Semtech (SMTC) Projected to Post Quarterly Earnings on Monday

Semtech (NASDAQ:SMTC) is expected to be issuing its Q4 2026 results after the market closes on Monday, March 16th. Analysts expect the company to announce earnings of $0.43 per share and revenue of $273.1370 million for the quarter. Individuals may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Monday, March 16, 2026 at 4:30 PM ET.

Semtech Price Performance

Shares of NASDAQ SMTC opened at $84.85 on Friday. Semtech has a 1-year low of $24.05 and a 1-year high of $96.46. The company has a debt-to-equity ratio of 0.87, a current ratio of 2.43 and a quick ratio of 1.71. The business’s fifty day moving average price is $83.68 and its two-hundred day moving average price is $73.67. The firm has a market capitalization of $7.85 billion, a PE ratio of 273.71 and a beta of 1.99.

More Semtech News

Here are the key news stories impacting Semtech this week:

• Positive Sentiment: Oppenheimer reaffirmed an “Outperform” rating and raised its view on Semtech, supporting bullish analyst momentum and helping sentiment for the stock. Oppenheimer Reaffirms Outperform
• Positive Sentiment: Semtech is showcasing high-speed data-center and AI interconnect demos (224G/448G and a live 1.6T demo) at OFC 2026 — a tangible product/roadmap catalyst tied to the AI/data-center end market. Semtech OFC 2026 Demos
• Neutral Sentiment: A Q4 2026 earnings preview highlights upcoming results as a near-term catalyst — earnings/guide could swing sentiment either way depending on execution vs. elevated expectations. Earnings Preview
• Neutral Sentiment: Market commentary asks whether it’s “too late” to buy after a ~155% one-year run — raises valuation/positioning questions that can temper further upside. Valuation Article
• Negative Sentiment: CFO Mark Lin has been selling multiple blocks in March (e.g., 2,734 shares on Mar 10 at ~$85.27 and 3,908 shares on Mar 11 at ~$87.24), trimming his position noticeably — insider sales can be perceived as a negative signal to investors. CFO Insider Sales
• Negative Sentiment: A shareholder notice/litigation solicitation alleges potential insider fiduciary breaches — even if preliminary, legal risk can pressure the stock and raise uncertainty. Shareholder Notice

Insider Activity

In other news, CFO Mark Lin sold 6,582 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $83.75, for a total value of $551,242.50. Following the completion of the sale, the chief financial officer directly owned 22,125 shares of the company’s stock, valued at approximately $1,852,968.75. This represents a 22.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Saar Gillai sold 3,600 shares of the firm’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $75.26, for a total transaction of $270,936.00. Following the transaction, the director owned 9,523 shares in the company, valued at $716,700.98. This represents a 27.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 40,191 shares of company stock worth $3,361,412 in the last 90 days. 0.48% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Corient Private Wealth LLC acquired a new stake in shares of Semtech during the 4th quarter valued at $221,000. Pacer Advisors Inc. grew its holdings in shares of Semtech by 38.8% in the 4th quarter. Pacer Advisors Inc. now owns 16,129 shares of the semiconductor company’s stock worth $1,189,000 after acquiring an additional 4,509 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its holdings in shares of Semtech by 23.2% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,987,888 shares of the semiconductor company’s stock worth $146,488,000 after acquiring an additional 374,548 shares during the last quarter. Invesco Ltd. raised its position in shares of Semtech by 20.3% during the fourth quarter. Invesco Ltd. now owns 1,251,104 shares of the semiconductor company’s stock worth $92,194,000 after purchasing an additional 211,149 shares during the period. Finally, EP Wealth Advisors LLC purchased a new stake in shares of Semtech during the fourth quarter valued at $514,000.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on SMTC. Piper Sandler reissued an “overweight” rating and set a $95.00 target price (up from $70.00) on shares of Semtech in a research note on Thursday, December 11th. Roth Mkm raised their price target on shares of Semtech from $65.00 to $77.00 and gave the company a “buy” rating in a research note on Tuesday, November 25th. Benchmark boosted their price objective on Semtech from $85.00 to $115.00 and gave the stock a “buy” rating in a research report on Wednesday, March 4th. Stifel Nicolaus increased their price objective on Semtech from $80.00 to $90.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Finally, Robert W. Baird raised their target price on Semtech from $70.00 to $88.00 and gave the company an “outperform” rating in a research report on Tuesday, November 25th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $84.14.

Semtech Company Profile

Semtech Corporation is a leading supplier of high-performance analog and mixed-signal semiconductors and advanced algorithms. The company’s products address a broad range of applications in the Internet of Things (IoT), data center and telecom, industrial, home automation, automotive, and aerospace markets. Semtech’s portfolio includes power management, signal integrity, protection devices, wireless and sensing technologies that enable smarter, more connected systems worldwide.

A core offering from Semtech is its LoRa® technology, a low-power, long-range wireless communication platform that has become a de facto standard for global IoT deployments.