Semtech Corp rises amid shareholder rights investigation
Written by Emily J. Thompson, Senior Investment Analyst
Source: PRnewswire
Updated: 05 Dec 25 
Semtech Corp's stock increased by 8.11% as it crossed above the 5-day SMA, reflecting investor interest in the ongoing developments.
Halper Sadeh LLC is investigating potential fiduciary breaches by certain officers of Semtech, which could lead to significant corporate governance reforms. This investigation highlights the importance of shareholder participation in enhancing transparency and accountability within the company.
The implications of this investigation could lead to improved company policies and oversight mechanisms, potentially increasing shareholder value and restoring investor confidence in Semtech's management.
SMTC
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Analyst Views on SMTC
Wall Street analysts forecast SMTC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SMTC is 80.21 USD with a low forecast of 67.00 USD and a high forecast of 91.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 73.460
Low
67.00
Averages
80.21
High
91.00
Current: 73.460
Low
67.00
Averages
80.21
High
91.00
Baird
NULL
to
Outperform
maintain
$70 -> $88
2025-11-25
Reason
Baird
Price Target
$70 -> $88
2025-11-25
maintain
NULL
to
Outperform
Reason
Baird raised the firm's price target on Semtech to $88 from $70 and keeps an Outperform rating on the shares. The firm updated its model to reflect the unfolding of multiple AI vectors and gross margins looking to rebound in 2026.
Benchmark
Buy
maintain
$76 -> $85
2025-11-25
Reason
Benchmark
Price Target
$76 -> $85
2025-11-25
maintain
Buy
Reason
Benchmark raised the firm's price target on Semtech to $85 from $76 and keeps a Buy rating on the shares. Semtech's "solid" October quarter and "encouraging" January revenue guidance was offset by mix-related gross margin pressure that resulted in its EPS outlook being one penny shy of the consensus, the analyst tells investors. With share trading near all-time highs, the firm says it understands "investors' knee-jerk reaction to sell immediately at the first sign of any fundamental concerns," but adds that it believes there were many positive elements in the company's report.
Morgan Stanley
Equal Weight
maintain
$64 -> $67
2025-11-25
Reason
Morgan Stanley
Price Target
$64 -> $67
2025-11-25
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Semtech to $67 from $64 and keeps an Equal Weight rating on the shares following what the firm describes as a "solid quarter with improving data center visibility." While near-term margin pressure from non-core mix persists, the balance sheet reset and divestiture progress position the company to focus on higher-growth, higher-margin assets, the analyst added.
Roth Capital
Buy
maintain
$65 -> $77
2025-11-25
Reason
Roth Capital
Price Target
$65 -> $77
2025-11-25
maintain
Buy
Reason
Roth Capital raised the firm's price target on Semtech to $77 from $65 and keeps a Buy rating on the shares after its Q3 earnings beat. The company's Q3 upside reflected continued strength in Data Center and LoRa, the analyst tells investors in a research note. Divesting non-core assets will also streamline operations and provide financial focus for Semtech, with 60% gross margins and about 25% EBITDA margins, the firm added.
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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
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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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