Semtech Corporation

NasdaqGS:SMTC Stock Report

Market Cap: US$7.7b

Semtech Future Growth

Future criteria checks 5/6

Semtech is forecast to grow earnings and revenue by 67.6% and 12.6% per annum respectively. EPS is expected to grow by 73.4% per annum. Return on equity is forecast to be 23.8% in 3 years.

Key information

67.6%

Earnings growth rate

73.41%

EPS growth rate

Semiconductor earnings growth24.7%
Revenue growth rate12.6%
Future return on equity23.77%
Analyst coverage

Good

Last updated19 Mar 2026

Recent future growth updates

Recent updates

Semtech Q4: Strong Finish To The Year, Hold For The Next Year Or So

Mar 23

Heavy Reliance On AI Data Centers Will Limit Long-Term Upside

Catalysts About Semtech Semtech supplies analog and mixed signal semiconductors and IoT systems used in data centers, communications, industrial IoT and sensing applications. What are the underlying business or industry changes driving this perspective?

Long-Term AI Data Center And IoT Tailwinds Will Transform This Semiconductor Provider

Catalysts About Semtech Semtech designs and sells analog and mixed signal semiconductors and IoT systems used in data centers, industrial IoT and high end consumer devices. What are the underlying business or industry changes driving this perspective?

Semtech Corporation's (NASDAQ:SMTC) 26% Price Boost Is Out Of Tune With Revenues

Sep 16
Semtech Corporation's (NASDAQ:SMTC) 26% Price Boost Is Out Of Tune With Revenues

Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Sep 08
Semtech's (NASDAQ:SMTC) Earnings May Just Be The Starting Point

Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up

Jul 24
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 26% But Its Business Is Yet to Catch Up

Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger

Jul 08
Semtech (NASDAQ:SMTC) Might Have The Makings Of A Multi-Bagger

A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)

Jun 17
A Look At The Intrinsic Value Of Semtech Corporation (NASDAQ:SMTC)

Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

May 30
Semtech Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?

May 29
Is Now The Time To Look At Buying Semtech Corporation (NASDAQ:SMTC)?

Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up

May 09
Semtech Corporation's (NASDAQ:SMTC) Shares Climb 34% But Its Business Is Yet to Catch Up
User avatar

Portfolio Optimization And CopperEdge Adoption Will Shape Future Success

Portfolio optimization and strategic R&D investments aim to drive revenue growth and improve net margins through a focus on core competencies.

Is Semtech (NASDAQ:SMTC) A Risky Investment?

Apr 15
Is Semtech (NASDAQ:SMTC) A Risky Investment?

Semtech Stock: Not Convinced Yet, Maintaining My Sell Rating

Mar 14

Semtech: Navigating Uncertainty Amid CopperEdge Setbacks (Downgrade)

Feb 10

Earnings and Revenue Growth Forecasts

NasdaqGS:SMTC - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
1/31/20291,4932333153452
1/31/20281,39720627430112
1/31/20271,23713817420313
1/25/20261,050-40165181N/A
10/26/20251,02729137153N/A
7/27/202599624124135N/A
4/27/2025954-1197286N/A
1/26/2025909-1624458N/A
10/27/2024851-8432438N/A
7/28/2024815-874-173N/A
4/28/2024838-1,086-24-4N/A
1/28/2024869-1,092-125-94N/A
10/29/2023843-501-161-127N/A
7/30/2023820-440-137-103N/A
4/30/2023791-6-47-13N/A
1/29/20237576198127N/A
10/30/2022780147166196N/A
7/31/2022797159216245N/A
5/1/2022773140192221N/A
1/30/2022741126177203N/A
10/31/2021715107150179N/A
8/1/202167491110141N/A
5/2/20216337495125N/A
1/31/20215956086119N/A
10/25/202056847112137N/A
7/26/202055543121142N/A
4/26/202054929122138N/A
1/26/20205483296119N/A
10/27/201957049N/A121N/A
7/28/201960247N/A139N/A
4/28/201962870N/A155N/A
1/27/201962770N/A184N/A
10/28/201860848N/A175N/A
7/29/201858550N/A150N/A
4/29/201857437N/A136N/A
1/28/201858835N/A111N/A
10/29/201758746N/A106N/A
7/30/201757463N/A118N/A
4/30/201755760N/A114N/A
1/29/201754455N/A118N/A
10/30/201652348N/A119N/A
7/31/201650128N/A99N/A
5/1/201649119N/A101N/A
1/31/201649011N/A102N/A
10/25/2015502-5N/A79N/A
7/26/20155352N/A94N/A
4/26/201555520N/A98N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SMTC is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.4%).

Earnings vs Market: SMTC is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: SMTC is expected to become profitable in the next 3 years.

Revenue vs Market: SMTC's revenue (12.6% per year) is forecast to grow faster than the US market (10.4% per year).

High Growth Revenue: SMTC's revenue (12.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SMTC's Return on Equity is forecast to be high in 3 years time (23.8%)

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/04 15:15
End of Day Share Price 2026/04/02 00:00
Earnings2026/01/25
Annual Earnings2026/01/25

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Semtech Corporation is covered by 25 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tristan GerraBaird
Cody AcreeBenchmark Company
Sumit DhandaBofA Global Research