Semtech Corporation (SMTC)
SkyWater vs. Semtech: Which Semiconductor Stock is the Better Buy?
SkyWater Technology SKYT and Semtech Corporation SMTC are well-known players in the fast-growing semiconductor market. While SkyWater runs a domestic foundry serving the defense and advanced packaging space, Semtech designs analog and Internet of Things (IoT) chips used in data centers, industrial systems and smart devices.
Why Is Semtech (SMTC) Up 20.2% Since Last Earnings Report?
Semtech (SMTC) reported earnings 30 days ago. What's next for the stock?
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.
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.
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: 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 (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.
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.
Semtech's Q1 Earnings Match Estimates, Revenues Increase Y/Y
SMTC's Q1 earnings reflect benefits from increased revenues, operational efficiency and effective cost management.
Semtech Corporation (SMTC) Q1 2026 Earnings Call Transcript
Semtech Corporation (NASDAQ:SMTC ) Q1 2026 Earnings Conference Call May 27, 2025 4:30 PM ET Company Participants Mark Lin - EVP & CFO Mitch Haws - SVP & IR Hong Hou - President & CEO Conference Call Participants Quinn Bolton - Needham & Company. Christopher Rolland - Susquehanna International Group Harsh Kumar - Piper Sandler Timothy Arcuri - UBS Joseph Moore - Morgan Stanley Tore Svanberg - Stifel Cody Acree - The Benchmark Company Craig Ellis - B.
Semtech (SMTC) Q1 Earnings Match Estimates
Semtech (SMTC) came out with quarterly earnings of $0.38 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.06 per share a year ago.
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