Semtech Corporation is a technology company specializing in analog and mixed-signal semiconductors. Its core products include data communication and high-performance analog solutions, primarily serving the telecommunications, industrial, and consumer markets. Major business segments encompass the communications and sensing sectors, with significant revenue derived from products used in data centers, IoT applications, and automotive systems. The company focuses on innovation in connectivity and signal integrity technologies.
The investment profile of Semtech suggests it may appeal to growth investors, given its focus on innovative technologies and recent revenue growth. The absence of dividends indicates a reinvestment strategy aimed at expansion. The stock may be suitable for those with a medium to long-term investment horizon, as it seeks to capitalize on emerging market trends. Investors should consider their experience level when evaluating this stock.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-09-17 | Hold | Buy | Strong momentum and positive earnings surprise support growth outlook. |
| 2026-09-15 | Buy | Hold | Recent volatility raises concerns; monitor for stability. |
| 2026-09-04 | Hold | Buy | Strong revenue growth, but mixed momentum signals. |
| 2026-08-29 | Buy | Hold | Strong revenue growth, but high volatility and risk. |
| 2026-08-27 | — | Buy | Strong recent performance and positive revenue growth. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-10-08 | B.Riley Financial | Update | — → 210 | 193.78 |
| 2026-10-05 | Stifel Nicolaus | Target Raised | 188 → 220 | 194.88 |
| 2026-09-22 | Seaport Global | Update | — → 200 | 174.33 |
| 2026-08-27 | Robert W. Baird | Target Raised | 225 → 300 | 140.8 |
| 2026-08-27 | Northland Securities | Rating Upgraded | — → 182 | 140.8 |
| 2026-08-26 | Morgan Stanley | Target Raised | 175 → 195 | 140.875 |
| 2026-08-26 | Roth Capital | Target Raised | 190 → 220 | 142.6225 |
| 2026-08-26 | UBS | Target Raised | 225 → 230 | 127.52 |
| 2026-08-20 | BMO Capital | Update | — → 155 | 124.88 |
| 2026-08-20 | New Street | Update | — → 230 | 126.595 |
| 2026-06-22 | Cowen & Co. | Target Raised | 210 → 215 | 168.255 |
| 2026-05-27 | Craig-Hallum | Target Raised | 105 → 205 | 159.28 |
| 2026-05-27 | Morgan Stanley | Target Raised | 155 → 175 | 164.46 |
| 2026-05-27 | Roth Capital | Target Raised | 102 → 190 | 164.46 |
| 2026-05-27 | Oppenheimer | Target Raised | 150 → 200 | 164.46 |
