Search/
Company exports
CSV downloadsPro company pages include CSV downloads for statements, ratios, chart data, and transcript indexes.
Fabless·SMTC
Semtech Corporation
NASDAQ · US
Analog, mixed-signal, and high-performance signal integrity supplier.
AI relevance
Signal integrity and connectivity exposure in data center systems.
Price
$158.23
Change
+8.03 (+5.35%)
Market cap
$14.7B
52w range
$40–$177
Exchange
NASDAQ
Country
US
Jason's Chips
Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.
Price chart
SMTC market performance
Daily close for Semtech Corporation
- Latest close
- $158.2
- Range move
- +$116.3 (+277.5%)
- Range high
- $174.3
- Range low
- $41.06
- Latest volume
- 17.9M
- Source
- FMP EOD
Downloads
CSVExports
Download statements, ratios, chart data, and transcript indexes.
Income statement
12 annual rowsRevenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.
Balance sheet
12 annual rowsCash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.
Cash flow
12 annual rowsOperating cash flow, capital expenditures, and free cash flow.
Key metrics
12 annual rowsEnterprise value, valuation multiples, returns, yields, and cash conversion.
Ratios
12 annual rowsMargins, liquidity ratios, valuation ratios, leverage, and per-share metrics.
Chart data
1255 rowsFive years of daily close and volume data powering the company chart.
Transcript list
66 rowsAvailable earnings-call transcript dates by fiscal year and quarter.
StreetBuy
Analyst expectations
Rating consensus32 ratings
Strong buy
0
Buy
27
Hold
5
Sell
0
Strong sell
0
Annual estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2027-01-25 | $1.36B | $1.31B - $1.38B | $2.66 | $2.56 - $2.76 | -$149.8M | -$206.8M | $234.9M | $312.0M | 10 rev / 8 EPS |
| 2028-01-25 | $1.68B | $1.57B - $1.77B | $3.89 | $3.21 - $4.19 | -$185.3M | -$255.8M | $326.9M | $385.9M | 10 rev / 9 EPS |
| 2029-01-25 | $2.20B | $2.20B - $2.20B | $5.95 | $3.13 - $8.02 | -$243.4M | -$336.0M | $450.7M | $506.9M | 6 rev / 4 EPS |
Quarterly estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-26 | $328.6M | $328.2M - $330.2M | $0.61 | $0.60 - $0.62 | -$36.3M | -$50.1M | $60.2M | $75.6M | 9 rev / 9 EPS |
| 2026-10-26 | $360.0M | $342.8M - $368.0M | $0.73 | $0.71 - $0.78 | -$39.7M | -$54.9M | $71.1M | $82.8M | 9 rev / 9 EPS |
| 2027-01-26 | $385.7M | $375.1M - $395.1M | $0.81 | $0.78 - $0.83 | -$42.6M | -$58.8M | $79.1M | $88.7M | 4 rev / 3 EPS |
| 2027-04-26 | $388.9M | $378.2M - $398.4M | $0.83 | $0.80 - $0.86 | -$42.9M | -$59.3M | $81.2M | $89.4M | 5 rev / 4 EPS |
| 2027-07-26 | $418.3M | $406.7M - $428.5M | $0.94 | $0.91 - $0.97 | -$46.2M | -$63.8M | $92.0M | $96.2M | 8 rev / 7 EPS |
| 2027-10-26 | $447.6M | $435.2M - $458.4M | $1.05 | $1.02 - $1.09 | -$49.4M | -$68.2M | $103.2M | $102.9M | 4 rev / 3 EPS |
| 2028-01-26 | $464.6M | $451.8M - $475.9M | $1.11 | $1.07 - $1.15 | -$51.3M | -$70.8M | $109.1M | $106.8M | 3 rev / 4 EPS |
| 2028-04-26 | $515.1M | $500.9M - $527.6M | $1.30 | $1.25 - $1.34 | -$56.9M | -$78.5M | $127.1M | $118.4M | 5 rev / 6 EPS |
Price target history
| Window | Targets | Average target |
|---|---|---|
| Last month | 12 | $194.83 |
| Last quarter | 15 | $188.67 |
| Last year | 31 | $132.32 |
| All time | 67 | $86.98 |
Sources: TheFly, StreetInsider, Benzinga, TipRanks Contributor
Latest grade actions
| Date | Firm | Action | Previous | New |
|---|---|---|---|---|
| 2024-10-10 | Benchmark | Maintain | Buy | Buy |
| 2024-10-07 | Benchmark | Maintain | Buy | Buy |
| 2024-09-09 | Benchmark | Maintain | Buy | Buy |
| 2024-08-28 | Stifel | Maintain | Buy | Buy |
| 2024-08-28 | Roth MKM | Maintain | Buy | Buy |
| 2024-08-28 | Needham | Maintain | Buy | Buy |
| 2024-08-28 | B. Riley Securities | Maintain | Buy | Buy |
| 2024-07-15 | Needham | Maintain | Buy | Buy |
Historical rating snapshots
| Date | Strong buy | Buy | Hold | Sell | Strong sell |
|---|---|---|---|---|---|
| 2026-06-01 | 1 | 11 | 2 | 0 | 0 |
| 2026-05-01 | 1 | 12 | 2 | 0 | 0 |
| 2026-04-01 | 1 | 12 | 1 | 0 | 0 |
| 2026-03-01 | 2 | 12 | 1 | 0 | 0 |
| 2026-02-01 | 2 | 12 | 1 | 0 | 0 |
| 2026-01-01 | 2 | 12 | 1 | 0 | 0 |
| 2025-12-01 | 2 | 12 | 1 | 0 | 0 |
| 2025-11-01 | 2 | 12 | 2 | 0 | 0 |
FinancialsFY 2026
Financials
Income statement annual
| Period | Revenue | Gross profit | Gross margin | R&D | Operating income | EBITDA | Net income | EPS |
|---|---|---|---|---|---|---|---|---|
| FY 2026 | $1.05B | $541.6M | 51.6% | $196.3M | $133.6M | $60.2M | -$40.4M | $-0.46 |
| FY 2025 | $909.3M | $455.6M | 50.1% | $170.9M | $61.7M | -$44.9M | -$161.9M | $-2.26 |
| FY 2024 | $868.8M | $374.0M | 43.0% | $186.4M | -$34.1M | -$851.1M | -$1.09B | $-17.03 |
| FY 2023 | $756.5M | $479.0M | 63.3% | $155.9M | $159.0M | $131.1M | $61.4M | $0.96 |
| FY 2022 | $740.9M | $461.1M | 62.2% | $147.9M | $142.3M | $182.5M | $125.7M | $1.94 |
| FY 2021 | $595.1M | $355.3M | 59.7% | $117.5M | $74.7M | $106.6M | $59.9M | $0.92 |
| FY 2020 | $547.5M | $320.1M | 58.5% | $107.4M | $50.8M | $90.4M | $31.9M | $0.48 |
| FY 2019 | $627.2M | $350.4M | 55.9% | $109.0M | $88.8M | $138.4M | $69.6M | $0.96 |
| FY 2018 | $587.8M | $324.1M | 55.1% | $104.8M | $79.4M | $128.4M | $36.4M | $0.52 |
| FY 2017 | $544.3M | $299.6M | 55.0% | $102.5M | $60.4M | $107.4M | $54.7M | $0.84 |
| FY 2016 | $490.2M | $268.1M | 54.7% | $113.7M | $18.2M | $66.5M | $11.5M | $0.18 |
| FY 2015 | $557.9M | $308.9M | 55.4% | $112.7M | $67.6M | $118.9M | $27.9M | $0.42 |
Cash flow annual
| Period | Operating cash flow | Capex | Free cash flow |
|---|---|---|---|
| FY 2026 | $169.5M | $9.8M | $159.7M |
| FY 2025 | $58.0M | $7.9M | $43.8M |
| FY 2024 | -$93.9M | $29.2M | -$125.0M |
| FY 2023 | $126.7M | $28.3M | $98.4M |
| FY 2022 | $203.1M | $26.2M | $176.9M |
| FY 2021 | $118.9M | $32.7M | $86.2M |
| FY 2020 | $118.6M | $23.1M | $95.6M |
| FY 2019 | $183.6M | $17.1M | $166.5M |
| FY 2018 | $105.9M | $35.5M | $70.5M |
| FY 2017 | $117.6M | $32.9M | $84.7M |
| FY 2016 | $102.1M | $13.0M | $89.0M |
| FY 2015 | $106.2M | $32.9M | $73.3M |
Balance sheet annual
| Period | Cash + ST inv. | Receivables | Inventory | PP&E | Assets | Debt | Net debt | Liabilities | Equity |
|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | $195.2M | $196.2M | $195.7M | $109.3M | $1.41B | $522.4M | $296.0M | $860.5M | $549.7M |
| FY 2025 | $164.5M | $188.1M | $163.6M | $126.2M | $1.42B | $551.5M | $399.8M | $876.8M | $542.4M |
| FY 2024 | $143.1M | $134.3M | $145.0M | $177.5M | $1.37B | $1.40B | $1.27B | $1.68B | -$307.4M |
| FY 2023 | $235.5M | $161.7M | $207.7M | $169.3M | $2.57B | $1.34B | $1.10B | $1.81B | $755.9M |
| FY 2022 | $279.6M | $71.5M | $114.0M | $134.9M | $1.13B | $175.7M | -$103.9M | $393.1M | $737.6M |
| FY 2021 | $268.9M | $70.4M | $87.5M | $130.9M | $1.08B | $179.2M | -$89.7M | $383.1M | $698.7M |
| FY 2020 | $293.3M | $61.9M | $73.0M | $124.4M | $1.05B | $194.7M | -$98.6M | $375.2M | $676.3M |
| FY 2019 | $312.1M | $79.2M | $63.7M | $118.5M | $1.06B | $211.1M | -$101.0M | $380.2M | $682.7M |
| FY 2018 | $307.9M | $53.2M | $71.1M | $124.6M | $1.09B | $226.5M | -$81.4M | $420.8M | $665.0M |
| FY 2017 | $297.1M | $51.4M | $65.9M | $108.9M | $1.01B | $241.0M | -$56.2M | $408.9M | $605.3M |
| FY 2016 | $211.8M | $44.1M | $63.9M | $101.0M | $911.5M | $257.7M | $45.9M | $383.5M | $528.1M |
| FY 2015 | $230.3M | $69.3M | $73.7M | $115.5M | $929.4M | $253.3M | $23.0M | $378.1M | $551.4M |
Annual ratios and key metrics
| Period | Gross margin | Op margin | Net margin | Current | Quick | ROE | ROIC | EV / sales | EV / EBITDA | FCF yield | R&D / rev. | Cash cycle |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | 51.6% | 12.7% | -3.8% | 2.4x | 1.7x | -7.3% | 11.7% | 7.1x | 124.6x | 2.2% | 18.7% | 148d |
| FY 2025 | 50.1% | 6.8% | -17.8% | 2.1x | 1.5x | -29.8% | 4.6% | 5.7x | -115.7x | 0.9% | 18.8% | 159d |
| FY 2024 | 43.0% | -3.9% | -125.7% | 2.5x | 1.8x | 355.2% | -2.9% | 2.9x | -3.0x | -9.8% | 21.5% | 130d |
| FY 2023 | 63.3% | 21.0% | 8.1% | 1.8x | 1.3x | 8.1% | 5.6% | 4.2x | 24.5x | 4.7% | 20.6% | 219d |
| FY 2022 | 62.2% | 19.2% | 17.0% | 3.9x | 3.0x | 17.0% | 12.8% | 6.1x | 24.6x | 3.8% | 20.0% | 118d |
| FY 2021 | 59.7% | 12.5% | 10.1% | 4.3x | 3.5x | 8.6% | 7.2% | 8.0x | 44.7x | 1.8% | 19.7% | 100d |
| FY 2020 | 58.5% | 9.3% | 5.8% | 4.7x | 3.9x | 4.7% | 3.8% | 5.7x | 34.2x | 3.0% | 19.6% | 81d |
| FY 2019 | 55.9% | 14.2% | 11.1% | 3.7x | 3.2x | 10.2% | 9.3% | 4.9x | 22.4x | 5.2% | 17.4% | 73d |
| FY 2018 | 55.1% | 13.5% | 6.2% | 3.7x | 3.1x | 5.5% | 5.0% | 3.9x | 17.8x | 3.0% | 17.8% | 80d |
| FY 2017 | 55.0% | 11.1% | 10.0% | 3.6x | 3.0x | 9.0% | 5.0% | 3.9x | 19.5x | 3.9% | 18.8% | 70d |
| FY 2016 | 54.7% | 3.7% | 2.3% | 3.3x | 2.7x | 2.2% | 1.2% | 2.9x | 21.1x | 6.6% | 23.2% | 79d |
| FY 2015 | 55.4% | 12.1% | 5.0% | 3.7x | 3.0x | 5.1% | 6.2% | 3.1x | 14.6x | 4.3% | 20.2% | 106d |
Annual growth
| Period | Revenue | Gross profit | R&D | Op income | Net income | EPS | FCF | Capex | Cash + ST inv. | Inventory | Assets | Debt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | +15.5% | +18.9% | +14.9% | +116.6% | +75.0% | +79.6% | +264.8% | +31.1% | +18.7% | +19.6% | -0.6% | -5.3% |
| FY 2025 | +4.7% | +21.8% | -8.3% | +280.8% | +85.2% | +86.7% | +135.0% | +54.3% | +14.9% | +12.8% | +3.3% | -60.6% |
| FY 2024 | +14.8% | -21.9% | +19.6% | -121.5% | -1879.1% | -1874.0% | -227.1% | -9.8% | -39.2% | -30.2% | -46.5% | +4.4% |
| FY 2023 | +2.1% | +3.9% | +5.4% | +11.7% | -51.2% | -50.5% | -44.4% | -8.2% | -15.8% | +82.2% | +127.2% | +662.9% |
| FY 2022 | +24.5% | +29.8% | +25.9% | +90.5% | +109.8% | +110.9% | +105.3% | +20.0% | +4.0% | +30.3% | +4.5% | -2.0% |
| FY 2021 | +8.7% | +11.0% | +9.5% | +46.9% | +88.0% | +91.7% | -9.8% | -42.0% | -8.3% | +19.8% | +2.9% | -8.0% |
| FY 2020 | -12.7% | -8.6% | -1.5% | -42.7% | -54.2% | -50.0% | -42.6% | -35.2% | -6.0% | +14.7% | -1.0% | -7.8% |
| FY 2019 | +6.7% | +8.1% | +4.1% | +11.9% | +91.2% | +84.6% | +136.3% | +51.9% | +1.4% | -10.4% | -2.1% | -6.8% |
| FY 2018 | +8.0% | +8.2% | +2.2% | +31.5% | -33.4% | -38.1% | -16.8% | -7.7% | +3.6% | +7.9% | +7.1% | -6.0% |
| FY 2017 | +11.0% | +11.8% | -9.9% | +232.4% | +375.4% | +366.7% | -4.9% | -152.7% | +40.3% | +3.1% | +11.3% | -6.5% |
| FY 2016 | -12.1% | -13.2% | +0.9% | -73.1% | -58.9% | -57.1% | +21.5% | +60.4% | -8.0% | -13.3% | -1.9% | +1.8% |
| FY 2015 | -6.2% | -1.1% | -14.6% | +18.9% | +117.0% | +117.2% | -5.2% | +19.3% | -5.3% | +22.2% | -2.1% | -13.2% |
SegmentsFY 2026
Revenue Mix
Latest product mixFY 2026 · $1.75B
Semiconductor Products Group$696.1M · 39.9%
Advanced Protection And Sensing Products Group$373.4M · 21.4%
IoT Systems And Connectivity$353.9M · 20.3%
Signal Integrity$322.6M · 18.5%
Latest geography mixFY 2026 · $1.05B
Asia Pacific$697.6M · 66.4%
North America$231.9M · 22.1%
Europe$120.5M · 11.5%
Product revenue annual
| Period | Total | Signal Integrity | Advanced Protection And Sensing Products Group | Wireless and Sensing | Protection | Semiconductor Products Group | IoT Systems And Connectivity | IoT System Products Group | IoT Connected Services Group |
|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | $1.75B | $322.6M | $373.4M | -- | -- | $696.1M | $353.9M | -- | -- |
| FY 2025 | $909.3M | $261.7M | $322.9M | -- | -- | -- | $324.6M | -- | -- |
| FY 2024 | $868.8M | $177.0M | $260.3M | -- | -- | -- | -- | $334.9M | $96.6M |
| FY 2023 | $756.5M | $304.1M | $236.9M | -- | -- | -- | -- | $210.3M | $5.2M |
| FY 2022 | $740.9M | $291.1M | -- | $246.2M | $203.6M | -- | -- | -- | -- |
| FY 2021 | $595.1M | $255.6M | -- | $177.5M | $161.9M | -- | -- | -- | -- |
| FY 2020 | $547.5M | $222.8M | -- | $167.5M | $157.2M | -- | -- | -- | -- |
| FY 2019 | $648.7M | $276.0M | -- | $190.6M | $182.1M | -- | -- | -- | -- |
| FY 2018 | $557.1M | $263.0M | -- | $117.6M | $176.5M | -- | -- | -- | -- |
| FY 2017 | $258.8M | $258.8M | -- | -- | -- | -- | -- | -- | -- |
| FY 2016 | $221.2M | $221.2M | -- | -- | -- | -- | -- | -- | -- |
| FY 2015 | $255.7M | $255.7M | -- | -- | -- | -- | -- | -- | -- |
Geography revenue annual
| Period | Total | Asia Pacific | North America | Europe |
|---|---|---|---|---|
| FY 2026 | $1.05B | $697.6M | $231.9M | $120.5M |
| FY 2025 | $909.3M | $574.7M | $204.5M | $130.1M |
| FY 2024 | $868.8M | $505.6M | $237.1M | $126.0M |
| FY 2023 | $756.5M | $543.8M | $109.4M | $103.3M |
| FY 2022 | $740.9M | $583.9M | $90.8M | $66.2M |
| FY 2021 | $595.1M | $474.0M | $71.9M | $49.2M |
| FY 2020 | $547.5M | $421.6M | $76.7M | $49.3M |
| FY 2019 | $648.7M | $480.7M | $118.7M | $49.4M |
| FY 2018 | $604.1M | $439.3M | $121.1M | $43.6M |
| FY 2017 | $549.7M | $412.2M | $94.1M | $43.4M |
| FY 2016 | $490.2M | $358.5M | $46.2M | $85.6M |
| FY 2015 | $557.9M | $412.5M | $85.1M | $60.2M |
Transcripts66 on file
Transcripts
Events
Events
Next earnings
2026-08-24EPS est $0.62
Latest news
- Semtech (SMTC) Is Up 10.39% in One Week: What You Should Know
Zacks Investment Research · 2026-06-15
- Why Semtech (SMTC) is a Top Momentum Stock for the Long-Term
Zacks Investment Research · 2026-06-15