Semtech (NASDAQ:SMTC) Updates 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 (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.

Semtech Trading Up 5.0 %

Shares of NASDAQ SMTC opened at $53.44 on Tuesday. The company has a market cap of $4.02 billion, a PE ratio of -3.94 and a beta of 1.54. Semtech has a 12-month low of $15.63 and a 12-month high of $53.74. The stock has a 50 day simple moving average of $45.83 and a 200-day simple moving average of $38.96.

Semtech (NASDAQ:SMTC) last posted its quarterly earnings data on Monday, November 25th. The semiconductor company reported $0.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.03. The firm had revenue of $236.80 million for the quarter, compared to the consensus estimate of $232.89 million. Semtech had a negative return on equity of 154.99% and a negative net margin of 107.21%. The business’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.02 EPS. Sell-side analysts forecast that Semtech will post -0.07 earnings per share for the current fiscal year.

Analysts Set New Price Targets

SMTC has been the subject of a number of research reports. Benchmark reissued a “buy” rating and issued a $56.00 price target on shares of Semtech in a report on Monday, October 7th. Susquehanna boosted their price objective on Semtech from $55.00 to $60.00 and gave the company a “positive” rating in a research report on Thursday, November 21st. Needham & Company LLC reissued a “buy” rating and issued a $50.00 price target on shares of Semtech in a research note on Wednesday, August 28th. Roth Mkm increased their target price on shares of Semtech from $50.00 to $60.00 and gave the stock a “buy” rating in a report on Monday. Finally, B. Riley boosted their price target on Semtech from $58.00 to $61.00 and gave the stock a “buy” rating in a research report on Wednesday, August 28th. Three research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $54.10.

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.