Semtech (SMTC) to Release Quarterly Earnings on Monday

Key Points

• Q4 2026 earnings will be released after the market close on Monday, March 16, 2026 at 4:30 PM ET, with analysts expecting EPS $0.43 and revenue of about $273.14 million.
• SMTC shares opened at $82.02 and were down about 5.8%; the stock carries a $7.59 billion market cap and a high PE of 264.58, while analysts hold a consensus "Moderate Buy" rating with a $81.36 target.
• Insiders sold 26,967 shares totaling roughly $2.24 million over the past three months (insiders now own 0.48% of the company), indicating recent insider disposition despite analyst optimism.

Semtech (NASDAQ:SMTC - Get Free Report) will likely be posting its Q4 2026 results after the market closes on Monday, March 16th. Analysts expect Semtech to post earnings of $0.43 per share and revenue of $273.1370 million for the quarter. Interested persons 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 Stock Down 5.8%

SMTC stock opened at $82.02 on Monday. The stock has a 50-day simple moving average of $82.62 and a two-hundred day simple moving average of $72.77. Semtech has a twelve month low of $24.05 and a twelve month high of $96.46. The firm has a market capitalization of $7.59 billion, a PE ratio of 264.58 and a beta of 1.99. The company has a quick ratio of 1.71, a current ratio of 2.43 and a debt-to-equity ratio of 0.87.

Analyst Ratings Changes

SMTC has been the subject of several recent analyst reports. Wall Street Zen cut shares of Semtech from a "strong-buy" rating to a "buy" rating in a research note on Monday, January 26th. Piper Sandler reiterated an "overweight" rating and issued a $95.00 target price (up from $70.00) on shares of Semtech in a research note on Thursday, December 11th. TD Cowen reissued a "buy" rating on shares of Semtech in a report on Tuesday, February 24th. Robert W. Baird boosted their price target on shares of Semtech from $70.00 to $88.00 and gave the company an "outperform" rating in a research report on Tuesday, November 25th. Finally, Susquehanna increased their price objective on Semtech from $65.00 to $80.00 and gave the stock a "positive" rating in a research report on Tuesday, November 18th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $81.36.

Insiders Place Their Bets

In other news, insider John Michael Wilson sold 5,000 shares of the stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $75.12, for a total value of $375,600.00. Following the transaction, the insider owned 60,066 shares of the company's stock, valued at $4,512,157.92. This represents a 7.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Gregory Michael Fischer sold 1,034 shares of the firm's stock in a transaction on Friday, January 9th. The shares were sold at an average price of $75.50, for a total transaction of $78,067.00. Following the sale, the director owned 2,857 shares in the company, valued at approximately $215,703.50. This trade represents a 26.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 26,967 shares of company stock valued at $2,236,108 over the last three months. Corporate insiders own 0.48% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Smartleaf Asset Management LLC lifted its stake in Semtech by 24.1% during the second quarter. Smartleaf Asset Management LLC now owns 1,274 shares of the semiconductor company's stock worth $57,000 after purchasing an additional 247 shares during the last quarter. NewEdge Advisors LLC increased its position in shares of Semtech by 1,215.4% during the 3rd quarter. NewEdge Advisors LLC now owns 855 shares of the semiconductor company's stock valued at $61,000 after purchasing an additional 790 shares during the last quarter. Strs Ohio bought a new position in shares of Semtech during the 1st quarter valued at about $65,000. Daiwa Securities Group Inc. raised its holdings in shares of Semtech by 100.8% during the 4th quarter. Daiwa Securities Group Inc. now owns 1,195 shares of the semiconductor company's stock valued at $88,000 after buying an additional 600 shares in the last quarter. Finally, Jones Financial Companies Lllp lifted its position in Semtech by 12,214.3% in the 1st quarter. Jones Financial Companies Lllp now owns 2,586 shares of the semiconductor company's stock worth $89,000 after buying an additional 2,565 shares during the last quarter.

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.

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