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SMTC Buy
SEMTECH CORP
Current Price —
Implied Upside —
Analysts 24
30-Day Momentum
▲ 1 upgrades / ▼ 0 downgrades / 5 reiterations from 5 firms
Next Earnings
Nov 23, 2026 (28 days)
Rating Timeline
| Date ▼ | Firm | Action | From → To Rating | Price Target | Firm Rating |
|---|---|---|---|---|---|
| Oct 16, 2026 | TD Cowen | reiterate | Buy → Buy | — | 54% |
| Oct 16, 2026 | Northland Capital Markets | upgrade | Market Perform → Outperform | — | 50% |
| Oct 16, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| Oct 13, 2026 | BMO Capital | maintain | Outperform → Outperform | — | 53% |
| Oct 5, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| Oct 1, 2026 | Oppenheimer | maintain | Outperform → Outperform | — | 52% |
| Sep 23, 2026 | Seaport Global | initiate | — → Buy | — | 51% |
| Aug 27, 2026 | Northland Capital Markets | upgrade | Market Perform → Outperform | — | 50% |
| Aug 27, 2026 | Baird | maintain | Outperform → Outperform | — | 55% |
| Aug 26, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| Aug 26, 2026 | UBS | maintain | Buy → Buy | — | 54% |
| Aug 26, 2026 | Needham | reiterate | Buy → Buy | — | 50% |
| Aug 24, 2026 | Roth Capital | maintain | Buy → Buy | — | 53% |
| Aug 21, 2026 | BMO Capital | initiate | — → Outperform | — | 53% |
| Aug 14, 2026 | Needham | reiterate | Buy → Buy | — | 50% |
| Jul 13, 2026 | Needham | reiterate | Buy → Buy | — | 50% |
| Jun 22, 2026 | TD Cowen | maintain | Buy → Buy | — | 54% |
| May 27, 2026 | UBS | maintain | Buy → Buy | — | 54% |
| May 27, 2026 | B. Riley Securities | maintain | Buy → Buy | — | 55% |
| May 27, 2026 | Craig-Hallum | maintain | Buy → Buy | — | 54% |
| May 27, 2026 | Roth Capital | maintain | Buy → Buy | — | 53% |
| May 27, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| May 27, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| May 27, 2026 | Susquehanna | maintain | Positive → Positive | — | 55% |
| May 27, 2026 | Benchmark | maintain | Buy → Buy | — | 54% |
| May 27, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| May 27, 2026 | Baird | maintain | Outperform → Outperform | — | 55% |
| May 26, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| May 22, 2026 | Oppenheimer | maintain | Outperform → Outperform | — | 52% |
| May 20, 2026 | Susquehanna | maintain | Positive → Positive | — | 55% |
| May 18, 2026 | UBS | maintain | Buy → Buy | — | 54% |
| May 15, 2026 | TD Cowen | maintain | Buy → Buy | — | 54% |
| Oct 10, 2024 | Benchmark | reiterate | Buy → Buy | $56 | 54% |
| Oct 7, 2024 | Benchmark | reiterate | Buy → Buy | $56 | 54% |
| Sep 9, 2024 | Benchmark | reiterate | Buy → Buy | $56 | 54% |
| Aug 28, 2024 | Roth MKM | maintain | Buy → Buy | $50 | 52% |
| Aug 28, 2024 | Stifel | maintain | Buy → Buy | $50 | 53% |
| Aug 28, 2024 | B. Riley Securities | maintain | Buy → Buy | $61 | 55% |
| Aug 28, 2024 | Needham | reiterate | Buy → Buy | $50 | 50% |
| Jul 15, 2024 | Needham | reiterate | Buy → Buy | $50 | 50% |
| Jun 7, 2024 | Needham | reiterate | Buy → Buy | $50 | 50% |
| Jun 6, 2024 | Stifel | maintain | Buy → Buy | $50 | 53% |
| Jun 6, 2024 | Northland Capital Markets | maintain | Outperform → Outperform | $46 | 50% |
| Jun 6, 2024 | Craig-Hallum | maintain | Buy → Buy | $48 | 54% |
| Jun 6, 2024 | Susquehanna | maintain | Positive → Positive | $55 | 55% |
| Jun 6, 2024 | Roth MKM | maintain | Buy → Buy | $50 | 52% |
| Jun 6, 2024 | Needham | maintain | Buy → Buy | $50 | 50% |
| May 29, 2024 | Piper Sandler | reiterate | Overweight → Overweight | $60 | 54% |
| May 17, 2024 | B. Riley Securities | maintain | Buy → Buy | $50 | 55% |
| Apr 18, 2024 | Stifel | maintain | Buy → Buy | $36 | 53% |
Price Target Trend
Jul 12, 2026 Oct 26, 2026
EPS Estimates
0y —
0q —
+1q —
+1y —
Cross-Platform Signals
No cross-platform signals in the last 90 days