Is Semtech (SMTC) overvalued or fairly valued?

MarketChacha shows Semtech's valuation in context — a trailing P/E of about 917.9, a forward P/E of about 35.1, a price-to-book of about 22.4 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Semtech's revenue?

Semtech reported revenue of $1.0B for FY2026, with net profit of $-40.4M, per official filings.

What is the share price of Semtech (SMTC)?

Semtech last traded at $137.69 (-0.1% on the day), as of 7/22/2026 — a delayed quote shown for education, not investment advice.

Semtech

SMTC · NYSE · Technology · United States

$137.69-0.1%

Delayed · as reported by Yahoo Finance · as of Jul 22, 2026, 7:29 PM

Snapshot

TickerSMTC

ExchangeNYSE

SectorTechnology

IndustrySemiconductors

CountryUnited States

Employees1,920

HeadquartersCamarillo, United States

Market cap$12.8B

P/E (TTM)917.9

P/B22.4

Volume632.9K

Websitewww.semtech.com

Filings tracked5

About Semtech

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.

Profile as reported by Yahoo Finance.

Who owns it

Insiders0.9%
Institutions99.1%
Public & other0.0%

593 institutional holders

As reported by Yahoo Finance.

Top holders

Blackrock Inc.15.27%
Ameriprise Financial, Inc.8.00%
Vanguard Portfolio Management LLC7.43%
Capital Research Global Investors4.46%
Vanguard Capital Management LLC4.45%
State Street Corporation4.36%
Geode Capital Management, LLC2.71%
Wellington Management Group, LLP2.56%

Largest institutional holders, as reported by Yahoo Finance (as of 3/31/2026).

Forensic scorecard

Margin has compressed by about 12.0 points over the period — profitability is trending down.

Net margin trend8.1% → -3.8%

Margin has compressed by about 12.0 points over the period — profitability is trending down.

Return on equity-7.3%

Latest ROE of -7.3% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $360.0M · EPS 0.73

Est. earnings growth +51.2%

Next fiscal year

Rev $1.7B · EPS 3.90

Est. earnings growth +46.8%

Analyst consensus estimates — not the company's own guidance. As reported by Yahoo Finance.

$46.0252-wk range$177.35

Delayed · as reported by Yahoo Finance

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Market cap

$12.8B

Day change

-0.1%

P/E (TTM)

917.9

Fwd P/E

35.1

P/B

22.4

Beta

2.31

Revenue (FY2026)

$1.0B

Net margin

-3.8%

ROE

-7.3%

Revenue CAGR (3y)

+11.5%

EPS (FY2026)

-0.46

Net profit (FY2026)

$-40.4M

Market figures: Delayed · as reported by Yahoo Finance. Financials as reported in company filings.

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Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$1.0B	$-40.4M	-0.46	-3.8%	-7.3%
FY2025	$909.3M	$-161.9M	-2.26	-17.8%	-29.8%
FY2024	$868.8M	$-1.1B	-17.03	-125.7%	—
FY2023	$756.5M	$61.4M	0.96	8.1%	8.1%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$291.0M	$26.6M	0.27	9.1%
2025Q4	$267.0M	$-2.9M	-0.03	-1.1%
2025Q3	$257.6M	$-27.1M	-0.31	-10.5%
2025Q2	$251.1M	$19.3M	0.22	7.7%
2024Q4	$236.8M	$-7.6M	-0.10	-3.2%
2024Q3	$215.4M	$-170.3M	-2.61	-79.1%
2024Q2	$206.1M	$-23.2M	-0.36	-11.2%
2023Q4	$200.9M	$-38.3M	-0.60	-19.0%
2023Q3	$238.4M	$-382.0M	-5.97	-160.3%
2023Q2	$236.5M	$-29.4M	-0.46	-12.4%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Material agreement, Material financial obligation, Exhibits
SEC7/6/2026material
8-K — Executive/director change, Shareholder vote results
SEC6/8/2026material
10-Q filing
SEC5/27/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC5/26/2026material
10-K filing
SEC3/23/2026

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed · as reported by yahoo finance) are delayed and shown for reference only. Verify with the linked sources before acting.