Consensus Semtech Corporation

Stocks

SMTC

US8168501018

Semiconductors

Real-time Estimate Cboe BZX 12:40:49 01/09/2026 am IST			5-day change	1st Jan Change
130.94 ^USD	-0.17%		+8.20%	+77.53%

27/08	Northland Securities Upgrades Semtech to Outperform From Market Perform, $182 Price Target	MT
26/08	Semtech Could See Data Center Revenue Reach $200 Million Quarterly Run-Rate by Fiscal Q1 2028, UBS Says	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

27/08	Northland Securities Upgrades Semtech to Outperform From Market Perform, $182 Price Target	MT
26/08	Semtech Could See Data Center Revenue Reach $200 Million Quarterly Run-Rate by Fiscal Q1 2028, UBS Says	MT
26/08	U.S. research roundup- Intuit, MongoDB, Zscaler	RE
26/08	UBS Adjusts Price Target on Semtech to $230 From $225, Keeps Buy Rating	MT
27/05	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
22/05	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
17/03	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
25/11	Semtech's Data Center Opportunity Remains Key Source of Near-Term Growth, Morgan Stanley Says	MT
25/11	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
24/11	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
27/25/27	UBS Adjusts Price Target on Semtech to $85 From $65, Maintains Buy Rating	MT

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	Average					+46.79%
	Weighted average by Cap.					+47.38%