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.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Summit Insights cut Semtech from a “buy” rating to a “hold” rating in a research report on Wednesday, August 28th. Stifel Nicolaus boosted their price objective on Semtech from $58.00 to $65.00 and gave the company a “buy” rating in a research note on Tuesday. Needham & Company LLC restated a “buy” rating and set a $70.00 target price (up from $50.00) on shares of Semtech in a research report on Tuesday. Susquehanna upped their price target on shares of Semtech from $55.00 to $60.00 and gave the company a “positive” rating in a research report on Thursday, November 21st. Finally, Northland Securities raised their price objective on shares of Semtech from $46.00 to $60.00 and gave the stock an “outperform” rating in a research report on Tuesday. Three 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 a consensus rating of “Moderate Buy” and an average price target of $67.70.

Semtech Stock Up 1.7 %

NASDAQ SMTC opened at $64.20 on Thursday. Semtech has a 52-week low of $15.63 and a 52-week high of $66.64. The firm has a 50-day moving average price of $46.24 and a 200 day moving average price of $39.12. The stock has a market capitalization of $4.83 billion, a P/E ratio of -4.92 and a beta of 1.54.

Semtech (NASDAQ:SMTC) last posted its quarterly earnings results on Monday, November 25th. The semiconductor company reported $0.26 EPS for the quarter, beating the consensus estimate 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 business had revenue of $236.80 million during the quarter, compared to analysts’ expectations of $232.89 million. During the same period last year, the firm earned $0.02 EPS. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. On average, equities research 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.