Brokers Issue Forecasts for Semtech Co.’s Q3 2025 Earnings (NASDAQ:SMTC)

Semtech Co. (NASDAQ:SMTC) – Equities research analysts at Northland Capmk upped their Q3 2025 earnings per share estimates for Semtech in a report issued on Wednesday, August 28th. Northland Capmk analyst G. Richard now forecasts that the semiconductor company will earn $0.06 per share for the quarter, up from their prior estimate of $0.03. The consensus estimate for Semtech’s current full-year earnings is ($0.07) per share. Northland Capmk also issued estimates for Semtech’s Q4 2025 earnings at $0.06 EPS, FY2025 earnings at ($0.07) EPS, Q1 2026 earnings at ($0.02) EPS, Q2 2026 earnings at $0.09 EPS, Q3 2026 earnings at $0.25 EPS, Q4 2026 earnings at $0.38 EPS and FY2026 earnings at $0.70 EPS.

SMTC has been the subject of several other reports. Summit Insights downgraded Semtech from a “buy” rating to a “hold” rating in a report on Wednesday, August 28th. StockNews.com upgraded Semtech from a “sell” rating to a “hold” rating in a report on Thursday, June 6th. Roth Mkm restated a “buy” rating and issued a $50.00 price target on shares of Semtech in a report on Wednesday, August 28th. Susquehanna increased their price target on Semtech from $45.00 to $55.00 and gave the stock a “positive” rating in a report on Thursday, June 6th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $50.00 price objective on shares of Semtech 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. According to data from MarketBeat, Semtech currently has a consensus rating of “Moderate Buy” and a consensus target price of $50.00.

Semtech Price Performance

Shares of Semtech stock opened at $43.82 on Monday. Semtech has a 1 year low of $13.13 and a 1 year high of $46.86. The business has a 50-day moving average of $33.33 and a two-hundred day moving average of $31.77. The company has a market capitalization of $3.30 billion, a P/E ratio of -2.59 and a beta of 1.55.

Semtech (NASDAQ:SMTC) last released its quarterly earnings data on Tuesday, August 27th. The semiconductor company reported $0.11 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.01. The business had revenue of $215.40 million during the quarter, compared to the consensus estimate of $212.30 million. Semtech had a negative return on equity of 154.99% and a negative net margin of 107.21%. The firm’s revenue was down 9.6% on a year-over-year basis. During the same quarter in the prior year, the company posted ($0.06) earnings per share.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of SMTC. Kodai Capital Management LP acquired a new position in Semtech during the fourth quarter valued at approximately $43,504,000. Disciplined Growth Investors Inc. MN lifted its position in shares of Semtech by 343.3% in the second quarter. Disciplined Growth Investors Inc. MN now owns 2,494,985 shares of the semiconductor company’s stock valued at $74,550,000 after buying an additional 1,932,116 shares during the last quarter. Driehaus Capital Management LLC acquired a new stake in shares of Semtech in the second quarter valued at approximately $43,395,000. Millennium Management LLC lifted its position in shares of Semtech by 26.6% in the second quarter. Millennium Management LLC now owns 3,646,449 shares of the semiconductor company’s stock valued at $108,956,000 after buying an additional 765,877 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its position in shares of Semtech by 81.1% in the fourth quarter. Victory Capital Management Inc. now owns 1,369,043 shares of the semiconductor company’s stock valued at $29,996,000 after buying an additional 613,274 shares during the last quarter.

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.