Roth Capital Analysts Boost Earnings Estimates for Semtech

Semtech Co. (NASDAQ:SMTC) – Investment analysts at Roth Capital increased their Q4 2025 earnings per share (EPS) estimates for Semtech in a report released on Monday, November 25th. Roth Capital analyst S. Searle now anticipates that the semiconductor company will earn $0.15 per share for the quarter, up from their previous forecast of $0.13. The consensus estimate for Semtech’s current full-year earnings is ($0.07) per share. Roth Capital also issued estimates for Semtech’s Q4 2026 earnings at $0.45 EPS and FY2026 earnings at $1.23 EPS.

SMTC has been the topic of several other reports. Stifel Nicolaus increased their price objective on shares of Semtech from $58.00 to $65.00 and gave the stock a “buy” rating in a research note on Tuesday. Roth Mkm increased their price target on Semtech from $50.00 to $60.00 and gave the company a “buy” rating in a research report on Monday. Craig Hallum raised their price target on Semtech from $48.00 to $70.00 and gave the company a “buy” rating in a research note on Tuesday. Piper Sandler reiterated an “overweight” rating and set a $75.00 price objective (up previously from $60.00) on shares of Semtech in a research note on Tuesday. Finally, Benchmark increased their price objective on Semtech from $56.00 to $82.00 and gave the company a “buy” rating in a report on Tuesday. Three analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $67.70.

Semtech Trading Up 1.7 %

Shares of SMTC opened at $64.20 on Wednesday. The stock has a market capitalization of $4.83 billion, a price-to-earnings ratio of -4.86 and a beta of 1.54. Semtech has a 12 month low of $15.63 and a 12 month high of $66.64. The firm has a fifty day simple moving average of $46.24 and a 200 day simple moving average of $39.12.

Semtech (NASDAQ:SMTC) last released its earnings results on Monday, November 25th. The semiconductor company reported $0.26 EPS for the quarter, beating the consensus estimate of $0.23 by $0.03. The firm had revenue of $236.80 million for the quarter, compared to analysts’ expectations of $232.89 million. Semtech had a negative return on equity of 154.99% and a negative net margin of 99.08%. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.02 EPS.

Hedge Funds Weigh In On Semtech

Several institutional investors and hedge funds have recently modified their holdings of SMTC. Vanguard Group Inc. boosted its holdings in shares of Semtech by 1.6% during the first quarter. Vanguard Group Inc. now owns 8,458,425 shares of the semiconductor company’s stock worth $232,522,000 after acquiring an additional 131,133 shares during the period. CANADA LIFE ASSURANCE Co increased its position in Semtech by 5.9% during the 1st quarter. CANADA LIFE ASSURANCE Co now owns 77,580 shares of the semiconductor company’s stock worth $2,134,000 after buying an additional 4,347 shares during the period. SG Capital Management LLC bought a new position in Semtech during the 1st quarter worth $7,084,000. Harbor Capital Advisors Inc. lifted its holdings in shares of Semtech by 23.0% during the second quarter. Harbor Capital Advisors Inc. now owns 18,043 shares of the semiconductor company’s stock worth $539,000 after buying an additional 3,370 shares in the last quarter. Finally, CWM LLC boosted its position in shares of Semtech by 134.6% in the second quarter. CWM LLC now owns 2,412 shares of the semiconductor company’s stock valued at $72,000 after acquiring an additional 1,384 shares during the period.

About Semtech

Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor 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.