Semtech Corporation
163.94USD
+1.3200 (+0.81%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $1.06▲ | $0.73 | 13 | 0 |
| Next quarter | $1.2▲ | $0.81 | 13 | 0 |
| Current year | $3.47▲ | $2.66 | 12 | 0 |
| Next year | $5.84▲ | $3.89 | 13 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-07-31 | $0.61 | $0.71 | +0.10 (+15.6%) |
| 2026-04-30 | $0.45 | $0.51 | +0.06 (+12.5%) |
| 2026-01-31 | $0.43 | $0.44 | +0.01 (+2.0%) |
| 2025-10-31 | $0.45 | $0.48 | +0.03 (+7.9%) |
157 ratings from 27 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Benchmark | Reiterated | Buy | $56 | Oct 10, 2024 |
| Benchmark | Reiterated | Buy | $56 | Oct 7, 2024 |
| Benchmark | Reiterated | Buy | $56 | Sep 9, 2024 |
| Roth MKM | Maintained | Buy | $50 | Aug 28, 2024 |
| Stifel | Maintained | Buy | $45 $50 | Aug 28, 2024 |
| B. Riley Securities | Maintained | Buy | $58 $61 | Aug 28, 2024 |
| Needham | Reiterated | Buy | $50 | Aug 28, 2024 |
| Needham | Reiterated | Buy | $50 | Jul 15, 2024 |
| Needham | Reiterated | Buy | $50 | Jun 7, 2024 |
| Stifel | Maintained | Buy | $43 $50 | Jun 6, 2024 |
| Northland Capital Markets | Maintained | Outperform | $36.5 $46 | Jun 6, 2024 |
| Craig-Hallum | Maintained | Buy | $36 $48 | Jun 6, 2024 |
| Susquehanna | Maintained | Positive | $45 $55 | Jun 6, 2024 |
| Roth MKM | Maintained | Buy | $42 $50 | Jun 6, 2024 |
| Needham | Maintained | Buy | $38 $50 | Jun 6, 2024 |
| Piper Sandler | Reiterated | Overweight | $40 $60 | May 29, 2024 |
| B. Riley Securities | Maintained | Buy | $43 $50 | May 17, 2024 |
| Stifel | Maintained | Buy | $31 $36 | Apr 18, 2024 |
| Northland Capital Markets | Maintained | Outperform | $30 $36.5 | Apr 1, 2024 |
| Craig-Hallum | Maintained | Buy | $30 $36 | Apr 1, 2024 |
| Baird | Maintained | Outperform | $40 $50 | Apr 1, 2024 |
| Stifel | Maintained | Buy | $26 $31 | Apr 1, 2024 |
| Piper Sandler | Reiterated | Overweight | $30 $40 | Apr 1, 2024 |
| Susquehanna | Maintained | Positive | $30 $45 | Apr 1, 2024 |
| Oppenheimer | Maintained | Perform | — | Apr 1, 2024 |
153 filings from 18 insiders · 39 buy / 29 sell over 6m
Officers and directors of SMTC, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Ruehl Julie GarciaDirector | Sell | 1.5k | $145.00 | $218k | Sep 4, 2026 |
| HOU HONG QDirector; Officer, President and CEO | Sell | 2.0k | $138.71 | $277k | Sep 4, 2026 |
| WALSH PAUL V JRDirector | Sell | 500 | $135.48 | $68k | Aug 19, 2026 |
| SILBERSTEIN ASAFChief Operating Officer | Sellindirect | 5.0k | $150.00 | $750k | Aug 17, 2026 |
| HOU HONG QChief Executive Officer | Sell | 2.0k | $140.00 | $280k | Aug 7, 2026 |
| WALSH PAUL V JRDirector | Sell | 500 | $133.07 | $67k | Jul 22, 2026 |
| SILBERSTEIN ASAFChief Operating Officer | Sellindirect | 3.0k | $145.04 | $435k | Jul 14, 2026 |
| HOU HONG QChief Executive Officer | Sell | 2.0k | $133.00 | $266k | Jul 10, 2026 |
| SILBERSTEIN ASAFChief Operating Officer | Sellindirect | 8.5k | $124.19 | $1.09M | Jul 8, 2026 |
| GREEN JASON ELLIOTOfficer | Sell | 2.3k | $129.32 | $294k | Jul 7, 2026 |
| LIN MARKChief Financial Officer | Sell | 970 | $150.40 | $146k | Jul 1, 2026 |
| HOU HONG QChief Executive Officer | Other | 6.5k | — | — | Jul 1, 2026 |
| LIN MARKChief Financial Officer | Other | 3.2k | — | — | Jul 1, 2026 |
| SILBERSTEIN ASAFChief Operating Officer | Gift | 38.9k | — | — | Jul 1, 2026 |
| FISCHER GREGORY MICHAELDirector | Sell | 1.5k | $156.24 | $234k | Jun 30, 2026 |
| HOU HONG QChief Executive Officer | Sell | 9.6k | $152.43 | $1.47M | Jun 29, 2026 |
| WALSH PAUL V JRDirector | Sell | 500 | $164.99 | $82k | Jun 24, 2026 |
| WILSON JOHN MICHAELChief Technology Officer | Sell | 5.5k | $170.00 | $935k | Jun 22, 2026 |
| LIN MARKChief Financial Officer | Sell | 683 | $155.16 | $106k | Jun 10, 2026 |
| HOU HONG QChief Executive Officer | Other | 8.1k | — | — | Jun 10, 2026 |
No analyst notes on SMTC yet.
Analyst Ratings
14 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 1 | 13 | 1 | 0 | 0 | Buy2.00 |
| 1 mo ago | 1 | 11 | 2 | 0 | 0 | Buy2.07 |
| 2 mo ago | 1 | 11 | 2 | 0 | 0 | Buy2.07 |