SMTC Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for Semtech Corp (SMTC). As of April 2, 2026, the overall technical sentiment for SMTC is "Strong Buy," based on an aggregation of 12 technical signals. Key indicators like moving averages suggest buying, while momentum indicators like MACD and RSI provide mixed signals, with the stock currently in neutral territory.
Semtech (SMTC) CFO sells 974 shares after RSU exercise
Semtech's EVP and CFO, Mark Lin, exercised 3,164 restricted stock units (RSUs) on April 1, 2026, as part of a pre-planned Rule 10b5-1 trading plan. Following the exercise, he had 1,557 shares withheld for tax obligations at $76.89 per share and sold 974 shares in the open market at $78.42 per share. After these transactions, Lin directly holds 33,343 shares of Semtech common stock.
Semtech (SMTC) CEO Hou exercises 6,483 RSUs, 3,299 shares for tax
Semtech President and CEO Hong Q. Hou exercised 6,483 restricted stock units (RSUs) into common shares. Part of the shares, specifically 3,299, were withheld to cover tax obligations, valued at $76.89 per share. Following these transactions, Hou directly holds 74,161 shares of Semtech common stock, with the event classified as compensation-related equity vesting rather than an open-market sale.
Semtech (SMTC) EVP and CCO Jason Green sells 7,500 shares in open market
Semtech's EVP and CCO, Jason Elliot Green, sold 7,500 shares of company common stock in an open-market transaction on April 1, 2026. The shares were sold at a weighted average price of $81.7323, totaling approximately $613,000. Following this sale, Green directly holds 8,811 shares of Semtech common stock.
Semtech Corporation $SMTC Shares Sold by Archford Capital Strategies LLC
Archford Capital Strategies LLC significantly reduced its stake in Semtech Corporation by 67.4% in the fourth quarter, selling over 20,000 shares. Despite this, several analysts have raised their price targets for Semtech, leading to a consensus "Moderate Buy" rating. Company insiders, including the COO, have also sold shares totaling approximately $4.06 million in the last 90 days.
SMTC Corp Stock: Semiconductor Leader in Data Centers and IoT Amid Evolving Tech Landscape
SMTC Corp (Semtech Corporation) is highlighted as a key player in analog and mixed-signal semiconductors, crucial for data centers, IoT, and connectivity solutions. The company's focus on high-margin niches, including LoRa technology for IoT, positions it strongly within North American tech sectors. Amid the data center and AI boom, positive analyst sentiment and a solid financial health make SMTC Corp an attractive option for growth-oriented portfolios despite macroeconomic and competitive risks.
[144] SEMTECH CORP SEC Filing
This article reports on a Form 144 SEC filing by Semtech Corp (SMTC) on April 1, 2026. The filing indicates a proposed sale of 7,500 shares of common stock with an aggregate market value of $612,989.55 by an individual through Fidelity Brokerage Services LLC. The shares were acquired on March 10, 2026, via restricted stock vesting as compensation.
Affiliate sales disclosed in Form 144 for SMTC (SMTC) — multiple trades and vesting
An affiliate of Semtech Corporation (SMTC) has disclosed planned and recent stock sales through a Form 144 filing. The filing details a restricted stock vesting of 974 shares on April 1, 2026, and also reports multiple sales by Mark Lin earlier in 2026, with specific share counts and dollar amounts for each transaction. This filing provides transparency regarding affiliate stock movements, which is a routine disclosure.
Semtech Corp (SMTC) Stock Price Quote Today & Current Price Chart
The article provides a stock price quote and current price chart for Semtech Corp (SMTC). It positions this information within the context of an online trading platform. The content is concise, focusing on delivering essential financial data for potential investors using a smart investment app.
SEMTECH SHAREHOLDER ALERT: Kaskela Law Announces Shareholder Investigation of Semtech Corp. and Encourages Long-Term Investors to Contact the Firm – SMTC
Kaskela Law is investigating Semtech Corporation (NASDAQ: SMTC) on behalf of its long-term shareholders following a securities fraud complaint. The complaint alleges that Semtech and its executives made misleading statements about demand for CopperEdge products, leading to a significant stock price drop. The firm is examining whether Semtech's board of directors breached their fiduciary duties, and encourages shareholders who bought shares before October 10, 2024, to contact them.
SEMTECH SHAREHOLDER ALERT: Kaskela Law Announces Shareholder Investigation of Semtech Corp. and Encourages Long-Term Investors to Contact the Firm – SMTC
Kaskela Law has initiated an investigation into Semtech Corporation (NASDAQ: SMTC) on behalf of long-term shareholders. The firm is examining whether Semtech's board members breached their fiduciary duties or violated securities laws after a securities fraud complaint alleged the company made false statements about demand for its CopperEdge products, leading to a significant stock price drop in February 2025. Long-term investors who purchased shares before October 10, 2024, are encouraged to contact Kaskela Law to discuss their legal options.
Semtech Acquires HieFo For $34 Million After Nvidia’s Photonics Investments
Semtech has reportedly acquired HieFo for $34 million, a move that comes on the heels of Nvidia's significant investments in photonics technology. The acquisition positions Semtech to capitalize on the growing demand for photonic solutions, an area where Nvidia has also shown strategic interest. This development suggests increasing consolidation and investment in the photonics sector within the tech industry.
Vanguard disaggregates holdings; reports 0 shares of Semtech (NASDAQ: SMTC)
The Vanguard Group has filed an amended SCHEDULE 13G/A, reporting 0 beneficial shares of Semtech (NASDAQ: SMTC), representing 0% of the class. This change is due to an internal realignment on January 12, 2026, where subsidiaries will now report beneficial ownership separately. The filing clarifies that Vanguard no longer has beneficial ownership over these disaggregated securities.
Insider Sell: Mark Lin Sells 9,186 Shares of Semtech Corp (SMTC)
Mark Lin, Executive Vice President and CFO of a Semtech Corp (SMTC) subsidiary, sold 9,186 shares of the company on March 24, 2026. This transaction reduces his total holdings to 32,710 shares. Over the past year, Lin has sold a total of 33,407 shares, and there have been 28 insider sells with no insider buys at Semtech. The stock was trading at $75.05, which is significantly overvalued compared to its GF Value of $34.45.
Semtech (SMTC) CTO reports vested performance stock units and tax-share withholding
Semtech Corp's Chief Quality Officer and CTO John Michael Wilson reported routine equity compensation activity. He acquired 14,925 shares from vested performance stock units and had 7,595 shares withheld for tax obligations, resulting in a direct holding of 85,295 shares of Semtech common stock. These transactions were not open-market sales but rather equity awards and tax settlements.
Semtech (NASDAQ: SMTC) EVP Jason Green reports vesting of performance stock units
Jason Green, EVP and CCO of Semtech (NASDAQ: SMTC), reported the vesting of 14,452 performance stock units. Of these, 5,687 shares were surrendered to cover tax obligations, resulting in a direct holding of 16,311 shares following the transaction. This activity represents routine equity compensation related to fiscal 2026 performance and service conditions, not open-market trades.
Semtech (NASDAQ: SMTC) CEO receives performance shares and covers taxes
Semtech President and CEO Hong Q. Hou reported equity compensation activity, acquiring 32,517 and 27,342 shares from vested performance stock units on March 23, 2026. To cover tax liabilities, 16,545 and 13,912 shares were withheld at $76.52 per share through share withholding. Following these transactions, Hou directly holds 70,977 shares of Semtech common stock.
Semtech (NASDAQ: SMTC) COO reports stock award vesting and tax share withholding
Semtech's EVP and COO, Asaf Silberstein, reported the vesting of performance stock units, leading to the acquisition of 9,755 and 13,383 shares of common stock. In conjunction with these awards, 4,964 and 6,810 shares were withheld at $76.52 per share to cover tax obligations. Following these transactions, Silberstein directly holds 105,677 shares of Semtech common stock.
Semtech launches circuit protection device for 48V USB applications
Semtech Corporation has launched the TDS5311P, a new circuit protection device designed for 48V USB Power Delivery Extended Power Range applications. This product is intended for industrial and high-performance portable systems, protecting against surges up to 53 volts. The launch comes amidst positive analyst sentiment and strong growth projections for Semtech, particularly in its data center segment.
SMTC (NASDAQ: SMTC) insider notice: proposed sale of 9,186 shares
SMTC filed a Form 144 to report a proposed sale of 9,186 shares of Common Stock. These shares are stated to be from restricted stock vesting on March 23, 2026, and are classified as compensation. The filing also details prior sales by Mark Lin, occurring between January and March 2026.
Semtech launches circuit protection device for 48V USB applications By Investing.com
Semtech Corporation has launched the TDS5311P, a new circuit protection device for 48V USB Power Delivery Extended Power Range applications. This device is designed for industrial, rugged mobility, and high-performance portable systems, protecting power buses up to 53 volts. The launch comes amidst Semtech's growth trajectory and positive analyst outlooks, with several firms raising price targets due to strong data center growth expectations.
Semtech's 2 mm part targets a weak spot in 48 V USB power
Semtech Corporation (Nasdaq: SMTC) has released the TDS5311P, an industry-first circuit protection device designed for USB Power Delivery Extended Power Range (EPR) applications at 48V. This new SurgeSwitch® family product addresses a critical protection gap for VBus operating up to 53V in industrial, rugged mobility, and high-performance portable systems. The TDS5311P provides consistent clamping voltage across current and temperature, unlike conventional TVS diodes, and comes in a compact 2.0 x 2.0 mm DFN-6 package.
Semtech SurgeSwitch® Tackles the USB-PD VBus Protection Gap at 53 V
Semtech Corporation has launched the TDS5311P SurgeSwitch®, a new circuit protection device designed for USB Power Delivery (PD) Extended Power Range (EPR) applications at 48V. This device provides near-constant clamping voltage up to 53V, addressing a critical protection gap for industrial equipment, rugged mobility devices, and high-performance portable systems. The TDS5311P maintains consistent protection across various current levels and temperatures, unlike conventional TVS diodes.
Semtech 10-K: $1.05B Revenue, $(0.46) Loss per Share
Semtech reported fiscal year net sales of $1.05 billion, a 15% increase year-over-year, despite recording a net loss of $(0.46) per share. The revenue growth was driven by higher volumes and an improved product mix across various end markets. However, increased operating expenses and a goodwill impairment impacted operating income.
Semtech at Roth Conference: Data Center Growth Leads Strategy
Semtech (NASDAQ:SMTC) presented at the 38th Annual Roth Conference, highlighting significant financial growth and strategic focus on the data center and LoRa markets. The company reported a 15.5% revenue increase to $1.05 billion and a 94% EPS rise to $1.71 for fiscal year 2026, projecting over 50% organic growth in its data center business for fiscal 2027. Semtech also plans to divest its low-margin cellular module business and is heavily investing in R&D for advanced data center and LoRa technologies, including the acquisition of HieFo Corporation to enhance photonics capabilities.
If You Invested $1,000 in Semtech (SMTC)
This article analyzes the performance of a $1,000 investment in Semtech (SMTC) over different periods, highlighting significant returns in the last year and over ten years, while noting a dip five years prior. It provides a detailed overview of Semtech Corporation's business, including its semiconductor products, IoT systems, cloud connectivity services, and market applications. The report also covers Semtech's financial reporting, emphasizing its use of non-GAAP measures and its positioning as a leader in high-performance semiconductor and IoT solutions.
Semtech (NASDAQ: SMTC) director trims stake with 500-share stock sale
Semtech Corp director Paul V. Jr Walsh sold 500 shares of common stock on March 18, 2026, at an average price of $80.87 per share. This open-market transaction was executed under a Rule 10b5-1 trading plan. Following the sale, Mr. Walsh directly holds 24,279 Semtech shares.
JPMorgan Chase & Co. Has $60.72 Million Stock Holdings in Semtech Corporation $SMTC
JPMorgan Chase & Co. significantly increased its stake in Semtech Corporation by 11.6% in the third quarter, bringing its total holdings to 849,769 shares valued at approximately $60.72 million. This move comes as several brokerages have raised their ratings and price targets for Semtech, resulting in a consensus "Moderate Buy" rating. Despite some insider selling, Semtech recently surpassed quarterly EPS expectations and reported a 9.3% year-over-year revenue increase.
Craig-Hallum Raises PT on Semtech (SMTC) Stock
Craig-Hallum analyst Anthony Stoss raised the price target for Semtech (SMTC) stock from $80 to $105, maintaining a "Buy" rating. This increase is driven by anticipated healthier data center growth, with Linear Pluggable Optics/Transimpedance Amplifier (LPO/TIA) and Active Copper Cable (ACC) ramps beginning, and the recent acquisition of HieFo Corporation. Semtech expects total data center revenues to grow over 50% in FY 2027 and has started initial shipments of LPO products and anticipates ACC shipments soon.
Craig-Hallum Raises PT on Semtech (SMTC) Stock
Craig-Hallum analyst Anthony Stoss raised the price target for Semtech Corporation (SMTC) to $105 from $80 while maintaining a "Buy" rating, citing anticipated healthier data center growth and the start of LPO/TIA and ACC ramps. The firm expects Semtech's total data center revenues to grow over 50% in FY 2027. Additionally, Semtech announced the acquisition of HieFo Corporation, strengthening US technology supply chains and adding capacity for AI infrastructure buildout.
Needham raises Semtech stock price target to $105 on data center growth
Needham raised its price target for Semtech Corp. (NASDAQ:SMTC) to $105 from $100, maintaining a "Buy" rating, driven by data center growth. The stock's impressive performance and Semtech's better-than-expected Q4 fiscal 2026 results and strong Q1 fiscal 2027 revenue guidance contributed to the upgrade. Factors like ACC adoption, 1.6T optical modules, the HieFo acquisition, and the long-term growth of the LoRa business are expected to fuel future revenue growth.
Semtech Corporation (NASDAQ:SMTC) Q4 2026 Earnings Call Transcript
Semtech Corporation (NASDAQ:SMTC) reported strong Q4 and fiscal year 2026 financial results, with record net sales of $1.05 billion for the year, driven by growth in its data center and LoRa portfolios. The company also announced the acquisition of HIFU Corporation to enhance its optical interconnect offerings for data centers and detailed its strategic focuses for fiscal year 2027, including accelerating business growth, intensifying R&D investment, and portfolio optimization. Semtech expects its data center revenue to grow by 50% year-over-year in fiscal 2027 and provided an optimistic outlook for its LoRa technology's long-term growth.
Semtech Beats Q4 Expectations, Analyst Says AI Data Center Demand Outpaces Legacy Business Model
Semtech Corp (NASDAQ: SMTC) exceeded Q4 expectations, with revenue of $274.4 million and earnings of 44 cents per share. Analysts at Needham and Benchmark reaffirmed Buy ratings, raising price targets due to strong AI data center demand outpacing legacy business concerns. Despite investor apprehension regarding short-term noise in consumer/industrial sectors, Semtech's focus on AI data center build-out and strategic acquisitions like HieFo are expected to drive future growth.
Stifel raises Semtech stock price target to $98 on growth prospects
Stifel has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $98 from $90, reaffirming a Buy rating due to strong Q4 fiscal 2026 results and positive Q1 fiscal 2027 revenue guidance. The company is strategically focusing on high-growth areas like data centers, evidenced by increased R&D spending and potential divestitures. Despite a significant stock rally and being on InvestingPro's "Most Overvalued" list, Stifel sees further upside based on long-term secular trends and financial improvements.
Needham raises Semtech stock price target to $105 on data center growth
Needham has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $105 from $100, maintaining a Buy rating, driven by strong fourth-quarter fiscal 2026 results and robust first-quarter fiscal 2027 revenue guidance, largely propelled by data center growth. The company's future growth is expected from ACC adoption and 1.6T optical modules, alongside the EPS-accretive acquisition of HieFo and a 20% long-term growth outlook for its LoRa business. Stifel also raised its price target for Semtech, indicating continued positive market sentiment.
Analyst Stifel Raises Semtech (SMTC) Price Target to $98, Maintains Buy Rating | SMTC Stock News
Stifel has reaffirmed its Buy rating for Semtech (SMTC) and increased its price target to $98, indicating a positive outlook. This adjustment aligns with several other analysts who have also raised their price targets for SMTC recently. Despite the optimistic analyst forecasts, GuruFocus estimates a potential downside based on its GF Value calculation.
Semtech Beats Q4 Expectations, AI Data Center Demand In Focus - Semtech (NASDAQ:SMTC)
Semtech (NASDAQ: SMTC) exceeded fourth-quarter expectations and provided optimistic Q1 guidance, driven by strong AI data center demand. Analysts from Needham and Benchmark reiterated Buy ratings, raising price targets and highlighting growth contributors like ACC adoption, HieFo acquisition, and LoRa technology. Despite these positive indicators, the stock experienced a decline as investors showed concern for "near-term noise" in the high-end consumer and industrial businesses.
Craig-Hallum raises Semtech stock price target on data center growth
Craig-Hallum has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $105 from $80, maintaining a Buy rating, driven by strong data center growth expectations and recent acquisition of HieFo. Semtech anticipates significant revenue growth in its data center segment for fiscal years 2026 and 2027, alongside new product shipments and design wins. This positive outlook is echoed by several other analyst firms, which have also raised their price targets for Semtech following the company's strong fiscal fourth-quarter results.
Benchmark reiterates Semtech stock rating on data center growth
Benchmark has reiterated its Buy rating and $115.00 price target for Semtech Corp. following the company's Q4 fiscal 2026 results, which met expectations and offered optimistic guidance. The company’s stock has seen a significant 126% return over the past year, driven by increasing exposure to AI data center infrastructure through its copper and optical product ramps. Despite some investor lukewarmness towards the AI data center market and near-term challenges in consumer and industrial segments, Semtech's performance has also led to other analysts like Northland, Needham, and Stifel raising their price targets.
Oppenheimer raises Semtech stock price target on data center growth
Oppenheimer has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $110 from $100, maintaining an Outperform rating, due to strong growth in its data center segment. The data center business grew 58% last year and is projected to grow over 50% this year, with new product ramps and a recent acquisition bolstering its portfolio. Additionally, Semtech is divesting a non-core business, which is expected to improve corporate gross margins significantly.
Semtech finance chief to speak at 38th ROTH investor conference
Semtech Corporation announced that its Executive Vice President and CFO, Mark Lin, will present at the 38th Annual ROTH Conference on Monday, March 23, 2026, at 8:00 am PT. The company, a leading provider of high-performance semiconductors for data center networking, IoT connectivity, and cellular infrastructure, will make a live webcast of the presentation accessible via its investor website. This event offers an opportunity to learn more about Semtech's technology and solutions.
Semtech Corp (SMTC) Q4 2026 Earnings Call Highlights: Record Sales and Strategic Acquisitions Propel Growth
Semtech Corp (SMTC) reported record net sales of $1.05 billion for fiscal year 2026, marking a 15% annual growth, driven by strong performance in its data center segment and strategic acquisitions. The company also saw significant advancements and revenue growth in its LoRa technology. Despite positive cash flow and growth, Semtech faces challenges with capacity constraints in new indium phosphide laser production and uncertainties regarding the divestiture of its cellular module business.
Record $1.05B revenue for Semtech (NASDAQ: SMTC) as margins rise
Semtech (NASDAQ: SMTC) reported record net sales of $1.05 billion for fiscal year 2026, marking a 15% increase year-over-year, driven by demand in data center, IoT, and cellular infrastructure markets. The company also saw significant improvements in profitability and cash generation, with non-GAAP adjusted operating margin reaching 19.1% and free cash flow tripling from the previous year. For Q1 fiscal year 2027, Semtech projects continued growth with net sales of approximately $283 million and adjusted diluted EPS around $0.45.
Semtech: Fiscal Q4 Earnings Snapshot
Semtech Corp. (SMTC) reported a fiscal fourth-quarter loss of $29.8 million, or 32 cents per share, which was better than analyst expectations with adjusted earnings of 44 cents per share. The chipmaker also exceeded revenue forecasts, posting $274.4 million for the quarter. For the upcoming fiscal first quarter, Semtech anticipates earnings per share between 42 cents and 48 cents, and revenue ranging from $278 million to $288 million.
Semtech Stock Slides On Q4 Earnings
Semtech (NASDAQ: SMTC) reported strong Q4 financial results, surpassing analyst estimates for both revenue and adjusted earnings, and provided an optimistic outlook for Q1. Despite beating expectations and highlighting strategic investments in data center technologies, the company's stock slid post-earnings. Semtech aims to leverage its strengthened financial foundation for future growth.
Semtech Q4 Results: Loss Reported but Adjusted Earnings Top Forecasts - News and Statistics
Semtech Corp. reported a net loss of $29.8 million for its fiscal fourth quarter, or 32 cents per share, but its adjusted earnings of 44 cents per share surpassed analyst estimates of 43 cents. The semiconductor company's Q4 revenue of $274.4 million also exceeded expectations. For the full fiscal year, Semtech recorded an annual loss of $40.4 million on revenues of $1.05 billion and provided an optimistic outlook for the current quarter.
Semtech Corp (NASDAQ:SMTC) Posts Mixed Q4 Results, Muted Guidance Dampens Investor Enthusiasm
Semtech Corporation (NASDAQ:SMTC) reported mixed Q4 fiscal year 2026 results, with revenue slightly missing and adjusted EPS meeting analyst expectations. While the company achieved a "landmark year" in FY2026 and highlighted strong financial health and strategic positioning, its Q1 FY2027 guidance, though slightly above consensus, suggests a moderating growth rate that dampened investor enthusiasm, causing the stock to decline in after-hours trading.
Semtech (SMTC) Forecasts Higher Q1 Revenue Than Expected
Semtech Corporation (SMTC) has projected its Q1 revenue to be between $278 million and $288 million, exceeding the market's expectation of $272.6 million. Despite this positive outlook, the company faces challenges including declining gross margins and high valuation ratios, such as a P/E ratio near its 10-year high. Semtech, a significant player in the semiconductor industry with an $8.19 billion market cap, operates mainly in analog and mixed-signal semiconductors, IoT systems, and connected services.
Semtech: Fiscal Q4 Earnings Snapshot
Semtech Corp. reported a fiscal fourth-quarter loss of $29.8 million, or 32 cents per share, which adjusted to 44 cents per share exceeding Wall Street expectations. The chipmaker also beat revenue forecasts, posting $274.4 million for the quarter. For the upcoming fiscal first quarter, Semtech anticipates earnings between 42 to 48 cents per share and revenue ranging from $278 million to $288 million.
Semtech: Overview of Fiscal Fourth Quarter Results
Semtech Corp. reported a net loss of $29.8 million for its fiscal fourth quarter, or 32 cents per share, though adjusted earnings of 44 cents per share surpassed Wall Street expectations. The company also exceeded revenue projections, generating $274.4 million. For the upcoming quarter, Semtech forecasts earnings per share between 42 and 48 cents and revenue ranging from $278 million to $288 million.
