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.

Analysts Set New Price Targets

SMTC has been the subject of a number of research reports. B. Riley upped their target price on shares of Semtech from $58.00 to $61.00 and gave the company a “buy” rating in a report on Wednesday, August 28th. Roth Mkm upped their price objective on Semtech from $50.00 to $60.00 and gave the stock a “buy” rating in a research note on Monday. Susquehanna boosted their price target on Semtech from $55.00 to $60.00 and gave the company a “positive” rating in a report on Thursday. Summit Insights downgraded Semtech from a “buy” rating to a “hold” rating in a research note on Wednesday, August 28th. Finally, Stifel Nicolaus boosted their price objective on Semtech from $45.00 to $50.00 and gave the company a “buy” rating in a research note on Wednesday, August 28th. Three investment analysts have rated the stock with a hold rating and ten have given a buy rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $54.10.

Semtech Stock Performance

SMTC traded up $2.55 during trading on Monday, reaching $53.44. 3,765,397 shares of the company traded hands, compared to its average volume of 1,809,000. The company has a market cap of $4.02 billion, a P/E ratio of -3.90 and a beta of 1.54. Semtech has a 12-month low of $15.63 and a 12-month high of $53.74. The firm has a fifty day simple moving average of $45.56 and a 200 day simple moving average of $38.86.

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

About Semtech

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.