Technology
Semtech Corporation(SMTC)
Live Price
Offline$166.71
+1.92% today
1Y Change
+306.02%
Window
Jun 23, 2025 โ Jun 12, 2026
- Market Cap
- $10.04B
- Revenue Growth
- +15.5%
- EPS Growth
- +79.6%
- Dividend Yield
- 0.0%
Coverage: 245 bars ยท Jun 23, 2025 โ Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Semtech Corporation (SMTC) is a Technology stock with a market cap of $10.04B and listed on NASDAQ. The stock last traded around $166.71 and up 306.0% across the available one-year price window (Jun 23, 2025 โ Jun 12, 2026). Baseline metrics include revenue growth of +15.5%, EPS growth of +79.6%, a dividend yield of 0.0%. What stands out right now is revenue +15.5%, EPS +79.6%, free cash flow +264.8% with operating margin 12.1% and ROIC 11.1%. Valuation already assumes a fairly strong business story at price/sales 9.6. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines SMTC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+15.5% vs +11.9% peer median
Operating Margin
Below sector median
+12.1% vs +22.0% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 26, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +15.5% and EPS at +79.6%, with operating margin around 12.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.9% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 26, 2026 | โ | -4.4% | +1.3% | โ |
2026 Mar 16, 2026 | +2.3% | -11.0% | -14.0% | +1.3% |
2025 Nov 24, 2025 | +7.9% | +2.5% | +4.0% | +8.4% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SMTC
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SMTC Max Drawdown
-26.68%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SMTC and SPY.
Company Overview
Semtech Corporation
NASDAQ Global Select
Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor products and advanced algorithms. It provides signal integrity products, including a portfolio of optical 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 high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers protection products, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and wireless and sensing products comprising a portfolio of specialized radio frequency products used in various industrial, medical, and communications applications, as well as specialized sensing products used in industrial and consumer applications. In addition, it provides power products consisting of switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging that control, alter, regulate, and condition the power within electronic systems. The company serves original equipment manufacturers and their suppliers in the enterprise computing, communications, and consumer and industrial end-markets. It sells its products directly, as well as through independent sales representative firms and independent distributors in North America, Europe, Asia- Pacific, and internationally. The company was incorporated in 1960 and is headquartered in Camarillo, California.
- Leadership
- Hong Q. Hou
- IPO Date
- Mar 17, 1980
- Employees
- 1.8k
- Street Address
- 200 Flynn Road
- Mailing
- Camarillo, CA, 93012-8790
- Region
- Camarillo, CA, US
- Reporting Currency
- USD
- Investor Line
- 805 498 2111
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- 60.1
- Price/Sales
- 9.6
- Price/Book
- 18.2
Growth
- Revenue
- +15.5%
- EPS
- +79.6%
- Free Cash Flow
- +264.8%
Profitability
- Gross Margin
- 51.6%
- Operating Margin
- 12.1%
- Net Margin
- -3.8%
- ROE
- -7.2%
- ROIC
- 11.1%
Balance Sheet
- Debt/Equity
- 0.89
- Current Ratio
- 2.37
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.