NASDAQ
182.30USD
+7.80 (+4.47%)
We have scored 37 news catalysts on Semtech Corporation (SMTC) over the past 12 months. The biggest single-day move next to one of them came Sep 4, 2026, when SMTC closed +9.2%: “SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today”. Coverage across the window leans positive (average ticker sentiment +0.52). Most of the impact sits in sector technology and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
17B
P/E
—
EPS
—
Beta
2.35
52W range
60.28-190.64
Day range
176.48–184.95
Open
176.66
Prev close
174.50
Volume
2.4M
Avg volume
3.5M
Dividend
0.00
IPO
1980-03-17
Analysts publish price targets on SMTC, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
19 analyst price targets from $155 to $300
as of 2026-09-21
The market is 11% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Semtech Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Latest scored catalyst for SMTC: .
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Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.
The reconstruction
The price sits at the 16th percentile of published models, meaning the market has heard the bull case for data center and optical interconnects but explicitly refuses to pay for the acceleration those bulls require, leaning bearish against the analyst consensus.
What the disagreement turns on
Can Semtech's data center and signal integrity segments actually grow fast enough to meet a 28% revenue CAGR, and while unit volume data is wired to test this, the available tools cannot measure the average selling prices or AI-driven demand intensity that would confirm the bull case.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
