SMTC — SEMTECH CORP

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 88941 ·
Last close
$120.91
Market Cap
$11.26B
52W High
$177.35
52W Low
$103.10
ADV30
2,325,965
Next earnings
2026-08-25
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
$11,617,214,464
Total Cash
$163,310,000
Total Debt
$517,616,992
Shares Out
93,151,168
Trailing EPS
$-0.40
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 2026-09-18

max pain strike: $125.00 · spot: $120.91 · call oi: 22,706 · put oi: 5,834
Expected Move to 2026-09-18: ±$26.00 (21.50%) — implied range $94.91$146.91 · ATM straddle on $120.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
TTMI TTM TECHNOLOGIES INC $11.28B $107.12
AEIS ADVANCED ENERGY INDUSTRIES INC $11.00B $274.67
AMKR AMKOR TECHNOLOGY, INC. $11.87B $47.90
SWKS SKYWORKS SOLUTIONS, INC. $10.06B $66.86
SANM SANMINA CORP $9.94B $185.41

News headlines (Yahoo Finance, 1h cache)

Dear Semtech Stock Fans, Mark Your Calendars for August 25
2026-08-24 18:00 · Yahoo
Earnings To Watch: Semtech (SMTC) Reports Q2 Results Tomorrow
2026-08-24 03:16 · Yahoo
Stocks making big moves this week: Bally's, Adobe, Novavax, Semtech, and STAAR Surgical
2026-08-22 07:53 · Yahoo
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?
2026-08-21 13:42 · Yahoo
Countdown to Semtech (SMTC) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
2026-08-20 13:15 · Yahoo
Semtech (SMTC) Stock Looks Fully Valued After A 430% Run
2026-08-19 20:10 · Yahoo
What Semtech (SMTC)'s Cellular Exit and New LoRa IoT Chips Mean For Shareholders
2026-08-19 18:11 · Yahoo
Semtech (SMTC) Dropped, So What Is Behind The Latest Attention?
2026-08-19 16:12 · Yahoo
Semtech Corporation to Host Data Center Teach-in Event on Oct. 15, 2026
2026-08-17 13:00 · Yahoo
Why Semtech (SMTC) Stock Is Trading Up Today
2026-08-17 02:29 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.