Benchmark reiterates Semtech stock rating ahead of earnings
Benchmark has reaffirmed its Buy rating on Semtech Corp. (NASDAQ:SMTC) with a $230.00 price target, suggesting an 85% upside. The company is set to report fiscal second-quarter 2027 results on August 25, with Benchmark's forecasts aligning closely with Street consensus. Analysts maintain a positive outlook for Semtech, citing strong demand in the 800G optical sector and anticipated data center growth.
33,630 Shares in Semtech Corporation $SMTC Acquired by Lisanti Capital Growth LLC
Lisanti Capital Growth LLC recently acquired 33,630 shares of Semtech Corporation (NASDAQ:SMTC), valued at approximately $5.44 million, during the second quarter. Other major institutional investors like BlackRock, Vanguard, Ameriprise Financial, and State Street also increased their positions or initiated new ones in the semiconductor company. Despite a 7.3% decline in its stock price, Semtech reported stronger-than-expected quarterly earnings and revenue, and analysts maintain a "Moderate Buy" rating with a consensus target price of $189.07.
Semtech (NASDAQ: SMTC) COO sells 5,000 shares under trading plan
Semtech (NASDAQ: SMTC) COO Asaf Silberstein reported an indirect sale of 5,000 common stock shares at $150.00 each on August 17, 2026. The transaction was executed via a Rule 10b5-1 trading plan established on April 8, 2026, with the shares held by a Family Trust. After the sale, Silberstein indirectly retains ownership of 88,862 shares.
Semtech Adds 2 Transceivers to LoRa Plus Portfolio
Semtech Corporation has expanded its LoRa Plus portfolio by introducing two new transceivers. The article also provides a summary of recent news concerning Semtech, including an investment by Compal Electronics in IoT, Semtech's sale of its Cellular Module Business, and various insider transactions and financial updates. The company profile highlights Semtech's focus on high-performance semiconductors, IoT systems, and cloud connectivity solutions.
Semtech puts new chips in production for low-power image, audio and software transfers
Semtech (NASDAQ: SMTC) has announced the production availability of its new LR2022 and LR2012 transceivers, expanding its LoRa Plus family of chips. These devices, which support LoRaWAN, LR-FHSS, and other protocols, are designed for diverse IoT applications ranging from sub-GHz sensors to global multi-band tracking with satellite connectivity. They offer enhanced data rates for large file transfers like images, audio, and firmware updates, catering to the growing demands of intelligent, connected IoT devices.
Semtech CEO Hong Hou Sells 2,000 Shares for $280,000
Semtech Corporation CEO Hong Hou sold 2,000 shares of company stock for $280,000 on August 7, 2026, as part of a pre-arranged Rule 10b5-1 trading plan. This transaction, representing a 3% reduction in his direct holdings, leaves him with 62,799 shares valued at approximately $8.8 million, an ownership stake of 0.0674%. The company, which specializes in analog and mixed-signal semiconductor components, has a market capitalization of $12.9 billion and has seen its stock price appreciate 171% over the last 12 months.
SMTC Stock Jumps As Semtech Sells Cellular Unit To Refocus On AI
Semtech Corporation's stock (SMTC) jumped over 10% after the company announced the sale of its cellular module business to Compal Electronics for $62 million. This strategic divestiture aims to sharpen Semtech’s focus on high-growth areas like AI data center networking and LoRa/IoT connectivity. The market is reacting positively to this pivot, seeing it as a clear move towards higher-margin and higher-growth platforms, despite the company's current mixed financial picture.
Semtech Corp Stock (SMTC) Closed Up by 9.70% on Aug 17: Facts Behind the Movement
Semtech Corp's stock surged by 9.70% on August 17th following its agreement to sell its cellular module business to Compal Electronics. This divestiture is part of Semtech's strategy to focus on higher-growth opportunities like AI data center optical connectivity and LoRa IoT infrastructure, which has been met favorably by institutional investors. Analysts have issued "Buy" ratings with an average price target of $205.19, reflecting optimism
Semtech Corporation to Host Data Center Teach-in Event on Oct. 15, 2026
Semtech Corporation announced it will host a Data Center Teach-in event on October 15, 2026, in San Jose, California. The event will feature presentations from Semtech's leadership, including CEO Dr. Hong Hou and CFO Mark Lin, who will discuss the company's strategy, technology, growth opportunities, and financial objectives. In-person attendance will be limited and require advance registration, with a live webcast also available.
In-Person Seats Will Be Limited at Semtech’s Data Center Event
Semtech Corporation (Nasdaq: SMTC) will host a teach-in event for its Data Center business on October 15, 2026, in San Jose, California. The event will feature a strategy overview, technology portfolio, and long-term financial objectives from Semtech leadership, including CEO Dr. Hong Hou. Due to space constraints, in-person attendance will be limited and require advance registration, though a live webcast will be available for broader participation.
Stifel reiterates Semtech stock Buy rating on AI infrastructure growth
Stifel has reiterated a Buy rating on Semtech Corp. (NASDAQ:SMTC) with a price target of $188, anticipating revenue outperformance driven by strong demand in AI infrastructure. The firm expects Semtech's July and October quarter revenues to exceed estimates, supported by accelerating 800G and 1.6T shipments and an expanding AI infrastructure cycle. This positive outlook is echoed by other analysts and aligns with the company's progress toward a 60% gross margin target.
Compal Electronics to Acquire Semtech Cellular Module Business
Semtech Corp. has agreed to sell its cellular module business to Taiwan-based Compal Electronics Inc. for $62 million in cash. This divestiture allows Semtech to focus on its data center and LoRa connectivity product portfolios, which it identifies as key growth areas. The transaction, approved by both companies' boards, is expected to close in the fourth quarter of Semtech’s 2027 fiscal year.
Andar Capital Management HK Ltd Acquires Shares of 26,219,700 Semtech Corporation $SMTC
Andar Capital Management HK Ltd has acquired a significant stake in Semtech Corporation, purchasing 26.2 million shares valued at $162 million, making it their third-largest portfolio holding. Despite some insider selling, analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $189.07 for Semtech. The company recently surpassed quarterly earnings expectations with adjusted EPS of $0.51 and revenue of $291 million, a 15.9% year-over-year increase.
Semtech (SMTC): Ameriprise and Columbia report around 3–4% ownership stakes
Ameriprise Financial, Inc. (AFI) and its subsidiary Columbia Management Investment Advisers, LLC (CMIA) have updated their passive ownership report for Semtech Corporation. AFI now reports a 3.7% ownership stake, while CMIA reports 3.4% beneficial ownership. Both entities confirm their holdings are 5% or less of Semtech’s outstanding common stock and disclaim beneficial ownership, despite potentially being deemed to beneficially own the shares.
Semtech's (SMTC) Buy Rating Reiterated at Needham & Company LLC
Needham & Company LLC has reiterated its "Buy" rating for Semtech (SMTC) and set a $200 price target, suggesting a potential 49.7% upside. This follows Semtech exceeding its recent quarterly earnings expectations with $0.51 EPS on $291.02 million in revenue. The stock generally holds a "Moderate Buy" consensus among analysts, with an average target of $189.07.
Semtech Corp (SMTC) Stock Down 4.6% but Still Overvalued -- GF S
Semtech Corp (SMTC) shares dropped 4.6% to $133.58, yet GuruFocus assesses the stock as significantly overvalued by 243.3% compared to its GF Value™ of $38.91, despite an "Above Average" GF Score™ of 71/100. Key concerns include a 1/10 valuation rank and $7.2 million in insider selling with no buying activity, reinforcing the notion that the current market price may not be justified by the company's fundamentals, especially given its unprofitability. While growth and financial strength are rated 7/10, investors are advised to be cautious due to the extreme overvaluation.
Semtech Falls as Chip-Sector Weakness Appears to Outweigh Recent Strong Results
Semtech (SMTC) stock fell 4.6% due to broader semiconductor weakness and profit-taking, despite strong earnings earlier in the year. The decline is attributed to sector-wide concerns about valuation and AI-related spending rather than company-specific negative news. Insider trading data shows significant insider sales, while hedge funds exhibit mixed activity, with some major institutions decreasing their positions.
Semtech agrees to sell cellular module business to Compal for $62M in cash
Semtech (SMTC) has entered into a definitive agreement to sell its cellular module business to Compal Electronics for $62 million in cash. The transaction includes assets, intellectual property, customer relationships, and personnel related to the cellular module business. The deal is expected to close in Semtech's fiscal 2027 Q4, pending regulatory approvals.
Semtech Corporation (SMTC) interactive stock chart
This page provides an interactive stock chart for Semtech Corporation (SMTC) along with real-time price data and recent news. As of the close, SMTC was at $133.58, down 4.59%, with an after-hours price of $133.80. The news section highlights the sale of its cellular module business, an upcoming Q2 FY2027 conference call, and various analyst opinions and market movements related to the company.
Semtech (NASDAQ: SMTC) sells cellular module business to Compal for $62M cash
Semtech Corporation has announced a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture is strategically aimed at sharpening Semtech's focus on high-growth areas like data center and LoRa connectivity. The transaction, which includes assets, intellectual property, customer relationships, and personnel related to the cellular module business, is expected to close in the fourth quarter of Semtech’s 2027 fiscal year, pending regulatory approvals.
Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics
Semtech Corporation has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture aims to sharpen Semtech's focus on its core product portfolio, specifically data center and LoRa connectivity. The transaction is expected to close during the fourth quarter of Semtech's 2027 fiscal year, pending regulatory approvals and other customary closing conditions.
Semtech Agrees to Sell Cellular Unit to Focus on Data Center, LoRa
Semtech Corporation has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash. This divestiture allows Semtech to sharpen its focus on its core growth areas: data center and LoRa connectivity. The transaction is expected to close during the fourth quarter of Semtech’s 2027 fiscal year, pending regulatory approvals.
Semtech Corporation (SMTC) Stock Price, News, Quote & History
This page provides a comprehensive overview of Semtech Corporation (SMTC) stock, including its current price, recent news headlines, and historical performance data. The stock showed a significant increase at market close on August 12, trading at 140.00, up 6.72%, but was slightly down in pre-market trading. The news section highlights recent articles discussing Semtech's valuation, AI data center growth, and its performance relative to earnings reports and analyst expectations.
Semtech CEO Hong Q. Hou Sells 2,000 Shares Through Rule 10b5-1 Trading Plan
Semtech Corp's President and CEO, Hong Q. Hou, sold 2,000 shares of common stock on August 7, 2026. This transaction was conducted as part of a pre-established Rule 10b5-1 trading plan. The sale was disclosed in a Form 4 filing on August 11, 2026.
Semtech (SMTC) CEO Hong Q. Hou sells 2,000 shares in Rule 10b5-1 plan
Semtech Corp's President and CEO, Hong Q. Hou, sold 2,000 shares of common stock on August 7, 2026, at $140.00 per share. This transaction, totaling $280,000, was executed under a pre-established Rule 10b5-1 trading plan adopted on December 17, 2025. Following the sale, Hou directly holds 62,799 shares of Semtech common stock.
Semtech to webcast its fiscal Q2 results discussion Aug. 25
Semtech Corporation (Nasdaq: SMTC) announced it will release its second-quarter fiscal year 2027 financial results after market close on Tuesday, August 25, 2026. The company will host a conference call on the same day at 1:30 p.m. PT (4:30 p.m. ET) to discuss its performance, business activities, and outlook. The event will also be webcast live on Semtech's investor website.
Semtech Corporation (NASDAQ:SMTC) Given Average Rating of "Moderate Buy" by Analysts
Semtech Corporation (NASDAQ:SMTC) has received an average "Moderate Buy" rating from analysts, with 13 buy ratings, one strong buy, three hold, and one sell, and an average 12-month price target of $189.07. The company recently surpassed quarterly earnings expectations with an EPS of $0.51 and revenue of $291.02 million, representing a 15.9% year-over-year increase. Despite recent insider selling, institutional investors have increased their holdings, and Semtech's shares opened at $131.27 after a 5.8% decline.
Semtech (NASDAQ:SMTC) Quietly Becomes a Favorite AI Infrastructure Name
Semtech Corporation (NASDAQ:SMTC) is gaining attention due to the increasing demand for its analog and mixed-signal chips. These chips are crucial for powering AI optical modules and data center connectivity across the technology market. The article highlights Semtech's role in supporting high-speed data links within AI data centers and differentiates its component-level focus from other system-level connectivity providers.
Bank of America Corp DE Sells 856,713 Shares of Semtech Corporation $SMTC
Bank of America Corp DE reduced its stake in Semtech Corporation (SMTC) by 42.8% in Q1, selling over 856,000 shares but still retaining 1.14 million shares valued at $87.9 million. Despite this sale, analysts maintain a "Moderate Buy" rating for Semtech, with an average price target of $189.07, and the company recently surpassed Q1 earnings and revenue estimates. Insider selling has also occurred, with executives selling shares totaling over $3 million in the past 90 days, though insider ownership remains at 0.44%.
Hong Hou (NASDAQ: SMTC) plans new 2,000-share stock sale after June–July trades
SMTC shareholder Hong Hou has filed a notice for a planned sale of 2,000 common shares through Fidelity Brokerage Services LLC on August 7, 2026, valued at $280,000. These shares originate from restricted stock vesting on July 1, 2025. This planned sale follows previous transactions in June and July 2026 where Hou sold a total of 13,605 shares.
SMTC|Semtech Corp|Price:129.260|Chg%:+10.180
TradingKey provides a comprehensive stock analysis of Semtech Corp (SMTC), highlighting its stable fundamentals, significant growth potential, and fair valuation within the Semiconductors & Semiconductor Equipment industry. The company's stock score is 7.11/10, with analysts rating it as a "Buy" and a target price of $205.19, indicating a 74.16% upside. Despite some institutional selling, the company exhibits strong revenue growth and is considered suitable for range-bound swing trading.
Yorktown Management & Research Co Inc's Semtech Corp(SMTC) Holding History
This article details Yorktown Management & Research Co Inc's historical holdings in Semtech Corp (SMTC). As of June 30, 2026, Yorktown Management & Research Co Inc holds 6,850 shares of SMTC, valued at $1.11 million, constituting 0.68% of their portfolio. The firm has an estimated loss of -9.26% on these holdings, with an average purchase price of $129.85 compared to the current price of $117.83.
Vanguard Portfolio Management (SMTC) discloses 5.35M-share Semtech ownership on 13G/A
Vanguard Portfolio Management LLC and its affiliates have reported a beneficial ownership of 5,354,281 shares of Semtech Corp common stock as of June 30, 2026. This represents a 5.74% stake in the company, exceeding the 5% reporting threshold for a Schedule 13G/A filing. The report details sole voting power over 25,687 shares and sole dispositive power over all 5,354,281 shares, with no single other person having more than a 5% interest in these reported securities.
Semtech Corp (SMTC) Stock Up 10.8% but GF Value Says Overvalued -- GF Score: 71/100
Semtech Corp (SMTC) stock rose 10.8% today but is considered significantly overvalued by its GF Value, with a current price of $114.59 against a GF Value of $38.70. The company faces profitability issues and negative cash flow, and although its GF Score is 71/100, its valuation rank is 1/10. Insider selling of $7.1 million over the last three months, with no buying activity, further suggests caution for investors.
Semtech Number of Employees 2026 | Employee Count & Headcount Data
Semtech Corp. (SMTC) had approximately 1,940 employees worldwide as of March 2026, marking a 7.1% decline from 2023 but a 0.5% increase year-over-year. The company is actively hiring with 128 job postings, though this is a 29.3% decline from 2025. Semtech's workforce is concentrated in the US (27%), Canada (19.9%), and India (11.5%), with an average salary of $91,499.
BlackRock, Inc. (SMTC holder) discloses 9.9% beneficial stake in Semtech
BlackRock, Inc. has filed an Amendment No. 19 to a Schedule 13G/A, reporting a 9.9% beneficial ownership stake in Semtech Corporation as of June 30, 2026. This translates to 9,249,292 shares of common stock, with BlackRock holding sole voting power over 8,988,483 shares and sole dispositive power over all 9,249,292 shares. The filing indicates that while underlying clients and funds have rights to dividends, no single individual has an interest exceeding five percent of Semtech's outstanding common shares.
Semtech Corp. (SMTC) Q1 2026 Earnings Report - Results, Call & Slides
Semtech Corp. (SMTC) announced its Q1 2026 earnings, reporting actual EPS of $6.62, beating the consensus of $6.47 by $0.16. The company's actual revenue reached $4.38 billion, surpassing the expected $4.36 billion with a year-over-year revenue growth of 21.81%. The earnings announcement and conference call took place on May 27, 2025, and the next earnings date is estimated for September 2, 2026.
Sei Investments Co. Has $27.52 Million Stock Position in Semtech Corporation $SMTC
Sei Investments Co. significantly increased its stake in Semtech Corporation by 65.9% in Q1, holding 357,875 shares valued at $27.5 million. Other major institutional investors also raised their holdings, while analysts largely maintain a bullish stance with a consensus price target of $189.07. Despite recent insider selling and a 3.5% drop in share price on Tuesday, Semtech exceeded Q1 earnings and revenue estimates, reporting 15.9% year-over-year revenue growth.
Semtech Corp (SMTC) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Semtech Corp (SMTC), focusing on its price momentum, support and resistance levels, and various technical indicators and moving averages. SMTC's current price momentum score is 4.83, and its stock is trading between a resistance level of 152.95 and a support level of 102.27, suggesting potential for range-bound swing trading. The analysis includes a summary of indicator signals (mostly "Sell" or "Neutral") and moving average signals (mostly "Sell" with one "Buy" for MA200), concluding with a "Neutral" overall signal based on technical analysis.
SMTC|Semtech Corp|Price:130.000|
Semtech Corporation is a provider of high-performance semiconductor, IoT systems, and cloud connectivity solutions, with segments including Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. The article provides an overview of the company, its financial data, market performance, and executive team, along with details on its top shareholders and revenue sources. As of 2026Q1, 807 institutions held shares of Semtech Corp, with the Analog Mixed Signal and Wireless business generating the highest revenue.
Is Semtech (SMTC) Undervalued As AI Data Center Growth Fuels Its Story?
Semtech (SMTC) is gaining investor attention due to its role in semiconductors and IoT systems, particularly with the surging demand from AI data centers. While one narrative suggests Semtech is 38.5% undervalued with a fair value of $204.83, another valuation model (SWS DCF) estimates its fair value at US$57.59, indicating a potential overvaluation based on current growth expectations. Investors are advised to review all data to weigh both the opportunities and risks associated with the company's valuation discrepancies.
Is Semtech (SMTC) Still Cheap Or Is Too Much Priced In?
Semtech (SMTC) has seen a significant 342.0% return over the past three years and 137.3% over the last year. While the stock's P/S ratio indicates it trades at a discount compared to a tailored fair P/S, the broader valuation checks are mixed, suggesting it's no longer clearly cheap but also not overly stretched. The future justification of its current price hinges on Semtech's ability to maintain revenue growth and cash flow without margin pressure or increased capital needs.
Semtech Slides as Chip Selloff and Valuation Reset Appear to Pressure Shares
Semtech (SMTC) stock is down 8.6% today, likely due to a broader semiconductor selloff and a re-evaluation of AI-related chip valuations rather than company-specific news. The company had previously reported strong quarterly net sales in May and disclosed a new revolving credit facility in July, indicating continued momentum despite the recent stock dip. Insider trading shows sales, while institutional investors have mixed positions, and congressional trades include both purchases and sales.
Semtech Corp (SMTC) director sells 500 shares under Rule 10b5-1 plan
Semtech Corp director Paul V. Walsh Jr. sold 500 shares of common stock on July 22, 2026, at $133.07 per share. This transaction was conducted under a pre-established Rule 10b5-1 trading plan adopted on July 9, 2025. Following the sale, Mr. Walsh Jr. directly holds 27,600 shares of Semtech common stock.
Amtech, Semtech, Nova, Power Integrations, and FormFactor Shares Are Falling, What You Need To Know
Shares of Amtech, Semtech, Nova, Power Integrations, and FormFactor are falling due to the U.S. government announcing new tariffs of 10% to 12.5% on 60 trading partners, including key semiconductor supply chain regions like the EU, Japan, South Korea, and Taiwan. These Section 301 tariffs are expected to cause long-term margin compression across the U.S. hardware and semiconductor sectors. The market is also reacting to earlier news about TSMC's increased capital expenditure guidance, suggesting that scaling AI manufacturing capacity will be exceptionally expensive, potentially leading to a de-rating of the sector's valuation multiples.
Semtech Corp (SMTC) Earnings Forecast: Future EPS & Revenue Growth Estimates
Semtech Corp (SMTC) has an earnings forecast score of 8.25, ranking 26th in the Semiconductors & Semiconductor Equipment industry. The average analyst price target is $80.00, with 16 analysts primarily recommending a "Buy" trend. The company's expected revenue for the next quarter is $326.40 million, and the EPS for the next quarter is projected at $0.60, a significant increase from the previous quarter's EPS of -$0.32.
SMTC|Semtech Corp|Price:138.710|Chg%:+1.780
Semtech Corp (SMTC) is currently trading at $130.263, down 6.07%, with a market capitalization of $12.13 billion. Analysts rate the stock as "Buy" with a target price of $205.19, suggesting a 48.86% upside. Despite a recent weak stock market performance, the company exhibits strong fundamentals, including a steady revenue growth of 20.86% year-on-year over the past three years.
SMTC5674168 Bond Profile — Key Metrics
This article provides a bond profile for Semtech Corporation's 1.625% bond maturing on November 1, 2027, identified as SMTC5674168. It details key metrics such as the issue date, outstanding amount, face value, and coupon rate. The profile also includes a description of Semtech Corporation's business, focusing on its segments like Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity.
Semtech COO Asaf Silberstein sells $435,120 in company stock
Semtech COO Asaf Silberstein sold 3,000 shares of SMTC stock for $435,120 on July 14, 2026, through a family trust and a Rule 10b5-1 trading plan. Despite the sale, Semtech's stock has seen significant gains over the past year and year-to-date, fueled by strong Q1 results and robust demand for its products, leading analysts to raise price targets. However, InvestingPro analysis suggests the stock may be overvalued.
Semtech (SMTC) EVP and COO Asaf Silberstein logs 3,000-share sale under 10b5-1 plan
Semtech (SMTC) EVP and COO Asaf Silberstein sold 3,000 shares of common stock on July 14, 2026, at an average price of $145.04 per share, totaling $435,120. This sale was conducted under a pre-arranged Rule 10b5-1 trading plan adopted on April 8, 2026. After the transaction, a Family Trust associated with Silberstein indirectly holds 93,862 shares.
