SMTC
Semtech Corporation · Technology · Semiconductors
Last
$109.59
+$7.15 (+6.98%) 12:16 PM ET
Prev close $102.44
Open $106.37
Day high $109.59
Day low $104.84
Volume 1,588,299
Avg vol 2,639,503
Mkt cap
$9.52B
P/E ratio
-238.25
FY Revenue
$1.05B
EPS
-0.46
Gross Margin
51.63%
Sector
Technology
AI report sections
SMTC
Semtech Corporation
Semtech Corp shows strong upward price momentum over the last 6 months alongside improving but still modest profitability and cash generation. At the same time, valuation multiples are elevated relative to current earnings and free cash flow and short interest and intraday short volume are non-trivial, indicating a degree of skepticism and risk around the current price level.
AI summarized at 3:36 PM ET, 2026-03-02
AI summary scores
INTRADAY: 68 SWING: 74 LONG: 52
Volume vs average
Intraday (cumulative)
+68% (Above avg)
Vol/Avg: 1.68×
RSI
68.97 (Strong)
Strong (60–70)
MACD momentum
Intraday
+0.17 (Strong)
MACD: 0.47 Signal: 0.30
Short-Term
+2.37 (Strong)
MACD: 3.24 Signal: 0.88
Long-Term
+1.96 (Strong)
MACD: 1.95 Signal: -0.01
Intraday trend score 83.38

Latest news

SMTC 12 articles Positive: 5 Neutral: 3 Negative: 4
Negative GlobeNewswire Inc. • Kaskela Law Firm
INVESTOR ALERT: Kaskela Law Firm Announces Shareholder Investigation of Wheels Up Experience Inc. and Encourages Long-Term UP Shareholders to Contact the Firm

Kaskela Law Firm has announced investigations into Wheels Up Experience Inc., Priority Technology Holdings Inc., and Semtech Corporation on behalf of long-term shareholders. The investigations focus on potential securities law violations and breaches of fiduciary duties. Wheels Up shares have declined over 75% in value since September 2025.

UP PRTH SMTC shareholder investigation securities fraud fiduciary duty stock decline investor protection
Sentiment note

Company is under shareholder investigation by Kaskela Law, indicating potential legal or governance issues that warrant investor scrutiny.

Positive Benzinga • Rishabh Mishra
Stock Market Today: S&P 500, Nasdaq, Dow Futures Gain As Trump Demands Help To Reopen Strait Of Hormuz— Strategy, Urgent.ly, Adobe In Focus (UPDATED)

U.S. stock futures rose on Monday with the S&P 500, Dow Jones, and Nasdaq 100 all gaining ground. President Trump urged NATO allies to deploy military assets to secure the Strait of Hormuz, while Middle East tensions and sticky inflation at 3.1% continue to weigh on markets. Crude oil futures rose 2.21% amid geopolitical concerns, and the Fed is expected to hold rates steady in March.

SPY QQQ ADBE ULY stock market futures S&P 500 Strait of Hormuz inflation
Sentiment note

SMTC was 0.39% higher ahead of earnings, with analysts expecting 43 cents per share on $273.20 million revenue. Maintains strong price trend.

Positive Benzinga • Lekha Gupta
What's Going On With Semtech Stock Tuesday?

Semtech (NASDAQ:SMTC) shares rose in premarket trading on Tuesday following product announcements including a partnership with Digital Barriers for AI-powered video compression for cellular surveillance and the launch of the FX86E 5G RedCap modem for industrial IoT. The stock gained 1.01% to $86.00 in premarket trading, extending Monday's 3.80% gain. With earnings due March 16, 2026, analysts maintain a Buy rating with an average price target of $80.87.

SMTC 5G technology IoT video compression surveillance cellular connectivity industrial applications product launch
Sentiment note

Company announced two significant product launches (AI-powered video compression solution and 5G RedCap modem), stock gained 1.01% in premarket trading extending previous day's 3.80% gain, maintains Buy rating from analysts, and shows strong 170.80% appreciation over past 12 months with sustained bullish momentum above 100-day and 200-day SMAs.

Positive GlobeNewswire Inc. • Sns Insider
LoRaWAN Market to Surpass USD 164.10 Billion by 2035, Driven by Expanding IoT Connectivity and Smart City Deployments | Report by SNS Insider

The global LoRaWAN market is projected to grow from USD 5.20 billion in 2025 to USD 164.10 billion by 2035, with a CAGR of 41.24%. Growth is driven by increasing adoption of low-power, long-range IoT networks across smart cities, industrial automation, and precision agriculture. The U.S. market alone is expected to expand from USD 1.6 billion to USD 39.83 billion by 2035. Gateways dominate the component segment, while smart metering and utilities lead applications, with smart agriculture emerging as the fastest-growing segment.

SMTC CSCO ORANY LoRaWAN IoT connectivity smart cities industrial automation precision agriculture
Sentiment note

Listed as a key player in the rapidly expanding LoRaWAN market, which is projected to grow at 41.24% CAGR through 2035, indicating strong market opportunity for semiconductor and connectivity solutions providers.

Neutral The Motley Fool • Eric Trie
Clearline Capital Trims Semtech as Post-Sierra Model Drives Earnings

Clearline Capital LP reduced its Semtech position by 412,968 shares (worth ~$29.3M) in Q4 2025, though the stock has surged 136.6% over the past year as the semiconductor downturn eases. The company's acquisition of Sierra Wireless has expanded its connectivity business but increased leverage, with future performance dependent on securing long-duration design wins beyond typical chip cycles.

SMTC MU semiconductor recovery portfolio rebalancing Sierra Wireless acquisition IoT connectivity semiconductor cycle debt leverage
Sentiment note

Stock has rebounded strongly (+136.6% YoY) as semiconductor cycle recovers, but fund trimmed position suggesting caution. Company faces uncertainty around whether growth is sustainable or cyclical; success depends on converting expanded connectivity platform into durable design wins rather than remaining tied to short-term chip cycles. Increased debt from Sierra acquisition adds risk.

Neutral The Motley Fool • Scott Levine
Why Shares of Poet Technologies Are Soaring Today

Poet Technologies' stock surged after Northland raised its price target to $8, driven by optimism around photonic chips and AI connectivity following Marvell's acquisition of Celestial AI.

POET MRVL SMTC AI photonic chips optical receivers stock analysis
Sentiment note

Collaborated with Poet on 1.6T optical receivers, no significant positive or negative indicators

Neutral GlobeNewswire Inc. • Sns Insider
Transimpedance Amplifiers Market Size to Reach USD 669.39 Million by 2033 | Report by SNS Insider

The Transimpedance Amplifiers (TIAs) market is projected to grow from USD 501.42 Million in 2025 to USD 669.39 Million by 2033, driven by high-speed optical communication networks and increasing data traffic demands.

ADI TXN SMTC QRVO Transimpedance Amplifiers TIA optical communication 5G
Sentiment note

Mentioned in market players list without specific recent developments

Negative Benzinga • Rishabh Mishra
Stock Market Today: S&P 500 Future Rise, Dow Slips Amid Mixed Trade— Dell Technologies, HP, Alphabet In Focus (UPDATED)

U.S. stock futures declined on Tuesday following Monday's gains, with key focus on earnings reports from tech and computer companies. The market anticipates potential Federal Reserve interest rate cuts and remains optimistic about AI-driven productivity.

DELL HPQ GOOG GOOGL stock futures earnings AI interest rates
Sentiment note

Dropped after mixed financial results with revenue missing analyst estimates

Positive GlobeNewswire Inc. • Dr. Suresh Venkatesan (Chairman & Ceo)
CORRECTION - POET Technologies Reports Third Quarter 2025 Financial Results

POET Technologies reported Q3 2025 financial results, highlighting progress in optical engine and light source products with initial production orders valued over $5.6 million. The company secured $250 million in equity financing and introduced new optical receivers for AI and data center markets.

SMTC POET photonic integrated circuits AI interconnects optical engines data centers
Sentiment note

Collaborated on developing 1.6T optical receivers for next-generation AI clusters

Negative GlobeNewswire Inc. • Rosen Law Firm
SMTC Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Semtech Corporation – SMTC

Rosen Law Firm is investigating potential breaches of fiduciary duties by directors and officers of Semtech Corporation, encouraging shareholders to seek more information.

SMTC investigation fiduciary duties shareholders legal action
Sentiment note

The law firm is investigating potential breaches of fiduciary duties, which suggests potential misconduct or legal issues within the company's leadership

Negative GlobeNewswire Inc. • Rosen Law Firm
SMTC Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Semtech Corporation – SMTC

Rosen Law Firm is investigating potential breaches of fiduciary duties by directors and officers of Semtech Corporation, encouraging shareholders to seek more information.

SMTC investigation fiduciary duties shareholders legal action
Sentiment note

The law firm is investigating potential breaches of fiduciary duties, which suggests potential misconduct or legal issues that could negatively impact the company's reputation and stock performance

Positive Investing.com • Leo Miller
Semtech Profitability Outlook Improves as Data Center Revenues Soar 92%

Semtech, a mid-cap semiconductor company, experienced significant stock volatility in 2025, initially dropping after reducing NVIDIA partnership expectations but subsequently rebounding with strong data center revenue growth and promising margin expansion strategies.

SMTC NVDA semiconductor data center CopperEdge NVIDIA chip stocks
Sentiment note

92% data center revenue growth, expanding gross margins, consistent earnings performance, and potential for future customer partnerships

News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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