Semtech Corporation logo SMTC - Semtech Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
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BUY 27
HOLD 5
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| PRICE TARGET: $210.36 DETAILS
HIGH: $300.00
LOW: $155.00
MEDIAN: $202.50
CONSENSUS: $210.36
UPSIDE: 31.67%

Stock News

Atreides Management LP Makes New Investment in Semtech Corporation $SMTC

Atreides Management LP Makes New Investment in Semtech Corporation $SMTC

Atreides Management LP acquired a new stake in Semtech Corporation (NASDAQ: SMTC) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 551,214 shares of the semiconductor company's stock, valued at approximately $89,214,000. Semtech comprises approximately 0.6% of Atreides Management LP's

Aug 26, 2026 11:39 PM defenseworld.net
Semtech Q2: Accelerating Growth In Data Centers Will Keep Sending Shares Higher

Semtech Q2: Accelerating Growth In Data Centers Will Keep Sending Shares Higher

Semtech delivered a strong quarter with 32.7% y/y revenue growth and a double beat on both revenue and EPS. SMTC's data center segment, fueled by AI infrastructure demand, drove 91% y/y growth and is expected to remain the primary revenue engine. Guidance for next quarter implies 20% sequential and 54% y/y revenue growth, with management projecting accelerating momentum into fiscal 2028.

Aug 26, 2026 03:45 AM seekingalpha.com

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