Semtech unveils 5G modules at MWC 2025
Semtech has introduced new 5G and LPWA modules at MWC 2025 and Embedded World. The new 5G modules, EM9492 and EM9295, aim to meet both high-performance and cost-optimized 5G requirements, featuring Qualcomm's X85 and X61 modem-RF platforms respectively. Additionally, Semtech announced samples of its HL781x LPWA modules with Skylo Connectivity and the network certification of its HL7900 5G LPWA module with KDDI in Japan.
Insider Sell: Walsh Paul V Jr Sells 500 Shares of Semtech Corp (SMTC)
Walsh Paul V Jr, a Director at Semtech Corp (SMTC), sold 500 shares of the company on February 18, 2026. This transaction brings his total holdings to 24,779 shares. The stock is currently trading at $88.24 and is considered significantly overvalued with a price-to-GF-Value ratio of 2.78.
Semtech Demonstrates AI Data Center Connectivity Expertise at DesignCon 2026
Semtech Corporation is showcasing its AI data center connectivity expertise at DesignCon 2026, addressing critical power efficiency and bandwidth challenges in hyperscale deployments. The company will present technical insights on copper and optical solutions for 400G, 800G, and 1.6T interconnects, emphasizing their role in optimizing performance, efficiency, and scalability for AI applications. Semtech will also host private demonstrations of its connectivity solutions for AI data center architectures.
Inside the wiring that keeps AI data centers running: Semtech's DesignCon demos
Semtech Corporation is showcasing its AI data center connectivity expertise at DesignCon 2026, addressing critical power efficiency and bandwidth challenges in hyperscale deployments. The company will deliver technical presentations on both copper and optical interconnect solutions for high-density GPU clusters, reinforcing its position as a key partner for infrastructure architects. This comes as data center interconnects are experiencing significant bandwidth growth due to the expansion of AI data centers and power-hungry GPU compute clusters.
Heartland Advisors Inc. Sells 31,704 Shares of Semtech Corporation $SMTC
Heartland Advisors Inc. reduced its stake in Semtech Corporation by 23.8% in the third quarter, selling 31,704 shares but still holding 101,718 shares valued at approximately $7.27 million. This comes amidst other hedge funds increasing their positions in Semtech, while insiders have been net sellers. Analyst sentiment remains largely positive for Semtech, with a "Moderate Buy" rating and an average target price of $79.21.
Public Sector Pension Investment Board Purchases 42,582 Shares of Semtech Corporation $SMTC
The Public Sector Pension Investment Board increased its stake in Semtech Corporation by 14.4%, acquiring an additional 42,582 shares to hold a total of 337,906 shares valued at $24.14 million. This move, along with increased positions from other major institutions like Ameriprise and State Street, signals broad institutional accumulation in Semtech. Analysts maintain a "Moderate Buy" consensus rating with a target price of $79.21, following Semtech's better-than-expected quarterly EPS and 12.8% revenue growth.
Halper Sadeh LLC Encourages Semtech Corporation Shareholders to Contact the Firm to Discuss Their Rights
Halper Sadeh LLC, an investor rights law firm, is investigating Semtech Corporation (NASDAQ: SMTC) to determine if its officers and directors breached their fiduciary duties to shareholders. Long-term shareholders are encouraged to contact the firm to discuss potential corporate governance reforms, recovery of funds, or other benefits. The firm states that shareholder participation can lead to improved company policies and enhanced shareholder value.
Insider Sell: Asaf Silberstein Sells 10,000 Shares of Semtech Co
Asaf Silberstein, Executive Vice President and Chief Operating Officer of Semtech Corp's subsidiary, sold 10,000 shares of Semtech Corp (SMTC) on February 9, 2026. This transaction brings his total holdings to 68,496 shares, following a year of no insider buys and 25 insider sells for the company. Semtech Corp is currently trading at $92, with a market cap of $8.192 billion, and is considered significantly overvalued based on its GF Value.
Semtech EVP and COO Asaf Silberstein Sells 10,000 Shares
Asaf Silberstein, EVP and COO of Semtech Corp, sold 10,000 shares of the company's common stock for a total of $920,000. The transaction, executed on February 9, 2026, under a Rule 10b5-1 trading plan, leaves Silberstein with 68,496 directly owned shares held by The Silberstein Family Trust.
Semtech Corporation stock hits 52-week high at 90.35 USD By Investing.com
Semtech Corporation (SMTC) stock reached a new 52-week high of $90.35, reflecting a 139.04% increase over the past year and a 70.11% gain in the last six months. This surge is driven by strong financial performance, including 20.6% revenue growth, and positive market sentiment despite a high P/E ratio of 269.1, with analysts maintaining a bullish outlook and price targets up to $95.
Semtech Corporation stock hits 52-week high at 90.35 USD By Investing.com
Semtech Corporation (SMTC) stock recently hit a 52-week high of $90.35, marking a significant 139.04% increase over the past year. This surge is supported by a 20.6% revenue growth and positive market sentiment, despite the stock trading at a high P/E ratio of 269.1 and appearing overvalued compared to its Fair Value according to InvestingPro. Analysts maintain a bullish outlook, with price targets up to $95, driven by strategic initiatives and a recent collaboration with NVIDIA.
Semtech Corporation stock hits 52-week high at 90.35 USD
Semtech Corporation (SMTC) stock reached a new 52-week high of $90.35, marking a 139.04% appreciation over the past year and a 70.11% return in the last six months. This surge is driven by strong financial performance, including 20.6% revenue growth, and positive market sentiment despite a high P/E ratio. Analysts maintain a bullish outlook, with price targets up to $95, reflecting confidence in the company's strategic initiatives and turnaround progress.
MACOM, Seagate, and Semtech Shares Plummet, What You Need To Know
Shares of MACOM, Seagate, and Semtech declined after the U.S. government extended its review of export license applications for high-end AI chips to China due to national security concerns. This delay created uncertainty for chipmakers and led some Chinese customers to postpone orders, impacting chip exporters who view China as a significant market. Despite the market overreacting to the news, these price drops could present buying opportunities for high-quality stocks.
MACOM, Seagate, and Semtech Shares Plummet, What You Need To Know
Shares of MACOM (MTSI), Seagate (STX), and Semtech (SMTC) fell after government uncertainty heightened regarding the export of high-end AI chips to China due to extended review times for export licenses. This geopolitical tension is affecting the semiconductor industry's global supply chain. Despite the current dip, the article highlights Semtech's volatility and past positive performance indicators from industry giants like TSMC.
MACOM, Seagate, and Semtech Shares Plummet, What You Need To Know
Shares of MACOM, Seagate, and Semtech fell after increased uncertainty surrounding the U.S. government's extended review of export license applications for high-end AI chips to China. This delay has led Chinese customers to postpone orders, impacting chipmakers and highlighting geopolitical tensions in the semiconductor industry. Despite the dip, the market's reaction suggests the news is significant but not fundamentally altering for Semtech, which had recently seen a boost from strong TSMC results.
Semtech Surges with New 5G RedCap Routers Launch
Semtech Corporation's stock has surged by 10.04% following the launch of its new energy-efficient AirLink 5G RedCap routers designed for industrial and commercial IoT applications. This strategic move, coupled with an increased price target from Stifel, highlights the company's focus on sustainable IoT solutions and its potential in emerging markets despite concerns over recent insider stock sales and a negative net income. The article emphasizes the importance for traders to critically observe Semtech's trajectory amidst competitive pressures and market dynamics.
Semtech stock jumps 9% today as SMTC hits fresh high — what’s moving the shares now
Semtech (SMTC) stock surged nearly 9.4% to $87.21, reaching a new 52-week high of $88.59, driven by investor interest in connectivity and edge hardware despite a volatile market. The company recently unveiled new AirLink 5G "RedCap" routers, which are a strategic move into low-power industrial and commercial IoT. While the stock's performance outpaced the broader semiconductor sector, traders are closely monitoring its ability to maintain these levels, especially with Semtech attending DistribuTECH 2026 for product updates.
Semtech Corporation stock hits 52-week high at $84.00 By Investing.com
Semtech Corporation's stock has reached a 52-week high of $84.00, reflecting robust performance with a 24.55% 1-year change and 20.6% revenue growth over the last twelve months. Despite appearing overvalued at a P/E ratio of 240.93, analysts from UBS, Stifel, Piper Sandler, and Benchmark have maintained or raised price targets, citing the company's strategic focus and strong market position. The semiconductor company, now valued at approximately $7.7 billion, demonstrates significant investor confidence though its high Beta suggests increased volatility.
Semtech Corporation stock hits 52-week high at $84.00 By Investing.com
Semtech Corporation's stock has reached a 52-week high of $84.00, reflecting robust performance and strong investor confidence. The semiconductor company has shown significant revenue growth and a substantial six-month price return, though its high P/E ratio suggests it may be overvalued. Analyst updates generally maintain positive ratings, adjusting price targets upwards, indicating optimism for the company's future despite some mixed results and product mix issues.
Semtech Corporation stock hits 52-week high at $84.00
Semtech Corporation's stock reached a 52-week high of $84.00, reflecting a 24.55% one-year change and strong investor confidence. The semiconductor company, valued at $7.7 billion, reported 20.6% revenue growth, although its high P/E ratio suggests it might be overvalued. Analysts have maintained mostly positive ratings, adjusting price targets upwards due to the company's focus on high-growth areas and strong fiscal third-quarter results.
HALPER SADEH LLC ENCOURAGES SEMTECH CORPORATION SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Semtech Corporation (NASDAQ: SMTC) breached their fiduciary duties to shareholders. The firm encourages long-term Semtech shareholders to contact them to discuss potential corporate governance reforms, the return of funds, or other relief. Their participation, handled on a contingent fee basis, aims to improve company policies and enhance shareholder value.
HALPER SADEH LLC ENCOURAGES SEMTECH CORPORATION SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of Semtech Corporation (NASDAQ: SMTC) breached their fiduciary duties to shareholders. The firm encourages long-term Semtech shareholders to contact them to discuss potential rights, including seeking corporate governance reforms or the return of funds, as there may be limited time to enforce these rights. They operate on a contingent fee basis, emphasizing that shareholder involvement can enhance transparency, accountability, and shareholder value.
Semtech 5G routers sip under 1W to connect off-grid industrial sites
Semtech has launched two new AirLink 5G RedCap routers, the RX400 and EX400, designed for industrial and commercial IoT applications. These routers consume less than 1 watt of power when idle, making them suitable for remote, off-grid deployments and offering a cost-effective alternative to traditional 5G solutions. The devices provide future-proof 5G connectivity with improved power efficiency and rugged designs for harsh environments, supporting essential infrastructure monitoring and other distributed IoT use cases.
CA-SEMTECH
Semtech has announced its new AirLink RX400 and EX400 5G RedCap Routers, designed to offer sub-1W power efficiency for industrial IoT applications. This development highlights advancements in low-power connectivity solutions for the industrial sector.
EFG Asset Management North America Corp. Purchases 14,734 Shares of Semtech Corporation $SMTC
EFG Asset Management North America Corp. increased its stake in Semtech Corporation by 15.5% in the third quarter, acquiring an additional 14,734 shares. The firm now holds 109,606 shares valued at $7.83 million, making Semtech its 14th-largest position. Several analysts have raised price targets for Semtech, leading to a consensus "Moderate Buy" rating and a target price of $79.21.
Semtech EVP Silberstein sells $415k in shares
Asaf Silberstein, EVP and COO of Semtech CORP, sold 5,000 shares of company stock for $415,000 on January 22, 2026. This transaction was executed under a Rule 10b5-1 trading plan. The sale occurred amid recent positive fiscal results and maintained "Buy" ratings from several analysts, despite some mixed guidance.
Semtech (SMTC) stock holds near highs after insider sale filing — what to watch this week
Semtech (SMTC) stock ended Friday up 0.5% at $80.52, near its 52-week high, despite a minor insider stock sale by director Paul V. Walsh Jr. Attention is now focused on the Federal Reserve's policy meeting and major tech earnings this week, which will be critical for smaller chip companies like Semtech. Investors are keen to see if Semtech can maintain its gains amidst potential shifts in interest rate expectations and tech sector guidance.
Emerald Mutual Fund Advisers Trust Purchases New Position in Semtech Corporation $SMTC
Emerald Mutual Fund Advisers Trust has acquired a new stake in Semtech Corporation (NASDAQ:SMTC), purchasing 248,436 shares valued at approximately $17.75 million in the third quarter of 2025. This investment accounts for about 0.29% of Semtech's shares. Semtech recently reported strong Q3 earnings, beating analyst expectations, and has a "Moderate Buy" consensus rating from analysts with an average price target of $79.21.
Semtech Corporation stock hits 52-week high at $81.88
Semtech Corporation (SMTC) stock has hit a 52-week high of $81.88, reflecting a 5.61% increase over the past year and a significant 55.76% return in the last six months. Analysts have set price targets as high as $95, driven by the company's strong fundamentals including a healthy current ratio and 20.6% revenue growth. However, InvestingPro indicates the stock is trading above its Fair Value, suggesting a need for close monitoring of valuation metrics.
Looking Into Semtech Corp's Recent Short Interest
Semtech Corp's short interest has decreased by 3.51% since its last report, with 5.56 million shares sold short, representing 6.87% of its float. This decline suggests a potentially more bullish sentiment among investors, although it doesn't guarantee a short-term stock price increase. Compared to its peers, Semtech Corp has lower short interest, with an average peer percentage of 9.21%.
Semtech Corporation stock hits 52-week high at $81.88
Semtech Corporation (SMTC) stock reached a 52-week high of $81.88, demonstrating steady growth with a 5.61% increase over the past year and a 55.76% return in the last six months. Analysts have set a high price target of $95, reflecting confidence in the semiconductor company's resilience despite its current trading above Fair Value. Recent analyst updates from Stifel, Piper Sandler, UBS, and Benchmark generally provide a positive outlook, focusing on Semtech's growth areas and strategic initiatives.
Looking Into Semtech Corp's Recent Short Interest
Semtech Corp's short interest has decreased by 3.51% since its last report, with 5.56 million shares currently sold short, representing 6.87% of its float. It would take traders an average of 4.94 days to cover their short positions. Despite this decline, which suggests a more bullish sentiment, Semtech's short interest is lower than its peer group average of 9.21%.
Maryland State Retirement & Pension System Sells 13,002 Shares of Semtech Corporation $SMTC
The Maryland State Retirement & Pension System reduced its stake in Semtech Corporation by 51.1% in the third quarter, selling 13,002 shares and retaining 12,455 shares valued at $890,000. Despite this, Semtech recently exceeded quarterly EPS and revenue expectations, and the stock is trading near its one-year high. Analysts maintain a "Moderate Buy" rating with a target price of $79.21.
Emerald Advisers LLC Buys Shares of 419,094 Semtech Corporation $SMTC
Emerald Advisers LLC has purchased 419,094 shares of Semtech Corporation (NASDAQ:SMTC) during the third quarter, a new position valued at approximately $29.94 million. This acquisition makes Emerald Advisers LLC own about 0.48% of Semtech's stock. The company has received broad positive sentiment from Wall Street analysts, with a consensus "Moderate Buy" rating and several firms raising their price targets.
FUture of Wireless Charging Market Insights for OEMs, Investors, and Tech Startups to 2032 | Major Players - Semtech, Powercast Corp, Witricity Corporation, Tdk Corporation
DataM Intelligence has released a new research report on the "Wireless Charging Market Size 2025," providing comprehensive insights for OEMs, investors, and tech startups through 2032. The report covers regional growth, segmentation, CAGR, key player analysis, and recent industry developments from major companies like Apple, Energous Corporation, Samsung, Sony, Panasonic, and Sharp. The global wireless charging market is projected to grow significantly between 2025 and 2032, driven by rising adoption of new technologies and strategic initiatives by key players, with a forecasted CAGR of 27.3% between 2024 and 2031.
Semtech (SMTC): Buy, Sell, or Hold Post Q3 Earnings?
Semtech's stock has seen a significant jump of 46.5% over the past six months, reaching $77.73 per share, partly due to strong quarterly results. However, analysts are wary, citing persistent operating losses, mediocre free cash flow margins, and negative returns on invested capital over the last five years. Despite the recent rally, StockStory advises against buying SMTC, suggesting its current valuation of 39x forward P/E has already priced in too much good news and recommends looking into other high-quality growth stocks instead.
Semtech (NASDAQ:SMTC) Upgraded to Strong-Buy at Wall Street Zen
Semtech (NASDAQ:SMTC) has been upgraded to a "strong-buy" rating by Wall Street Zen, aligning with a broad analyst consensus for the semiconductor company. The company recently surpassed quarterly EPS and revenue expectations and has a consensus price target of approximately $79.21. Despite recent insider selling, Semtech's stock is trading near $77.56 with a P/E of around 250, reflecting optimism about its performance.
Stifel Nicolaus Reaffirms Their Buy Rating on Semtech (SMTC)
Stifel Nicolaus analyst Tore Svanberg has reiterated a Buy rating on Semtech (SMTC) with a price target of $90.00. Svanberg, a 5-star analyst, has a strong track record in the Technology sector. Despite a "Strong Buy" consensus among analysts with an average target of $83.53, corporate insider sentiment for SMTC is negative due to increased selling activity over the past quarter.
Nordea Investment Management AB Has $7.99 Million Holdings in Semtech Corporation $SMTC
Nordea Investment Management AB increased its stake in Semtech Corporation (SMTC) by 24.4% in Q3, holding 117,669 shares valued at $7.99 million. Analysts maintain a "Moderate Buy" consensus with an average price target of $79.21, following several recent price target increases. Despite insider selling activity, Semtech reported strong Q3 earnings, beating EPS estimates, and its revenue rose 12.8% year-over-year.
Semtech stock price target raised to $90 from $80 at Stifel on turnaround progress
Stifel has increased its price target for Semtech Corp. (NASDAQ: SMTC) to $90 from $80, while maintaining a Buy rating, citing the company's strong execution on its turnaround strategy. This strategy focuses on high-growth franchises such as Signal Integrity, LoRa, and Proximity Sensing, which is expected to enhance Semtech's business profile and operating leverage. The target increase follows a significant 58.78% gain in Semtech's stock over the past six months and aligns with InvestingPro data predicting net income growth and upward revisions in earnings expectations from analysts.
SMTC Sees Maintained 'Buy' Rating and Raised Price Target by Stifel
Stifel analyst Tore Svanberg has maintained a 'Buy' rating on Semtech (SMTC) and increased its price target from $80.00 to $90.00, reflecting a positive outlook. This comes after several other analysts also raised their price targets for Semtech in late 2025. While Wall Street analysts have an average target price of $83.43 for SMTC, GuruFocus estimates the GF Value at $36.10, suggesting a potential downside.
Semtech (NASDAQ:SMTC) Price Target Raised to $90.00
Stifel Nicolaus has raised its price target for Semtech (NASDAQ:SMTC) to $90.00 from $80.00, maintaining a "buy" rating, indicating a potential 17.2% upside. This comes after Semtech exceeded Q3 2026 earnings and revenue expectations and provided strong Q4 guidance. Despite positive analyst sentiment, company insiders have recently sold shares, though institutional investors have shown increased activity.
Semtech stock price target raised to $90 from $80 at Stifel on turnaround progress
Stifel has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $90 from $80, maintaining a Buy rating due to the company's successful turnaround strategy. The firm highlighted Semtech's focus on high-growth segments like Signal Integrity, LoRa, and Proximity Sensing, which are expected to drive improved business performance and operating leverage. This positive outlook is supported by recent upward revisions in earnings expectations by analysts, reflecting confidence in Semtech's strategic reorientation towards secular trends.
Semtech stock price target raised to $90 from $80 at Stifel on turnaround progress
Stifel has increased its price target for Semtech Corp. (NASDAQ:SMTC) to $90 from $80, maintaining a Buy rating due to the company's progress in its turnaround strategy. This upward revision reflects an anticipated improved business profile and operating leverage through 2025 and beyond. Semtech is focusing on high-growth segments like Signal Integrity, LoRa, and Proximity Sensing, which analysts believe will drive future growth despite some mixed quarterly results.
Semiconductor Manufacturing Stocks Q3 Highlights: Semtech (NASDAQ:SMTC)
This article reviews the Q3 performance of several semiconductor manufacturing stocks, with a focus on Semtech (NASDAQ:SMTC). It highlights how strong demand for advanced electronics, AI, 5G, and smart cars is driving growth in the semiconductor industry. The analysis details the Q3 results for Semtech, Teradyne, Entegris, Photronics, and Amtech, comparing their revenues and stock performance against analyst expectations.
Semtech (NASDAQ:SMTC) Shares Down 5.7% After Insider Selling
Shares of Semtech (NASDAQ:SMTC) dropped 5.7% following recent insider sales by three directors, who collectively sold over 9,600 shares in early January. Despite these sales, analysts largely maintain a bullish outlook with 15 Buy ratings and an average price target of $78.50. The company recently exceeded quarterly revenue expectations and provided positive Q4 2026 guidance, while trading at a market cap of $6.62 billion.
Semtech’s chief quality officer sells $375k in stock By Investing.com
Semtech's Chief Quality Officer and CTO, John Michael Wilson, sold 5,000 shares of common stock for $375,600 on January 8, 2026. This transaction leaves him with 60,066 shares. The sale comes as analysts provide varied outlooks on Semtech's stock, with some raising price targets despite mixed recent earnings guidance.
Semtech’s chief quality officer sells $375k in stock
Semtech Corp's Chief Quality Officer and CTO, John Michael Wilson, sold 5,000 shares of common stock for $375,600 on January 8, 2026. Following this transaction, Wilson directly owns 60,066 shares. The article also mentions recent positive analyst perspectives on Semtech's performance despite some guidance not meeting expectations due to product mix issues.
Semtech Corporation stock hits 52-week high at 81.38 USD
Semtech Corporation's stock has reached a new 52-week high of $81.38 USD, demonstrating a 21.93% one-year return and a 65.65% surge over the past six months. This performance reflects strong investor confidence and the company's robust market position, supported by significant revenue growth and a $7.34 billion market capitalization. Analyst firms like UBS, Piper Sandler, Benchmark, and Stifel have maintained or raised their price targets for Semtech, citing positive fiscal third-quarter results and the potential of its IoT business.
Semtech Corporation stock hits 52-week high at 81.38 USD By Investing.com
Semtech Corporation's stock has reached a 52-week high of $81.38 USD, demonstrating a significant 21.93% return over the past year and a 65.65% surge in six months. This performance reflects strong investor confidence, a market capitalization of $7.34 billion, and 20.6% revenue growth, despite the stock trading above its InvestingPro Fair Value estimate. Analysts from UBS, Piper Sandler, Benchmark, and Stifel have generally maintained positive outlooks and price targets, highlighting the company's strong fiscal quarter results and strategic focus on high-growth areas like the IoT business and data center sector.
