Semtech

Yahoo Finance • 30 days ago

This Semiconductor Stock Is Still 20% Below Its High but One Fund Is Betting Nearly $50 Million on Shares

Key Points Boston-based Portolan Capital Management added 289,844 shares of Semtech in the third quarter. The overall position value increased by $30.68 million from the previous period. As of September 30, Portolan reported holding 668,8... Full story

Yahoo Finance • last month

Can Semtech’s 165.6% Three Year Surge Still Be Justified in 2025?

If you are wondering whether Semtech is still a smart buy after its big run or if the stock is already priced for perfection, this breakdown will help you see where the real value might be hiding. Semtech has climbed 13.1% over the last mo... Full story

Yahoo Finance • last month

Seagate Technology, onsemi, Semtech, Nova, and Teradyne Shares Are Soaring, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after the semiconductor sector rallied as a bullish revenue forecast from memory-chip maker Micron Technology helped reignite investor enthusiasm for the AI-driven market.... Full story

Yahoo Finance • last month

Semtech Corporation (SMTC): A Bull Case Theory

We came across a bullish thesis on Semtech Corporation on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on SMTC. Semtech Corporation's share was trading at $67.13 as of December 17th. SMTC’s trailing and forwa... Full story

Yahoo Finance • last month

Amkor, Seagate Technology, Semtech, and Photronics Shares Are Falling, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after investors grew concerned over the profitability timeline of artificial intelligence (AI) investments following financial reports from industry giants. Fears of an AI b... Full story

Yahoo Finance • last month

Semtech Advances Sustainability Leadership with 2025 CSR Report

Technology leader targets science-based climate goals, strengthens ESG commitments CAMARILLO, Calif., December 11, 2025--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet o... Full story

Yahoo Finance • 2 months ago

High-Speed SerDes Transceivers Market Size to Reach USD 6.14 Billion by 2033 | Research by SNS Insider

Austin, Dec. 05, 2025 (GLOBE NEWSWIRE) -- High-Speed SerDes Transceivers Market Size & Growth Insights:</b> According to the SNS Insider,“The High-Speed SerDes Transceivers Market size was valued at USD 2.79 Billion in 2025E and is proj... Full story

Yahoo Finance • 2 months ago

Semtech price target raised to $91 from $90 at B. Riley

B. Riley raised the firm’s price target on Semtech (SMTC) to $91 from $90 and keeps a Buy rating on the shares. Semtech modestly beat Q3 expectations, guided Q4 above consensus on revenue, and highlighted multiple signs of accelerating Dat... Full story

Yahoo Finance • 2 months ago

Semtech anticipates Q4 data center sales to rise 10% as portfolio expansion continues

Earnings Call Insights: Semtech Corporation (SMTC) Q3 2026 MANAGEMENT VIEW * President, CEO & Director Hong Hou stated the company "made solid progress again this quarter, driving strong sequential and year-over-year revenue and earnin... Full story

Yahoo Finance • 2 months ago

Stocks making the biggest moves after hours: Zoom, Semtech, Agilent Technologies and more

Check out the companies making headlines in after-hours trading. Zoom Communications — The work services stock jumped almost 4% after posting stronger-than-expected third-quarter earnings and upbeat full-year guidance. Zoom earned $1.52 pe... Full story

Yahoo Finance • 2 months ago

Semtech Non-GAAP EPS of $0.48 beats by $0.03, revenue of $267M beats by $0.58M

* Semtech press release [https://seekingalpha.com/pr/20319002-semtech-announces-third-quarter-of-fiscal-year-2026-results] (SMTC [https://seekingalpha.com/symbol/SMTC]): Q3 Non-GAAP EPS of $0.48 beats by $0.03. * Revenue of $267M (+12.... Full story

Yahoo Finance • 2 months ago

Semtech Announces Third Quarter of Fiscal Year 2026 Results

Record net sales of $267.0 million, representing 13% year-over-year growth GAAP gross margin of 51.9%, up from 51.1% a year ago and Non-GAAP adjusted gross margin of 53.0%, up from 52.4% a year ago GAAP operating margin of 11.6% compared t... Full story

Yahoo Finance • 2 months ago

After-Hours Earnings Report for November 24, 2025 : A, KEYS, ZM, WWD, SYM, SMTC, SNEX, FLNC, BLBD, CENTA, PFLT, TUYA

The following companies are expected to report earnings after hours on 11/24/2025. Visit our Earnings Calendar for a full list of expected earnings releases. Agilent Technologies, Inc. (A)is reporting for the quarter ending October 31,... Full story

Yahoo Finance • 2 months ago

ON Semiconductor Faces Mixed Prospects, Semtech Gains From AI Demand, Morgan Stanley Says

ON Semiconductor (ON) is contending with headwinds in electric vehicles and the broader power-electr PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premiu... Full story

Yahoo Finance • 2 months ago

Semtech Q3 2026 Earnings Preview

* Semtech (SMTC [https://seekingalpha.com/symbol/SMTC]) is scheduled to announce Q3 earnings results on Monday, November 24th, after market close. * The consensus EPS Estimate is $0.45 [https://seekingalpha.com/symbol/SMTC/earnings/est... Full story

Yahoo Finance • 2 months ago

Semtech Earnings: What To Look For From SMTC

Semiconductor company Semtech (NASDAQ:SMTC) will be reporting results this Monday afternoon. Here’s what to expect. Semtech beat analysts’ revenue expectations by 0.6% last quarter, reporting revenues of $257.6 million, up 19.6% year on y... Full story

Yahoo Finance • 2 months ago

MACOM, Nvidia, Amtech, Semtech, and Nova Shares Are Falling, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom. After a fantastic run, many... Full story

Yahoo Finance • 2 months ago

Eli Lilly And These AI Plays Lead 5 Stocks Near Buy Points

Eli Lilly, the weight-loss drug heavyweight, joins AI stocks CrowdStrike Holdings and Semtech on this weekend's watchlist of five stocks near buy points. CrowdStrike is a leader in the emerging area of AI-driven security, while Semtech's d... Full story

Yahoo Finance • 3 months ago

Allegro MicroSystems, Amkor, Entegris, Semtech, and Photronics Shares Plummet, What You Need To Know

What Happened? A number of stocks fell in the morning session after investors reassessed stretched valuations following a period of strong gains. The tech-heavy Nasdaq fell as much as 1.6%, with the S&P 500 also declining. The pullback w... Full story

Yahoo Finance • 3 months ago

How Recent Developments Are Rewriting the Story for Semtech

Semtech’s fair value estimate has recently risen from $70.43 to $71.86, signaling a cautious but growing optimism about the company’s future. This slight price target increase reflects analyst confidence following management updates and th... Full story