SMTC · Company research
Semtech Corp (SMTC): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Is Semtech Corp (SMTC) Overvalued After 4.0% Rally? GF Value Say - GuruFocus | Is Semtech Corp (SMTC) Overvalued After 4.0% Rally? GF Value Say GuruFocus | View source ↗ | GuruFocus | Oct 19, 2026 | neutral | 0 | 0.6 |
| Semtech (NASDAQ:SMTC) Stock Keeps "Buy" Rating at TD Cowen - MarketBeat | Semtech (NASDAQ:SMTC) Stock Keeps "Buy" Rating at TD Cowen MarketBeat | View source ↗ | MarketBeat | Oct 19, 2026 | neutral | 0 | 0.6 |
| Semtech Gains as Investors Reassess Raised Outlook and AI Data Center Targets - Quiver Quantitative | Semtech Gains as Investors Reassess Raised Outlook and AI Data Center Targets Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 19, 2026 | neutral | 0 | 0.6 |
| Semtech (NASDAQ:SMTC) Shares Gap Up Following Analyst Upgrade - MarketBeat | Semtech (NASDAQ:SMTC) Shares Gap Up Following Analyst Upgrade MarketBeat | View source ↗ | MarketBeat | Oct 19, 2026 | neutral | 0 | 0.6 |
| Semtech Corporation (SMTC) Analyst/Investor Day - Slideshow (NASDAQ:SMTC) 2026-10-16 - Seeking Alpha | Semtech Corporation (SMTC) Analyst/Investor Day - Slideshow (NASDAQ:SMTC) 2026-10-16 Seeking Alpha | View source ↗ | Seeking Alpha | Oct 16, 2026 | neutral | 0 | 0.6 |
| Semtech (SMTC) Stock Looks Expensive After Its 8x Run - Yahoo Finance | Semtech (SMTC) Stock Looks Expensive After Its 8x Run Yahoo Finance | View source ↗ | Yahoo Finance | Oct 16, 2026 | neutral | 0 | 0.6 |
| Semtech (SMTC) Dropped, So What Is Driving Attention Now? - Yahoo Finance | Semtech (SMTC) Dropped, So What Is Driving Attention Now? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 16, 2026 | neutral | 0 | 0.6 |
| Semtech Corp (SMTC) Stock Down 10.0% but Still Overvalued -- GF Score: 73/100 - GuruFocus | Semtech Corp (SMTC) Stock Down 10.0% but Still Overvalued -- GF Score: 73/100 GuruFocus | View source ↗ | GuruFocus | Oct 16, 2026 | neutral | 0 | 0.6 |
| A $3.2B sales target for fiscal 2030 accompanies a higher Q3 earnings outlook at Semtech (SMTC). - Stock Titan | A $3.2B sales target for fiscal 2030 accompanies a higher Q3 earnings outlook at Semtech (SMTC). Stock Titan | View source ↗ | Stock Titan | Oct 15, 2026 | neutral | 0 | 0.6 |
| Semtech declines 10% amid analyst day (SMTC:NASDAQ) - Seeking Alpha | Semtech declines 10% amid analyst day (SMTC:NASDAQ) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 15, 2026 | neutral | 0 | 0.6 |
| AI drives demand for more data with less power. Semtech expands its copper and fiber portfolio. - Stock Titan | AI drives demand for more data with less power. Semtech expands its copper and fiber portfolio. Stock Titan | View source ↗ | Stock Titan | Oct 15, 2026 | neutral | 0 | 0.6 |
| Semtech (NASDAQ:SMTC): Strong Trend and Growth Momentum, But Entry Setup Lags - ChartMill | Semtech (NASDAQ:SMTC): Strong Trend and Growth Momentum, But Entry Setup Lags ChartMill | View source ↗ | ChartMill | Oct 15, 2026 | neutral | 0 | 0.6 |
| Semtech (NASDAQ:SMTC) Stock Sale Disclosed by Rep. Gilbert Ray Cisneros, Jr. - MarketBeat | Semtech (NASDAQ:SMTC) Stock Sale Disclosed by Rep. Gilbert Ray Cisneros, Jr. MarketBeat | View source ↗ | MarketBeat | Oct 14, 2026 | neutral | 0 | 0.6 |
| How Investors May Respond To Semtech (SMTC) Securing AI Chip Capacity - Simply Wall Street | How Investors May Respond To Semtech (SMTC) Securing AI Chip Capacity Simply Wall Street | View source ↗ | Simply Wall Street | Oct 13, 2026 | neutral | 0 | 0.6 |
| Can Semtech's 1.6T Ramp Accelerate its Data Center Growth? - TradingView | Can Semtech's 1.6T Ramp Accelerate its Data Center Growth? TradingView | View source ↗ | TradingView | Oct 13, 2026 | neutral | 0 | 0.6 |
| Can Semtech's 1.6T Ramp Accelerate its Data Center Growth? | Semtech Corporation reported record data center revenues of $100 million in Q2 FY2027, up 91% year-over-year, driven by strong demand for 800G products and the ramp of 1.6T CopperEdge and FiberEdge solutions. The company expects continued momentum with 45% sequential growth projected for Q3, while gaining significant market share in optical connectivity. However, SMTC trades at a premium valuation with a forward P/S ratio of 9.82 versus the industry average of 8.42. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 1 | 1 |
| Zacks.com featured highlights include Commerce.com, Motorsport Games, Semtech and Telos | Zacks highlights four liquid stocks with strong financial positions and growth potential: Commerce.com, a B2C/B2B commerce platform launching AI-ready product solutions; Motorsport Games, benefiting from Le Mans Ultimate success and RaceControl subscription growth; Semtech, capitalizing on data-center AI demand with strong semiconductor sales; and Telos, expanding through federal government contracts and cybersecurity solutions. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 1 | 1 |
| Semtech (SMTC) Shares Drop Over 10% Amid Tech Sector Selloff - GuruFocus | Semtech (SMTC) Shares Drop Over 10% Amid Tech Sector Selloff GuruFocus | View source ↗ | GuruFocus | Oct 12, 2026 | neutral | 0 | 0.6 |
| Semtech retreats 10%, adds to recent retreat amid tech pullback (SMTC:NASDAQ) - Seeking Alpha | Semtech retreats 10%, adds to recent retreat amid tech pullback (SMTC:NASDAQ) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 12, 2026 | neutral | 0 | 0.6 |
| Stock Market Today, Oct. 12: Dow Gains as Memory Stocks Weigh on Nasdaq | On October 12, 2026, the Dow Jones rose 0.38% while the S&P 500 and Nasdaq declined as investors rotated into value sectors away from technology. Memory chip stocks and semiconductor names faced pressure amid valuation concerns, while Meta Platforms gained on its new AI model launch and Figs surged over 12%. Bank earnings and inflation data are expected this week. | View source ↗ | The Motley Fool | Oct 12, 2026 | neutral | -0.143 | 1 |
| Semtech Rises 154% YTD: Should You Buy, Sell or Hold the Stock? - The Globe and Mail | Semtech Rises 154% YTD: Should You Buy, Sell or Hold the Stock? The Globe and Mail | View source ↗ | The Globe and Mail | Oct 12, 2026 | neutral | 0 | 0.6 |
| 4 Top-Performing Liquid Stocks to Enhance Portfolio Returns | A stock screening analysis identified four companies—Commerce.com (CMRC), Motorsport Games (MSGM), Semtech (SMTC), and Telos (TLS)—that meet strict criteria for liquidity, asset efficiency, and growth potential. These stocks were selected from over 7,700 candidates based on balanced liquidity ratios, above-average asset utilization, Strong Buy ratings, and solid growth scores. | View source ↗ | Zacks Investment Research | Oct 12, 2026 | bullish | 1 | 1 |
| Semtech slides as valuation downgrade appears to outweigh strong recent fundamentals - Quiver Quantitative | Semtech slides as valuation downgrade appears to outweigh strong recent fundamentals Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 12, 2026 | neutral | 0 | 0.6 |
| SMTC 261009 143.00C (SMTC261009C143000) Stock Options Chain | Quotes & News - Moomoo | SMTC 261009 143.00C (SMTC261009C143000) Stock Options Chain | Quotes & News Moomoo | View source ↗ | Moomoo | Oct 11, 2026 | neutral | 0 | 0.6 |
| Here’s How Much You Would Have Made Owning Semtech Stock In The Last 20 Years - Benzinga | Here’s How Much You Would Have Made Owning Semtech Stock In The Last 20 Years Benzinga | View source ↗ | Benzinga | Oct 9, 2026 | neutral | 0 | 0.6 |
| Under a trading plan, Semtech (SMTC) executive sells 2,766 shares at $190.35 each. - Stock Titan | Under a trading plan, Semtech (SMTC) executive sells 2,766 shares at $190.35 each. Stock Titan | View source ↗ | Stock Titan | Oct 9, 2026 | neutral | 0 | 0.6 |
| October Market Outlook: 3 Sectors to Buy Based on Earnings Quality | Wall Street faces a complex landscape in Q4 2026 with strong year-to-date gains offset by rising Treasury yields and inflation concerns. The article recommends focusing on three sectors with solid earnings fundamentals: semiconductors benefiting from AI infrastructure demand, energy companies with disciplined capital spending amid oil-price volatility, and utilities investing in electricity infrastructure for data centers and grid modernization. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| 2 AI and Quantum Stocks Set for Strong Q3 Earnings Growth | AI infrastructure spending and quantum computing's commercial traction are creating investment opportunities in Q3 earnings season. Semtech expects 160% year-over-year data-center sales growth, while D-Wave Quantum's bookings surged 1,120%. However, higher interest rates and inflation concerns pose risks to growth-stock valuations. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| 2 AI and Quantum Stocks Set for Strong Q3 Earnings Growth | AI infrastructure spending and quantum computing's commercial traction are creating investment opportunities in Q3 earnings season. Semtech expects 160% year-over-year data-center sales growth, while D-Wave Quantum's bookings surged 1,120%. However, higher interest rates and inflation concerns pose risks to growth-stock valuations. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Buy 5 Growth Stocks to Boost Your Portfolio in Q4 After a Mixed Q3 | Zacks Investment Research identifies five growth stocks with Zacks Rank #1 (Strong Buy) ratings expected to perform well in Q4 2026, supported by softer inflation, lower bond yields, and reduced crude oil prices. The picks include Quanta Services (infrastructure/AI data centers), FormFactor (semiconductor testing), Semtech (data center networking), Centene (healthcare services), and Roku (streaming advertising), all showing strong revenue and earnings growth projections. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| Buy 5 Growth Stocks to Boost Your Portfolio in Q4 After a Mixed Q3 | Zacks Investment Research identifies five growth stocks with Zacks Rank #1 (Strong Buy) ratings expected to perform well in Q4 2026, supported by softer inflation, lower bond yields, and reduced crude oil prices. The picks include Quanta Services (infrastructure/AI data centers), FormFactor (semiconductor testing), Semtech (data center networking), Centene (healthcare services), and Roku (streaming advertising), all showing strong revenue and earnings growth projections. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential? | AXT, Inc. reported record Q2 2026 InP revenues of $30.7M and total revenues of $47.6M, driven by accelerating demand for indium phosphide substrates in AI data centers and optical connectivity. The company has an InP backlog exceeding $100M, is doubling 2026 capacity, and has secured multi-year customer agreements. However, China export permit requirements pose a potential risk to shipments and revenue recognition. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 0.667 | 1 |
| How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings | The article explains how investors can use the Zacks Earnings ESP (Expected Surprise Prediction) tool to identify stocks likely to beat earnings expectations. The ESP model compares analyst revisions to consensus estimates, and when combined with a Zacks Rank of #3 or higher, stocks posted positive surprises 70% of the time with average annual returns of 28%. Two example stocks highlighted are Alphabet and Semtech, both showing positive ESP figures ahead of their upcoming earnings reports. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 1 | 1 |
| ON Semiconductor Corp. (ON) Moves 6.0% Higher: Will This Strength Last? | ON Semiconductor shares rallied 6% to $84.89, driven by strong AI data center demand and automotive content gains. The company is expected to report quarterly earnings of $0.87 per share (+38.1% YoY) and revenues of $1.7 billion (+9.7% YoY). However, consensus EPS estimates have been revised 0.7% lower over the past 30 days, which typically doesn't support sustained price appreciation. The stock carries a Zacks Rank #3 (Hold). | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 0.5 | 1 |
| Semtech (SMTC) Stock Gets Fair Value Bump As Analysts Back Data Center And LoRa - Yahoo Finance | Semtech (SMTC) Stock Gets Fair Value Bump As Analysts Back Data Center And LoRa Yahoo Finance | View source ↗ | Yahoo Finance | Oct 3, 2026 | neutral | 0 | 0.6 |
| This Top Computer and Technology Stock is a #1 (Strong Buy): Why It Should Be on Your Radar | Semtech Corporation (SMTC) has been added to the Zacks Rank #1 (Strong Buy) list on August 29, 2026. Six analysts revised earnings estimates upward in the last 60 days, with consensus estimates increasing to $3.48 per share. The semiconductor company is forecasted to see 103.5% earnings growth and 41.5% sales increase for the current fiscal year, with an average earnings surprise of 9.8%. SMTC has gained 37.8% over the past four weeks. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| This Top Computer and Technology Stock is a #1 (Strong Buy): Why It Should Be on Your Radar | Semtech Corporation (SMTC) has been added to the Zacks Rank #1 (Strong Buy) list on August 29, 2026. Six analysts revised earnings estimates upward in the last 60 days, with consensus estimates increasing to $3.48 per share. The semiconductor company is forecasted to see 103.5% earnings growth and 41.5% sales increase for the current fiscal year, with an average earnings surprise of 9.8%. SMTC has gained 37.8% over the past four weeks. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| Why Semtech (SMTC) Stock Is Up Today - StockStory | Why Semtech (SMTC) Stock Is Up Today StockStory | View source ↗ | StockStory | Sep 25, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.