| Index | — | P/E | 81.05 | EPS (ttm) | 1.51 | Insider Own | 0.97% | Shs Outstand | 93.33M | Perf Week | -10.50% |
| Market Cap | 11.42B | Forward P/E | 18.34 | EPS next Y | 6.67 | Insider Trans | -7.68% | Shs Float | 92.77M | Perf Month | -37.20% |
| Enterprise Value | 11.74B | PEG | 1.60 | EPS next Q | 1.13 | Short Float | 6.49% | Perf Quarter | -5.25% | ||
| Income | 154.00M | P/S | 9.73 | EPS this Y | 115.39% | Short Ratio | 1.92 | Perf Half Y | 14.27% | ||
| Sales | 1.17B | P/B | 15.25 | EPS next Y | 82.78% | ROA | 9.35% | Short Interest | 6.02M | Perf YTD | 66.07% |
| Book/sh | 8.03 | P/C | 55.99 | EPS next 5Y | 50.51% | ROE | 25.26% | 52W High | 201.99 -39.41% | Perf Year | 80.47% |
| Cash/sh | 2.19 | P/FCF | 63.10 | EPS past 3/5Y | — | ROIC | 10.98% | 52W Low | 60.28 103.02% | Perf 3Y | 697.78% |
| Dividend Est. | — | EV/EBITDA | 88.96 | Sales past 3/5Y | 11.52% 12.03% | Gross Margin | 52.04% | Volatility | 5.61% 6.66% | Perf 5Y | 52.63% |
| Dividend TTM | — | EV/Sales | 10.00 | EPS Y/Y TTM | 528.08% | Oper. Margin | 12.71% | ATR (14) | 11.96 | Perf 10Y | 394.46% |
| Dividend Ex-Date | Sep 05, 1980 | Quick Ratio | 1.31 | Sales Y/Y TTM | 17.75% | Profit Margin | 13.11% | RSI (14) | 35.85 | Recom | 2.14 |
| Dividend Gr. 3/5Y | — | Current Ratio | 1.70 | EPS Q/Q | 73.17% | SMA20 | -19.59% | Beta | 2.48 | Target Price | 216.82 |
| Payout | 0.00% | Debt/Eq | 0.70 | Sales Q/Q | 32.56% | SMA50 | -22.11% | Rel Volume | 0.80 | Prev Close | 127.38 |
| Employees | 1,920 | LT Debt/Eq | 0.50 | Earnings | Nov 23 | SMA200 | -2.27% | Avg Volume | 3.31M | Price | 122.38 |
| IPO Date | Mar 17, 1980 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 15.61% 4.03% | Net Debt/EBITDA | 2.43 | Volume | 2,650,956 | Change | -3.93% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Oct-16-26 | Reiterated | D.A. Davidson | $230 | |
| Oct-16-26 | Reiterated | Stifel Nicolaus | Buy | $220 → $200 |
| Oct-16-26 | Reiterated | Morgan Stanley | Equal Weight | $195 → $205 |
| Oct-16-26 | Upgrade | Northland Capital Markets | Market Perform → Outperform | $182 → $186 |
| Oct-13-26 | Reiterated | BMO Capital | Outperform | $155 → $230 |
| Oct-08-26 | Reiterated | B.Riley Financial | Buy | $61 → $210 |
| Oct-05-26 | Reiterated | Stifel Nicolaus | Buy | $188 → $220 |
| Sep-22-26 | Initiated | Seaport Research | Buy | $200 |
| Aug-27-26 | Reiterated | Robert W. Baird | $225 → $300 | |
| Aug-27-26 | Upgrade | Northland Capital Markets | Market Perform → Outperform | $53 → $182 |
Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2026 1/25/2026 | FY 2025 1/26/2025 | FY 2024 1/28/2024 | FY 2023 1/29/2023 | FY 2022 1/30/2022 | FY 2021 1/31/2021 | FY 2020 1/26/2020 | FY 2019 1/27/2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,174 | 1,050 | 909 | 869 | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 563 | 508 | 454 | 495 | — | — | — | — | — | |
| Gross Profit | 611 | 542 | 456 | 374 | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 243 | 212 | 223 | 222 | — | — | — | — | — | |
| Research and Development | 219 | 196 | 171 | 186 | — | — | — | — | — | |
| Other Operating Expense | -1 | 0 | 0 | 0 | — | — | — | — | — | |
| Operating Income | 150 | 134 | 62 | -34 | — | — | — | — | — | |
| Interest Expense | 32 | 40 | 90 | 106 | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | -62 | -114 | -156 | -901 | — | — | — | — | — | |
| Net Income Before Taxes | 55 | -21 | -184 | -1,042 | — | — | — | — | — | |
| Income Taxes | -95 | 20 | -22 | 51 | — | — | — | — | — | |
| Consolidated Net Income | 154 | -40 | -162 | -1,092 | — | — | — | — | — | |
| Net Income From Continuing Operations | 150 | -40 | -162 | -1,092 | — | — | — | — | — | |
| Net Income | 154 | -40 | -162 | -1,092 | — | — | — | — | — | |
| EPS (Recurring) | 1.66 | -0.46 | -2.26 | -17.03 | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 1.66 | -0.46 | -2.26 | -17.03 | — | — | — | — | — | |
| EPS (Diluted) | 1.51 | -0.46 | -2.26 | -17.03 | — | — | — | — | — | |
| EBITDA | 132 | 66 | -45 | -851 | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 81.05 | — | — | — | — | — | — | — | — | |
| Price To Sales Ratio | 9.69 | 6.75 | 5.78 | 1.52 | — | — | — | — | — | |
| Gross Margin | 52.04 | 51.62 | 50.17 | 43.04 | — | — | — | — | — | |
| Operating Margin | 12.78 | 12.76 | 6.82 | -3.91 | — | — | — | — | — | |
| Net Margin | 13.12 | -3.81 | -17.82 | -125.66 | — | — | — | — | — | |
| Shares Outstanding | 93 | 88 | 72 | 64 | — | — | — | — | — | |
| Market Capitalization | 11,381 | 7,086 | 5,257 | 1,318 | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Walsh Paul V Jr | Director | Oct 21 '26 | Sale | 139.44 | 500 | 69,720 | 26,100 | Oct 23 |
| Green Jason Elliot | EVP and CCO | Oct 07 '26 | Sale | 190.35 | 2,766 | 526,508 | 7,367 | Oct 09 |
| HOU HONG Q | President and CEO | Oct 02 '26 | Sale | 191.21 | 2,000 | 382,420 | 65,976 | Oct 05 |
| Lin Mark | EVP and CFO | Oct 01 '26 | Sale | 178.87 | 967 | 172,967 | 35,999 | Oct 05 |
| HOU HONG Q | President and CEO | Oct 01 '26 | Option Exercise | 0.00 | 6,483 | 0 | 71,275 | Oct 05 |
| Lin Mark | EVP and CFO | Oct 01 '26 | Option Exercise | 0.00 | 3,165 | 0 | 38,531 | Oct 05 |
| Walsh Paul V Jr | Director | Sep 23 '26 | Sale | 172.61 | 500 | 86,305 | 26,600 | Sep 25 |
| Cardenuto Rodolpho C | Director | Sep 16 '26 | Sale | 165.00 | 5,321 | 877,978 | 0 | Sep 18 |
| HOU HONG Q | President and CEO | Sep 10 '26 | Option Exercise | 0.00 | 8,130 | 0 | 68,929 | Sep 14 |
| Green Jason Elliot | EVP and CCO | Sep 10 '26 | Option Exercise | 0.00 | 2,511 | 0 | 11,122 | Sep 14 |
| WILSON JOHN MICHAEL | Chief Quality Officer and CTO | Sep 10 '26 | Option Exercise | 0.00 | 1,400 | 0 | 82,276 | Sep 14 |
| Lin Mark | EVP and CFO | Sep 10 '26 | Option Exercise | 0.00 | 2,348 | 0 | 37,244 | Sep 14 |
| Lin Mark | EVP and CFO | Sep 10 '26 | Sale | 159.90 | 683 | 109,212 | 35,366 | Sep 14 |
| Silberstein Asaf | EVP and COO | Sep 10 '26 | Option Exercise | 0.00 | 2,439 | 0 | 2,439 | Sep 14 |
| Ruehl Julie Garcia | Director | Sep 04 '26 | Sale | 145.00 | 1,500 | 217,500 | 7,140 | Sep 09 |