Stocks›Technology›SMTC

SMTC

Semtech Corporation

NasdaqResearch view

$182.30+4.47%

Sep 25 close · 1D EOD · Databento

TechnologySemiconductors & Related DevicesLarge-capSEC EDGAR FY 2026-01-25

What happened

Daily closes · dots are Wire stories

1 story has a settled receipt so far (1 on the Wire). The record starts speaking at three.

What’s next

Expected around late November, going by its own filing history. The company has not announced a date yet. Its matching report came Nov 24, 2025 and Nov 25, 2024, after the close.

Last report

Aug 25, 2026+10.41%

after the close

Last 4, next close

median 7.41% either way

up 2 of 4

Every report since 2023 →

DateEventSourceNext close

Aug 25Semtech earnings beat by $0.10, revenue topped estimatesInvesting.comInvesting.com+10.41%
Aug 25Earnings release, after the close · 8-KSEC EDGARSEC EDGAR ↗+10.41%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

Big days · last year

Daily closes · Databento EOD

23 big days: a close more than 8.87% from the one before, three times SMTC’s median day (2.96%). On 5 of 23, its largest peers moved the same way at least half as far. We show what we hold, never a cause.

Shaded: since our stories began, May 26, 2026

23Sep 16, 2026
Sep 16, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +0.4% did not move with it
+0.4% did not move with itAMD +1.6 · NVDA +0.8 · MU −0.1 · AVGO +0.1
+11.03%
22Sep 14, 2026
Sep 14, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −4.6% did not move with it
−4.6% did not move with itMU −5.3 · AVGO −4.8 · AMD −4.4 · NVDA −3.4
−12.07%
21Sep 8, 2026
Sep 8, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +0.7% did not move with it
+0.7% did not move with itAMD +5.9 · AVGO +3.0 · NVDA −2.0 · MU −1.6
+9.96%
20Sep 4, 2026
Sep 4, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +2.8% did not move with it
+2.8% did not move with itMU +6.1 · AMD +4.7 · NVDA +0.8 · AVGO +0.2
+9.22%
19Aug 26, 2026
Aug 26, 2026Results · 1 storySemtech earnings beat by $0.10, revenue topped estimates · Investing.comGroup +0.0% did not move with it
+0.0% did not move with itNVDA −1.6 · MU +0.6 · AMD +0.4 · AVGO −0.3
+10.41%
18Aug 18, 2026
Aug 18, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −3.7% did not move with it
−3.7% did not move with itMU −7.0 · AMD −4.3 · AVGO −3.2 · NVDA −2.3
−12.31%
17Aug 17, 2026
Aug 17, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −0.1% did not move with it
−0.1% did not move with itMU +4.1 · AMD −1.6 · AVGO −0.1 · NVDA −0.1
+9.88%
16Aug 6, 2026
Aug 6, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +0.2% did not move with it
+0.2% did not move with itAMD +1.5 · MU −1.3 · AVGO +0.6 · NVDA −0.1
+11.16%
15Jul 30, 2026
Jul 30, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +8.9% moved the same way
+8.9% moved the same wayMU +18.4 · AMD +13.0 · AVGO +4.7 · NVDA +2.6
+10.68%
14Jul 24, 2026
Jul 24, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −3.0% did not move with it
−3.0% did not move with itMU −7.0 · AMD −3.3 · AVGO −2.7 · NVDA −0.9
−9.20%
13Jul 21, 2026
Jul 21, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +5.2% moved the same way
+5.2% moved the same wayMU +12.2 · AMD +8.1 · AVGO +2.2 · NVDA +2.0
+9.50%
12Jul 7, 2026
Jul 7, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −2.8% did not move with it
−2.8% did not move with itAMD −6.5 · MU −4.7 · AVGO −0.8 · NVDA +0.7
−8.99%
11Jul 1, 2026
Jul 1, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −4.6% did not move with it
−4.6% did not move with itMU −10.6 · AMD −6.9 · AVGO −2.2 · NVDA −1.3
−9.16%
10Jun 22, 2026
Jun 22, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +0.8% did not move with it
+0.8% did not move with itMU +6.8 · AVGO −4.7 · AMD +2.6 · NVDA −1.0
+10.43%
9Jun 5, 2026
Jun 5, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup −9.4% moved the same way
−9.4% moved the same wayMU −13.3 · AMD −10.9 · AVGO −7.9 · NVDA −6.2
−10.82%
8Jun 2, 2026
Jun 2, 2026Nothing in our recordNo SMTC story, brief or results filing in our record that dayGroup +2.5% did not move with it
+2.5% did not move with itAVGO +4.7 · MU +2.8 · AMD +2.2 · NVDA −0.7
+11.40%
7May 11, 2026
May 11, 2026Before our storiesGroup +1.4% did not move with it
+1.4% did not move with itMU +6.5 · NVDA +2.0 · AMD +0.8 · AVGO −0.4
+12.08%
6Apr 16, 2026
Apr 16, 2026Before our storiesGroup +0.3% did not move with it
+0.3% did not move with itAMD +7.8 · AVGO +0.4 · NVDA −0.3 · MU +0.2
+9.83%
5Mar 31, 2026
Mar 31, 2026Before our storiesGroup +5.2% moved the same way
+5.2% moved the same wayNVDA +5.6 · AVGO +5.5 · MU +5.0 · AMD +3.8
+8.89%
4Mar 17, 2026
Mar 17, 2026ResultsThe first close after a results filing (SEC 8-K, Item 2.02)Group −0.4% did not move with it
−0.4% did not move with itMU +4.5 · AVGO −1.1 · NVDA −0.7 · AMD −0.1
−11.00%
3Feb 2, 2026
Feb 2, 2026Before our storiesGroup +2.0% did not move with it
+2.0% did not move with itMU +5.5 · AMD +4.0 · NVDA −2.9 · AVGO −0.1
+10.04%
2Nov 24, 2025
Nov 24, 2025Before our storiesGroup +6.8% moved the same way
+6.8% moved the same wayAVGO +11.1 · MU +8.0 · AMD +5.5 · NVDA +2.0
+9.65%
1Sep 30, 2025
Sep 30, 2025Before our storiesGroup +1.4% did not move with it
+1.4% did not move with itNVDA +2.6 · MU +2.1 · AVGO +0.6 · AMD +0.3
+15.28%

A story on the same day is not a cause, and a group move is not proof either. Group: NVDA, AVGO, MU, AMD, the largest companies in SMTC’s SEC industry; “the same way” means the same direction and at least half as far. Prior-session closes only; not a call, not advice.

The numbers · FY2026, filed

SEC EDGAR

Market cap$17.0B

Revenue$1.0B+15.50%

Net income$-40.4M

EPS, diluted$-0.46+79.60%

Gross margin51.6%

Operating margin3.1%

Return on equity-7.3%

Debt / equity0.89

All filed figures

Snapshot

SEC EDGAR · FY 2026-01-25

SectorTechnology

Market Cap$17.0B

Enterprise Value$17.3B

Income$-40.4M

Sales$1.0B

Book/sh$5.90

Cash/sh$2.10

Dividend TTM—

Payout—

Employees—

IPO—

Quick Ratio1.66

Current Ratio2.37

Debt/Eq0.89

EPS (ttm)$-0.46

EPS this Y79.6%

EPS past 3/5Y—

Sales past 3/5Y11.5%

EPS Y/Y TTM79.6%

Sales Y/Y TTM15.5%

Shs Outstand93.15M

ROA-2.9%

ROE-7.3%

ROIC7.5%

Gross Margin51.6%

Oper. Margin3.1%

Profit Margin-3.8%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$740.9M

FY22

$756.5M

FY23

$868.8M

FY24

$909.3M

FY25

$1.0B

FY26

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$740.9M	$756.5M	$868.8M	$909.3M	$1.0B
Gross Profit	$461.1M	$478.6M	$296.3M	$456.5M	$542.1M
Operating Income	$145.0M	$92.8M	$-944.3M	$49.9M	$32.6M
Net Income	$125.7M	$61.4M	$-1.1B	$-161.9M	$-40.4M
Diluted EPS	$1.92	$0.96	$-17.03	$-2.26	$-0.46
Operating Cash Flow	$203.1M	$126.7M	$-93.9M	$58.0M	$181.2M
Free Cash Flow	$176.9M	$98.4M	$-123.1M	$50.1M	$171.4M

Same industry

In the screener →

NVDA$5.47T AVGO$1.68T MU$1.22T AMD$1.03T INTC$620.4B AMAT$384.9B ARM$330.2B TXN$253.9B

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.