SMTC Semtech Corporation

Helping to bridge and connect the AI and IoT worlds, Semtech flirts with a breakout to a record high as Nvidia, AMD also shine.

A number of stocks fell in the afternoon session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.

A Top Ranked Chip Stock Benefiting From Rising AI Data Center Networking Demand and a Construction Stock Benefiting From Data Center Investment.

Palo Alto Networks (NasdaqGS:PANW) and Semtech announced an integration of Semtech’s AirLink edge networking portfolio with Palo Alto Networks’ Next-Generation Firewalls. The integrated setup combines multi-link edge connectivity, automated certificate management, and real-time threat prevention across industrial and utility field assets. Semtech’s AirLink portfolio extends the NGFW ecosystem to remote industrial, transportation, and critical infrastructure sites through centrally managed...

ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD.

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 2.8% in the pre-market session after analyst Jay Goldberg initiated coverage of the company with a Buy rating and a $200 price target, pointing to expanding demand across artificial intelligence data-center infrastructure.

For Credo Technology (CRDO) investors, the worry is paying a high price for a stock that swings hard. The shares cost 67.7 times the past year's earnings, against 22.4 for the S&P 500. Past sell-offs have cut them by more than half. In its latest quarter, Credo's revenue more than doubled from a year earlier. So what does Credo have to keep delivering for that risk to pay off.

monday.com is gaining from AI adoption and larger customers, with revenue growth and rising AI ARR highlighting its expansion.

Semtech (SMTC) just linked its AirLink 5G and LTE edge routers directly with Palo Alto Networks next generation firewalls, tying secure connectivity at the edge to machine learning driven threat protection in the core. Recent moves in Semtech’s share price suggest momentum has been building, with a 30-day share price return of 36.84% and a year to date share price gain of 131.86%. The 1-year total shareholder return of 183.14% points to strong longer term compounding despite some shorter term...

MNDY, MTCH, SMTC and UI make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

Semtech (SMTC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Semtech Corp. (NASDAQ:SMTC) product expansion efforts are well on track. The company has introduced an industry-first 10G passive optical network (PON) chipset designed for triple-generation 50G optical line terminal (OLT) applications. The chipset comprises two integrated components, which ensure a compact solution for XGS-PON systems. First is the GN7153C, which is a 10G PON OLT […]

Semtech has delivered a striking multi year share price run, and the question now is whether the current US$169.33 level is supported by what the business actually earns. With the spotlight firmly on its profit engine, the issue is how much of that past share price performance can be tied back to the company’s earnings power rather than sentiment alone. Over roughly three years the stock has logged a very large 3 year return of about 7x, which puts real pressure on the earnings story to...

Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.

Marvell, Onsemi and Semtech Get Major AI Boost as Seaport Unveils New Targets

Seaport sees more room for growth as AI data-center demand lifts Marvell's custom silicon and interconnect businesses.

Osterweis Capital Management, an investment management firm, released its Q2 2026 investor update for its “Osterweis Opportunity Fund”. You can download a copy of the letter here. The fund returned 35.34% in the quarter, significantly outperforming the Russell 2000 Growth Index’s 25.71% gain. Robust corporate profits, AI investment, easing oil-shock concerns, strong labor markets, and […]

Does Semtech (SMTC) have what it takes to be a top stock pick for momentum investors? Let's find out.

Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.

Semtech Corp. (NASDAQ:SMTC) introduced two additional transceivers, the LR2022 and LR2012, to its LoRa Plus lineup, which now grows its reach to a full array of IoT deployments. Both devices use the fourth-generation LoRa IP core, which is also used in Semtech’s LR2021. This ensures their compatibility with LoRaWAN and LR-FHSS protocols, as well as […]

In recent days, Semtech Corporation announced the TDS2621LP, a compact SurgeSwitch protection device offering near-constant clamping voltage and IEC 61000-4-5 surge compliance for 24‑volt DC power buses in industrial robotics and automated manufacturing. This launch extends Semtech’s presence in factory-floor automation by targeting reliability and space savings for collaborative robots and advanced industrial equipment. Now we’ll explore how Semtech’s enhanced surge protection for...

Semtech (NasdaqGS:SMTC) announced several new products, including a surge protection device, for communications and data infrastructure customers. The firm introduced what it describes as an industry first integrated chipset targeting 10G PON optical line terminal equipment for fiber broadband networks. Semtech also unveiled a 224G linear TIA and driver family aimed at connectivity in next generation data centers and AI or ML clusters. These new fiber broadband and AI focused product...

Check out the companies making headlines yesterday:

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 9.8% in the morning session after the company introduced its TDS2621LP SurgeSwitch protection device, designed to protect 24-volt DC power buses in industrial robotics and automated manufacturing.

The mean of analysts' price targets for Semtech (SMTC) points to a 37% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

ETSY, MNDY, SMTC and WK make the cut as the top liquid stocks, each boasting strong liquidity, growth attributes and operational efficiency.

AI-driven demand, record backlogs and data center growth are powering five growth stocks - FIX, PWR, STX, SNDK and SMTC - for September.

Semtech stock has delivered a very large 3 year gain, yet broad valuation checks currently place it in the more expensive camp rather than as a clear bargain. Over the past 3 years, Semtech has returned very slightly more than 7x, which puts extra focus on whether the current share price already reflects optimistic expectations. Recent strength in data center and connectivity demand can support higher earnings expectations, while any slowdown in these areas or pressure on margins may weigh...

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Semtech (SMTC) attracted fresh attention after reporting record second quarter revenue of about US$342 million and a move to net income of US$160.1 million, along with guidance pointing to higher third quarter sales. At a share price of US$135.40, Semtech has had a mixed few months, with the share price return falling about 10% over the past 90 days but rising around 5% over the last month and nearly 80% year to date. The 1 year total shareholder return of about 126% and very large 3 year...

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

Good things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?

Small player in a $200 billion AI connectivity TAM is on sale after EPS estimates just jumped 50%

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.

NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight ride AI demand, with rising estimates and momentum supporting September prospects.

During a recent episode of The AI Investor Podcast, co-host Eric Bleeker shared his views on Semtech and why he is buying on the idea of them continuing what has been a strong performance as of late. Eric cited Semtech's strong partnership with MediaTek on active copper cables as just one reason to be optimistic, and discussed why Semtech is positioned for major growth well beyond this year. In recent weeks, Eric paired memory with Semtech as an optical hedge, with Semtech data center revenue up 39% and the stock up 178% over the trailing year.

Data center revenue hit record $100M, up 91% YoY, driving 33% overall growth.

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

NVDA, SMCI, SMTC, SITM and KEYS are five AI-powered stocks that combine strong momentum with robust growth prospects as September begins.

The mean of analysts' price targets for Semtech (SMTC) points to a 56.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Semtech (NasdaqGS: SMTC) expanded its LoRa Plus portfolio with new LR2022 and LR2012 transceivers for advanced IoT and global asset tracking. The LR2022 and LR2012 support multiple protocols, higher data rates and satellite connectivity for multi band global deployments. Semtech is showcasing the new LoRa Plus transceivers at major international industry events to highlight partner solutions and use cases. For readers watching how IoT connectivity is feeding demand for data processing and...

It posted second-quarter results that topped analyst estimates.

Semiconductor company Semtech (NASDAQ:SMTC) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 32.7% year on year to $341.9 million. On top of that, next quarter’s revenue guidance ($410 million at the midpoint) was surprisingly good and 14.6% above what analysts were expecting. Its non-GAAP profit of $0.71 per share was 15.6% above analysts’ consensus estimates.