Consensus Semtech Corporation

Stocks

SMTC

US8168501018

Semiconductors

Market Closed - Nasdaq Other stock markets 06:00:00 04/08/26 am AEST			5-day change	1st Jan Change
119.08 ^USD	+1.07%		-5.43%	+61.60%

17/07	Semtech Insider Sold Shares Worth $435,120, According to a Recent SEC Filing	MT
08/07	Top Midday Decliners	MT

Evolution of the Average Target: Semtech Corporation

Evolution of the Target Price: Semtech Corporation

Changes in Analyst Recommendations: Semtech Corporation

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Analysts' recommendations: Semtech Corporation

28/05	Semtech Sees Accelerating AI Optical Momentum Supporting Higher Growth Outlook, Morgan Stanley Says	MT
27/05	UBS Adjusts Price Target on Semtech to $225 From $165, Maintains Buy Rating	MT
27/05	Oppenheimer Adjusts Price Target on Semtech to $200 From $150, Maintains Outperform Rating	MT
27/05	B. Riley Adjusts Semtech Price Target to $210 From $165, Maintains Buy Rating	MT
27/05	Morgan Stanley Raises Price Target on Semtech to $175 From $155, Keeps Equalweight Rating	MT
26/05	Northland Downgrades Semtech to Market Perform From Outperform	MT
23/05	Semtech's AI Business Ramp Likely to Lift Fiscal Q1 Results, Oppenheimer Says	MT
22/05	Oppenheimer Adjusts Price Target on Semtech to $150 From $110, Maintains Outperform Rating	MT
18/05	UBS Adjusts Price Target on Semtech to $165 From $105, Maintains Buy Rating	MT
12/05	B. Riley Raises Price Target on Semtech to $170 From $122, Keeps Buy Rating	MT
16/04	B. Riley Raises Price Target on Semtech to $122 From $115, Keeps Buy Rating	MT
18/03	Semtech's Optical Portfolio to Continue Driving Near-Term Growth, Morgan Stanley Says	MT
17/03	Morgan Stanley Lifts Price Target on Semtech to $89 From $85, Keeps Equalweight Rating	MT
16/03	Morgan Stanley Raises Price Target on Semtech to $85 From $75, Keeps Equalweight Rating	MT
11/03	Semtech Faces Upside to Q4 Print Amid Data Center AI Wins, Oppenheimer Says	MT
26/11	Semtech's Data Center Opportunity Remains Key Source of Near-Term Growth, Morgan Stanley Says	MT
26/11	B. Riley Adjusts Price Target on Semtech to $91 From $90, Maintains Buy Rating	MT
25/11	Morgan Stanley Raises Price Target on Semtech to $67 From $64, Keeps Equalweight Rating	MT
25/11	ON Semiconductor Faces Mixed Prospects, Semtech Gains From AI Demand, Morgan Stanley Says	MT
24/11	Morgan Stanley Raises Price Target on Semtech to $64 From $59, Keeps Equalweight Rating	MT
28/10/25	UBS Adjusts Price Target on Semtech to $85 From $65, Maintains Buy Rating	MT
01/10/25	TD Cowen Initiates Semtech at Buy	MT
01/10/25	Semtech Deserves Premium Multiple, Oppenheimer Says	MT
30/09/25	Oppenheimer Upgrades Semtech to Outperform From Market Perform, Price Target is $81	MT
26/08/25	B. Riley Raises Price Target on Semtech to $70 From $68, Keeps Buy Rating	MT

More recommendations

Sector Comparison:

	Add to a list 0 selected To use this feature you must be a member Log in Sign up	Consensus	Analysts' recommendations evolution (4 months)	Financial estimates divergence	Analysts' Target price divergence	Objective/dr gap
	SEMTECH CORPORATION					+74.21%
	NVIDIA CORPORATION					+50.85%
	TSMC (TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY)					+28.55%
	BROADCOM INC.					+35.61%
	MICRON TECHNOLOGY, INC.					+84.96%
	SK HYNIX INC.					+85.64%
	AMD (ADVANCED MICRO DEVICES)					+21.62%
	INTEL CORPORATION					+27.79%
	ARM HOLDINGS PLC					+19.65%
	TEXAS INSTRUMENTS INCORPORATED					+17.67%
	Average					+44.65%
	Weighted average by Cap.					+46.02%

See all sector consensus

Analysts' Consensus

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

117.82USD

Average target price

205.25USD

Spread / Average Target

+74.21%

High Price Target

230.00USD

Spread / Highest target

+95.21%

Low Price Target

175.00USD

Spread / Lowest Target

+48.53%

Analyst Consensus Detail

Consensus revision (last 18 months)

Analysts covering the company

UBS
Oppenheimer
B. Riley
Morgan Stanley
Northland Securities
TD Cowen
Needham & Co.
Craig-Hallum
Roth MKM
Susquehanna
Piper Sandler
Stifel Nicolaus
Benchmark Company
Summit Insights Group
Baird
Roth Capital Partners
Cowen
Benchmark Capital
Wells Fargo Securities
RBC Capital Markets