FRC
FRC Logo
Sign InGet Access

Connect With Us

Stay updated with our latest research and insights

Fundamental Research Corp Logo

Highly ranked equity research firm providing institutional grade tools and analysis to all investors worldwide. Trusted by global investors for over 20+ years.

20+ Years
Rate us on TrustpilotLeave a review

Policies

  • Privacy Policy
  • Terms of Service
  • Disclaimer

Company

  • About Us
  • Our Team
  • Contact Us
  • Leave a Review

Resources

  • Videos
  • Research Reports
  • FAQ
  • How to use FRC

Browse

  • Stock Directory
  • Stock Screener
  • Market Intel Weekly
  • Report Archive

Trackers

  • Congress Trading
  • Senate Trading
  • Congress Net Worth
  • Commodities

© 2026 Fundamental Research Corp. All Rights Reserved.

Professional investment research since 2003

Home
Research
Get Access
Sign In
Semtech Corporation Stock AnalysisComprehensive stock analysis for Semtech Corporation (SMTC) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisSMTC
SMTC
Semtech Corporation
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
SMTC
Home🔹Stocks🔹Semtech Corporation

Semtech Corporation

🇺🇸SMTC•NASDAQ

Semtech Corporation

🇺🇸SMTC•NASDAQ
Market cap
$17.23B
Sentiment

Your view on SMTC

Mkt Cap
$17.23B
Sentiment
Your view
SMTC
Semtech Corporation
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
SMTC
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Semtech Corporation

Industry
Semiconductors
Sector
Technology
CEO
Hong Q. Hou
Headquarters
200 Flynn Road, Camarillo, CA, US
Industry
Semiconductors
Sector
Technology
CEO
Hong Q. Hou
Headquarters
200 Flynn Road, Camarillo, CA, US
Description

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.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Semtech Corporation, and the rating behind it. SMTC last traded at $185.00, 109.8× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Semtech Corporation. Starting points for Semtech Corporation: P/E 109.8, EPS $1.65, beta 2.35 — an Semiconductors name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Semtech Corporation. Semtech Corporation does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Semtech Corporation. Trailing twelve-month EPS for Semtech Corporation stands at $1.65. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Semtech Corporation. Semtech Corporation has reported as a listed company since 1980. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Semtech Corporation valued side by side against its closest peers. Semtech Corporation is measured against Semiconductors peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Semtech Corporation, and how their positions are changing. At a $17.23B market value, institutional positions materially move Semtech Corporation's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Semtech Corporation executives and directors. Shares of Semtech Corporation have traded between $24.05 and $79.52 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Semtech Corporation. Semtech Corporation is a $17.23B Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Semtech Corporation. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Semtech Corporation. Coverage tracks Semtech Corporation within Semiconductors (Technology). Press releases and market coverage, newest first.

Peer companies

  • ALGM — Allegro MicroSystems, Inc.
  • ARW — Arrow Electronics, Inc.
  • CAMT — Camtek Ltd.
  • CRUS — Cirrus Logic, Inc.
  • CVLT — Commvault Systems, Inc.
  • ESE — ESCO Technologies Inc.
  • FORM — FormFactor, Inc.
  • LFUS — Littelfuse, Inc.

More Semiconductors companies

  • BESVF — BE Semiconductor Industries N.V.
  • BLG.AX — BluGlass Limited
  • BRCHF — BrainChip Holdings Ltd
  • BRN.AX — BrainChip Holdings Ltd
  • BUGLF — BluGlass Limited
  • BZAI — Blaize Holdings, Inc.
  • BZAIW — Blaize Holdings Inc. Wt
  • CBRS — Cerebras Systems Inc.
  • CEVA — CEVA, Inc.
  • COHU — Cohu, Inc.
  • CRDO — Credo Technology Group Holding Ltd

ETFs holding Semtech Corporation

  • AIS — VistaShares Artificial Intelligence Supercycle ETF (4.67%)
  • SMHX — VanEck Fabless Semiconductor ETF (4.19%)
  • PTF — Invesco Dorsey Wright Technology Momentum ETF (3.97%)
  • PSI — Invesco Semiconductors ETF (3.85%)
  • SCAP — Infrastructure Capital Small Cap Income ETF (3.72%)
  • VERS — ProShares - Metaverse ETF (3.44%)
  • LUMA — KraneShares Photonic and Optical ETF (2.88%)
  • XSD — State Street SPDR S&P Semiconductor ETF (2.72%)

News

Latest Market News