logologo
QuantliQuantli

Semtech Corp

SMTC

NASDAQ

Semiconductors

$140.35

USD

+6.77 (+5.07%)

At close: Aug 14, 2026, 4:00 PM EDT

Market Cap $13.04B

Volume 1.9M

Price (USD)
Price (USD)

About Semtech Corp

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. The company is headquartered in Camarillo, California and currently employs 1,920 full-time employees. Signal Integrity segment designs, develops, manufactures and markets a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment designs, develops, manufactures and markets high-performance protection devices, which are often referred to as transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment designs, develops, operates and markets a comprehensive product portfolio of IoT solutions that enable businesses to connect and manage their devices, collect and analyze data, and improve decision-making. The company also manufactures Indium Phosphide optoelectronic devices for optical transceivers used across data center interconnects and intra-data center interconnects.

CEO

Dr. Hong Hou

HQ

Camarillo, CALIFORNIA, US

Founded

1980

Employees

1,920

Quantli Score

8.4

Outperform

Fin. Health

8.1

Profitability

7.6

Growth

9.0

Cash-Flow Q.

8.8

Key Metrics

6 metrics our research team weighs before forming a view on SMTC.

Based on Quantli research · SEC filings · as of Q4 2026

METRIC

VALUE

CHANGE

TREND (3Y)

Revenue Growth (TTM)

15.5%

+10.8 pp

Gross Margin (TTM)

51.6%

+1.4 pp

Operating Margin (TTM)

3.1%

-2.4 pp

Net Margin (TTM)

-3.8%

+14.0 pp

ROE (TTM)

-7.3%

+22.5 pp

Free Cash Flow (TTM)

$171.38M

+241.9%

Financial Snapshot

Full Financials

Revenue

$1.05B

+15.5%

YoY

Gross Margin

52%

TTM

+2.8%

YoY

Net Income

$-40.38M

+75.1%

YoY

Operating Cash Flow

$181.17M

+212.4%

YoY

Key Statistics

Open

$133.83

Previous Close

$133.58

Day Range

$132.78 - $140.61

52 Week Range

$46.02 - $177.35

Volume

1.9M

Average Volume (10 Days)

2.0M

Dividend Yield

Valuation Measurement

Market Cap

$13.04B

P/E Ratio (TTM)

P/S Ratio (TTM)

12.42

Price / Book

23.72

Financial Highlights

Profit Margin

-3.8%

Return on Assets

-2.9%

Return on Equity

-7.3%

Revenue (TTM)

$1.05B

Net Income (TTM)

$-40.38M

Diluted EPS (TTM)

-$0.45

Total Cash (MRQ)

$195.18M

Levered FCF (TTM)

$171.38M

Turn research into action

Knowing a stock is strong is the start. Knowing how to invest in it when you spot good research is good returns.

Position Strategy

Ride market cycles. Patient hold.

Best for:

Patient investors

Swing Strategy

Buy support, sell on recovery.

Best for:

Risk-tolerant

Trend Following

Enter on trend. Cut losses fast.

Best for:

Active traders

Go deeper on SMTC

Similar Stocks

RMBS

Rambus Inc

$100.85

+1.5%

MXL

Maxlinear Inc

$84.84

+10.7%

NVDA

NVIDIA Corp

$225.16

-0.1%

SLAB

Silicon Laboratories Inc

$218.41

+0.1%

SWKS

Skyworks Solutions Inc

$69.62

-0.2%

MTSI

MACOM Technology Solutions Holdings Inc

$316.44

+3.0%

SITM

SiTime Corp

$711.91

+3.5%

FSLR

First Solar Inc

$225.56

+0.8%

GFS

GlobalFoundries Inc

$54.58

+3.6%

QRVO

Qorvo Inc

$98.11

-0.3%

ALGM

Allegro Microsystems Inc

$44.39

+0.6%

LSCC

Lattice Semiconductor Corp

$130.46

+1.6%

Earnings Calendar

Next Earnings

Estimated Q2 Release

Aug 25

Est. EPS

Adjusted consensus estimate

$0.62

Analyst Consensus

Buy

Based on 12 analyst ratings

Avg Target: $201.08

(+43.3% upside)

High: $230.00 · Low: $150.00

Strong Buy

0%

Buy

92%

Hold

8%

Sell

0%

Strong Sell

0%

View full analyst ratings