Semtech (NASDAQ:SMTC) Updates Q4 2025 Earnings Guidance

Semtech (NASDAQ:SMTC) updated its fourth quarter 2025 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 0.290-0.350 for the period, compared to the consensus 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.

Analyst Ratings Changes

SMTC has been the topic of several research analyst reports. Stifel Nicolaus increased their price target on shares of Semtech from $58.00 to $65.00 and gave the company a “buy” rating in a report on Tuesday. Summit Insights downgraded Semtech from a “buy” rating to a “hold” rating in a research note on Wednesday, August 28th. Piper Sandler reiterated an “overweight” rating and set a $75.00 price objective (up previously from $60.00) on shares of Semtech in a research report on Tuesday. Benchmark upped their price target on shares of Semtech from $56.00 to $82.00 and gave the company a “buy” rating in a research note on Tuesday. Finally, Northland Securities lifted their price objective on shares of Semtech from $46.00 to $60.00 and gave the stock an “outperform” rating in a research note on Tuesday. Three equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $67.70.

Semtech Stock Up 18.1 %

Shares of Semtech stock opened at $63.11 on Wednesday. The company has a 50 day moving average of $45.83 and a 200-day moving average of $38.96. Semtech has a 1-year low of $15.63 and a 1-year high of $66.64.

Semtech (NASDAQ:SMTC) last issued its earnings results on Monday, November 25th. The semiconductor company reported $0.26 earnings per share for the quarter, beating analysts’ consensus estimates of $0.23 by $0.03. Semtech had a negative return on equity of 154.99% and a negative net margin of 99.08%. The firm had revenue of $236.80 million for the quarter, compared to the consensus estimate of $232.89 million. During the same quarter last year, the business posted $0.02 EPS. The company’s revenue was up 17.9% compared to the same quarter last year. As a group, equities analysts forecast 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.