Semtech CorporationSMTCNASDAQ

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Overview Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 95% recommend buying.

Consensus Rating

Buy

19 analysts·Moderate coverage

95%

Rating Distribution

Strong Buy

00%

Buy

1895%

Hold

15%

Sell

00%

Strong Sell

00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Current price is 6% above analyst consensus — modest downside expected.

Bear Case

$53.00

-34%

Consensus

$74.80

-6%

Bull Case

$90.00

+13%

Price Range19 analysts

Low

Consensus

High

$53.00

$90.00

Current Target

Current Price

$79.75

Above Target

$4.95

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$1.70(9 analysts)

P/E245x

Current: 245.2x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+13.47%

EPS+28.29%

FY2028

Rev+12.03%

EPS+31.16%

Earnings Surprises

Beat rate:83%(10/12 quarters)

Avg surprise:+68.8%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 16, 2026Stifel Nicolaus

Semtech price target raised to $90 from $80 at Stifel

Target:$90.00

+13.9%from $79.00

Nov 25, 2025Roth Capital

Semtech price target raised to $77 from $65 at Roth Capital

Target:$77.00

+18.5%from $64.98

Nov 25, 2025Morgan Stanley

Semtech price target raised to $67 from $64 at Morgan Stanley

Target:$67.00

-4.3%from $70.01

Nov 25, 2025Robert W. Baird

Semtech price target raised to $88 from $70 at Baird

Target:$88.00

+25.7%from $70.01

Nov 25, 2025Piper Sandler

Semtech price target raised to $70 from $65 at Piper Sandler

Target:$70.00

-0.0%from $70.01

Nov 25, 2025Needham

Needham Reiterates Buy Rating on Semtech Corp. (SMTC)

Target:$80.00

+14.3%from $70.01

Nov 24, 2025Morgan Stanley

Semtech price target raised to $64 from $59 at Morgan Stanley

Target:$64.00

-5.8%from $67.93

Nov 18, 2025Susquehanna

Semtech price target raised to $80 from $65 at Susquehanna

Target:$80.00

+27.6%from $62.71

Oct 1, 2025Stifel Nicolaus

Semtech price target raised to $80 from $57 at Stifel

Target:$80.00

+12.0%from $71.45

Sep 30, 2025Oppenheimer

Semtech upgraded to Outperform from Perform at Oppenheimer

Target:$81.00

+30.7%from $61.98

Aug 26, 2025Craig-Hallum

Semtech price target raised to $62 from $55 at Craig-Hallum

Target:$62.00

+5.7%from $58.66

Aug 26, 2025Northland Securities

Semtech price target raised to $53 from $48 at Northland

Target:$53.00

-6.8%from $56.84

Aug 26, 2025Piper Sandler

Semtech price target raised to $65 from $55 at Piper Sandler

Target:$65.00

+27.5%from $51.00

May 28, 2025Morgan Stanley

Semtech price target raised to $43 from $40 at Morgan Stanley

Target:$43.00

+16.2%from $37.01

Apr 7, 2025Morgan Stanley

Semtech initiated with an Equal Weight at Morgan Stanley

Target:$30.00

+8.1%from $27.75

Mar 14, 2025UBS

Semtech price target lowered to $60 from $65 at UBS

Target:$60.00

+51.5%from $39.60

Mar 10, 2025Stifel Nicolaus

Semtech price target lowered to $60 from $70 at Stifel

Target:$60.00

+90.8%from $31.44

Jan 6, 2025Stifel Nicolaus

Semtech price target raised to $75 from $65 at Stifel

Target:$75.00

+11.7%from $67.16

Aug 28, 2024B.Riley Financial

Semtech Corp. (SMTC) PT Raised to $61 at B.Riley

Target:$61.00

+47.8%from $41.28

Jun 7, 2024Stifel Nicolaus

Semtech Corp. (SMTC) PT Lowered to $45 at Stifel

Target:$45.00

+44.3%from $31.18

Jun 6, 2024CFRA

Semtech Corp. (SMTC) PT Raised to $46 at CFRA

Target:$46.00

+21.5%from $37.86

Jun 6, 2024Craig-Hallum

Semtech Corp. (SMTC) PT Raised to $48 at Craig-Hallum

Target:$48.00

+24.1%from $38.68

Jun 6, 2024Stifel Nicolaus

Semtech price target raised to $50 from $43 at Stifel

Target:$50.00

+9.6%from $45.62

Jun 6, 2024Roth Capital

Semtech price target raised to $50 from $42 at Roth MKM

Target:$50.00

+29.3%from $38.68

Jun 6, 2024B.Riley Financial

Semtech Corp. (SMTC) PT Raised to $58 at B.Riley

Target:$58.00

+49.9%from $38.68

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