SMTC Semtech Corp.

Semtech expects data-center revenue to more than double in both fiscal 2028 and 2029, on record bookings for copper, fiber and optical connectivity. After an ~8x run in a year, the picks-and-shovels are priced like platforms. $SMTC $NVDA $AVGO

$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 Stifel Nicklaus analyst Tore Svanberg maintains Semtech (NASDAQ:SMTC) with a Buy and raises the price target from $188 to $220. Write to Benzinga at

$SMTC Hit News! BMO Capital analyst Harsh Kumar maintains Semtech (NASDAQ:SMTC) with a Outperform and raises the price target from $155 to $230. Write to Benzinga at

$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: Semtech raised its Q3 earnings and revenue guidance above consensus and outlined a fiscal 2030 framework targeting $3.2 billion in net sales.

$SMTC — Semtech's recent coverage focused on AI-driven data center growth and a Q3 guidance raise, alongside mixed technical indicators. Recent analyses examined Semtech Corporation's (SMTC) financial performance, highlighting a significant year-over-year quarterly revenue growth of 32.7% and a positive trailing twelve months (TTM) profit margin of 13.1%. The company's strategic focus on data center growth and AI infrastructure spending was a key theme, supported by a recent Q3 guidance raise and an expanded manufacturing agreement for AI chip production. Technical indicators presented a mixed picture, with short-term bullish trends indicated by moving averages, but recent sharp declines and oversold conditions noted by RSI and Bollinger Bands.

What’s up with $SMTC after that Analyst Day drop? Down 27.5% in five sessions, talk about a reset Volatility is off the charts With just one speculative far OTM call block out there, there's no clear direction This one's all about tactical plays Keep it tight, focus on defined risk Avoid going big on directional bets

$SMTC Semtech raised its Q3 outlook at Thursday's analyst day, revenue to 417.5 million at the midpoint, up 56% year over year, adjusted EPS 1.14. The stock still closed down 10% at 144.21. Data center revenue is guided to more than double two years running, 475 million in fiscal 27 to 1 billion in fiscal 28, with total revenue reaching 3.2 billion by fiscal 30. The selloff was about growth slowing after that stretch. StoneX pushed back this morning, Buy reiterated with a 230 target, and pointed to the data center connectivity market growing from 3 billion to 15 billion over four years. Shares were up 4.4% premarket to 150.50.

$SMTC $149.00 bid DAC (dollar average cost) $10.28 https://stocktwits.com/G101SPM/message/575517365 BRIEF: Northland upgraded SMTC to Outperform, JP Morgan upgraded FMX to Overweight, Raymond James upgraded CPRI to Strong Buy.

$SMTC I'm a professional investor. However, none of you are clients so do your own research and invest as you see fit. $SMTC crashed hard at about 12:30 PM. If you look at their direct competitior, MACOM over at $MTSI , they also crashed at almost the EXACT same time. Someone heard something that was very bad at the analyst day. The specific panel that the schedule fits for the drop was "industry outlook". It was a large drop in volume in BOTH companies and they're the only two main players in the space. The largest anyway. When you look at the scattered buying and selling afterwards, with high gaps between bars, and the bars being short themselves, it tells you someone knows something. And it's bad. They didn't like it. Professional analysts didn't like it. At all. I've scoured the web the last 3 hours trying to find what they heard but it's not public info until after 4 PM in about 20 minutes. I'm shorting this based on that dynamic.

$SMTC SMTC is getting hit, near 144.03, down about 10.27 percent. It looks like part of the chip sell off tied to worries about higher rates and how they could pressure the sector's big spending plans. That's my read, and I can't confirm it's the only driver. The move is a big one even for a volatile name. SMTC closed at 187.30 on October 9, so it has dropped roughly 23 percent in about four sessions, and it's about 29 percent below the 201.99 high it hit earlier this month. For perspective, it's still up roughly 95 percent this year, which is why the pullback is hitting so hard. I'd watch whether the broader chip group stabilizes. Follow me for more on the chip names.

$SMTC I think the 20dma is broken, WTF!? I was told that the dma would work but is DOA. Yes yes, the DMA is DOA as this is 20% lower from thumbs up bullish button post. I'm done with the DMA.

$SMTC - was listed as a top short candidate on the Top Tier Newswire AI model: today moved it into profit!

$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😂