Q3 2025 EPS Estimates for Semtech Co. Cut by Analyst (NASDAQ:SMTC)

Semtech Co. (NASDAQ:SMTCFree Report) – Equities researchers at Roth Capital lowered their Q3 2025 earnings per share estimates for Semtech in a research report issued on Wednesday, June 5th. Roth Capital analyst S. Searle now anticipates that the semiconductor company will earn $0.11 per share for the quarter, down from their previous forecast of $0.18. The consensus estimate for Semtech’s current full-year earnings is ($0.08) per share. Roth Capital also issued estimates for Semtech’s Q4 2025 earnings at $0.17 EPS, Q1 2026 earnings at $0.15 EPS, Q2 2026 earnings at $0.30 EPS and FY2026 earnings at $1.39 EPS.

Semtech (NASDAQ:SMTCGet Free Report) last released its quarterly earnings data on Thursday, March 28th. The semiconductor company reported ($0.20) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.15) by ($0.05). Semtech had a negative return on equity of 154.99% and a negative net margin of 129.52%. The company had revenue of $192.95 million for the quarter, compared to analyst estimates of $191.24 million.

A number of other analysts have also weighed in on SMTC. B. Riley raised their target price on Semtech from $43.00 to $50.00 and gave the company a “buy” rating in a research note on Friday, May 17th. Stifel Nicolaus raised their price target on Semtech from $43.00 to $50.00 and gave the company a “buy” rating in a report on Thursday. StockNews.com upgraded Semtech from a “sell” rating to a “hold” rating in a report on Thursday. Oppenheimer reiterated a “market perform” rating on shares of Semtech in a report on Monday, April 1st. Finally, Roth Mkm raised their target price on Semtech from $42.00 to $50.00 and gave the stock a “buy” rating in a report on Thursday. Two research analysts have rated the stock with a hold rating and eleven have given a buy rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $48.90.

View Our Latest Stock Analysis on SMTC

Semtech Stock Performance

Shares of NASDAQ:SMTC opened at $31.18 on Monday. Semtech has a twelve month low of $13.13 and a twelve month high of $46.86. The firm has a market cap of $2.02 billion, a PE ratio of -1.84 and a beta of 1.63. The company has a debt-to-equity ratio of 4.11, a quick ratio of 1.79 and a current ratio of 2.40. The business has a fifty day moving average of $36.48 and a 200-day moving average of $26.32.

Institutional Investors Weigh In On Semtech

A number of hedge funds have recently modified their holdings of the business. Barclays PLC raised its position in Semtech by 4.9% in the 3rd quarter. Barclays PLC now owns 43,595 shares of the semiconductor company’s stock valued at $1,123,000 after buying an additional 2,039 shares during the last quarter. Swiss National Bank raised its position in Semtech by 1.2% in the 3rd quarter. Swiss National Bank now owns 140,600 shares of the semiconductor company’s stock valued at $3,620,000 after buying an additional 1,600 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in Semtech by 9.7% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 781,406 shares of the semiconductor company’s stock valued at $20,121,000 after buying an additional 69,132 shares during the last quarter. Invesco Ltd. raised its position in Semtech by 215.9% in the 3rd quarter. Invesco Ltd. now owns 947,997 shares of the semiconductor company’s stock valued at $24,411,000 after buying an additional 647,893 shares during the last quarter. Finally, Fuller & Thaler Asset Management Inc. raised its position in Semtech by 8.8% in the 3rd quarter. Fuller & Thaler Asset Management Inc. now owns 552,115 shares of the semiconductor company’s stock valued at $14,217,000 after buying an additional 44,512 shares during the last quarter.

Insider Transactions at Semtech

In other Semtech news, CFO Mark Lin purchased 1,000 shares of the company’s stock in a transaction dated Monday, April 8th. The shares were bought at an average price of $33.23 per share, with a total value of $33,230.00. Following the completion of the transaction, the chief financial officer now directly owns 1,000 shares in the company, valued at approximately $33,230. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.60% of the stock is currently owned by insiders.

About Semtech

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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.

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Earnings History and Estimates for Semtech (NASDAQ:SMTC)

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