Semtech (SMTC) Stock Gets Fair Value Bump As Analysts Back Data Center And LoRa
Analysts have increased Semtech's (SMTC) fair value price target from US$204.83 to US$210.33, driven by stronger contributions from its data center and LoRa segments. Several firms like Oppenheimer, Roth Capital, and UBS have raised price targets, citing increased data center exposure and expanding gross margins. While bullish sentiment is strong, Morgan Stanley maintains an Equal Weight rating, and Roth Capital noted potential confusion due to the divestiture of cellular modules.
SMTC5672444 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Semtech Corporation (SMTC) bond, SMTC5672444, highlighting its 4.0% coupon rate and November 1, 2028, maturity date. It covers key facts about the issuer, bond classification, credit risk assessment, and interest payment schedule. The bond has a face value and minimum denomination of 1,000 USD.
Semtech Corp Officer Hong Hou Files Form 144 to Sell 2,000 Shares Valued at $382,420
Hong Hou, an officer and director at Semtech Corporation (NASDAQ: SMTC), has filed a Form 144 notice to sell 2,000 shares of the company's common stock, valued at $382,420. This sale will be executed on October 2, 2026, through Fidelity Brokerage Services LLC, under a pre-established Rule 10b5-1 trading plan adopted on December 17, 2025. The shares were acquired via restricted stock vesting and this transaction follows previous sales by Hou in July, August, and September 2026.
MACOM, Texas Instruments, Semtech, Amkor, and Teradyne Stocks Trade Up, What You Need To Know
Several semiconductor stocks, including MACOM, Texas Instruments, Semtech, Amkor, and Teradyne, saw their shares jump after weaker-than-expected U.S. employment data eased interest rate pressure. This data, showing nonfarm payrolls increased by only 29,000 in September and a rising unemployment rate, led to lower Treasury yields, which typically benefits high-multiple growth equities. Semtech, in particular, saw a significant rise and set a new 52-week high, partly driven by Oppenheimer raising its price target due to strong demand in AI data centers.
After three 2,000-share sales, Hong Hou proposes selling 2,000 more Semtech (SMTC) shares.
Hong Hou, an officer and director at Semtech Corp (SMTC), has proposed selling 2,000 common shares with an aggregate market value of $382,420, with an approximate sale date of October 2, 2026. This proposed sale follows three previous sales of 2,000 shares each conducted between July and September 2026. The shares were acquired through restricted stock vesting on January 2, 2026.
Semtech Corporation stock hits all-time high at 191.92 USD
Semtech Corporation's stock reached an all-time high of $191.92, currently trading at $193.50 with a market capitalization of $17.41 billion. Despite appearing overvalued by InvestingPro analysis, the company has seen a 159.15% growth over the past year, driven by strong investor confidence and positive analyst revisions. Analysts from BMO Capital, StoneX, Northland, and Stifel have reiterated positive ratings and price targets, citing the company's strong performance, robust gross margins, and strategic focus on high-growth areas.
SMTC Maintained by Oppenheimer -- Price Target Raised to $225
Oppenheimer analyst Rick Schafer maintained an Outperform rating for Semtech (SMTC) and raised its price target to $225.00 from $200.00, reflecting a positive outlook despite the stock being significantly overvalued by its GF Value™. Semtech, specializing in semiconductor and connectivity solutions, has a GF Score™ of 74/100, indicating solid fundamentals, but its valuation rank is low due to a high P/E ratio. Insider activity shows significant selling, suggesting caution for potential investors.
A proposed sale by Semtech (SMTC) officer Mark Lin covers 967 shares vesting as compensation.
Semtech officer Mark Lin has filed a notice for a proposed sale of 967 common shares, valued at approximately $172,967.29, scheduled for October 1, 2026. These shares are restricted stock vesting as compensation. The notice also details two previous sales by Lin: 970 shares on July 1, 2026, and 683 shares on September 10, 2026.
Semtech (NASDAQ:SMTC) Stock Price Target Raised at Oppenheimer
Oppenheimer has raised its price target for Semtech (NASDAQ:SMTC) from $200 to $225, reiterating an "outperform" rating, indicating a potential upside of 26.16%. This increase follows Semtech's strong Q2 results, where the company exceeded EPS and revenue expectations with 32.7% year-over-year growth. The semiconductor company also maintains a "Moderate Buy" consensus rating from analysts, with 16 out of 19 recommending Buy or Strong Buy.
Oppenheimer Adjusts Semtech Price Target to $225 From $200, Maintains Outperform Rating
Oppenheimer has increased its price target for Semtech (SMTC) to $225 from $200 while maintaining an "Outperform" rating on the stock. This adjustment reflects continued analyst confidence in the semiconductor company's future performance.
SMTC5674168 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the SMTC5674168 bond issued by Semtech Corp. It covers key facts such as issuer information, issue and maturity dates, face value, and minimum denomination. The profile also includes details on the bond's coupon payments, redemption information, and upcoming payment schedule.
Semtech Corp (SMTC) Stock Down 4.1% but Still Overvalued -- GF S
Semtech Corp (SMTC) shares recently dropped 4.1% to $174.78 but are still considered significantly overvalued according to GuruFocus's GF Value, which estimates its fair value at $47.66. Despite a GF Score of 75/100 indicating above-average performance, the stock's valuation rank is very low (1/10), and insiders have sold $17.6 million in shares over the past year with no purchases. Investors are cautioned about potential downside risk due to the high P/E ratio and insider selling activity.
The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM
The Zacks Analyst Blog features Analog Devices, Semtech, Taiwan Semiconductor, and ASM International NV as top-ranked chip stocks poised for growth in October. These companies are benefiting significantly from the ongoing artificial intelligence (AI) boom, which is driving increased demand for semiconductors across various applications like data centers, networking, and advanced packaging. The article highlights their strong financial performance, favorable growth scores, and Zacks Rank, making them attractive investment opportunities in the current market.
At $172.61 a share, a Semtech (SMTC) director sold stock under a trading plan.
Paul V. Walsh Jr., a director at Semtech Corp. (SMTC), sold 500 shares of common stock at $172.61 per share on September 23, 2026. This transaction was conducted under a Rule 10b5-1 trading plan established on July 9, 2025. Following the sale, Mr. Walsh's direct holdings in the company amount to 26,600 shares.
Director Walsh Paul V Jr Sells 500 Shares of Semtech Corp (SMTC)
Director Walsh Paul V Jr sold 500 shares of Semtech Corp (SMTC) on September 23, 2026, reducing his holdings by 1.8%. This transaction is part of a broader insider selling trend, with 0 insider buys and 48 insider sells over the past year. GuruFocus assesses SMTC as "Significantly Overvalued" with a price-to-GF-Value ratio of 3.63, suggesting the stock is trading well above its intrinsic worth based on fundamentals and growth prospects.
US816850AJ0 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the US816850AJ0 bond issued by Semtech Corporation, focusing on its key characteristics, coupon payments, and redemption information. It outlines the issuer's business segments and provides essential financial metrics for potential investors to evaluate the bond's performance and risk. The bond has a 0% coupon, matures on October 15, 2030, and has an outstanding amount of $402.50 million USD.
$100 Invested In Semtech 5 Years Ago Would Be Worth This Much Today
This article calculates the current value of a $100 investment in Semtech (NASDAQ: SMTC) made five years ago. It reveals that the investment would now be worth $207.26, indicating Semtech has outperformed the market with an average annual return of 16.96%. The piece highlights the significant impact of compounded returns on investment growth.
Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?
Semtech (SMTC) is expanding into higher-growth connectivity markets with the introduction of a 10G passive optical network (PON) chipset for 50G optical line terminal (OLT) applications and two new transceivers for its LoRa Plus lineup. The new products offer power efficiency and expanded IoT capabilities, but Semtech faces intense competition and market adoption challenges. Institutional sentiment remains strong, suggesting potential for significant upside if these new technologies gain market traction.
A new system helps utilities protect thousands of remote devices over wired, cellular and satellite links.
Semtech and Palo Alto Networks have integrated their technologies to provide a Zero Trust security architecture for distributed industrial IoT assets. This collaboration helps utilities and critical infrastructure operators secure their vast networks of connected devices, including those using wired, cellular, and satellite links. The integrated solution combines Semtech's AirLink routers with Palo Alto Networks' Next-Generation Firewalls to offer automated, edge-to-core protection and simplify security management for complex operational technology environments.
Stifel reiterates Buy on Semtech stock, $188 target on portfolio focus
Stifel reiterated a Buy rating and an $188 price target for Semtech Corp. (NASDAQ:SMTC), citing the company's improved business profile and strategic focus on high-growth franchises: Signal Integrity for data centers, LoRa for industrial IoT, and Proximity Sensing for high-end consumer applications. Semtech's stock has shown strong performance with a 188% return over the past year. The company is streamlining its portfolio by divesting the lower-margin Sierra cellular module line, a move expected to leverage secular trends in AI infrastructure, industrial automation, and advanced consumer connectivity.
Stifel reiterates Buy on Semtech stock, $188 target on portfolio focus By Investing.com
Stifel reiterated a Buy rating and $188 price target on Semtech Corp. (NASDAQ:SMTC), citing the company's improved business profile and focus on three high-growth franchises: Signal Integrity for data centers, LoRa for industrial IoT, and Proximity Sensing for high-end consumer applications. The firm highlighted Semtech's strong stock performance, analyst consensus for a "Strong Buy," and significant revenue growth forecasts, further supported by the company's strategic divestiture of the lower-margin Sierra business. Other analysts from UBS, BMO Capital, Northland, and StoneX also maintain positive outlooks, emphasizing Semtech's market position, especially in AI infrastructure, and strong gross margins.
Stifel reiterates Buy on Semtech stock, $188 target on portfolio focus By Investing.com
Stifel reiterated a Buy rating and a $188 price target for Semtech Corp. (NASDAQ: SMTC), citing the company's improved business profile and focus on high-growth franchises like Signal Integrity, LoRa, and Proximity Sensing. The company's strategic move to divest its lower-margin Sierra business and concentrate on key areas like AI infrastructure and industrial automation has led to strong revenue growth and positive analyst sentiment. While analysts are largely bullish with upward earnings revisions, InvestingPro analysis suggests the stock might be overvalued at its current price.
One chip supports ground and satellite links. Semtech’s LR2021 wins an engineering design award.
Semtech Corporation's LoRa Plus™ LR2021 transceiver has won a 2026 EDGE Award for Design Innovation and the 25th IoTE Gold Award for Innovative Product. This single-chip solution supports both terrestrial and satellite connectivity across multiple frequency bands, simplifying IoT hardware and enabling higher data rates for next-generation applications. The LR2021 is designed for backward compatibility with LoRaWAN® and offers expanded physical layer modulations, including fast long-range communication (FLRC) up to 2.6 Mbps.
Semtech Corporation Announces Full Production Availability of Mobile Transport Portfolio Enabling 50G Fronthaul for 5G-Advanced Radio Deployments
Semtech Corporation has announced the full production availability of its mobile transport portfolio, designed to enable 50G fronthaul for 5G-Advanced radio deployments. This move supports the industry's shift towards 50G optical interfaces, crucial for handling increased uplink traffic from AI, AR, and generative AI applications. The portfolio, shipping in volume, includes solutions for 10 km duplex, 15 km bidirectional, and WDM links, and is built on Semtech's ClearEdge®, Tri-Edge™, and FiberEdge® product families.
Semtech Enables 50G Optical Transition for AI-Driven 5G-Advanced
Semtech Corporation has announced full production availability of its mobile transport portfolio, enabling 50G fronthaul for AI-driven 5G-Advanced radio deployments. This aligns with the industry's shift to 50G optical interfaces, driven by a surge in uplink traffic from AI applications, and supported by collaborations with companies like Ericsson and Nokia. Semtech's solutions, including its CDR and TIA products, are designed to meet the growing demands for increased capacity in mobile networks and facilitate the transition to 6G.
SMTC Stock Price and Chart — NASDAQ:SMTC
This article provides an overview of Semtech Corporation (SMTC) stock, including its current price, market capitalization, key financial stats, and recent performance. It highlights the company's new LR2021 transceiver aimed at simplifying IoT designs and includes analyst opinions and technical analysis for the stock.
Semtech (SMTC) insider sells out of direct stake
A Semtech Corp (SMTC) director, Rodolpho C. Cardenuto, sold 5,321 common shares on September 16, 2026, for a weighted-average price of $165.0025 per share. Following this transaction, Cardenuto reported holding no direct shares of Semtech common stock. This sale was not conducted under a Rule 10b5-1 trading plan.
Semtech Director Rodolpho Cardenuto Sells 5,321 Shares of Common Stock on September 16, 2026
Semtech Corp director Rodolpho C Cardenuto sold 5,321 shares of the company’s common stock on September 16, 2026, at a weighted average price of $165.0025 per share. This transaction resulted in Cardenuto holding zero direct beneficial shares in Semtech Corp after the sale. The details were revealed in a Form 4 filing with the SEC dated September 18, 2026.
Semtech Corporation stock hits all-time high of 177.44 USD
Semtech Corporation's stock has reached an all-time high of $177.44, currently trading at $177.27, with a market capitalization of $16.3 billion. The company has seen a 187.16% increase in its stock over the past year, reflecting strong investor confidence and positive market sentiment. Several analysts have updated their ratings and price targets for Semtech, citing strong financial results, growth in its data center business and LoRa product line, and increasing market share in connectivity.
Semtech Corp Executive Green Jason Elliot Exercises 2,511 Options at $0 and Forfeits 989 Shares at $163.94
Green Jason Elliot, Executive Vice President and Chief Commercial Officer of Semtech Corp, exercised options for 2,511 shares at $0 and forfeited 989 shares at $163.94 each on September 10, 2026. Following these transactions, Elliot's reported share ownership is 11,122 shares, and his derivative securities holding is 15,065. The option exercise increased his shareholdings, while the forfeiture reduced them, impacting his overall reported ownership.
Semtech Delivers 10G PON Chipset for Triple-Generation 50G OLT Modules
Semtech has launched an industry-first chipset for 10G PON OLT applications, designed to support GPON, XGS-PON, and 50G PON within a single SFP-DD module. The GN7153C OLT combo IC and GN28L46 burst-mode TIA offer high integration, low power consumption, and design flexibility, addressing the need for space-constrained and power-efficient solutions as network operators scale to 50G PON deployments. This chipset allows for significant power savings and reduces component count by optimizing the Received Signal Strength Indicator (RSSI) functionality.
Semtech (NASDAQ:SMTC) Aligns With Minervini’s Trend Template and High Growth Momentum Screen
Semtech (NASDAQ:SMTC) has been identified as a stock that aligns with Mark Minervini's trading framework, combining strong technical trends with robust fundamental growth. The stock passes Minervini's strict Trend Template criteria for price action and relative strength, and also meets high-growth momentum requirements with accelerating earnings and sales. This combination suggests that SMTC is a leading stock supported by both market momentum and improving financial performance.
Semtech (SMTC) insider plans new 683-share sale after recent stock trades
Semtech insider Mark Lin has filed a Rule 144 notice to sell 683 shares of SMTC common stock on September 10, 2026. This planned sale follows previous transactions in June and July 2026, where Lin sold 683 and 970 shares respectively. The shares to be sold originated from restricted stock vesting used as compensation.
Semtech Corp (SMTC) Stock Price, Quote, News & History
This Benzinga article provides a comprehensive overview of Semtech Corp (SMTC), including its stock price, key statistics, recent news, financial data, and analyst trends. It details SMTC's performance, P/E ratio, market capitalization, and dividend information, alongside news regarding its Q2 results and analyst forecast revisions. The article also lists competitors and provides answers to common investor questions about buying, forecasting, and earnings.
Van ECK Associates Corp Increases Position in Semtech Corporation $SMTC
Van ECK Associates Corp significantly increased its stake in Semtech Corporation by 43.8% in the second quarter, bringing its total holdings to 61,199 shares valued at $9.9 million. This move comes as Semtech reported strong Q2 earnings, exceeding analyst expectations with $0.71 EPS and a 32.7% year-over-year revenue increase to $341.87 million. The company is gaining attention for its role in AI growth, data center demand, and new LoRa products, despite a high price-to-earnings ratio and recent insider share sales.
Northwestern Mutual Wealth Management Co. Purchases 191,743 Shares of Semtech Corporation $SMTC
Northwestern Mutual Wealth Management Co. significantly increased its stake in Semtech Corporation by over 10,000%, acquiring 191,743 additional shares to bring its total holdings to 193,626 shares valued at $31.3 million. Other institutions like BlackRock and Ameriprise Financial also expanded their positions in Semtech. This comes as Semtech exceeded quarterly earnings expectations, reporting strong revenue growth and a "Moderate Buy" consensus rating from analysts, despite a high price-to-earnings ratio and recent insider share sales.
39,234 Shares in Semtech Corporation $SMTC Bought by Headlands Technologies LLC
Headlands Technologies LLC recently acquired 39,234 shares of Semtech Corporation (SMTC) valued at approximately $6.35 million, making it their 26th largest position. This comes as Semtech reported strong Q2 results with revenue up 32.7% year-over-year and issued optimistic Q3 fiscal 2027 EPS guidance. Despite a "Moderate Buy" analyst consensus, concerns remain regarding the stock's high P/E ratio and volatility, alongside recent insider selling.
Semtech (SMTC) Reports Q2 Earnings: What Key Metrics Have to Say
Semtech (SMTC) reported its Q2 earnings, exceeding revenue and EPS expectations. The company posted $341.9 million in revenue, a 32.7% increase year-over-year, and an EPS of $0.71. Key metrics across industrial, infrastructure, and various segments showed strong growth, contributing to its positive financial performance.
Needham reiterates Semtech stock buy rating on data center growth
Needham has reaffirmed its Buy rating and $200 price target for Semtech Corp. (NASDAQ:SMTC) following strong fiscal second-quarter 2027 results and optimistic third-quarter guidance. The positive outlook is primarily driven by robust growth in the company's Data Center and LoRa platforms, with significant contributions from 800G products and increasing adoption across various verticals. Semtech exceeded analyst expectations for both adjusted earnings and revenue in Q2, marking its tenth consecutive quarter of revenue growth.
EFG International AG Makes New Investment in Semtech Corporation $SMTC
EFG International AG has acquired a new stake in Semtech Corporation, purchasing 46,451 shares valued at approximately $7,523,000. This investment comes amidst significant institutional activity in Semtech, with several other major firms also adjusting their holdings. Analysts have largely maintained a "Buy" rating for Semtech, raising price targets following positive earnings results and guidance.
Semtech Corp (SMTC) Stock Up 5.5% but GF Value Says Overvalued -- GF Score: 73/100
Semtech Corp (SMTC) shares rose 5.5% to $127.52, bringing its one-year growth to 150.0%. Despite this, GuruFocus's GF Value™ indicates the stock is significantly overvalued at $127.52 compared to its estimated fair value of $39.40, with a GF Score™ of 73/100 reflecting strong financials but poor valuation. Insider activity shows $16.4 million in shares sold over the past year with no purchases, suggesting caution among insiders.
Semtech (SMTC) Stock Draws Bullish Targets As AI, IoT Strategy Sharpens
Semtech (SMTC) stock saw an 8.52% increase due to positive earnings and an optimistic growth outlook, leading analysts like Roth Capital and BMO to issue bullish targets, with Roth raising its price target to $190. The company is strategically shifting focus by selling its cellular module business to Compal for $62M to concentrate on AI data center networking and its LoRa/IoT segment. Semtech is also expanding its IoT reach with new LR2022 and LR2012 LoRa Plus transceivers now in full production, and a data center-focused "teach-in" is planned for October 2026 to detail its AI networking and IoT roadmap.
Semtech (NASDAQ:SMTC) Delivers Impressive Q2, Inventory Levels Improve
Semiconductor company Semtech (NASDAQ:SMTC) reported impressive Q2 CY2026 results, exceeding revenue and EPS expectations. The company's sales rose 32.7% year-on-year to $341.9 million, and its non-GAAP profit was $0.71 per share, beating analyst estimates. Additionally, Semtech provided strong Q3 CY2026 guidance and showed significant improvement in its Inventory Days Outstanding, indicating healthy demand and efficient management.
Semtech surges on strong Q2 beat and upbeat Q3 guidance
Semtech (SMTC) reported a significant beat on its second-quarter earnings and revenue, surpassing analyst estimates. The semiconductor company also provided upbeat guidance for the third quarter of fiscal 2027, with anticipated revenue and EPS well above consensus. This strong performance, driven by record revenue in key focus areas and accelerating bookings, led to a nearly 3% increase in its shares.
Semtech (NASDAQ: SMTC) projects higher Q3 after 33% Q2 revenue jump
Semtech (NASDAQ: SMTC) reported a strong second quarter of fiscal 2027, with net sales reaching a record $341.9 million, a 33% increase year-over-year. The company achieved a GAAP diluted EPS of $1.59 and a non-GAAP adjusted diluted EPS of $0.71. Looking ahead to Q3'27, Semtech projects continued growth with net sales guided to $410 million and adjusted diluted EPS of $1.05.
Semtech Posts Record $341.9 Million Sales in Fiscal Q2
Semtech (SMTC) reported record fiscal second-quarter 2027 net sales of $341.9 million, a 17% sequential and 33% year-over-year increase, with GAAP net income of $160.1 million. The company forecasts fiscal Q3 net sales of $410.0 million. Insider trading data shows significant insider sales totaling over $8.7 million in the past six months, while hedge funds showed mixed activity with major institutional investors either decreasing or adding to their positions.
Semtech Announces Second Quarter of Fiscal Year 2027 Results
Semtech Corporation announced strong financial results for its second quarter of fiscal year 2027, with record net sales of $341.9 million, up 17% sequentially and 33% year-over-year. The company reported GAAP diluted earnings per share of $1.59 and non-GAAP adjusted diluted earnings per share of $0.71, driven by exceptional execution and significant progress in portfolio optimization. Semtech expects continued growth in the third quarter of fiscal year 2027, with projected net sales of $410.0 million and adjusted diluted earnings per share of $1.05.
542,011 Shares in Semtech Corporation $SMTC Purchased by Bank of New York Mellon Corp
Bank of New York Mellon Corp has acquired a new stake of 542,011 shares in Semtech Corporation (NASDAQ:SMTC) during the second quarter, valued at approximately $87.7 million. Other institutional investors have also adjusted their holdings in the semiconductor company. Semtech recently surpassed analyst earnings estimates and has received an average "Moderate Buy" rating from analysts with an average price target of $189.47.
Micron, Seagate, Western Digital, Semtech, and Penguin Solutions Shares Are Falling, What You Need To Know
Shares of Micron, Seagate, Western Digital, Semtech, and Penguin Solutions fell following investor concern over Nvidia's upcoming earnings report, prompting profit-taking and de-risking in the semiconductor sector. Reports of potential AI chip server price increases also contributed to a defensive market stance. Despite some companies like Seagate showing significant year-to-date gains, current market volatility suggests investors are cautious about future earnings and valuations.
E20 Capital Ltd Buys New Shares in Semtech Corporation $SMTC
E20 Capital Ltd has acquired a new position in Semtech Corporation (NASDAQ:SMTC), purchasing over 200,000 shares valued at approximately $32.4 million, making it their 11th largest holding. Other institutional investors like Vanguard Group Inc. and BlackRock Inc. also increased their stakes. The article notes recent analyst upgrades and reports on insider selling by Semtech's CFO and EVP, alongside the company's financial performance and stock metrics.
