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SMTC Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologySemiconductorsScore data as of Oct 21, 2026

SMTCSemtech Corporation

Technology / Semiconductors

Low Priority

Relative Laggard

BearishEdge 2/10
$141.63+$5.43 (+3.99%)

Latest quote

  • Momentum
    15
  • Value
    26
  • Quality
    68
  • Risk resilience
    27
  • Sentiment
    —
algovestiq.comScore data as of Oct 21, 2026

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 23, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 36/100

Momentum 15/100 and sentiment — before the next covered event.

Recent coverage
4 articles

Updated Oct 21, 2026 · Sentiment 42.78%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 15/100AIQ Edge 2/10 Relative Laggard
Beat rate
100%
4 of 4 reported periods
Average surprise
+9.6%
Across covered historical reports
Latest result
+15.6%
Aug 25, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Nov 23, 2026—$1.06——$410.62M—
Aug 25, 2026—$0.61$0.71+15.6%$328.67M$341.9M
May 26, 2026—$0.45$0.51+12.4%$283.53M$291M
Mar 16, 2026—$0.43$0.44+2.3%$273.2M$274.4M
Nov 24, 2025—$0.44$0.48+7.9%$266.43M$266.97M

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
15
Buy
2
Hold
12-month analyst target
$201.23
+42.08% versus current price
Based on 17 analyst observations. Targets are estimates, not predictions.
Low target
$150.00
+5.91% vs latest price
Average target
$201.23
+42.08% vs latest price
High target
$300.00
+111.82% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 23, 2026

Next known earnings or reporting date.

EPS estimate$1.12

Current analyst expectation for the upcoming report.

Revenue estimate$416.69M

Current analyst expectation for the upcoming report.

Sentiment score—

News pressure around the setup.

Momentum score15

Where event reaction would show up first.

AIQ score36/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
17
Average target
$201.23
Target upside
42.08%
Target range
$150.00 - $300.00
90-day revisions
62

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
4
Neutral
0
Negative
0
gurufocus.com · Oct 16, 2026

Semtech (SMTC) Raises Q3 Outlook, Shares React Amid Valuation Debate

On October 16, 2026, Semtech Corp (NASDAQ: SMTC) announced an upbeat third-quarter earnings outlook and provided a long-term forecast through 2030, sparking ren

gurufocus.com · Oct 16, 2026

Northland Upgrades Semtech (SMTC) to Outperform with $186 Price Target Amid Share Price Drop

On October 16, 2026, Northland upgraded Semtech Corp (NASDAQ: SMTC) from Market Perform to Outperform, setting a new price target of $186. This upgrade follows

seekingalpha.com · Oct 16, 2026

Semtech Corporation (SMTC) Analyst/Investor Day Transcript

Semtech Corporation (SMTC) Analyst/Investor Day October 15, 2026 12:00 PM EDTCompany ParticipantsMitchell Haws - Senior Vice President of Investor...

gurufocus.com · Oct 16, 2026

Semtech (SMTC) Raises Q3 Revenue Guidance Above Consensus Amid Strategic Outlook

On October 15, 2026, Semtech Corporation (NASDAQ: SMTC) updated its third-quarter revenue guidance, now projecting $415 million to $420 million, exceeding the p

Open full news and sentiment

SMTC Catalysts FAQ

What are the next catalysts for SMTC stock?

SMTC's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move SMTC stock?

Upcoming events that could move SMTC include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could SMTC's next earnings report affect the stock?

SMTC's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive SMTC stock higher?

SMTC could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt SMTC stock?

SMTC could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.