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09:00Oct 221 Story
06:00Oct 211 Story
10:00Oct 162 Stories
Semtech eyes data center revenue surge as AI infrastructure spending grows
Semtech, the semiconductor company, is targeting more than doubling its data center revenue in financial 2028 and 2029, as Baird reaffirmed its 'outperform' rating and $300 price target. Baird said record bookings and strong visibility over the next 2 years supported the growth outlook, with...
Semtech Stock’s Rebound Didn’t Last Long Even as Wall Street Sees Strength in Near-Term Earnings Targets
Semtech says it expects data-center revenue to more than double in the upcoming fiscal years.
08:00Oct 163 Stories
Semtech Stock Rebounds as Wall Street Turns Focus to Near-Term Earnings Targets
Semtech says it expects data-center revenue to more than double in the upcoming fiscal years.
Semtech Shares Rise 2.7% as Higher Q3 Guidance and Northland Upgrade Support Recovery
Semtech Corporation (NASDAQ:SMTC) shares advanced 2. 7% in premarket trading on Friday, 16 October 2026, following an increase in the semiconductor company’s third-quarter financial guidance and an analyst upgrade from Northland.
06:00-08:00Oct 162 Stories
Semtech Corporation (SMTC) Analyst/Investor Day - Slideshow
2026-10-16. The following slide deck was published by Semtech Corporation in conjunction with this event.
TD Cowen Reiterates Buy on Semtech, Maintains $215 Price Target
TD Cowen analyst Sean O'Loughlin reiterates Semtech (NASDAQ:SMTC) with a Buy and maintains $215 price target.
07:00-09:00Oct 22 Stories
Semtech Stock Actionable In Buy Zone After Earnings Boost
Chipmaker Semtech stock is actionable as shares trade inside a buy zone, following a 149% gain in 2026.
Semtech: A Sharper Portfolio Still Has To Earn Its Premium
Semtech is positioned for higher earnings via optical connectivity growth and a streamlined portfolio. Read why SMTC stock is a hold.
04:00-20:00Oct 12 Stories
Why Are Semtech (SMTC) Shares Soaring Today
Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 5.1% in the afternoon session after StreetInsider reported that Oppenheimer raised its price target on the company's stock to $225 from $200 and reiterated an Outperform rating.
Oppenheimer Maintains Outperform on Semtech, Raises Price Target to $225
Oppenheimer analyst Rick Schafer maintains Semtech (NASDAQ:SMTC) with a Outperform and raises the price target from $200 to $225.
20:00Sep 281 Story
04:00-21:00Sep 252 Stories
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.
Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech
monday.com is gaining from AI adoption and larger customers, with revenue growth and rising AI ARR highlighting its expansion.
08:00-11:00Sep 242 Stories
Semtech (SMTC) Up 20.3% Since Last Earnings Report: Can It Continue?
Semtech (SMTC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Semtech (SMTC) Is Expanding Into Higher-Growth Connectivity Markets. Can the New Products Drive Meaningful Upside?
Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track. The company has introduced an industry-first 10G passive optical network (PON) chipset designed for triple-generation 50G optical line terminal (OLT) applications. The chipset comprises two integrated components, which ensure a compact solution for XGS-PON systems. First is the GN7153C, which is a 10G PON OLT […]
15:00-23:00Sep 232 Stories
Semtech (SMTC) Stock May Be Overvalued On Its 7x Three Year Run
Semtech has delivered a striking multi year share price run, and the question now is whether the current US$169.33 level is supported by what the business actually earns. With the spotlight firmly on its profit engine, the issue is how much of that past share price performance can be tied back to the company’s earnings power rather than sentiment alone. Over roughly three years the stock has logged a very large 3 year return of about 7x, which puts real pressure on the earnings story to...
$100 Invested In Semtech 5 Years Ago Would Be Worth This Much Today
Semtech (NASDAQ:SMTC) has outperformed the market over the past 5 years by 4.85% on an annualized basis producing an average annual return of 16.96%. Currently, Semtech has a market capitalization of $15.79 billion.
08:00-11:00Sep 232 Stories
What Makes Semtech Corp. (SMTC) a Key Enabler of AI Data Infrastructure?
Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]
Semtech and Palo Alto Networks Secure Industrial IoT with Zero Trust
CAMARILLO, Calif., September 23, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today announced it has completed a product integration with Palo Alto Networks Next-Generation Firewalls (NGFWs). Semtech joins an extensive ecosystem of Palo Alto Networks Technology Partners to deliver intelligent and interoperable solutions that help joint cus
02:00-07:00Sep 232 Stories
Marvell and 2 More Stocks to Play the AI Data-Center Boom
Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.
Seaport Global Initiates Coverage On Semtech with Buy Rating, Announces Price Target of $200
Seaport Global analyst Jay Goldberg initiates coverage on Semtech (NASDAQ:SMTC) with a Buy rating and announces Price Target of $200.
02:00-13:00Sep 222 Stories
Semtech (SMTC) is a Great Momentum Stock: Should You Buy?
Does Semtech (SMTC) have what it takes to be a top stock pick for momentum investors? Let's find out.
Semtech’s LoRa Plus LR2021 Transceiver Wins 2026 EDGE Award
CAMARILLO, Calif., September 22, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today announced its LoRa Plus™ LR2021 transceiver incorporating fourth-generation LoRa® IP was named a winner of the 2026 EDGE Award for Design Innovation. The EDGE Awards are presented by the Engineering Design & Automation Group of Endeavor Business Media to ch
02:00-06:00Sep 213 Stories
3 Volatile Stocks with Questionable Fundamentals
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.
Semtech Enables 50G Optical Transition for AI-Driven 5G-Advanced
CAMARILLO, Calif., September 21, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today announced full production availability of its mobile transport portfolio enabling 50G fronthaul for the next wave of 5G-Advanced radio deployments. The announcement aligns with the industry’s transition to 50G optical interfaces, marked by Ericsson’s Mobile
16:00Sep 201 Story
12:00-15:00Sep 182 Stories
Is Semtech (SMTC) Quietly Redefining Its Industrial Edge With New Surge Protection For Robotics?
In recent days, Semtech Corporation announced the TDS2621LP, a compact SurgeSwitch protection device offering near-constant clamping voltage and IEC 61000-4-5 surge compliance for 24‑volt DC power buses in industrial robotics and automated manufacturing. This launch extends Semtech’s presence in factory-floor automation by targeting reliability and space savings for collaborative robots and advanced industrial equipment. Now we’ll explore how Semtech’s enhanced surge protection for...
What Is Semtech (SMTC) Signaling With Its New AI And Fiber Products?
Semtech (NasdaqGS:SMTC) announced several new products, including a surge protection device, for communications and data infrastructure customers. The firm introduced what it describes as an industry first integrated chipset targeting 10G PON optical line terminal equipment for fiber broadband networks. Semtech also unveiled a 224G linear TIA and driver family aimed at connectivity in next generation data centers and AI or ML clusters. These new fiber broadband and AI focused product...
05:00Sep 181 Story
09:00-18:00Sep 163 Stories
Semtech (SMTC) Shares Skyrocket, What You Need To Know
Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 9.8% in the morning session after the company introduced its TDS2621LP SurgeSwitch protection device, designed to protect 24-volt DC power buses in industrial robotics and automated manufacturing.
Does Semtech (SMTC) Have the Potential to Rally 36.99% as Wall Street Analysts Expect?
The mean of analysts' price targets for Semtech (SMTC) points to a 37% 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.
03:00-11:00Aug 212 Stories
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?
Semtech heads into Q2 with revenues and EPS expected to rise sharply, as data centers, LoRa and premium handsets drive growth.
BMO Capital Initiates Coverage On Semtech with Outperform Rating, Announces Price Target of $155
BMO Capital analyst Harsh Kumar initiates coverage on Semtech (NASDAQ:SMTC) with a Outperform rating and announces Price Target of $155.
10:00Aug 201 Story
15:00-18:00Aug 192 Stories
Semtech (SMTC) Stock Looks Fully Valued After A 430% Run
Semtech stock has delivered a very large 429.7% return over the past three years, yet the latest valuation checks and an overall low value score suggest the current price may already embed a lot of optimism. Semtech's roughly 4.3x return over three years signals that recent shareholders have seen very strong gains, which raises the bar for any new upside to be justified. Recent product expansion in LoRa connectivity and plans to focus on data center and IoT after selling the cellular module...
What Semtech (SMTC)'s Cellular Exit and New LoRa IoT Chips Mean For Shareholders
Semtech recently completed the US$62,000,000 sale of its cellular module business, while also expanding its LoRa Plus portfolio with the LR2022 and LR2012 IoT transceivers now in production. This combination of portfolio streamlining and new LoRa products highlights a clearer emphasis on AI data-center networking and low-power IoT connectivity solutions. We’ll now examine how Semtech’s exit from cellular modules and renewed focus on LoRa IoT could reshape its investment narrative. Explore 24...
12:00-14:00Aug 192 Stories
Semtech (SMTC) Dropped, So What Is Behind The Latest Attention?
Semtech (SMTC) drew investor attention after agreeing to sell its cellular module business for US$62 million, with the stock rising 9.3%. The move refocuses the company on AI data center networking and LoRa connectivity. See our latest analysis for Semtech. Those moves come after a volatile stretch for Semtech, with the share price falling 12.31% on the day yet still showing a 79.68% year to date share price return and a very large 3 year total shareholder return of 429.69%. If Semtech's...
AXT's InP Demand Is Surging: Can It Become a Long-Term Growth Driver?
AXTI's record InP revenues, $100M-plus backlog and capacity expansion point to a multiyear opportunity tied to AI data-center optical demand.
11:00Aug 191 Story
05:00-11:00Aug 172 Stories
Monolithic Power Systems shares are trading higher after Stifel maintained its Buy rating on the stock and raised its price target from $1300 to $1500.
H World Group Posts Upbeat Q2 Results, Joins Almonty Industries, Diana Shipping And Other Big Stocks Moving Higher On Monday
H World Group (HTHT) beats earnings and raises sales guidance, shares jump 8.1%. Other big gainers include ANGX, ARGX, and MESO.
