SEMTECH CORPORATION

NASDAQ: SMTC (Semtech Corporation)

Last update: 10 hours ago

91.83

6.61 (7.76%)

Previous Close 85.22
Open 85.72
Volume 2,374,176
Avg. Volume (3M) 2,005,590
Market Cap 8,535,706,112
Price / Earnings (Forward) 39.06
Price / Sales 7.17
Price / Book 14.41
52 Weeks Range
24.05 (-73%) — 96.46 (5%)
Earnings Date 27 May 2026
Profit Margin -12.51%
Operating Margin (TTM) 14.80%
Diluted EPS (TTM) -1.68
Quarterly Revenue Growth (YOY) 21.80%
Total Debt/Equity (MRQ) 100.02%
Current Ratio (MRQ) 2.54
Operating Cash Flow (TTM) 85.90 M
Levered Free Cash Flow (TTM) 101.45 M
Return on Assets (TTM) 4.19%
Return on Equity (TTM) -93.38%

Market Trend

Short Term Medium Term
Industry Semiconductors (US) Bullish Bullish
Semiconductors (Global) Bullish Bullish
Stock Semtech Corporation Bullish Bullish

AIStockmoo Score

0.9
Analyst Consensus 1.5
Insider Activity -3.0
Price Volatility -0.5
Technical Moving Averages 2.5
Technical Oscillators 4.0
Average 0.90

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Semtech Corp is engaged in designing, developing, manufacturing and marketing analog and mixed-signal semiconductors, algorithms and wireless semiconductors, connectivity modules, gateways, routers and connected services for IoT. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems and IoT Connected Services. The majority of the company's revenue is earned through Analog Mixed Signal and Wireless segment. Geographically majority of the company's revenue is earned from Asia Pacific region, company also operates in North America and Europe.

Sector Technology
Industry Semiconductors
Investment Style Small Growth
% Held by Insiders 0.69%
% Held by Institutions 113.83%

Ownership

Name Date Shares Held
Capital Research Global Investors 31 Dec 2025 4,502,720
Whale Rock Capital Management Llc 31 Dec 2025 3,901,469
Alliancebernstein L.P. 31 Dec 2025 2,965,189
Disciplined Growth Investors Inc /Mn 31 Dec 2025 2,801,291
Nomura Investment Management Business Trust 31 Dec 2025 2,453,294
Westfield Capital Management Co Lp 31 Dec 2025 2,448,612
Hood River Capital Management Llc 31 Dec 2025 2,236,224
52 Weeks Range
24.05 (-73%) — 96.46 (5%)
Price Target Range
90.00 (-1%) — 115.00 (25%)
High 115.00 (Benchmark, 25.23%) Buy
Median 100.00 (8.90%)
Low 90.00 (Stifel, -1.99%) Buy
Average 101.25 (10.26%)
Total 4 Buy
Avg. Price @ Call 85.01
Firm Date Target Price Call Price @ Call
Oppenheimer 10 Mar 2026 100.00 (8.90%) Buy 87.58
Susquehanna 09 Mar 2026 100.00 (8.90%) Buy 85.14
Benchmark 04 Mar 2026 115.00 (25.23%) Buy 89.75
Stifel 16 Jan 2026 90.00 (-1.99%) Buy 77.56
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
GREEN JASON ELLIOT 82.64 80.04 -6,958 -555,509
HOU HONG Q 82.64 80.04 -2,232 -175,875
LIN MARK 82.64 80.04 -2,081 -165,393
SILBERSTEIN ASAF 82.64 - 488 40,328
WILSON JOHN MICHAEL 82.64 - 394 32,560
Aggregate Net Quantity -10,389
Aggregate Net Value ($) -823,889
Aggregate Avg. Buy ($) 82.64
Aggregate Avg. Sell ($) 80.04
Name Holder Date Type Quantity Price Value ($)
GREEN JASON ELLIOT Officer 06 Apr 2026 Acquired (+) 542 82.64 44,791
HOU HONG Q Officer 06 Apr 2026 Acquired (+) 1,067 82.64 88,177
LIN MARK Officer 06 Apr 2026 Acquired (+) 450 82.64 37,188
SILBERSTEIN ASAF Officer 06 Apr 2026 Acquired (+) 488 82.64 40,328
WILSON JOHN MICHAEL Officer 06 Apr 2026 Acquired (+) 394 82.64 32,560
GREEN JASON ELLIOT Officer 01 Apr 2026 Sell (-) 7,500 80.04 600,300
LIN MARK Officer 01 Apr 2026 Disposed (-) 1,557 80.04 124,622
LIN MARK Officer 01 Apr 2026 Automatic sell (-) 974 80.04 77,959
LIN MARK Officer 01 Apr 2026 Option execute 3,164 - -
HOU HONG Q Officer 01 Apr 2026 Disposed (-) 3,299 80.04 264,052
HOU HONG Q Officer 01 Apr 2026 Option execute 6,483 - -
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