Fiscal Year: February - January
Semtech Corporation (SMTC), listed on the NASDAQ, has a market capitalization of $13.27B. As of Oct 20, 2026, the stock is trading at $142.22 per share@else an unavailable price , offering investors a clear view of its current market value. Semtech Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 87.51, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Semtech Corporation also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Semtech Corporation (SMTC) has a DCF fair value that is only shown to premium members. To see it, please Login or Upgrade for access.
The proprietary SS Score for Semtech Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Semtech Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Semtech Corporation is 68.73, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Semtech Corporation (SMTC) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Semtech Corporation (SMTC) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. It is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Semtech Corporation (SMTC) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Semtech Corporation. To access the full SS Score, consider upgrading your subscription.
Semtech Corporation is a significant player in the industry sector, with a market capitalization of $13.27B and a competitive P/E ratio of 87.51. Investors should compare these metrics with industry peers to gauge whether Semtech Corporation is outperforming or underperforming within its sector.
Semtech says it expects data-center revenue to more than double in the upcoming fiscal years.
Morgan Stanley raised the firm’s price target on Semtech (SMTC) to $205 from $195 and keeps an Equal Weight rating on the shares. After management raised its fiscal Q3 outlook…
Stifel analyst Tore Svanberg lowered the firm’s price target on Semtech (SMTC) to $200 from $220 and keeps a Buy rating on the shares. Semtech raises its Q3 guidance to…
As previously reported, Northland upgraded Semtech (SMTC) to Outperform from Market Perform with an $186 price target Noting that the firm had downgraded Semtech last week, citing valuation as the…
Northland upgraded Semtech (SMTC) to Outperform from Market Perform with an $186 price target
Raises Q3 revenue view to $415M-$420M from $405M-$415M, consensus $410.7M. As previously announced, on October 15, 2026, Semtech (SMTC) Corporation held a Data Center Analyst Day and live webcast in…
17:30 EDT Semtech (SMTC) up 4% at $149.50 after Q3 pre-announcement
Sees FY30 sales reaching $3.2B, with FY26-FY30 net sales CAGR of 38%.
13:11 EDT Semtech (SMTC) shares down 11% to $142.82 as company speaks at Analyst Day
13:05 EDT Semtech (SMTC) sees over 50% top-line growth from 3Q26 to 3Q27
This translates into consolidated growth rate of 38% compound.
13:09 EDT Semtech (SMTC) sees data center about two-thirds of total revenue in FY30 forecast
Says overall data center capex expected to exceed $1T in the years ahead, driving “massive” increase in power consumption. Says partnering closely with hyperscalers and ecosystem leaders globally to d...
Semtech (SMTC) will host an Analyst Day today, during which management will detail the company’s strategy to capture a growing opportunity in AI data center connectivity and provide a financial…
SAN JOSE, Calif.--(BUSINESS WIRE)--Semtech Outlines Data Center Growth Strategy at Analyst Day.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible...
BMO Capital analyst Harsh Kumar raised the firm’s price target on Semtech (SMTC) to $230 from $155 and keeps an Outperform rating on the shares. Heading into the company’s analyst…
Tower Semiconductor (TSEM) and Semtech (SMTC) announced an expanded multi-year agreement that builds on the companies’ 20-year partnership. Under the agreement, Semtech will invest in securing dedicat...
Tower Semiconductor (TSEM) and Semtech (SMTC) announced an expanded multi-year agreement that builds on the companies’ 20-year partnership. Under the agreement, Semtech will invest in securing dedicat...
MIGDAL HAEMEK, Israel & CAMARILLO, Calif.--(BUSINESS WIRE)--Tower Semiconductor and Semtech Expand SiGe Partnership to Scale Power-Efficient Analog Connectivity for Data Centers.
CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation to Host Data Center Analyst Day on October 15, 2026.
Looking beyond the artificial-intelligence stocks that have become almost household names for investors, there are other ways to play the boom in computing hardware.
Projected from reported cash flow (SEC filings). The starting point is the latest yearly revenue times the median free cash flow margin of the last five years. Years 1 to 5 grow at the revenue growth rate of the last five years (between -5% and 15%), and years 6 to 10 slow down to the 2.5% perpetual growth rate. These are Studying Stocks' own estimates, not analyst forecasts, and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | Source |
|---|---|---|---|
| 2027 | 148.99M | 9.11% | Projected |
| 2028 | 162.56M | 9.11% | Projected |
| 2029 | 177.37M | 9.11% | Projected |
| 2030 | 193.53M | 9.11% | Projected |
| 2031 | 211.15M | 9.11% | Projected |
| 2032 | 227.60M | 7.79% | Projected |
| 2033 | 242.31M | 6.47% | Projected |
| 2034 | 254.78M | 5.14% | Projected |
| 2035 | 264.51M | 3.82% | Projected |
| 2036 | 271.13M | 2.50% | Projected |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2025A | 50.13M | 1.00 | 50.13M |
| 2026A | 171.39M | 1.00 | 171.39M |
| 2027E | 148.99M | 1.11 | Login |
| 2028E | 162.56M | 1.24 | Login |
| 2029E | 177.37M | 1.38 | Login |
| 2030E | 193.53M | 1.54 | Login |
| 2031E | 211.15M | 1.71 | Login |
| 2032E | 227.60M | 1.90 | Login |
| 2033E | 242.31M | 2.12 | Login |
| 2034E | 254.78M | 2.36 | Login |
| 2035E | 264.51M | 2.62 | Login |
| 2036E | 271.13M | 2.92 | Login |
| Terminal | 2.92 | Login |
The information given by Studying Stocks and provided in the web and/or mobile applications (Platforms) is only factual information and should not be considered financial advice.
Any information contained in this website has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.
When creating an account, you acknowledge that you are:
We retain the right to cancel your account for any reason, or refuse your account creation request.
The information on our Platforms is not comprehensive and is intended to provide a summary of the subject matter covered. While we use all reasonable attempts to ensure the accuracy and completeness of the data and information on our Platforms, to the extent permitted by law, we make no warranty regarding the information on these Platforms. You should monitor any changes to the information contained on these Platforms.
Furthermore we make no commitments in regards to the minimum amount of uptime that our platforms will maintain, although we will make ever reasonable attempt to ensure that the platforms are operational. Therefore, any reference of "latest", "current" and related words about the financial data presented here may not be up to date with the financial markets or represent reality of the information.
We are not liable to you or anyone else if interference with or damage to your computer systems occurs in connection with the use of these Platforms or a linked website. You must take your own precautions to ensure that whatever you select for your use from our Platforms is free of viruses or anything else (such as worms or Trojan horses) that may interfere with or damage the operations of your computer systems.
We may, from time to time and without notice, change or add to the Platforms (including the Terms) or the information, products or services described in it. However, we do not undertake to keep the Platforms updated. We are not liable to you or anyone else if errors occur in the information or the Platforms is not up-to-date.
Our Platforms may contain links to websites operated by third parties. Those links are provided for convenience and may not remain current or be maintained. Unless expressly stated otherwise, we do not endorse and are not responsible for the content on those linked websites and have no control over or rights in those linked websites.
These Platforms are for your personal, non-commercial use only. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, commercially exploit, create derivative works from, transfer, or sell any Content, software, products or services contained within these Platforms. You may not use these Platforms, or any of its Content, to further any commercial purpose, including any advertising or advertising revenue generation activity on your own website.
You must not do any act that we would deem to be inappropriate, is unlawful or is prohibited by any laws applicable to these Platforms, including but not limited to:
If we allow you to post any information to our Platforms, we have the right to take down this information at our sole discretion and without notice.
To the maximum extent permitted by law, we make no warranties or representations about these Platforms or the Content, including but not limited to warranties or representations that they will be complete, accurate or up-to-date, that access will be uninterrupted or error-free or free from viruses, or that these Platforms will be secure.
We reserve the right to restrict, suspend or terminate without notice your access to these Platforms, any Content, or any feature of these Platforms at any time without notice and we will not be responsible for any loss, cost, damage or liability that may arise as a result.
To the maximum extent permitted by law, in no event shall we be liable for any direct and indirect loss, damage or expense – irrespective of the manner in which it occurs – which may be suffered due to your use of our Platforms and/or the information or materials contained on it, or as a result of the inaccessibility of these Platforms and/or the fact that certain information or materials contained on it are incorrect, incomplete or not up-to-date.
This website utilises cookies. If you do not have cookies enabled in your web browser some functions of the site may not work as intended.
