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Semtech Stock Price, News & Analysis

SMTC Nasdaq

Welcome to our dedicated page for Semtech news (Ticker: SMTC), a resource for investors and traders seeking the latest updates and insights on Semtech stock.

Semtech Corporation (SMTC) provides essential semiconductor solutions powering IoT ecosystems, industrial automation, and advanced connectivity. This dedicated news hub offers investors and technology professionals timely updates on corporate developments shaping the analog and mixed-signal semiconductor sector.

Key resources include: Earnings announcements detailing financial performance, product launch updates for IoT connectivity modules, strategic partnership disclosures, and technology innovation reports. All content is curated to help stakeholders track SMTC's role in enabling next-generation communication infrastructure and smart device ecosystems.

Bookmark this page for direct access to verified press releases and objective reporting on Semtech's advancements in signal integrity solutions, advanced protection technologies, and IoT system deployments. Check regularly for critical updates impacting semiconductor industry trends and enterprise connectivity markets.

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Semtech (Nasdaq: SMTC) released its 2025 Corporate Social Responsibility Report, outlining progress across environmental, social and governance initiatives and linking sustainability to competitiveness.

Key highlights include $868.8 million in fiscal 2024 revenue, >30% of global IoT LPWAN connections powered by LoRa technology, ISO 14001:2015 certification at three facilities, energy-efficiency upgrades across 33 locations, employee engagement rising from 57% to 68%, and >100 suppliers in conflict-minerals due diligence programs. The company plans to submit science-based climate targets in 2026 aiming for alignment with 1.5°C pathways and net-zero by 2050.

Full report and details available at the company's corporate citizenship website.

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Semtech (Nasdaq: SMTC) will showcase its IoT connectivity, sensing and circuit protection portfolio at CES 2026 from Jan 6–9, 2026 in Las Vegas. Demonstrations include LoRa long-range low-power connectivity and LoRaWAN solutions for smart cities, industrial monitoring and asset tracking; PerSe person and force sensing for automotive, mobile and industrial HMI; transient voltage suppression (TVS) and ESD protection; and a unified cellular+satellite IoT solution with HL78/HL79 modules, Smart Connectivity Premium eSIM and Skylo NTN failover.

Semtech will co-sponsor a LoRa Alliance reception on Jan 6 and participate in a panel on Jan 7. Visit the Venetian suite (Murano 3201A) or LoRa Alliance Pavilion (LVCC North Hall, stand #10349).

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Semtech (Nasdaq: SMTC) announced that company executives will speak at the UBS Global Technology and AI Conference on December 3, 2025 at 3:55 PM PT. The event will include a live webcast and registration is available.

Semtech is described as a provider of high-performance semiconductors, IoT systems and cloud connectivity services targeting infrastructure, industrial and consumer markets. The announcement reiterates where to find more information about Semtech technology and corporate channels.

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Semtech (Nasdaq: SMTC) reported record net sales of $267.0 million for Q3 FY2026, up 13% year-over-year. GAAP gross margin was 51.9% and non-GAAP adjusted gross margin was 53.0%. GAAP operating margin improved to 11.6% from 7.5% a year ago, while non-GAAP adjusted operating margin rose to 20.6% from 18.3%.

GAAP diluted loss per share narrowed to $0.03 versus a $0.10 loss a year ago; non-GAAP adjusted diluted EPS was $0.48 versus $0.26 a year ago. Adjusted EBITDA was $62.7 million (23.5% margin). The company provided Q4 FY2026 non-GAAP outlook: $273.0 million sales and adjusted diluted EPS of $0.43.

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Semtech (Nasdaq: SMTC) announced the Unified Software Platform (LoRa USP) for LoRa Plus devices on November 12, 2025, enabling multi-protocol IoT on a single hardware SKU.

LoRa USP supports LoRaWAN, Wireless M-Bus, Wi-SUN FSK and proprietary protocols with backward-compatible builds for Generation 2–4 LR20xx radios, aiming to reduce inventory SKUs, enable dynamic protocol selection, and accelerate certification. The release cites a $108B global smart metering market by 2034 and IDC findings that >80% of utilities prioritize openness.

LoRa USP is available now; Semtech will demo dual connectivity and Wi-SUN at Enlit 2025 (Nov 18–20, Bilbao) and highlights cellular/satellite IoT modules HL7900E and EM8695.

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Semtech (Nasdaq: SMTC) will release its Q3 fiscal 2026 results after market close on Monday, November 24, 2025. A conference call and live webcast to discuss Q3 performance, current business conditions and outlook will be held the same day at 1:30 p.m. PT / 4:30 p.m. ET. Dial-in numbers: 877-407-0312 (toll-free) or 201-389-0899 (toll/international) with confirmation #13755726. The webcast will be available under the Investor Events section of Semtech’s investor website, with a replay and transcript posted after the call.

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Semtech (Nasdaq: SMTC) will showcase its AirLink 5G router portfolio at the IACP Annual Conference & Exposition 2025, Oct 18-21 at the Colorado Convention Center in Denver.

Key highlights include the network slice-enabled XR80 and XR90 Gen2 routers for mobile command centers and in-vehicle use, multi-carrier certification (FirstNet Trusted, T-Priority, Verizon Frontline), native network slicing support, AI video compression integration reducing bandwidth by up to 90%, and remote management via AirLink Management Service. Live demos take place at booth #3714. Semtech also sponsors IACP events on Oct 19, including the Lexipol IACP Experience and Getac F1 Experience.

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Semtech (Nasdaq: SMTC) closed a private offering of $350.0M 0.00% convertible senior notes due 2030 and the full exercise of a $52.5M greenshoe, for an aggregate offering of $402.5M.

Total net proceeds were approximately $391.2M. Semtech expects to use ~$220.6M plus ~3.0M shares to exchange ~$219.0M of 2027 notes, ~$63.1M plus ~2.2M shares to exchange ~$61.95M of 2028 notes, and ~$107.6M plus ~$3.5M cash to repay its term loan.

After closings (exchanges expected on Oct 14, 2025), outstanding debt will be ~$100.5M aggregate principal of 2027 notes and ~$402.5M of 2030 notes. Key 2030 note economics: reference stock price $70.91, conversion price $101.05 (42.5% premium), capped-call adjusted effective conversion $141.82.

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Semtech (Nasdaq: SMTC) and Skylo launched the industry's first single‑vendor device‑to‑cloud terrestrial and satellite IoT solution combining Skylo‑certified HL7810/HL7812 LPWA modules, the Smart Connectivity Premium SIM with integrated NTN access, and unified management via the AirVantage platform.

Key facts: automatic switching between terrestrial and satellite networks; access to 600+ 4G/5G networks across 190+ countries; Skylo NTN coverage across 36 countries and ~60 million km2; IoT‑NTN connections projected to grow >25% annually through 2030. Testing is open now with general availability planned for November 2025.

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Semtech (Nasdaq: SMTC) priced a private offering of $350.0 million of 0% convertible senior notes due 2030, with an initial purchaser option for an additional $52.5 million. Net proceeds are expected to be approximately $340.2 million assuming no exercise of the option. The initial conversion rate is 9.8964 shares per $1,000 (≈ $101.05 per share, a ~42.5% premium to the Oct 7, 2025 close).

Planned uses: ~$220.6M plus ~3.0M shares to exchange ~$219.0M of 2027 notes; ~$63.1M plus ~2.2M shares to exchange ~$61.95M of 2028 notes (remaining 2028); ~$56.5M to repay ~$56.3M term loans; and ~$27.3M of cash on hand for capped call costs. Capped call cap price initially $141.82 per share. Closings expected ~Oct 10 and ~Oct 14, 2025, subject to customary conditions.

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FAQ

What is the current stock price of Semtech (SMTC)?

The current stock price of Semtech (SMTC) is $72.89 as of December 12, 2025.

What is the market cap of Semtech (SMTC)?

The market cap of Semtech (SMTC) is approximately 7.4B.
Semtech

Nasdaq:SMTC

SMTC Rankings

SMTC Stock Data

7.38B
91.94M
0.7%
121.27%
9.44%
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