SMTC Stock Analysis & Forecast (2026)

Semtech Corporation Technology Semiconductors
$92.16
Current Price
76%
Buy
Data refreshed: February 26, 2026

Key Financial Metrics

Market Cap
$8.53B
P/E Ratio (TTM)
164.6x
P/E Forward
42.4x
Revenue Growth
12.7%
Gross Margin
52.9%
Net Margin
2.8%
Return on Equity
13.4%
Debt/Equity
0.91

AI Analysis Summary

Semtech Corporation (SMTC) is a Technology company in the Semiconductors industry with a 76% Buy Score. Key strengths include Revenue Growth (12.7%), Gross Margin (52.9%), Return on Equity (13.4%). Our AI evaluates 8 fundamental categories including revenue growth, margin quality, balance sheet strength, cash flow generation, return on capital, and valuation metrics.

Revenue Growth: Good Gross Margin: Excellent Net Margin: Thin Return on Equity: Good Debt/Equity: Elevated
SMTC Fundamental Analysis Report
PDF Report Preview
76%
Strong Buy Score
  • 8 Fundamental Categories Analyzed
  • Revenue & Growth Trends
  • Margin & Profitability Analysis
  • Balance Sheet Strength
  • Cash Flow Quality
  • Valuation Assessment
  • AI-Powered Investment Insights
Get Your Free SMTC Report

How It Works: AI Stock Analysis in 60 Seconds

See how our AI analyzes SMTC fundamentals to generate buy/sell signals and Strong Buy Scores.

Is SMTC a Buy Right Now?

Based on our AI-powered fundamental analysis, SMTC has a Strong Buy Score of 76%, earning a "Buy" rating. This score synthesizes 8 key financial metrics to provide an objective investment signal.

Strong Buy Signal

Semtech Corporation demonstrates robust fundamentals across multiple categories. Key strengths include Revenue Growth (12.7%) and Gross Margin (52.9%). The stock shows characteristics typically associated with outperformers.

SMTC AI Buy & Sell Signals Explained

Our AI analyzes Semtech Corporation's financial statements to generate buy/sell signals based on quantitative metrics, not market sentiment or news headlines. Here's what drives the 76% score:

  • Revenue Growth: 12.7% year-over-year (above average)
  • Gross Margin: 52.9% (strong pricing power)
  • Net Margin: 2.8% (profitable)
  • Return on Equity: 13.4% (positive returns)

Generate the full PDF report for complete category-by-category scoring and AI-powered investment recommendations.

Key Support / Demand Zones

Technical traders can view real-time demand and supply zones for SMTC on our Demand Zones page. These zones identify key price levels where institutional buying or selling has historically occurred.

With SMTC currently trading at $92.16, our system monitors proximity to these critical levels and can alert you when the stock approaches support or resistance zones.

Subscribe to demand zone alerts to receive real-time notifications when SMTC reaches key technical levels.

Earnings & Revenue Outlook

Semtech Corporation operates in the Technology sector, specifically in Semiconductors. Understanding earnings trends is crucial for forecasting SMTC's trajectory.

Current revenue growth of 12.7% exceeds the average company. This strong growth trajectory supports a higher valuation multiple.

Visit our Earnings Calendar to track upcoming SMTC earnings dates and historical beat/miss patterns. Sign up for earnings alerts to get notified before announcements.

SMTC Stock Forecast (Next 3–12 Months)

Our AI projects SMTC's trajectory based on current fundamentals and historical patterns. With a 76% Strong Buy Score, here's what the data suggests:

Bullish Outlook: Semtech Corporation shows strong fundamental momentum. Revenue growth of 12.7% suggests continued expansion. Stocks with similar profiles have historically outperformed over 12-month periods.

For a complete 12-month price forecast with specific bull/bear scenarios, generate the full PDF report.

Valuation Metrics (P/E, Growth, Margins)

Understanding valuation is critical for determining if SMTC is fairly priced. Here's the current snapshot:

  • Market Capitalization: $8.53B
  • P/E Ratio (TTM): 164.6x (high expectations)
  • Forward P/E: 42.4x (based on analyst estimates)
  • Debt/Equity: 0.91 (moderate leverage)

Our AI weighs these metrics against growth rates and margin quality to determine if SMTC offers compelling risk-adjusted returns at current prices.

Bull Case for SMTC

Here's why investors are bullish on Semtech Corporation:

  • Revenue Growth (12.7%)
  • Gross Margin (52.9%)
  • Return on Equity (13.4%)

With a 76% Strong Buy Score, the bull case is well-supported by current fundamentals. The stock exhibits characteristics of quality compounders that tend to outperform long-term.

Bear Case & Risks for SMTC

Every investment carries risk. Here are potential concerns for SMTC investors:

  • Competitive pressures in Technology
  • Macroeconomic sensitivity and interest rate exposure
  • Execution risk on growth initiatives
  • Valuation compression if growth slows

The full PDF report includes a detailed bear case analysis with specific risk ratings for each category.

Summary / 12-Month Outlook

SMTC Summary: Semtech Corporation earns a 76% Buy Score based on AI analysis of fundamental data. Trading at $92.16 with a $8.53B market cap, the stock shows strong fundamentals supporting a bullish 12-month outlook.

Bull Case: Revenue Growth (12.7%), Gross Margin (52.9%)

For the complete analysis with specific price considerations, growth projections, and AI-powered buy/hold/sell recommendations, generate your free SMTC PDF report.

Frequently Asked Questions about SMTC

Is SMTC a good buy right now?
SMTC currently has a Strong Buy Score of 76% (Buy). Based on AI analysis of fundamentals, SMTC shows strong buy signals with solid revenue growth, margins, and return metrics. Generate a free PDF report for specific buy/hold/sell recommendations.
What is the SMTC stock forecast for 2026?
Our AI forecasts SMTC based on current fundamentals: revenue growth of 12.7%, net margin of 2.8%, and P/E of 164.6x. The 76% Strong Buy Score reflects our outlook combining growth trajectory, margin quality, and valuation. See the full 12-month projection in your PDF report.
What are key support and resistance levels for SMTC?
View real-time SMTC demand zones (support) and supply zones (resistance) on our Demand Zones page. With SMTC currently at $92.16, you can see how close the stock is to key technical levels. Subscribe to get alerts when SMTC approaches these zones.
How do SMTC fundamentals compare to peers?
Semtech Corporation operates in the Technology sector. Key metrics for peer comparison: Gross margin 52.9%, ROE 13.4%, Debt/Equity 0.91. The 76% Strong Buy Score factors in how these metrics stack up against industry averages. Data is refreshed daily.
Is the SMTC analysis PDF report free?
Yes! Your first SMTC fundamental analysis report is completely free with no credit card required. The PDF includes the full Strong Buy Score breakdown, all 8 fundamental categories analyzed, AI-powered insights, and specific investment recommendations. Additional reports are available through our subscription plans starting at $24/month.
What is Semtech Corporation's market cap and P/E ratio?
Semtech Corporation (SMTC) has a market cap of $8.53B and a trailing P/E ratio of 164.6x (forward P/E: 42.4x). These valuation metrics are key factors in our Strong Buy Score calculation. See all metrics in the PDF report for comprehensive valuation analysis.