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Semtech (SMTC): analyst forecast and price target
Analyst consensus
Strong Buy13 Buy1 Hold0 Sell
Ratings of 14 analysts in the last 3 months12-month forecast
Based on 14 price targets given in the last 3 months, the average target is $218, the highest $300, the lowest $186. The average is +59.4% from the last price of $137.
Analyst ratings 17
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| Scott Searle★★★★★★★★★★#653 · hits 47% · avg +16.1% | Roth MKM | $220 | Buy | +60.9% | Reiterated | 16.10.26on TipRanks 09:30 | −4.1% | ↗ |
| Sean O'Loughlin★★★★★★★★★★#5486 · hits 52% · avg +6.0% | TD Cowen | $215 | Buy | +57.2% | Reiterated | 16.10.26on TipRanks 08:30 | −4.1% | ↗ |
| Rick Schafer★★★★★★★★★★#19 · hits 72% · avg +30.3% | Oppenheimer | $225 | Buy | +64.6% | Reiterated | 16.10.26on TipRanks 08:16 | −4.1% | ↗ |
| Tore Svanberg★★★★★★★★★★#74 · hits 61% · avg +31.6% | Stifel Nicolaus | $220 → $200−9.1% | Buy | +46.3% | Reiterated | 16.10.26on TipRanks 07:25 | −4.1% | ↗ |
| Joseph Moore★★★★★★★★★★#162 · hits 62% · avg +24.5% | Morgan Stanley | $195 → $205+5.1% | Hold | +49.9% | Assigned | 16.10.26on TipRanks 07:00 | −4.1% | ↗ |
| Timothy Arcuri★★★★★★★★★★#3 · hits 77% · avg +53.0% | UBS | $230 | Buy | +68.2% | Reiterated | 16.10.26on TipRanks 07:00 | −4.1% | ↗ |
| Gus Richard★★★★★★★★★★#213 · hits 57% · avg +23.1% | Northland Securities | $182 → $186+2.2% | Buy | +36.0% | Upgrade | 16.10.26on TipRanks 06:55 | −4.1% | ↗ |
| AI xAi SemiconductorsxAI Grok-3 | TipRanks - xAI | $186 → $180−3.2% | Buy | +31.6% | Reiterated | 16.10.26on TipRanks Oct 15 22:05 | — | |
| AI DeepSeek SemiconductorsDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $186 → $175−5.9% | Hold | +28.0% | Downgrade | 16.10.26on TipRanks Oct 15 22:05 | — | |
| AI OpenAI SemiconductorsOpenAI 5.2 | TipRanks - OpenAI | $184 → $172−6.5% | Hold | +25.8% | Reiterated | 16.10.26on TipRanks Oct 15 22:05 | — | |
| AI Anthropic SemiconductorsAnthropic Opus-4.5 | TipRanks - Anthropic | $184 → $176−4.3% | Buy | +28.7% | Upgrade | 16.10.26on TipRanks Oct 15 22:05 | — | |
| AI Google SemiconductorsGemini 3-pro | TipRanks - Google | $194 → $186−4.1% | Buy | +36.0% | Reiterated | 16.10.26on TipRanks Oct 15 22:05 | — | |
| AI PerPlexity SemiconductorsPerPlexity SonarPro | TipRanks - PerPlexity | $184 → $176−4.3% | Buy | +28.7% | Upgrade | 16.10.26on TipRanks Oct 15 22:05 | — | |
| Christopher Rolland★★★★★★★★★★#31 · hits 63% · avg +39.1% | Susquehanna | $200 | Buy | +46.3% | Reiterated | 15.10.26on TipRanks Oct 16 07:50 | −10.3%next day −4.1% | ↗ |
| Harsh Kumar★★★★★★★★★★#7 · hits 74% · avg +45.3% | BMO Capital | $230 | Buy | +68.2% | Reiterated | 13.10.26on TipRanks 07:15 | +2.7%next day −6.2% | ↗ |
| Jay Goldberg★★★★★★★★★★#5587 · hits 48% · avg +5.3% | Seaport Global | $200 | Buy | +46.3% | Initiated | 22.09.26on TipRanks 17:10 | −2.1%next day +3.1% · 5 days +6.0% | ↗ |
| Name not given | — | $230 | Buy | +68.2% | Reiterated | 14.09.26on TipRanks 13:05 | −11.6%next day +3.1% · 5 days +18.7% | ↗ |
| Tristan Gerra★★★★★★★★★★#91 · hits 58% · avg +34.7% | Robert W. Baird | $225 → $300+33.3% | Buy | +119.4% | Reiterated | 26.08.26on TipRanks 22:55 | +0.5%next day −7.7% · 5 days −5.2% | ↗ |
| Craig Ellis★★★★★★★★★★#102 · hits 55% · avg +34.6% | B. Riley Securities | $210 | Buy | +53.6% | Reiterated | 26.08.26on TipRanks 08:30 | +10.4%next day +0.5% · 5 days −4.8% | ↗ |
| Quinn Bolton★★★★★★★★★★#18 · hits 66% · avg +53.7% | Needham | $200 | Buy | +46.3% | Assigned | 26.08.26on TipRanks 06:45 | +10.4%next day +0.5% · 5 days −4.8% | ↗ |
| Anthony Stoss★★★★★★★★★★#789 · hits 50% · avg +12.1% | Craig-Hallum | $105 → $205+95.2% | Buy | +49.9% | Reiterated | 27.05.26on TipRanks 09:10 | −4.4%next day +5.3% · 5 days +3.5% | ↗ |
| Unknown Analyst | Mizuho Securities | $70.00 → $95.00+35.7% | Buy | −30.5% | Reiterated | 11.12.25on TipRanks 11:10 | +0.2%next day −7.5% · 5 days −9.1% | ↗ |
| Kinngai Chan★★★★★★★★★★#435 · hits 72% · avg +47.7% | Summit Insights Group | — | Buy | — | Upgrade | 25.11.25on TipRanks 06:10 | +1.6%next day +1.6% · 5 days +1.0% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering Semtech
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $211 at a price of $178 (+18.1%); now: $218 at $137 (+59.4%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 1 | 10 | 11 | 14 |
| Buy | 40 | 22 | 20 | 13 | 14 | 20 |
| Hold | 3 | 2 | 2 | 1 | 2 | 4 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 02.12.26 (Q3 2027, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $1.13 (from $1.07 to $1.17). Last quarter: $0.71.
Sales
Next quarter’s sales estimate — $417M (from $410M to $420M). Last quarter: $342M.
Best top-analyst consensus in the sector · Technology
About Semtech
- CEO: Hong Q. Hou
- Employees: 1,920
- 200 Flynn Road, Camarillo, CA, 93012-8790, US
- www.semtech.com
Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-P
Data from the stock’s TipRanks forecast page, read 17 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗