Benchmark Upholds Buy Rating for Semtech (SMTC)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy SMTC?
Source: NASDAQ.COM
Analyst Recommendation: Benchmark has maintained a Buy recommendation for Semtech (NasdaqGS:SMTC) as of November 25, 2025, with an average one-year price target of $74.02/share, indicating a potential upside of 5.73%.
Projected Financial Growth: Semtech's projected annual revenue is expected to reach $1,224 million, reflecting a 19.22% increase, while the projected non-GAAP EPS is forecasted to rise by 61.46% to 2.98.
Institutional Ownership Trends: There are 697 funds reporting positions in Semtech, with a 2.95% increase in ownership over the last quarter, and total shares owned by institutions rose by 2.83% to 137,766K shares.
Shareholder Activity: Notable changes in shareholder allocations include Ameriprise Financial decreasing its portfolio allocation by 71.93%, while other firms like Capital Research Global Investors and SMCWX significantly increased their holdings in Semtech.
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Analyst Views on SMTC
Wall Street analysts forecast SMTC stock price to fall
16 Analyst Rating
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 86.530
Low
67.00
Averages
82.87
High
95.00
Current: 86.530
Low
67.00
Averages
82.87
High
95.00
About SMTC
Semtech Corporation is a provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions. The Company’s segments include Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. The Signal Integrity segment designs, develops, manufactures and markets a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment designs, develops, manufactures and markets high-performance protection devices, which are often referred to as transient voltage suppressors (TVS) and specialized sensing products. The IoT Systems and Connectivity segment designs, develops, operates and markets a comprehensive product portfolio of IoT solutions that enable businesses to connect and manage their devices, collect and analyze data, and improve decision-making.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers of Semtech Corporation breached their fiduciary duties, which could impact corporate governance and shareholder rights.
- Legal Relief Options: Long-term Semtech shareholders may seek governance reforms, fund recovery, or court-approved financial awards, aimed at enhancing transparency and accountability within the company.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing shareholder value and ensuring more effective management and operations.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingent fee basis, meaning shareholders will not incur out-of-pocket legal expenses, thus reducing the financial burden of participation in the rights enforcement process.
See More
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- Legal Investigation Launched: Johnson Fistel, PLLP is investigating potential legal claims against Semtech Corporation's officers and directors for actions that may have harmed the company and its investors, aiming to protect shareholders who have held Semtech shares since before October 10, 2024.
- Shareholder Class Action: A previous class action complaint against Semtech alleges that the company made materially false and misleading statements throughout the class period, failing to disclose significant adverse facts about its business, operations, and prospects, potentially leading to investor losses.
- Product Issues Revealed: The lawsuit highlights that Semtech's CopperEdge products did not meet the needs of server rack customers, resulting in lower-than-expected sales for fiscal 2026, which could negatively impact the company's overall performance and investor confidence.
- Investor Rights Protection: Johnson Fistel encourages affected Semtech shareholders to contact them to learn about their legal rights, indicating the law firm's commitment to supporting and protecting investors' interests and ensuring their rights are upheld.
See More
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- Investment Themes Recommended: Stifel analysts recommend investors focus on three key themes, including 'hybrid' companies like MPWR, MTSI, and SITM, which have significant AI exposure while actively expanding in non-AI markets, expected to provide dual benefits for investors.
- AI Networking Solutions: Analysts highlight Astera Labs and Credo Technology as providers of differentiated system-level solutions, indicating a rising potential in the AI networking market that may attract more investor attention.
- Analog/Edge AI Development: Stifel emphasizes Analog Devices' strength in the high-end analog industry, along with Ambiq Micro and Silicon Laboratories' potential in Edge AI, which is expected to drive performance in rapidly growing markets such as medical and industrial.
- Price Target Adjustments: Analog Devices' price target is raised from $290 to $330, Microchip Technology from $80 to $90, and MACOM Technology Solutions from $185 to $215, reflecting analysts' strong optimism towards these companies.
See More
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- Legal Investigation Initiated: Halper Sadeh LLC is investigating whether certain officers of Semtech Corporation breached their fiduciary duties to shareholders, potentially leading to corporate governance reforms and the return of funds to the company.
- Shareholder Rights Protection: Long-term Semtech shareholders may seek court-approved financial incentive awards or other relief measures, enhancing the company's transparency and accountability.
- Importance of Investor Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby increasing shareholder value and underscoring the need for effective corporate governance.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingent fee basis, meaning shareholders will not incur out-of-pocket legal expenses, reducing the financial burden of participation.
See More
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- Climate Leadership: Semtech is preparing to submit science-based targets in 2026, aiming for net-zero emissions by 2050, which reflects the company's long-term commitment to addressing climate change and enhances its competitive position in the market.
- Product Innovation: More than 30% of global IoT LPWAN connections are powered by Semtech's LoRa® technology, enabling resource conservation across industries and further solidifying its leadership in the IoT sector.
- Operational Excellence: Achieving ISO 14001:2015 certification at three key facilities while implementing energy efficiency improvements across 33 global locations enhances operational efficiency and compliance with environmental regulations, strengthening the company's sustainability capabilities.
- Workforce Development: The launch of the Emerging Leaders Class of 2025 program has increased employee engagement from 57% to 68%, not only improving employee satisfaction but also laying the groundwork for cultivating future leaders within the company.
See More
