41.88 USD
-0.03
0.07%
At close Jun 20, 4:00 PM EDT
After hours
41.99
+0.11
0.26%
1 day
-0.07%
5 days
3.56%
1 month
6.43%
3 months
3.05%
6 months
-34.10%
Year to date
-32.56%
1 year
42.06%
5 years
-18.87%
10 years
94.61%
 

About: Semtech Corp is engaged in designing, developing, manufacturing and marketing analog and mixed-signal semiconductors, algorithms and wireless semiconductors, connectivity modules, gateways, routers and connected services for IoT. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems and IoT Connected Services. The majority of the company's revenue is earned through Analog Mixed Signal and Wireless segment. Geographically majority of the company's revenue is earned from Asia Pacific region, company also operates in North America and Europe.

Employees: 1,838

0
Funds holding %
of 7,302 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

31% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 100

8% less call options, than puts

Call options by funds: $82.4M | Put options by funds: $89.5M

1.46% less ownership

Funds ownership: 113.44% [Q4 2024] → 111.98% (-1.46%) [Q1 2025]

11% less funds holding

Funds holding: 351 [Q4 2024] → 311 (-40) [Q1 2025]

38% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 94

44% less capital invested

Capital invested by funds: $5.93B [Q4 2024] → $3.33B (-$2.6B) [Q1 2025]

86% less funds holding in top 10

Funds holding in top 10: 7 [Q4 2024] → 1 (-6) [Q1 2025]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$43
3%
upside
Avg. target
$53
27%
upside
High target
$68
62%
upside

5 analyst ratings

positive
80%
neutral
20%
negative
0%
Stifel
Tore Svanberg
7%upside
$45
Buy
Maintained
28 May 2025
Morgan Stanley
Joseph Moore
3%upside
$43
Equal-Weight
Maintained
28 May 2025
Benchmark
Cody Acree
62%upside
$68
Buy
Reiterated
28 May 2025
Needham
Quinn Bolton
29%upside
$54
Buy
Reiterated
28 May 2025
UBS
Timothy Arcuri
31%upside
$55
Buy
Maintained
5 May 2025

Financial journalist opinion

Based on 16 articles about SMTC published over the past 30 days

Positive
Zacks Investment Research
4 days ago
Wall Street Analysts Believe Semtech (SMTC) Could Rally 40.02%: Here's is How to Trade
The mean of analysts' price targets for Semtech (SMTC) points to a 40% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Wall Street Analysts Believe Semtech (SMTC) Could Rally 40.02%: Here's is How to Trade
Negative
Zacks Investment Research
5 days ago
Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks
Analysts expect SMTC and ADI to see strong double-digit growth in 2025, despite the negative macro and geopolitics plaguing the Analog/Mixed Signal semiconductor industry.
Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks
Neutral
Business Wire
6 days ago
Semtech's LoRaWAN® Innovation: Transformative IoT Insights
CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, will showcase its IoT leadership as Robert Comanescu, Semtech's senior director and marketing head of IoT chips, joins the featured speakers at the upcoming 2025 Shanghai Internet of Things Exhibition on June 19, 2025. Comanescu will present during a key panel discussion hosted by the LoRa Allianc.
Semtech's LoRaWAN® Innovation: Transformative IoT Insights
Positive
Forbes
1 week ago
Trade Talks Boost Optimism For Semtech
Semtech (NASDAQ:SMTC), a firm focusing on analog and mixed-signal semiconductors, experienced a stock increase of nearly 9% during Monday's trading. This surge comes amidst revitalized optimism following trade talks between U.S. and Chinese officials, which have sparked speculation that export restrictions on critical technologies may be eased.
Trade Talks Boost Optimism For Semtech
Neutral
Zacks Investment Research
2 weeks ago
AMD vs. Semtech: Which Semiconductor Stock Is the Better Buy Now?
Advanced Micro Devices and SMTC are well-known players in the semiconductor market. Let's find out which one is a better investment option right now.
AMD vs. Semtech: Which Semiconductor Stock Is the Better Buy Now?
Neutral
Seeking Alpha
2 weeks ago
Semtech: Buy Rating Initiated On Transition Catalyst Potential And Valuation Upside
We initiate on Semtech Corporation at Buy, as we believe the transition to higher-margin LoRa and FiberEdge franchises will compensate for near-term revenue headwinds from legacy and IoT divestiture risks. Our $52/sh price target is based on applying 4.5x EV/Sales multiple to our FY27E revenue estimate of $1.03 bn. We estimate FY26E/FY27E revenue of $980mn/$1.03bn.
Semtech: Buy Rating Initiated On Transition Catalyst Potential And Valuation Upside
Positive
Seeking Alpha
2 weeks ago
Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity
Semtech's sequential growth has stalled, with Q1 results and Q2 guidance showing only modest improvement after a sharp stock pullback. Valuation remains aggressive; SMTC is trading at a significant premium to sector peers despite slowing growth momentum. CopperEdge's ramp-up later in the year is critical to justifying the current valuation and reigniting growth, but execution risk remains.
Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity
Positive
Zacks Investment Research
2 weeks ago
Semtech (SMTC) Upgraded to Buy: What Does It Mean for the Stock?
Semtech (SMTC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Semtech (SMTC) Upgraded to Buy: What Does It Mean for the Stock?
Positive
Zacks Investment Research
2 weeks ago
Does Semtech (SMTC) Have the Potential to Rally 50.9% as Wall Street Analysts Expect?
The consensus price target hints at a 50.9% upside potential for Semtech (SMTC). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Does Semtech (SMTC) Have the Potential to Rally 50.9% as Wall Street Analysts Expect?
Negative
Benzinga
3 weeks ago
Semtech Slides Despite Record Q1 Sales: 4 Analysts Maintain Ratings
Shares of Semtech Corp SMTC were down 5.8% at last check on Wednesday, despite the company's upbeat first-quarter results.
Semtech Slides Despite Record Q1 Sales: 4 Analysts Maintain Ratings
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