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

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

$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.