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Semtech Corporation (SMTC)

Technology | Semiconductors | Camarillo, United States | NasdaqGS
107.71 USD +5.27 (5.144%) ⇧ (April 17, 2026, 4 p.m. EDT)
After hours: 108.90 +1.19 (1.105%) ⇧ (April 17, 2026, 7:57 p.m. EDT)

Short-term: ★★★★★ | Long-term: ★★★☆☆ | Dividends: ★★☆☆☆
Hot Take | April 19, 2026, 12:05 a.m. EDT

SMTC is in a high-conviction short-term breakout play. The stock is trading just above a double-by-two cluster above its 50-day average, and options flow confirms aggressive bullish speculation targeting the 120-125 zone. While the forward P/E of nearly 37 and negative trailing earnings suggest a traditional value trap for the long term, the company's 9.3% revenue growth and massive percentage gains from the 52-week low (from ~$24 to ~$107) validate a momentum-based thesis. The ideal entry is now, but investors should recognize this is a speculative growth trade with no current dividend support.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.069640
MSTL0.080333
AutoETS0.084500
AutoARIMA0.084845

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 61%
H-stat 1.87
Ljung-Box p 0.000
Jarque-Bera p 0.164
Excess Kurtosis -0.19
Attribute Value
Sector Technology
Ex Dividend Date 1980-09-04
Debt to Equity Ratio 94.229
Revenue per Share 11.881
Market Cap 10,011,769,856
Forward P/E 36.99
Beta 2.06
Profit Margins -3.84%
Website https://www.semtech.com

As of April 19, 2026, 12:05 a.m. EDT: Options flow exhibits a strong bullish bias with significant open interest (OI) concentration in Call expirations. Call strikes at 120.0 and 130.0 show new flow and high volume spikes, suggesting speculative positioning above current price levels (107.71). Put OI is heavily skewed toward deep out-of-the-money strikes (deep OTM bears), while ATM put volume is negligible compared to calls. The Call/Put ratio and OTM positioning heavily favor upside momentum, indicating speculators are pricing in a continued rally towards the 120+ strike zone within 1-2 months.


Info Dump

Attribute Value
52 Week Change 3.4252257
Address1 200 Flynn Road
All Time High 110.55
All Time Low 0.109375
Ask 108.02
Ask Size 4
Audit Risk 4
Average Analyst Rating 1.2 - Strong Buy
Average Daily Volume10 Day 2,426,380
Average Daily Volume3 Month 2,091,946
Average Volume 2,091,946
Average Volume10Days 2,426,380
Beta 2.058
Bid 107.44
Bid Size 3
Board Risk 2
Book Value 5.932
City Camarillo
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 5
Country United States
Crypto Tradeable 0
Currency USD
Current Price 107.71
Current Ratio 2.374
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 110.55
Day Low 104.7
Debt To Equity 94.229
Display Name Semtech
Earnings Call Timestamp End 1,773,693,000
Earnings Call Timestamp Start 1,773,693,000
Earnings Timestamp 1,773,691,200
Earnings Timestamp End 1,779,912,000
Earnings Timestamp Start 1,779,912,000
Ebitda 163,076,992
Ebitda Margins 0.15531999
Enterprise To Ebitda 63.372
Enterprise To Revenue 9.843
Enterprise Value 10,334,584,832
Eps Current Year 2.21047
Eps Forward 2.91168
Eps Trailing Twelve Months -0.46
Esg Populated 0
Ex Dividend Date 336,960,000
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 85.487
Fifty Day Average Change 22.223
Fifty Day Average Change Percent 0.25995764
Fifty Two Week Change Percent 342.52258
Fifty Two Week High 110.55
Fifty Two Week High Change -2.840004
Fifty Two Week High Change Percent -0.025689768
Fifty Two Week Low 24.05
Fifty Two Week Low Change 83.66
Fifty Two Week Low Change Percent 3.4785864
Fifty Two Week Range 24.05 - 110.55
Financial Currency USD
First Trade Date Milliseconds 322,151,400,000
Float Shares 92,412,050
Forward Eps 2.91168
Forward P E 36.99239
Free Cashflow 146,607,376
Full Exchange Name NasdaqGS
Full Time Employees 1,920
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.5251
Gross Profits 551,337,024
Has Pre Post Market Data 1
Held Percent Insiders 0.00741
Held Percent Institutions 1.12563
Implied Shares Outstanding 92,951,167
Industry Semiconductors
Industry Disp Semiconductors
Industry Key semiconductors
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,769,299,200
Last Split Date 969,926,400
Last Split Factor 2:1
Long Business Summary Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company also offers analog mixed signal and wireless products; protection devices, such as filter and termination devices which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. The company sells its products through direct sales personnel, independent sales representative firms, and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.
Long Name Semtech Corporation
Market us_market
Market Cap 10,011,769,856
Market State CLOSED
Max Age 86,400
Message Board Id finmb_302594
Most Recent Quarter 1,769,299,200
Net Income To Common -40,376,000
Next Fiscal Year End 1,800,835,200
Non Diluted Market Cap 10,011,770,197
Number Of Analyst Opinions 13
Open 105.625
Operating Cashflow 181,168,000
Operating Margins 0.098570004
Overall Risk 2
Payout Ratio 0.0
Peg Ratio 1.21
Phone 805 498 2111
Post Market Change 1.1900024
Post Market Change Percent 1.1048207
Post Market Price 108.9
Post Market Time 1,776,470,273
Previous Close 102.44
Price Eps Current Year 48.727196
Price Hint 2
Price To Book 18.15745
Price To Sales Trailing12 Months 9.535246
Profit Margins -0.03845
Quick Ratio 1.418
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.21429
Region US
Regular Market Change 5.27
Regular Market Change Percent 5.14447
Regular Market Day High 110.55
Regular Market Day Low 104.7
Regular Market Day Range 104.7 - 110.55
Regular Market Open 105.625
Regular Market Previous Close 102.44
Regular Market Price 107.71
Regular Market Time 1,776,456,000
Regular Market Volume 3,569,843
Return On Assets 0.05447
Return On Equity -0.07394
Revenue Growth 0.093
Revenue Per Share 11.881
Sand P52 Week Change 0.38150132
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 2
Shares Outstanding 92,951,167
Shares Percent Shares Out 0.058000002
Shares Short 5,387,755
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 4,619,681
Short Name Semtech Corporation
Short Percent Of Float 0.066199996
Short Ratio 2.04
Source Interval 15
State CA
Symbol SMTC
Target High Price 122.0
Target Low Price 89.0
Target Mean Price 105.53846
Target Median Price 105.0
Total Cash 195,179,008
Total Cash Per Share 2.1
Total Debt 517,993,984
Total Revenue 1,049,974,976
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.46
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 70.3155
Two Hundred Day Average Change 37.3945
Two Hundred Day Average Change Percent 0.5318102
Type Disp Equity
Volume 3,569,843
Website https://www.semtech.com
Zip 93,012-8790