Semtech (NASDAQ:SMTC) Issues Q4 2025 Earnings Guidance

Semtech (NASDAQ:SMTC) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided earnings per share guidance of 0.290-0.350 for the period, compared to the consensus earnings per share estimate of 0.270. The company issued revenue guidance of $245.0 million-$255.0 million, compared to the consensus revenue estimate of $242.0 million. Semtech also updated its Q4 guidance to $0.29-0.35 EPS.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Roth Mkm boosted their target price on shares of Semtech from $50.00 to $60.00 and gave the company a “buy” rating in a research note on Monday. Susquehanna increased their target price on Semtech from $55.00 to $60.00 and gave the company a “positive” rating in a research report on Thursday. B. Riley increased their price objective on shares of Semtech from $58.00 to $61.00 and gave the company a “buy” rating in a report on Wednesday, August 28th. Stifel Nicolaus lifted their price objective on Semtech from $45.00 to $50.00 and gave the stock a “buy” rating in a report on Wednesday, August 28th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $50.00 target price on shares of Semtech in a research report on Wednesday, August 28th. Three research analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to MarketBeat.com, Semtech has a consensus rating of “Moderate Buy” and a consensus price target of $54.10.

Semtech Trading Up 5.0 %

SMTC traded up $2.55 during mid-day trading on Monday, hitting $53.44. 3,850,385 shares of the stock were exchanged, compared to its average volume of 1,809,286. The company has a market cap of $4.02 billion, a PE ratio of -3.90 and a beta of 1.54. The firm’s fifty day moving average is $45.56 and its two-hundred day moving average is $38.86. Semtech has a 1-year low of $15.63 and a 1-year high of $53.74.

Semtech (NASDAQ:SMTC) last announced its earnings results on Monday, November 25th. The semiconductor company reported $0.26 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.03. Semtech had a negative net margin of 107.21% and a negative return on equity of 154.99%. The firm had revenue of $236.80 million for the quarter, compared to the consensus estimate of $232.89 million. During the same period in the prior year, the firm earned $0.02 EPS. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, research analysts anticipate that Semtech will post -0.07 earnings per share for the current year.

Semtech Company Profile

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.