SMTC Semtech Corp.

$SMTC Semtech price target raised to $220 from $188 at Stifel Stifel analyst Tore Svanberg raised the firm's price target on Semtech to $220 from $188 and keeps a Buy rating on the shares.

$SMTC after a little pull back, may be ready to resume + SMTC was the 1st Semi to break back out to news highs last week

$SMTC Semtech initiated with a Buy at Seaport Research Seaport Research initiated coverage of Semtech with a Buy rating and $200 price target. The company has re-invented itself, moving away from its troubled past in connectivity with a strong focus on data center optical, the analyst tells investors in a research note. Semtech is well positioned to benefit from the AI optical coming in 2027 and 2028, the firm added.

$SMTC Cutting position for -4% What happened! Pre market looked great, rolling right past $190. ALL the moves seem to happen overnight. $NET was the other thesis i posted, and those shares are up 4.5%. I didn't hop in that one and took this one instead. No biggie, small papercut, portfolio still very happy today, moving onto the next! $SPY $QQQ

$SMTC is number 3 on the NASDAQ strong buy list this morning. I'm up 8% and it's up 29% the past 3 weeks. It is beating the SPY on all fronts, 1m,3m,6m and 12m graphs by a TON! Set an alert/stop. Good to all investors around the world. Choose peace not chaos to rebuild the world.

$SMTC if it breaks 202 then it’s clear air all the way to maybe 220. The setup is textbook here

$SMTC One of first semis stock to hit all time highs. Hitting some resistance here. Best to see it flip the upper trendline

$SMTC Backtest breakout today with 10ma. Looking for a reaction here but seems market needs some pullback and consolidate the move.

$SMTC $PANW Semtech completes product integration with Palo Alto Networks Semtech Corporation (SMTC) completed a product integration with Palo Alto Networks (PANW) Next-Generation Firewalls. Semtech joins an extensive ecosystem of Palo Alto Networks Technology Partners to deliver intelligent and interoperable solutions that help joint customers drive resilience and compliance, securing the most complex environments. The integration combines Semtech's AirLink secure edge 5G/LTE routers and network management portfolio with Palo Alto Networks NGFWs - industry-leading firewalls that leverage machine learning for proactive protection and comprehensive visibility and control - along with Next-Generation Trust Security and Zero Touch Public Key Infrastructure solutions to enable operators to scale their connected infrastructure with confidence while reducing complexity and strengthening resilience against evolving threats. As utilities and critical infrastructure operators deploy thousands of connected assets across distributed networks, including wired, cellular and satellite connections, this Zero Trust solution secures these assets at scale, solving a key challenge in operational technology.

$SMTC: we registered 2 buy signals recently with our 5-step system but I did not take either one. I should have. Now at ATH and cycles showing lots of upside left in this move.

$SMTC Like the weekly chart here. Retest of zone + 10MA on the daily gave me a decent entry opportunity here.

$SMTC is number 19 on the NASDAQ strong buy list this morning. I'm up 1% and it's up 26% the past 3 weeks. It's beating the SPY on the 1m, 3m, 6m and the 12m graphs. Set an alert/stop. Good skills to all traders around the world.

$SMTC all chip stocks are getting slammed down hard today on very low holiday volume. It’s a blood bath!

$SMTC Northland's Gus Richard cut Semtech to Market Perform on Friday over valuation: roughly 32 times his FY28 earnings estimate of 5.70 a share (TipRanks' rundown of the note). The business is still accelerating, per his own numbers: the data-center business is projected at roughly 34 percent of revenue next year and growing around 65 percent, driving 27 percent total revenue growth. Even a beat-and-raise, he thinks, won't rerate it. He also flagged the Sierra Wireless integration as a possible negative.

$SMTC Need some good news. This stock is plummeting along with a bunch of other companies just because of geopolitical pressure and yield hikes

Up 184% over 12 months, Semtech is now a $17.4B company. Top 2% of 3,283 stocks on the Quality Score, Excellent at 18. $SMTC

$SMTC glad I sold at 197 yesterday the first time it dipped towards my average. Would of been down bigly😂

$SMTC Semtech made a new 52-week high Friday: as high as 192.80, closing around 194. The driver is a sell-side reset. Oppenheimer lifted its target to 225 from 200, Outperform kept, after meetings with management. Analyst Rick Schafer pointed to strong AI data-center demand and forecast data-center sales passing 40% of total revenue. The sequence matters: the note landed Thursday (the stock closed up 3.1% at 183.90) and the bid kept going Friday. The repricing is running ahead of the Street. Consensus target is 206.18, already above the tape after Friday. Oppenheimer's 225 implies about 16% more from here.

For today’s Stocktwits update, I’d keep it trader-like and focused on the follow-through: $SMTC nice follow-through this morning. Entered yesterday at $182.80 after the breakout held and closed at $186.59. Trading around $197.50 this morning, putting the position up about 8% in less than a day. Strong relative strength with the Nasdaq also moving higher. Not adding up here — letting the position work and watching how it handles the $190S. #CANSLIM #SMTC

$SMTC starter position @ $182.80. Breakout above $177.35 pivot held and price pushed through my $182 confirmation level. RS 96 / Comp 99 / EPS 95. Volume could be better, so staying small. Stop $172.75. Now let the trade work. 📈