SMTC — SEMTECH CORP

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 88941 ·
Last close
$166.71
Market Cap
$15.53B
52W High
$172.36
52W Low
$69.16
ADV30
3,423,540
Next earnings
2026-08-24
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers analog mixed signal and wireless products; protection devices, such as filter and termination devices which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. The company sells its products through direct sales personnel, independent sales representative firms, and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Apr 2026
Jan 2026 274,355,000 138,272,000 27,044,000 -29,795,000 1,410,337,000 195,179,000 860,619,000
Oct 2025 266,971,000 138,478,000 31,813,000 -2,862,000 1,405,873,000 164,670,000 840,217,000
Jul 2025 257,589,000 134,105,000 27,290,000 -27,064,000 1,405,885,000 168,560,000 852,993,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$189,527,000
Investing CF
$-76,182,000
Financing CF
$-107,505,000
CapEx
$-27,072,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-0.39
As of
2026-06-07

Balance + Analyst (yfinance extras)

Retained Earnings
$-409,499,000
Inventory
$204,715,000
Receivables
$174,789,000
ST Investments
$0
EBIT TTM
$-11,046,000
Pretax Income TTM
$-23,078,000
Interest Exp TTM
$12,032,000
Analysts
12

Yahoo Snapshot (yfinance, live)

Total Revenue
$1,089,933,056
EBITDA
$151,711,008
Free Cash Flow
$132,511,376
Enterprise Value
$15,883,538,432
Total Cash
$163,310,000
Total Debt
$517,616,992
Shares Out
93,151,168
Trailing EPS
$-0.42
Book Value
$6.16
ROE
-5.8%
ROA
4.9%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Jan 2026 1,049,975,000 123,313,000 -40,376,000 1,410,337,000 860,619,000 181,168,000
Jan 2025 909,287,000 62,368,000 -161,896,000 1,419,264,000 876,838,000 57,987,000
Jan 2024 868,758,000 -125,333,000 -1,092,030,000 1,373,735,000 1,680,985,000 -93,920,000
Jan 2023 756,533,000 85,977,000 61,380,000 2,569,628,000 1,813,593,000 126,711,000

TTM Snapshot

Revenues TTM
$810,274,000
NetIncome TTM
$11,337,000
OpCashFlow TTM
$0
Assets (Latest)
$1,419,264,000
Forward EPS
$3.89

Max Pain — expiry 2026-06-18

max pain strike: $125.00 · spot: $174.85 · call oi: 18,315 · put oi: 6,985
Expected Move to 2026-06-18: ±$13.75 (7.86%) — implied range $161.10$188.60 · ATM straddle on $175.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
RMBS RAMBUS INC $15.85B $146.56
AEIS ADVANCED ENERGY INDUSTRIES INC $14.18B $354.37
SANM SANMINA CORP $13.68B $255.20
AAOI APPLIED OPTOELECTRONICS, INC. $13.57B $169.05
VIAV VIAVI SOLUTIONS INC. $13.19B $53.46

News headlines (Yahoo Finance, 1h cache)

Semtech (SMTC) Is Up 10.39% in One Week: What You Should Know
2026-06-15 16:00 · Yahoo
Semtech’s Record Quarter Puts 800G Optics And LoRa Growth To Test
2026-06-15 01:09 · Yahoo
Semtech (SMTC): 224G Optical Chips Strengthen Its Role in AI Data Center Interconnects
2026-06-14 19:28 · Yahoo
Semtech Corporation (SMTC) A Hot Stock to Buy in June on Data Center Growth Opportunities
2026-06-13 19:31 · Yahoo
Entegris, Semtech, and Photronics Stocks Trade Up, What You Need To Know
2026-06-13 00:13 · Yahoo
Here's How Much You'd Have If You Invested $1000 in Semtech a Decade Ago
2026-06-10 12:30 · Yahoo
Wall Street Analysts Think Semtech (SMTC) Could Surge 28.99%: Read This Before Placing a Bet
2026-06-09 13:55 · Yahoo
3 Profitable Stocks That Fall Short
2026-06-09 09:10 · Yahoo
Semtech, Lam Research, and Photronics Shares Are Soaring, What You Need To Know
2026-06-09 02:37 · Yahoo
A Look At Semtech (SMTC) Valuation After Recent Share Price Volatility
2026-06-08 18:09 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.