SMTC — SEMTECH CORP

Nasdaq · Information Technology · Semiconductors & Semiconductor Equipment · CIK 88941 ·
Last close
$164.46
Market Cap
$15.31B
52W High
$168.29
52W Low
$69.16
ADV30
2,984,803
Next earnings
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
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
Apr 2025 251,060,000 131,289,000 37,166,000 19,345,000 1,431,955,000 156,474,000 863,140,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$181,168,000
Investing CF
$-38,761,000
Financing CF
$-101,068,000
CapEx
$-15,805,000
Dividends Paid
Buybacks
EPS Diluted TTM
$-0.44
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-436,062,000
Inventory
$195,737,000
Receivables
$196,179,000
ST Investments
$0
EBIT TTM
$-4,310,000
Pretax Income TTM
$-21,180,000
Interest Exp TTM
$16,870,000
Analysts
13

Yahoo Snapshot (yfinance, live)

Total Revenue
$1,049,974,976
EBITDA
$163,076,992
Free Cash Flow
$146,607,376
Enterprise Value
$14,895,698,944
Total Cash
$195,179,008
Total Debt
$517,993,984
Shares Out
93,114,501
Trailing EPS
$-0.45
Book Value
$5.93
ROE
-7.4%
ROA
5.4%
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
$2.96

Max Pain — expiry 2026-06-18

max pain strike: $100.00 · spot: $164.46 · call oi: 18,208 · put oi: 2,035
Expected Move to 2026-06-18: ±$45.85 (27.88%) — implied range $118.61$210.31 · ATM straddle on $165.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
AAOI APPLIED OPTOELECTRONICS, INC. $14.25B $177.62
SANM SANMINA CORP $13.93B $259.97
RMBS RAMBUS INC $17.00B $157.23
AEIS ADVANCED ENERGY INDUSTRIES INC $13.59B $339.65
VIAV VIAVI SOLUTIONS INC. $13.27B $53.79

News headlines (Yahoo Finance, 1h cache)

Dow Jones Futures Rise After S&P 500, Nasdaq Hit Highs; 5 AI Stocks In Buy Areas
2026-05-27 02:48 · Yahoo
Semtech Q1 Earnings Call Highlights
2026-05-26 22:09 · Yahoo
Semtech (SMTC) Reports Q1 Earnings: What Key Metrics Have to Say
2026-05-26 21:30 · Yahoo
Semtech (SMTC) Beats Q1 Earnings and Revenue Estimates
2026-05-26 21:25 · Yahoo
Semtech Stock Surges As Chipmaker Tops Wall Street's Targets
2026-05-26 20:35 · Yahoo
Semtech’s (NASDAQ:SMTC) Q1 Sales Top Estimates, Stock Soars
2026-05-26 20:15 · Yahoo
Semtech Announces First Quarter of Fiscal Year 2027 Results
2026-05-26 20:05 · Yahoo
Nokia’s 140% Rally Turns AI Comeback Into Valuation Puzzle
2026-05-26 10:47 · Yahoo
Semtech (SMTC) Q1 Earnings: What To Expect
2026-05-25 03:17 · Yahoo
Semtech (SMTC) Valuation Check After Sharp Share Price Surge
2026-05-23 19:07 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.