Semtech Corporation
132.00USD
+6.8800 (+5.50%)
Not enough data yet
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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 | $1.13▲ | $0.73 | 13 | 0 |
| Next quarter | $1.29▲ | $0.81 | 13 | 0 |
| Current year | $3.65▲ | $2.66 | 12 | 0 |
| Next year | $6.67▲ | $3.9 | 1 | 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%) |
189 ratings from 32 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| TD Cowen | Reiterated | Buy | $215 | Oct 16, 2026 |
| Northland Capital Markets | Upgraded from Market Perform | Outperform | $186 | Oct 16, 2026 |
| Stifel | Maintained | Buy | $220 $200 | Oct 16, 2026 |
| BMO Capital | Maintained | Outperform | $155 $230 | Oct 13, 2026 |
| Stifel | Maintained | Buy | $188 $220 | Oct 5, 2026 |
| Oppenheimer | Maintained | Outperform | $200 $225 | Oct 1, 2026 |
| Seaport Global | Initiated | Buy | $200 | Sep 23, 2026 |
| Northland Capital Markets | Upgraded from Market Perform | Outperform | $182 | Aug 27, 2026 |
| Baird | Maintained | Outperform | $225 $300 | Aug 27, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $175 $195 | Aug 26, 2026 |
| UBS | Maintained | Buy | $225 $230 | Aug 26, 2026 |
| Needham | Reiterated | Buy | $200 | Aug 26, 2026 |
| Roth Capital | Maintained | Buy | $102 $190 | Aug 24, 2026 |
| BMO Capital | Initiated | Outperform | $155 | Aug 21, 2026 |
| Needham | Reiterated | Buy | $200 | Aug 14, 2026 |
| Needham | Reiterated | Buy | $200 | Jul 13, 2026 |
| TD Cowen | Maintained | Buy | $210 $215 | Jun 22, 2026 |
| UBS | Maintained | Buy | $165 $225 | May 27, 2026 |
| B. Riley Securities | Maintained | Buy | $165 $210 | May 27, 2026 |
| Craig-Hallum | Maintained | Buy | $105 $205 | May 27, 2026 |
| Roth Capital | Maintained | Buy | $102 $190 | May 27, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $155 $175 | May 27, 2026 |
| Stifel | Maintained | Buy | $157 $188 | May 27, 2026 |
| Susquehanna | Maintained | Positive | $170 $200 | May 27, 2026 |
| Benchmark | Maintained | Buy | $120 $230 | May 27, 2026 |
181 filings from 23 insiders · 21 buy / 26 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 |
|---|---|---|---|---|---|
| Walsh Paul V JrDirector | Sell | 500 | $139.44 | $70k | Oct 21, 2026 |
| Green Jason ElliotOfficer, EVP and CCO | Sell | 2.8k | $190.35 | $527k | Oct 7, 2026 |
| HOU HONG QDirector; Officer, President and CEO | Sell | 2.0k | $191.21 | $382k | Oct 2, 2026 |
| Lin MarkOfficer, EVP and CFO | ExerciseRestricted Stock Unit | 3.2k | — | — | Oct 1, 2026 |
| Lin MarkOfficer, EVP and CFO | Sell | 967 | $178.87 | $173k | Oct 1, 2026 |
| Lin MarkOfficer, EVP and CFO | Tax | 1.6k | $178.35 | $279k | Oct 1, 2026 |
| Lin MarkOfficer, EVP and CFO | Exercise | 3.2k | — | — | Oct 1, 2026 |
| HOU HONG QDirector; Officer, President and CEO | ExerciseRestricted Stock Unit | 6.5k | — | — | Oct 1, 2026 |
| HOU HONG QDirector; Officer, President and CEO | Tax | 3.3k | $178.35 | $588k | Oct 1, 2026 |
| HOU HONG QDirector; Officer, President and CEO | Exercise | 6.5k | — | — | Oct 1, 2026 |
| Walsh Paul V JrDirector | Sell | 500 | $172.61 | $86k | Sep 23, 2026 |
| Cardenuto Rodolpho CDirector | Sell | 5.3k | $165.00 | $878k | Sep 16, 2026 |
| Lin MarkOfficer, EVP and CFO | ExerciseRestricted Stock Unit | 2.3k | — | — | Sep 10, 2026 |
| Lin MarkOfficer, EVP and CFO | Sell | 683 | $159.90 | $109k | Sep 10, 2026 |
| Lin MarkOfficer, EVP and CFO | Tax | 1.2k | $163.94 | $196k | Sep 10, 2026 |
| Lin MarkOfficer, EVP and CFO | Exercise | 2.3k | — | — | Sep 10, 2026 |
| Green Jason ElliotOfficer, EVP and CCO | ExerciseRestricted Stock Unit | 2.5k | — | — | Sep 10, 2026 |
| Green Jason ElliotOfficer, EVP and CCO | Tax | 989 | $163.94 | $162k | Sep 10, 2026 |
| Green Jason ElliotOfficer, EVP and CCO | Exercise | 2.5k | — | — | Sep 10, 2026 |
| Silberstein AsafOfficer, EVP and COO | ExerciseRestricted Stock Unit | 2.4k | — | — | Sep 10, 2026 |
No analyst notes on SMTC yet.
Analyst Ratings
15 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 1 | 14 | 1 | 0 | 0 | Buy2.00 |
| 1 mo ago | 1 | 14 | 1 | 0 | 0 | Buy2.00 |
| 2 mo ago | 1 | 13 | 1 | 0 | 0 | Buy2.00 |
| 3 mo ago | 1 | 11 | 2 | 0 | 0 | Buy2.07 |
Members whose judged calls on SMTC have played out most reliably.
No settled calls on SMTC yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice