SMTC Semtech Corporation
Company Analysis
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🟢 Semtech is trading 4.05% up in pre-market after earnings beat and bullish fiscal Q3 outlook
Semtech is trading 4.05% up at $146.50 after investors continued reacting to its August 25 earnings beat and bullish fiscal Q3 outlook. - Fiscal Q2 revenue...
Semtech's AI-Fueled Blowout Quarter Raises the Real Question: Can It Keep Doubling Down on Data Centers Without Stumbling?
Shares of Semtech surged 10.8% to $141.25 after the chipmaker posted record fiscal second-quarter results and issued guidance so far above Wall Street...
🟢 Semtech is trading 10.76% up today after record revenue and above-consensus Q3 guidance
Semtech is trading 10.76% up at $141.25 after reporting record fiscal second-quarter 2027 revenue of $341.9 million and adjusted EPS of $0.71, exceeding...
🟢 Semtech is trading 4.38% up in pre-market after an earnings beat and above-consensus guidance
Semtech is trading 4.38% up in pre-market at $133.10 after reporting record second-quarter fiscal 2027 revenue of $341.9 million and adjusted EPS of $0.71,...
🟢 Semtech is trading 4.3% up in after-hours trading after record Q2 results and stronger Q3 guidance
Semtech is trading +4.30% at $133.00 after reporting record fiscal Q2 2027 results and issuing stronger-than-expected Q3 guidance. • Q2 revenue reached $341.9...
Semtech's second quarter 2027 revenue of $341.9M beat estimates on strong AI demand
Semtech reported record second quarter fiscal year 2027 financial results that exceeded analyst expectations, fueled by robust demand for artificial...
🟢 Semtech is trading 4.38% up today as HieFo demand could exceed capacity threefold
Semtech is trading 4.38% up now at $126.21 after CEO Hong Hou said demand for chips from the acquired HieFo business could exceed available capacity by roughly...
🟢 Semtech is trading 4.1% up in pre-market as AI chip demand triples supply
Semtech is trading 4.1% up now at $125.88 after reporting that demand for its AI networking chips is three times greater than available supply. - CEO Hong Hou...
Semtech AI chip demand triples supply, capping revenue growth
Semtech (SMTC) reports that demand for its AI networking chips currently exceeds supply capacity by three times. CEO Hong Hou disclosed the imbalance during...
🔴 Semtech is trading 4.3% down in pre-market amid broad semiconductor weakness
Semtech is trading 4.3% down at $118.81 after broad semiconductor weakness pressured chip and AI-infrastructure stocks on August 24, 2026. - Several...
Semtech Corporation Q3 2026 Earnings Preview: What Analysts Expect on August 25, 2026
Semtech is expected to report revenue of approximately $328.6 million and non-GAAP EPS of $0.61 for the quarter ending July 2026, while the stock currently...
Semtech Rallies as BlackRock Buys 10% Stake, BMO Cites AI Demand
BMO Capital initiated coverage of Semtech Corporation with an Outperform rating. The firm established a $155 price target for the stock. Analysts expect...
🟢 Semtech is trading 7.5% up in pre-market amid stronger market sentiment
Semtech is trading at $134.25 (+7.50%) amid stronger pre-market sentiment. - It rebounded after closing at $124.88 on August 20, following sharp declines...
🔴 Semtech is trading 6.4% down today on semiconductor weakness
Semtech is trading at $124.19, down 6.37%, as semiconductor weakness remains the clearest driver. - SOXX was down 2.50% during the August 19 session. - The...
🔴 Semtech is trading 11.41% down today as semiconductor weakness intensifies
Semtech is trading 11.41% down at $135.97 after broad technology and semiconductor weakness intensified on August 18, 2026. - Rising Treasury yields, higher...
🔴 Semtech is trading 4.3% down today amid macro risk aversion
Semtech is trading at $147.59, down 4.30%, as macro risk aversion and profit-taking weigh on the stock. - The Nasdaq Composite fell 0.88%, while technology...
🔴 Semtech is trading 4.63% down in pre-market as Nasdaq falls 1.28%
Semtech is trading 4.63% down at $147.08 in pre-market trading, pressured by broader risk-off sentiment weighing on technology and semiconductor shares. -...
Stifel Slaps an $188 Target on Semtech as AI Data-Center Bets Pile Up — But Can a $13 Billion Company Keep Outrunning Its Valuation?
Shares of Semtech surged 10% to $154.44 on August 17 after Stifel reiterated its Buy rating and set an $188 price target, arguing the chipmaker could beat its...
🟢 Semtech is trading 10% up today after Stifel reiterated its Buy rating
Semtech is trading 10% up now at $154.44 after Stifel reiterated its Buy rating, citing the company’s rising role in AI infrastructure. - Stifel’s action...
🟢 Semtech is trading 5.9% up today as AI-linked semiconductor sentiment improves
Semtech is trading 5.9% up at $148.56, with the move appearing driven by improving AI-linked semiconductor sentiment rather than a new company-specific...