Roth Capital Analysts Boost Earnings Estimates for Semtech

Semtech Co. (NASDAQ:SMTC) – Research analysts at Roth Capital increased their Q4 2025 earnings per share (EPS) estimates for shares of Semtech in a research note issued to investors on Friday, December 13th. Roth Capital analyst S. Searle now expects that the semiconductor company will post earnings per share of $0.14 for the quarter, up from their prior forecast of $0.13. The consensus estimate for Semtech’s current full-year earnings is ($0.01) per share. Roth Capital also issued estimates for Semtech’s Q1 2026 earnings at $0.14 EPS, Q2 2026 earnings at $0.27 EPS and FY2026 earnings at $1.31 EPS.

A number of other analysts have also weighed in on SMTC. Needham & Company LLC raised their price target on shares of Semtech from $70.00 to $74.00 and gave the company a “buy” rating in a report on Thursday. Benchmark boosted their target price on Semtech from $56.00 to $82.00 and gave the stock a “buy” rating in a research report on Tuesday, November 26th. Susquehanna upped their price target on Semtech from $55.00 to $60.00 and gave the company a “positive” rating in a research note on Thursday, November 21st. Piper Sandler reiterated an “overweight” rating and issued a $75.00 price objective (up from $60.00) on shares of Semtech in a research report on Tuesday, November 26th. Finally, Roth Mkm upped their target price on shares of Semtech from $50.00 to $60.00 and gave the company a “buy” rating in a research report on Monday, November 25th. Three equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $68.70.

Semtech Trading Up 0.9 %

SMTC opened at $65.15 on Monday. Semtech has a 1-year low of $18.16 and a 1-year high of $70.27. The firm has a 50-day moving average price of $51.48 and a two-hundred day moving average price of $41.41. The stock has a market capitalization of $4.93 billion, a PE ratio of -4.99 and a beta of 1.65.

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

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of SMTC. Huntington National Bank boosted its position in shares of Semtech by 105.2% during the third quarter. Huntington National Bank now owns 589 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 302 shares in the last quarter. Ridgewood Investments LLC acquired a new stake in Semtech during the 2nd quarter worth $44,000. Canada Pension Plan Investment Board bought a new position in Semtech during the second quarter worth about $60,000. NBC Securities Inc. grew its stake in Semtech by 115.8% in the third quarter. NBC Securities Inc. now owns 1,377 shares of the semiconductor company’s stock valued at $62,000 after acquiring an additional 739 shares during the period. Finally, Quarry LP bought a new stake in shares of Semtech in the second quarter worth about $63,000.

Semtech Company Profile

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.