SMTCTechnology · SemiconductorsThe 14 Wall Street analysts covering Semtech Corp. hold a median 12-month price target of $203 — +70.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 1 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Semtech Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (100): Analysts have, on balance, been raising their forecasts.
Volatility (35): The share price moves around a lot.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Semtech Corp. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on SMTC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +70.1% from it.
Of the 20 most recent actions, 19 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 July 2026 | Needham | Reiterates | Buy | $200 |
| 22 June 2026 | TD Cowen | Maintains | Buy | $210 → $215 |
| 27 May 2026 | B. Riley Securities | Maintains | Buy | $165 → $210 |
| 27 May 2026 | Baird | Maintains | Outperform | $110 → $225 |
| 27 May 2026 | Benchmark | Maintains | Buy | $120 → $230 |
| 27 May 2026 | Craig-Hallum | Maintains | Buy | $105 → $205 |
| 27 May 2026 | Morgan Stanley | Maintains | Equal-Weight | $155 → $175 |
| 27 May 2026 | Needham | Maintains | Buy | $105 → $200 |
| 27 May 2026 | Roth Capital | Maintains | Buy | $102 → $190 |
| 27 May 2026 | Stifel | Maintains | Buy | $157 → $188 |
| 27 May 2026 | Susquehanna | Maintains | Positive | $170 → $200 |
| 27 May 2026 | UBS | Maintains | Buy | $165 → $225 |
| 26 May 2026 | Morgan Stanley | Maintains | Equal-Weight | $89 → $155 |
| 22 May 2026 | Oppenheimer | Maintains | Outperform | $110 → $150 |
| 20 May 2026 | Susquehanna | Maintains | Positive | $110 → $170 |
| 18 May 2026 | UBS | Maintains | Buy | $105 → $165 |
| 15 May 2026 | TD Cowen | Maintains | Buy | $105 → $165 |
| 16 Apr 2026 | B. Riley Securities | Maintains | Buy | $115 → $122 |
| 14 Apr 2026 | Benchmark | Maintains | Buy | $115 → $120 |
| 17 Mar 2026 | Baird | Maintains | Outperform | $88 → $110 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 5% of US stocks
Cheaper than 14% of US stocks
Cheaper than 5% of US stocks
Cheaper than 3% of US stocks
Higher than 66% of US stocks
Higher than 73% of US stocks
Higher than 66% of US stocks
Higher than 65% of US stocks
Higher than 26% of US stocks
Higher than 39% of US stocks
Higher than 76% of US stocks
Higher than 3% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SMTC appears on the weeks it earns a place.
A law firm is contacting Semtech Corporation shareholders about potential breaches of fiduciary duties by company insiders, offering to handle matters on a contingent fee basis.
Why it matters — SMTC watchers would care because this raises the possibility of shareholder litigation against company insiders, which could impact governance and financial outlook.
The 14 Wall Street analysts covering Semtech Corp. have a median 12-month price target of $203, with estimates ranging from $175 to $230. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Semtech Corp., 12 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Semtech Corp. 90 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Semtech Corp. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (100 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +70.1% from the last close, and Ticker Nerd's factor model ranks Semtech Corp. 90 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Semtech Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SMTC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $175 to $230 over the next 12 months.
Semtech Corp. returned +137.5% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Semtech Corporation is a semiconductor and IoT solutions company that develops high-performance analog and mixed-signal products for data center networking, wireless connectivity, and connected device applications. Its portfolio spans signal integrity, circuit protection, power management, smart sensing, wireless RF, broadcast, and cellular IoT solutions, along with systems, software, and connected services that support digital infrastructure.
The most recent item we track (PRNewsWire, 29 July 2026): "Did Semtech Corporation Insiders Breach their Fiduciary Duties to Shareholders?". A law firm is contacting Semtech Corporation shareholders about potential breaches of fiduciary duties by company insiders, offering to handle matters on a contingent fee basis.
Semtech Corporation is a semiconductor and IoT solutions company that develops high-performance analog and mixed-signal products for data center networking, wireless connectivity, and connected device applications. Its portfolio spans signal integrity, circuit protection, power management, smart sensing, wireless RF, broadcast, and cellular IoT solutions, along with systems, software, and connected services that support digital infrastructure. The company serves customers across infrastructure, industrial, and consumer markets, with products designed to improve connectivity, reliability, and power efficiency in modern electronic systems. Semtech also offers IoT modules, gateways, routers, and cloud-related connectivity services that help enable device-to-cloud deployments and networked applications. Headquartered in Camarillo, California, and founded in 1960, Semtech plays a meaningful role in enabling communication, sensing, and protection technologies used in a broad range of electronic and industrial environments.
CEO Dr. Hong Q. Hou Ph.D. · 1,920 employees · United States · https://www.semtech.com