlighted for liquidity, growth attributes and operational efficiency.
Zacks compares Semtech with Navitas Semiconductor, citing Semtech’s AI data center growth, rising 1.6T demand and lower valuation as advantages.
Why it matters — The comparison highlights factors behind the article’s favorable view of Semtech relative to Navitas.
Semtech says it is adding resilient communications capabilities, including 5G network slicing and FIPS 140-3, to its AirLink 5G Networking Solutions. It will demonstrate the new capabilities at the IACP conference in Orlando.
Why it matters — The announcement highlights new AirLink capabilities that may be relevant to SMTC watchers following its networking solutions for first responders.
Semtech's LoRa business reached record sales as adoption expanded in smart home, security and industrial markets. Amazon Sidewalk was cited as an additional growth opportunity.
Why it matters — The item highlights LoRa's expanding adoption and potential opportunities as factors relevant to Semtech's long-term growth.
The 16 Wall Street analysts covering Semtech Corp. have a median 12-month price target of $210, with estimates ranging from $186 to $300. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering Semtech Corp., 15 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 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 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).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +129.4% from the last close, and Ticker Nerd's factor model ranks Semtech Corp. 77 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $186 to $300 over the next 12 months.
Semtech Corp. returned +35.6% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Semtech Corporation is a semiconductor and connectivity technology company that supplies high-performance solutions for communications, computing, industrial, and consumer applications. Its Signal Integrity business provides optical and copper data-communication components, video transport products, and related technologies used in data centers, telecommunications infrastructure, enterprise networks, and industrial systems.
The most recent item we track (Zacks Investment Research, 2 Nov 2026): "Will Semtech (SMTC) Beat Estimates Again in Its Next Earnings Report?". Zacks Investment Research says Semtech has an impressive history of earnings surprises and currently has two key ingredients that it views as supporting a likely beat in the next quarterly report.
Semtech Corporation is a semiconductor and connectivity technology company that supplies high-performance solutions for communications, computing, industrial, and consumer applications. Its Signal Integrity business provides optical and copper data-communication components, video transport products, and related technologies used in data centers, telecommunications infrastructure, enterprise networks, and industrial systems. The company’s Analog Mixed Signal and Wireless business develops protection devices, sensing products, and other semiconductor solutions that support electronic equipment operating in demanding environments. Through its Internet of Things Systems and Connectivity activities, Semtech Corporation offers long-range wireless technologies, IoT networking solutions, cloud-based connectivity services, and platforms that help organizations monitor assets, manage infrastructure, and collect operational data. Its product portfolio also includes optoelectronic devices for data-center interconnects and specialized components supporting high-speed data transmission. Semtech Corporation plays a role in the global semiconductor market by enabling reliable signal transmission, electronic protection, industrial sensing, and connected-device communications across multiple technology sectors.
CEO Dr. Hong Q. Hou Ph.D. · 1,920 employees · United States · https://www.semtech.com
