Semtech Co. (NASDAQ:SMTC - Free Report) - Northland Capmk raised their Q3 2025 earnings per share (EPS) estimates for Semtech in a research note issued to investors on Wednesday, August 28th. Northland Capmk analyst G. Richard now anticipates that the semiconductor company will post earnings per share of $0.06 for the quarter, up from their prior forecast of $0.03. The consensus estimate for Semtech's current full-year earnings is ($0.07) per share. Northland Capmk also issued estimates for Semtech's Q4 2025 earnings at $0.06 EPS, FY2025 earnings at ($0.07) EPS, Q1 2026 earnings at ($0.02) EPS, Q2 2026 earnings at $0.09 EPS, Q3 2026 earnings at $0.25 EPS, Q4 2026 earnings at $0.38 EPS and FY2026 earnings at $0.70 EPS.
A number of other equities analysts have also recently issued reports on SMTC. Summit Insights cut Semtech from a "buy" rating to a "hold" rating in a report on Wednesday, August 28th. Roth Mkm reiterated a "buy" rating and issued a $50.00 price objective on shares of Semtech in a report on Wednesday, August 28th. Susquehanna upped their price objective on shares of Semtech from $45.00 to $55.00 and gave the company a "positive" rating in a research note on Thursday, June 6th. B. Riley upped their price objective on shares of Semtech from $58.00 to $61.00 and gave the company a "buy" rating in a research note on Wednesday, August 28th. Finally, Piper Sandler reaffirmed an "overweight" rating and issued a $60.00 price objective (up previously from $40.00) on shares of Semtech in a research note on Wednesday, May 29th. Three analysts have rated the stock with a hold rating and ten have given a buy rating to the company's stock. Based on data from MarketBeat.com, Semtech has a consensus rating of "Moderate Buy" and a consensus price target of $50.00.
View Our Latest Stock Report on Semtech
Semtech Price Performance
SMTC stock traded up $0.29 during midday trading on Monday, reaching $43.82. The company had a trading volume of 2,381,200 shares, compared to its average volume of 1,929,681. Semtech has a 1 year low of $13.13 and a 1 year high of $46.86. The company has a market capitalization of $3.30 billion, a P/E ratio of -2.59 and a beta of 1.55. The firm has a 50-day moving average price of $33.62 and a 200-day moving average price of $31.93.
Semtech (NASDAQ:SMTC - Get Free Report) last announced its quarterly earnings results on Tuesday, August 27th. The semiconductor company reported $0.11 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.01. Semtech had a negative return on equity of 154.99% and a negative net margin of 107.21%. The firm had revenue of $215.40 million for the quarter, compared to analysts' expectations of $212.30 million. During the same period in the prior year, the business posted ($0.06) earnings per share. The company's revenue was down 9.6% on a year-over-year basis.
Institutional Investors Weigh In On Semtech
Several institutional investors and hedge funds have recently bought and sold shares of SMTC. Kodai Capital Management LP purchased a new stake in Semtech in the 4th quarter worth approximately $43,504,000. Disciplined Growth Investors Inc. MN lifted its position in shares of Semtech by 343.3% in the 2nd quarter. Disciplined Growth Investors Inc. MN now owns 2,494,985 shares of the semiconductor company's stock worth $74,550,000 after purchasing an additional 1,932,116 shares during the period. Driehaus Capital Management LLC purchased a new stake in shares of Semtech in the 2nd quarter worth about $43,395,000. Millennium Management LLC lifted its position in shares of Semtech by 26.6% in the 2nd quarter. Millennium Management LLC now owns 3,646,449 shares of the semiconductor company's stock worth $108,956,000 after purchasing an additional 765,877 shares during the period. Finally, Victory Capital Management Inc. lifted its position in shares of Semtech by 81.1% in the 4th quarter. Victory Capital Management Inc. now owns 1,369,043 shares of the semiconductor company's stock worth $29,996,000 after purchasing an additional 613,274 shares during the period.
Semtech Company Profile
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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.
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