Semtech (SMTC) to Release Earnings on Monday

Semtech (NASDAQ:SMTC) is expected to be releasing its Q2 2026 results after the market closes on Monday, August 25th. Analysts expect Semtech to post earnings of $0.40 per share and revenue of $256.06 million for the quarter. Semtech has set its Q2 2026 guidance at 0.370-0.43 EPS.Parties can find conference call details on the company’s upcoming Q2 2026 earningreport page for the latest details on the call scheduled for Monday, August 25, 2025 at 4:30 PM ET.

Semtech (NASDAQ:SMTC) last released its quarterly earnings data on Tuesday, May 27th. The semiconductor company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.21 by $0.10. The company had revenue of $251.10 million for the quarter, compared to the consensus estimate of $249.79 million. Semtech had a positive return on equity of 19.66% and a negative net margin of 12.52%.Semtech’s quarterly revenue was up 21.8% on a year-over-year basis. During the same period last year, the business posted $0.06 EPS. On average, analysts expect Semtech to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Semtech Stock Performance

Shares of Semtech stock opened at $51.09 on Friday. The stock’s fifty day moving average price is $48.26 and its 200-day moving average price is $39.95. The firm has a market cap of $4.43 billion, a P/E ratio of -24.80 and a beta of 1.94. The company has a current ratio of 2.53, a quick ratio of 1.81 and a debt-to-equity ratio of 0.95. Semtech has a 12 month low of $24.05 and a 12 month high of $79.52.

Analyst Ratings Changes

Several brokerages recently issued reports on SMTC. Stifel Nicolaus upped their price objective on shares of Semtech from $45.00 to $54.00 and gave the company a “buy” rating in a research note on Friday, July 18th. UBS Group dropped their price target on Semtech from $60.00 to $55.00 and set a “buy” rating for the company in a research report on Monday, May 5th. Needham & Company LLC reaffirmed a “buy” rating and issued a $54.00 price target on shares of Semtech in a report on Wednesday, May 28th. Morgan Stanley set a $43.00 price objective on Semtech in a research note on Wednesday, May 28th. Finally, Benchmark restated a “buy” rating and issued a $68.00 target price on shares of Semtech in a report on Wednesday, May 28th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Semtech presently has an average rating of “Moderate Buy” and an average target price of $59.58.

Insider Transactions at Semtech

In related news, COO Asaf Silberstein sold 2,000 shares of Semtech stock in a transaction that occurred on Tuesday, June 24th. The shares were sold at an average price of $42.98, for a total value of $85,960.00. Following the completion of the transaction, the chief operating officer owned 105,996 shares in the company, valued at $4,555,708.08. The trade was a 1.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Mark Lin sold 999 shares of the company’s stock in a transaction that occurred on Tuesday, July 1st. The shares were sold at an average price of $43.84, for a total value of $43,796.16. Following the completion of the transaction, the chief financial officer directly owned 17,211 shares of the company’s stock, valued at $754,530.24. This trade represents a 5.49% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.48% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of SMTC. State of Wyoming increased its stake in Semtech by 13.0% in the 2nd quarter. State of Wyoming now owns 2,955 shares of the semiconductor company’s stock valued at $133,000 after buying an additional 339 shares during the period. Geneos Wealth Management Inc. boosted its holdings in shares of Semtech by 2.9% in the second quarter. Geneos Wealth Management Inc. now owns 11,253 shares of the semiconductor company’s stock valued at $508,000 after acquiring an additional 319 shares in the last quarter. Public Sector Pension Investment Board boosted its holdings in shares of Semtech by 8.4% in the second quarter. Public Sector Pension Investment Board now owns 295,324 shares of the semiconductor company’s stock valued at $13,331,000 after acquiring an additional 22,906 shares in the last quarter. Evergreen Capital Management LLC acquired a new position in shares of Semtech during the second quarter worth about $206,000. Finally, Tower Research Capital LLC TRC raised its holdings in Semtech by 596.3% during the second quarter. Tower Research Capital LLC TRC now owns 8,941 shares of the semiconductor company’s stock worth $404,000 after purchasing an additional 7,657 shares in the last quarter.

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.