Semtech (SMTC) Competitors $70.54 -0.37 (-0.52%) Closing price 10/8/2025 04:00 PM EasternExtended Trading$70.00 -0.54 (-0.77%) As of 08:01 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock SMTC vs. MTSI, ANET, SWKS, RMBS, LSCC, CRUS, SLAB, AMBA, DIOD, and POWIShould you be buying Semtech stock or one of its competitors? The main competitors of Semtech include MACOM Technology Solutions (MTSI), Arista Networks (ANET), Skyworks Solutions (SWKS), Rambus (RMBS), Lattice Semiconductor (LSCC), Cirrus Logic (CRUS), Silicon Laboratories (SLAB), Ambarella (AMBA), Diodes (DIOD), and Power Integrations (POWI). These companies are all part of the "computer and technology" sector. Semtech vs. Its Competitors MACOM Technology Solutions Arista Networks Skyworks Solutions Rambus Lattice Semiconductor Cirrus Logic Silicon Laboratories Ambarella Diodes Power Integrations Semtech (NASDAQ:SMTC) and MACOM Technology Solutions (NASDAQ:MTSI) are both mid-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, risk, analyst recommendations, dividends, earnings, profitability, valuation and institutional ownership. Which has preferable valuation and earnings, SMTC or MTSI? MACOM Technology Solutions has lower revenue, but higher earnings than Semtech. MACOM Technology Solutions is trading at a lower price-to-earnings ratio than Semtech, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioSemtech$909.30M6.73-$161.90M$0.24293.92MACOM Technology Solutions$906.80M10.94$76.86M-$1.01-131.87 Do insiders and institutionals believe in SMTC or MTSI? 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 0.5% of Semtech shares are owned by company insiders. Comparatively, 16.3% of MACOM Technology Solutions shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term. Is SMTC or MTSI more profitable? Semtech has a net margin of 2.38% compared to MACOM Technology Solutions' net margin of -7.71%. Semtech's return on equity of 18.28% beat MACOM Technology Solutions' return on equity.Company Net Margins Return on Equity Return on Assets Semtech2.38% 18.28% 4.95% MACOM Technology Solutions -7.71%14.02%8.84% Which has more risk & volatility, SMTC or MTSI? Semtech has a beta of 2.01, suggesting that its share price is 101% more volatile than the S&P 500. Comparatively, MACOM Technology Solutions has a beta of 1.48, suggesting that its share price is 48% more volatile than the S&P 500. Does the media favor SMTC or MTSI? In the previous week, Semtech had 5 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 14 mentions for Semtech and 9 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 0.57 beat Semtech's score of 0.53 indicating that MACOM Technology Solutions is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Semtech 4 Very Positive mention(s) 1 Positive mention(s) 7 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive MACOM Technology Solutions 3 Very Positive mention(s) 3 Positive mention(s) 0 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Do analysts rate SMTC or MTSI? Semtech currently has a consensus target price of $65.36, indicating a potential downside of 7.35%. MACOM Technology Solutions has a consensus target price of $146.56, indicating a potential upside of 10.03%. Given MACOM Technology Solutions' higher possible upside, analysts clearly believe MACOM Technology Solutions is more favorable than Semtech.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Semtech 1 Sell rating(s) 1 Hold rating(s) 14 Buy rating(s) 0 Strong Buy rating(s) 2.81MACOM Technology Solutions 1 Sell rating(s) 2 Hold rating(s) 8 Buy rating(s) 1 Strong Buy rating(s) 2.75 SummarySemtech beats MACOM Technology Solutions on 9 of the 17 factors compared between the two stocks. Get Semtech News Delivered to You Automatically Sign up to receive the latest news and ratings for SMTC and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding SMTC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart SMTC vs. The Competition Export to ExcelMetricSemtechSEMI IndustryComputer SectorNASDAQ ExchangeMarket Cap$6.15B$29.19B$33.00B$10.54BDividend YieldN/A1.73%3.17%4.71%P/E Ratio293.9290.92495.7127.61Price / Sales6.737.921,844.81201.06Price / Cash73.6039.4837.7361.55Price / Book9.845.797.706.76Net Income-$161.90M$692.87M$820.34M$275.88M7 Day Performance-3.28%0.85%1.80%2.81%1 Month Performance14.55%4.13%9.22%9.24%1 Year Performance71.46%5.09%24,029.38%35.42% Semtech Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SMTCSemtech2.6685 of 5 stars$70.54-0.5%$65.36-7.3%+66.3%$6.15B$909.30M293.921,838Analyst ForecastMTSIMACOM Technology Solutions3.1415 of 5 stars$123.29-4.7%$146.13+18.5%+18.1%$9.18B$729.58M-122.071,700Analyst ForecastInsider TradeANETArista Networks4.592 of 5 stars$143.17+0.5%$162.00+13.2%+57.3%$179.94B$7.00B56.314,412Trending NewsAnalyst DowngradeSWKSSkyworks Solutions3.7021 of 5 stars$76.93-3.2%$72.87-5.3%-20.8%$11.42B$4.18B30.7710,100Positive NewsAnalyst ForecastRMBSRambus3.4099 of 5 stars$103.99+1.3%$93.50-10.1%+141.5%$11.19B$556.62M49.05760Analyst DowngradeLSCCLattice Semiconductor2.2801 of 5 stars$71.67+0.4%$65.67-8.4%+41.9%$9.81B$509.40M311.621,110Analyst ForecastCRUSCirrus Logic3.3005 of 5 stars$124.04-1.7%$123.00-0.8%+6.9%$6.37B$1.90B19.411,660Analyst ForecastSLABSilicon Laboratories1.2723 of 5 stars$128.88-1.3%$151.13+17.3%+19.4%$4.23B$584.39M-40.021,889Analyst ForecastAMBAAmbarella3.0562 of 5 stars$82.83-0.5%$93.88+13.3%+49.6%$3.54B$284.86M-39.26900Analyst ForecastInsider TradeDIODDiodes2.9281 of 5 stars$52.76-0.6%$55.00+4.2%-17.4%$2.45B$1.31B38.518,593News CoverageAnalyst UpgradePOWIPower Integrations4.8383 of 5 stars$39.37-1.6%$61.67+56.6%-38.3%$2.21B$418.97M67.88830Analyst Forecast Related Companies and Tools Related Companies MTSI Competitors ANET Competitors SWKS Competitors RMBS Competitors LSCC Competitors CRUS Competitors SLAB Competitors AMBA Competitors DIOD Competitors POWI Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:SMTC) was last updated on 10/9/2025 by MarketBeat.com Staff From Our PartnersMagnificent 7 being replaced by the “Hidden 7”?BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...Chaikin Analytics | SponsoredAn $8 trillion-dollar discovery 17,000 ft underwater A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...Porter & Company | SponsoredREVEALED: Something Big Happening Behind White House DoorsWhat I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredURGENT: The Market's 3 Red Flags Are FlashingHere’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...StockEarnings | Sponsored2013 miner reveals his trading systemWhile everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...Crypto Swap Profits | SponsoredThe Tiny Stock Set to Soar with Musk's AI AmbitionsThe Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...Behind the Markets | SponsoredIf You Keep Cash In A U.S. Bank Account… Read This NOWThe Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Semtech Corporation Please log in to your account or sign up in order to add this asset to your watchlist. Share Semtech With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
