
Semtech (SMTC) Stock Forecast & Price Target
Semtech (SMTC) Analyst Ratings
Bulls say
Semtech Corporation is experiencing robust growth across its diverse segments, particularly through the LoRa and PerSe businesses, which are capturing expanding total addressable markets (TAMs) and gaining market share. The company's traditional Transient Voltage Suppressor (TVS) business has shown strong performance, with quarterly growth of 22% and year-over-year growth of 15%, outpacing trends in the smartphone market. This broad-based strength, coupled with increased momentum beyond its traditional customer base, indicates a positive outlook for Semtech's financial performance.
Bears say
Semtech Corp faces significant exposure due to its reliance on a small number of customers, where the loss of any single client or failure to collect receivables could severely impact its financial stability. The company's current valuation reflects a forward price-to-earnings ratio of 35x, translating to a PEG ratio of 1.17x based on projected 30% EPS growth for FY27, suggesting that growth estimates may be overly optimistic. Additionally, various external factors have the potential to adversely affect Semtech's operational performance, sales, and gross margins, further exacerbating the company's financial risks.
This aggregate rating is based on analysts' research of Semtech and is not a guaranteed prediction by Public.com or investment advice.
Semtech (SMTC) Analyst Forecast & Price Prediction
Start investing in Semtech (SMTC)
Order type
Buy in
Order amount
Est. shares
0 shares