Can you provide the average price target for SEMTECH CORP stock?
23 analysts have analysed SMTC and the average price target is 105.61 USD. This implies a price increase of 38% is expected in the next year compared to the current price of 76.53.
SEMTECH CORP (SMTC) Forecast, Price Target & Analyst Ratings
NASDAQ:SMTC • US8168501018
Current stock price
76.53 USD
+5.92 (+8.38%)
Last:
Analyst forecast overview
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SEMTECH CORP (SMTC).
Forecast Snapshot
Next Earnings Forecast
Earnings Estimate- Release Date
- May 25, 2026
- Period
- Q1 / 2027
- EPS Estimate
- $0.46
- Revenue Estimate
- 287.98M
Price Target Details & History
Consensus Price Target and Range
Mean target
$105.61
Upside
+ 38.00%
From current price of $76.53 to mean target of $105.61, Based on 23 analyst forecasts
Low
$89.89
Median
$107.10
High
$120.75
Price Target Revisions
1 Month
21.57%
3 Months
26.27%
Price Target Summary
23 Wall Street analysts provided a forecast for the next 12 months for SMTC. The average price target is 105.61 USD. This implies a price increase of 38% is expected in the next year compared to the current price of 76.53.
The average price target has been revised upward by 26.27% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
82.61%
SMTC was analyzed by 23 analysts. The buy percentage consensus is at 83. So analysts seem to be very confident about SMTC.
In the previous month the buy percentage consensus was at a similar level.
SMTC was analyzed by 23 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-17 | Needham | Maintains | Buy -> Buy |
| 2026-03-17 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2026-03-17 | Benchmark | Reiterate | Buy -> Buy |
| 2026-03-17 | Stifel | Maintains | Buy -> Buy |
| 2026-03-17 | Baird | Maintains | Outperform -> Outperform |
| 2026-03-17 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2026-03-17 | Craig-Hallum | Maintains | Buy -> Buy |
| 2026-03-16 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2026-03-10 | Oppenheimer | Reiterate | Outperform -> Outperform |
| 2026-03-09 | Susquehanna | Maintains | Positive -> Positive |
| 2026-03-04 | Benchmark | Maintains | Buy -> Buy |
| 2026-01-16 | Stifel | Maintains | Buy -> Buy |
| 2025-12-11 | Piper Sandler | Reiterate | Overweight -> Overweight |
| 2025-11-25 | Needham | Reiterate | Buy -> Buy |
| 2025-11-25 | Oppenheimer | Reiterate | Outperform -> Outperform |
| 2025-11-25 | Benchmark | Maintains | Buy -> Buy |
| 2025-11-25 | B. Riley Securities | Maintains | Buy -> Buy |
| 2025-11-25 | Roth Capital | Maintains | Buy -> Buy |
| 2025-11-25 | Baird | Maintains | Outperform -> Outperform |
| 2025-11-25 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-11-25 | Piper Sandler | Reiterate | Overweight -> Overweight |
| 2025-11-24 | Morgan Stanley | Maintains | Equal-Weight -> Equal-Weight |
| 2025-11-18 | Susquehanna | Maintains | Positive -> Positive |
| 2025-10-27 | UBS | Maintains | Buy -> Buy |
| 2025-10-01 | TD Cowen | Initiate | Buy |
Next Earnings Forecast Details
Next Earnings Details
- Release Date
- May 25, 2026
- Period
- Q1 / 2027
- EPS Estimate
- $0.46
- Revenue Estimate
- 287.98M
- Revenue Q2Q
- 14.69%
- EPS Q2Q
- 20.75%
- Number of Analysts
- 16
Next Earnings Revisions
Revenue (1 Month)
0.03%
Revenue (3 Months)
0.03%
EPS (1 Month)
0.03%
EPS (3 Months)
0.03%
Next Earnings Summary
SMTC is expected to report earnings on 5/25/2026. The consensus EPS estimate for the next earnings is 0.46 USD and the consensus revenue estimate is 287.98M USD.
The next earnings revenue estimate has been revised upward by 0.03% in the past 3 months.
Full Analyst Estimates 2027 - 2029
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 868.758M 14.84% | 909.287M 4.67% | 1.05B 15.48% | 1.252B 19.24% | 1.413B 12.86% | 1.523B 7.78% | |
| EBITDA YoY % growth | 46.37M -74.68% | 97.067M 109.33% | N/A 129.96% | 266.21M 19.26% | 341.88M 28.42% | N/A | |
| EBIT YoY % growth | -38.082M -125.24% | 53.568M 240.66% | 133.6M 149.40% | 255.85M 91.50% | 306.82M 19.92% | 348.15M 13.47% | |
| Operating Margin | -4.38% | 5.89% | 12.72% | 20.44% | 21.71% | 22.86% | |
| EPS YoY % growth | 0.09 -96.77% | 0.83 822.22% | 1.71 106.02% | 2.22 29.69% | 2.94 32.77% | N/A |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | Q1 / 28 | Q2 / 28 | Q3 / 28 | Q4 / 28 | Q1 / 29 | Q2 / 29 | Q3 / 29 | Q4 / 29 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.46 20.75% | 0.52 26.61% | 0.62 29.51% | 0.64 45.96% | 0.64 39.36% | 0.71 37.68% | 0.79 27.87% | 0.81 26.44% | 0.77 19.63% | 0.85 18.46% | 0.93 16.77% | 0.92 13.05% |
| Revenue Q2Q % growth | 287.98M 14.69% | 304.95M 18.38% | 329.17M 23.28% | 336.7M 22.70% | 332.23M 15.37% | 349.13M 14.49% | 368.66M 12.00% | 373.34M 10.88% | 362.61M 9.14% | 382.5M 9.56% | 404.43M 9.70% | 406.98M 9.01% |
| EBITDA Q2Q % growth | 54.988M 16.12% | 59.777M 25.07% | 72.211M 15.64% | 73.858M 35.18% | 78.948M 43.57% | 87.577M 46.51% | 95.844M 32.73% | 97.079M 31.44% | 97.92M 24.03% | 107.92M 23.23% | 117.61M 22.71% | 117.2M 20.73% |
| EBIT Q2Q % growth | 52.747M 41.92% | 61.145M 124.06% | 72.694M 128.50% | 73.347M 382.55% | 64.533M 22.34% | 74.372M 21.63% | 84.3M 15.97% | 86.604M 18.07% | 89.76M 39.09% | 99.756M 34.13% | 109.45M 29.83% | 109.04M 25.91% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
N/A
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
12.49%
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
SEMTECH CORP / SMTC Forecast FAQ
When does SEMTECH CORP (SMTC) report earnings?
SEMTECH CORP (SMTC) will report earnings on 2026-05-25.
What are the consensus estimates for SMTC stock next earnings?
The consensus EPS estimate for the next earnings of SEMTECH CORP (SMTC) is 0.46 USD and the consensus revenue estimate is 287.98M USD.
What is the number of analysts for SMTC stock?
The number of analysts covering SEMTECH CORP (SMTC) is 23.