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.
Yahoo14 days agoSMTC
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.
Benzinga14 days agoSMTC
Countdown to Semtech (SMTC) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Semtech (SMTC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.
Yahoo15 days agoSMTC
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...
Yahoo15 days agoSMTC
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...
Yahoo15 days agoSMTC
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...
Yahoo15 days agoSMTC
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.
Yahoo16 days agoSMTC
Amtech Systems shares are trading lower after the company reported worse-than-expected Q1 financial results.
Benzinga16 days agoSMTC
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.
Benzinga18 days agoSMTC
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.
Benzinga18 days agoSMTC
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
The Stock Whisper Index is a market indicator highlighting stocks that are attracting heightened interest from traders and investors.
Benzinga20 days agoSMTC
Needham Reiterates Buy on Semtech, Maintains $200 Price Target
Needham analyst N. Quinn Bolton reiterates Semtech (NASDAQ:SMTC) with a Buy and maintains $200 price target.
Benzinga21 days agoSMTC
Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics
CAMARILLO, Calif., August 13, 2026--Semtech Corporation Announces Definitive Agreement on Sale of Cellular Module Business to Compal Electronics
Yahoo22 days agoSMTC
Semtech Corporation: An Ordinary Earnings Beat Won't Be Enough
Semtech is experiencing rapid AI-driven growth, with record revenue and accelerating data-center sales. Read why I maintain a Hold rating on SMTC stock.
SeekingAlpha22 days agoSMTC
