SMTC

Semtech Corporation (SMTC) | Rumor.io

Semtech

SMTC

Attention (50-day avg)0.03%

Attention rank (50-day avg)#226

Bullish sentiment (50-day avg)87%

Price to earnings ratio120.7

Market capitalization16.3B

Earnings per share1.51

Dividend yield (TTM)0.11%

Revenue (annual)1B

Net income (annual)-40.4M

Social

What share of all stock conversation is about SMTC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.14	0.06% +0.01	0.04% +0.01	0.01% +0

Sep 28

Semtech Corporation's stock is being watched for a potential higher low formation, which could be a constructive sign.
The stock is considered a strong performer among semiconductors, with a base breakout and retest setup.
Semtech Corporation is expected to report earnings on November 23, with a potential revenue guide of $405-415 million, a 54% year-over-year increase.

Generated by AI

Sentiment

Of the messages about SMTC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +0.3	93.78% +6.97	89.09% +0.99	91.82% +17.02
Bearish	0% -0.3	6.22% -6.97	10.91% -0.99	8.18% -17.02

Bullish· Sep 17

Semtech Corporation's sequential data center revenue growth and pricing power have been impressive, making it a strong stock in the semiconductor sector.
The company's 1.6T transceiver shipments are growing faster than expected, with more than 50% of 1.6T modules using Semtech's TIAs, indicating a significant advantage in the market.
Semtech's recent Q2 results were explosive, with revenue of $341.9M (+32.7% YoY) and guided Q3 revenue of $410M, a 8.2% beat, and projected adjusted EPS of $1.05, a 43.8% jump above consensus.

Bearish· Jul 23

$SMTC is pulling back from recent levels, and watch for support areas to hold.
Semtech's price is easing off, indicating a mild correction that may signal short-term weakness.
Semtech's price retreat signals short-term caution among investors, and a modest decline suggests short-term consolidation after recent gains.

Generated by AI

Topics

Of the messages about SMTC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	17.5%	17.26%	27.6%
Technical Analysis	100%	66.34%	56.38%	23.8%
Macro	0%	13.97%	13.98%	20.57%
Earnings	0%	0%	4.88%	18.43%
Analysts	0%	1.82%	7.28%	9.53%
Controversies	0%	0.36%	0.23%	0.07%

Earnings· Aug 26

Semtech's Q2 earnings beat expectations, with revenue of $341.9M, up 33% YoY, and adjusted EPS of $0.71, surpassing the $0.61 consensus.
The company's data center segment reached a record $100M, driven by 800G and early 1.6T shipments, and Q3 guidance was raised to $410M revenue and $1.05 adjusted EPS.
Semtech's strong performance was attributed to record revenue across its key businesses, accelerating order bookings, and a significant growth inflection, with new revenue drivers expected to provide visibility well into the next fiscal year.

Analysts· May 27

Semtech Corporation ($SMTC) price target was raised by multiple analysts, including UBS to $225, Benchmark to $230, Baird to $225, Stifel to $188, Morgan Stanley to $175, Craig-Hallum to $205, Susquehanna to $200, Oppenheimer to $200, and Roth Capital to $190.
Analysts cited strong demand for Semtech's optical networking products, including 800G and 1.6T solutions, as well as growth in data center and AI-related markets.
Semtech's Q1 earnings and Q2 guidance were also highlighted as key drivers of the price target increases, with the company reporting better-than-expected results and issuing guidance above estimates.

Announcements· Mar 16

Semtech Corporation (SMTC) reported Q4 2026 results, with adjusted EPS of $0.44 beating estimates by $0.01 and sales of $274.4M beating estimates by 0.6%.
The company guided Q1 FY2027 outlook with sales of $283M and EPS of $0.45, beating estimates by 3.4% and 0.2% respectively.
Semtech's full FY2026 sales reached $1.05B with $1.71 Non-GAAP EPS, and Q4 operating cash flow was $61.5M.

Technical Analysis· Jun 10

Semtech Corporation ($SMTC) has a strong chart setup with lower highs tightening, indicating a potential breakout.
The stock's lower highs suggest a gradual price increase.
This technical analysis is based on a watchlist setup with a strong emphasis on $SMTC.

Generated by AI

Community

Of the messages about SMTC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	94.31%	67.1%	64.95%	40.35%
Newcomers	5.69%	32.9%	35.05%	59.65%

Regulars· Sep 23

Semtech has moved aggressively post-earnings and is now worth around $170, with upside potential to $210, according to market analysts.
Semtech has been initiated with a Buy rating and $200 price target by Seaport Research, citing the company's strong focus on data center optical and its position to benefit from AI optical in 2027 and 2028.
Semtech has completed a product integration with Palo Alto Networks, combining its secure edge 5G/LTE routers and network management portfolio with Palo Alto Networks' Next-Generation Firewalls to deliver intelligent and interoperable solutions.

Newcomers· Sep 21

Newcomers are entering the market with Semtech Corporation, with one user taking profits quickly due to the market's uncertainty and another setting an alert/stop on the stock.
Semtech Corporation's stock price is surging, with one user noting a 22.61% surge and another observing a 42.9% increase in the past month.
The company's recent achievements, such as enabling a 50G optical transition for AI-driven 5G-advanced and advancing next-gen AI optical interconnects, are being highlighted as reasons for the stock's success.

Generated by AI

News

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1d agoYahoo Finance

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know

Detailed price information for Micron Technology (MU-Q) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

Detailed price information for Analog Devices (ADI-Q) from The Globe and Mail including charting and trades.

2d agoThe Globe and Mail

Why Semtech (SMTC) Stock Is Up Today

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 2.8% in the pre-market session after analyst Jay Goldberg initiated coverage of the company with a Buy rating and a $200 price target, pointing to expanding demand across artificial intelligence data-center infrastructure.

4d agoYahoo Finance

Why Semtech (SMTC) Stock Is Up Today

4d agoBarchart.com

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

5d agoYahoo Finance Singapore

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Semtech Corporation

Technology
Semiconductors

Semtech Corporation is a semiconductor company that provides high-performance analog and mixed-signal products, Internet of Things systems, and cloud connectivity solutions. Semtech’s portfolio supports applications in AI data center networking, wireless connectivity, optical interconnects, and industrial and enterprise communications, helping customers build faster, more efficient, and more connected systems. The company also develops LoRa technology and related IoT solutions used for long-range, low-power device connectivity in smart infrastructure, utilities, logistics, and remote monitoring. Its products serve a broad range of markets, including data centers, communications, industrial equipment, and connected devices. Headquartered in Camarillo, California, Semtech Corporation focuses on technologies that enable reliable data transmission, network performance, and connectivity across modern digital infrastructure.

Website

Location

200 Flynn Road

Camarillo, CA, 93012-8790

United States

Social

What share of all stock conversation is about SMTC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.14	0.06% +0.01	0.04% +0.01	0.01% +0

Sep 28

Semtech Corporation's stock is being watched for a potential higher low formation, which could be a constructive sign.
The stock is considered a strong performer among semiconductors, with a base breakout and retest setup.
Semtech Corporation is expected to report earnings on November 23, with a potential revenue guide of $405-415 million, a 54% year-over-year increase.

Generated by AI

Sentiment

Of the messages about SMTC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +0.3	93.78% +6.97	89.09% +0.99	91.82% +17.02
Bearish	0% -0.3	6.22% -6.97	10.91% -0.99	8.18% -17.02

Bullish· Sep 17

Semtech Corporation's sequential data center revenue growth and pricing power have been impressive, making it a strong stock in the semiconductor sector.
The company's 1.6T transceiver shipments are growing faster than expected, with more than 50% of 1.6T modules using Semtech's TIAs, indicating a significant advantage in the market.
Semtech's recent Q2 results were explosive, with revenue of $341.9M (+32.7% YoY) and guided Q3 revenue of $410M, a 8.2% beat, and projected adjusted EPS of $1.05, a 43.8% jump above consensus.

Bearish· Jul 23

$SMTC is pulling back from recent levels, and watch for support areas to hold.
Semtech's price is easing off, indicating a mild correction that may signal short-term weakness.
Semtech's price retreat signals short-term caution among investors, and a modest decline suggests short-term consolidation after recent gains.

Generated by AI

Topics

Of the messages about SMTC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	17.5%	17.26%	27.6%
Technical Analysis	100%	66.34%	56.38%	23.8%
Macro	0%	13.97%	13.98%	20.57%
Earnings	0%	0%	4.88%	18.43%
Analysts	0%	1.82%	7.28%	9.53%
Controversies	0%	0.36%	0.23%	0.07%

Earnings· Aug 26

Semtech's Q2 earnings beat expectations, with revenue of $341.9M, up 33% YoY, and adjusted EPS of $0.71, surpassing the $0.61 consensus.
The company's data center segment reached a record $100M, driven by 800G and early 1.6T shipments, and Q3 guidance was raised to $410M revenue and $1.05 adjusted EPS.
Semtech's strong performance was attributed to record revenue across its key businesses, accelerating order bookings, and a significant growth inflection, with new revenue drivers expected to provide visibility well into the next fiscal year.

Analysts· May 27

Semtech Corporation ($SMTC) price target was raised by multiple analysts, including UBS to $225, Benchmark to $230, Baird to $225, Stifel to $188, Morgan Stanley to $175, Craig-Hallum to $205, Susquehanna to $200, Oppenheimer to $200, and Roth Capital to $190.
Analysts cited strong demand for Semtech's optical networking products, including 800G and 1.6T solutions, as well as growth in data center and AI-related markets.
Semtech's Q1 earnings and Q2 guidance were also highlighted as key drivers of the price target increases, with the company reporting better-than-expected results and issuing guidance above estimates.

Announcements· Mar 16

Semtech Corporation (SMTC) reported Q4 2026 results, with adjusted EPS of $0.44 beating estimates by $0.01 and sales of $274.4M beating estimates by 0.6%.
The company guided Q1 FY2027 outlook with sales of $283M and EPS of $0.45, beating estimates by 3.4% and 0.2% respectively.
Semtech's full FY2026 sales reached $1.05B with $1.71 Non-GAAP EPS, and Q4 operating cash flow was $61.5M.

Technical Analysis· Jun 10

Semtech Corporation ($SMTC) has a strong chart setup with lower highs tightening, indicating a potential breakout.
The stock's lower highs suggest a gradual price increase.
This technical analysis is based on a watchlist setup with a strong emphasis on $SMTC.

Generated by AI

Community

Of the messages about SMTC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	94.31%	67.1%	64.95%	40.35%
Newcomers	5.69%	32.9%	35.05%	59.65%

Regulars· Sep 23

Semtech has moved aggressively post-earnings and is now worth around $170, with upside potential to $210, according to market analysts.
Semtech has been initiated with a Buy rating and $200 price target by Seaport Research, citing the company's strong focus on data center optical and its position to benefit from AI optical in 2027 and 2028.
Semtech has completed a product integration with Palo Alto Networks, combining its secure edge 5G/LTE routers and network management portfolio with Palo Alto Networks' Next-Generation Firewalls to deliver intelligent and interoperable solutions.

Newcomers· Sep 21

Newcomers are entering the market with Semtech Corporation, with one user taking profits quickly due to the market's uncertainty and another setting an alert/stop on the stock.
Semtech Corporation's stock price is surging, with one user noting a 22.61% surge and another observing a 42.9% increase in the past month.
The company's recent achievements, such as enabling a 50G optical transition for AI-driven 5G-advanced and advancing next-gen AI optical interconnects, are being highlighted as reasons for the stock's success.

Generated by AI

Semtech

Social

Sep 28

Bullish· Sep 17

Bearish· Jul 23

Earnings· Aug 26

Analysts· May 27

Announcements· Mar 16

Technical Analysis· Jun 10

Regulars· Sep 23

Newcomers· Sep 21

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

Why Semtech (SMTC) Stock Is Up Today

Why Semtech (SMTC) Stock Is Up Today

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

Also Discussed

Semtech Corporation

Company Information

Location

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know

Marvell Technology, Semtech, Lattice Semiconductor, and Micron Stocks Trade Down, What You Need To Know

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

Why Semtech (SMTC) Stock Is Up Today

Why Semtech (SMTC) Stock Is Up Today

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

Also Discussed

Social

Sep 28

Bullish· Sep 17

Bearish· Jul 23

Earnings· Aug 26

Analysts· May 27

Announcements· Mar 16

Technical Analysis· Jun 10

Regulars· Sep 23

Newcomers· Sep 21