Semtech

SMTC

Market cap $5.48B

Overview Fund Activity

63.13 USD

+0.91

1.46%

At close Updated Sep 18, 9:40 AM EDT

1 day

1.46%

5 days

3.47%

1 month

25.21%

3 months

50.63%

6 months

63.34%

Year to date

1.66%

1 year

43.38%

5 years

21.1%

10 years

290.17%

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

Technology Semiconductors

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]

54% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 89

40% more capital invested

Capital invested by funds: $3.34B [Q1] → $4.68B (+$1.34B) [Q2]

7.62% more ownership

Funds ownership: 112.05% [Q1] → 119.67% (+7.62%) [Q2]

9% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 57

1% more funds holding

Funds holding: 310 [Q1] → 312 (+2) [Q2]

51% less call options, than puts

Call options by funds: $47.8M | Put options by funds: $96.6M

See Fund Rankings

Research analyst outlook

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

Low target

$53

16% downside

Avg. target

$62

2% downside

High target

$76

20% upside

6 analyst ratings

6 positive

100%

0 neutral

0%

0 negative

0%

Benchmark Cody Acree	$76	Buy Maintained	9 Sep 2025
Craig-Hallum Anthony Stoss	$62	Buy Maintained	26 Aug 2025
Northland Capital Markets Gus Richard	$53	Outperform Maintained	26 Aug 2025
Piper Sandler Harsh Kumar	$65	Overweight Maintained	26 Aug 2025
Needham N. Quinn Bolton	$60	Buy Maintained	26 Aug 2025
Stifel Tore Svanberg	$54	Buy Maintained	18 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 22 articles about SMTC published over the past 30 days

SEMTECH ALERT: Bragar Eagel & Squire, P.C. is Investigating Semtech Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Semtech (SMTC) To Contact Him Directly To Discuss Their Options If you are a long-term stockholder in Semtech between August 27, 2024 to February 7, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648.

SEMTECH ALERT: Bragar Eagel & Squire, P.C. is Investigating Semtech Corporation on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Semtech to Highlight Its Comprehensive IoT Leadership at TTC 2025

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 participate in The Things Conference (TTC), September 23-24, 2025 in Amsterdam. The company will showcase its comprehensive IoT connectivity portfolio, including complementary LoRa® and cellular solutions spanning infrastructure, industrial and consumer markets. “The Things Conference highlig.

Semtech to Highlight Its Comprehensive IoT Leadership at TTC 2025

Semtech Delivers Network Lifeline with T-Mobile's T-Priority Certified Router

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, today announced that several products, including its AirLink® XR60 5G router solution has received certification for T-Mobile's T-Priority solution featuring a dedicated slice of its 5G Standalone (SA) network. With 240 million calls made to 911 in the U.S. each year—averaging 10,000 emergency cal.

Semtech Delivers Network Lifeline with T-Mobile's T-Priority Certified Router

Semtech Launches 2.5G FTTR Chipset for Next-Generation PON Networks

SHENZHEN, China & 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, today announced its comprehensive 2.5G symmetric Fiber to the Room (FTTR) chipset designed to accelerate global Passive Optical Network (PON) deployments. The integrated solution addresses critical cost and performance challenges as the FTTR market prepares for significant grow.

Semtech Launches 2.5G FTTR Chipset for Next-Generation PON Networks

Semtech Unveils High-Performance TIAs for 1.6T AI Data Centers

SHENZHEN, China & 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, today announced two new FiberEdge® transimpedance amplifiers (TIAs) designed to address power efficiency challenges in AI infrastructure scaling. The new TIAs expand Semtech's industry-leading signal integrity portfolio and further enhance power efficiency for continued 800G de.

Semtech Unveils High-Performance TIAs for 1.6T AI Data Centers

What Moved Markets This Week

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What Moved Markets This Week

Semtech: Bullish Market Forces Come Into Alignment for This Stock

Semtech's NASDAQ: SMTC stock price action has been in rebound mode since April, and it will likely continue higher through the year's end. The price action will likely continue higher because market forces, including the results, outlook, business quality, analysts, institutions, and short-sellers, are coming into alignment.

Semtech: Bullish Market Forces Come Into Alignment for This Stock

The Motley Fool

Why Semtech Stock Raced 15% Higher Today

Shattering a quarterly record for net sales, specialty chipmaker Semtech (SMTC 15.37%) made a splash on the stock market Tuesday with its latest earnings report. Investors flocked to the company that day, leaving it with a more than 15% gain on its share price at closing.

Why Semtech Stock Raced 15% Higher Today

Semtech surges 16% after strong Q2 results and analyst upgrades

Semtech Corporation (NASDAQ: SMTC) shares surged 16% on Tuesday after the semiconductor company reported second-quarter fiscal 2026 results that outpaced Wall Street expectations. The earnings release, coupled with a series of analyst upgrades, underscored growing confidence in Semtech's turnaround and positioning in high-growth markets such as fibre optics and AI data centres.

Semtech surges 16% after strong Q2 results and analyst upgrades

Semtech's AI Growth Turning From Hype To Reality - Q2 Earnings Review (Rating Upgrade)

Semtech delivered a strong quarter, beating on both revenue and EPS, and improving non-GAAP profitability and margins. I see the data center business as a key growth driver, benefiting from hyperscaler CapEx and AI infrastructure trends, with LPO and CopperEdge poised for major adoption. I was concerned about Semtech's valuation and Wall Street's hyped up growth narrative around the stock, but I think expectations have reset over the past two quarters.

Semtech's AI Growth Turning From Hype To Reality - Q2 Earnings Review (Rating Upgrade)

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