Semiconductors

Semtech

Semtech CEO Hong Q. Hou Sells 2,000 Shares for $324,200

Semtech Executive Asaf Silberstein Sells 2,000 Shares at $164 per Share

Semtech released FY2027 Q1 earnings on May 26 After-Market (EST), actual revenue USD 291 M (forecast USD 283.53 M), actual EPS USD 0.27 (forecast USD 0.2826)

Semtech Announces First Quarter Fiscal Year 2027 Earnings

Semtech to Q1 Earnings Report on Tuesday, Revenue Expected to Grow 13%

Semtech Reports Earnings Beat, Insiders Sell Shares

Oppenheimer Raises Semtech Price Target to $150, Bullish on AI Data Center Business

Semtech to release FY2027 Q1 earnings on May 26 After-Market EST, forecast revenue USD 283.44 M, EPS USD 0.2642

Horizon Investments LLC Buys Semtech Corporation Shares, Executives Sell Off

Semtech Releases Its 2026 Fiscal Year Report and Completes $34 Million Acquisition of HieFo

Semtech CEO Hong Q. Hou Sells 2,000 Shares

Semtech Updates Earnings Guidance Exceeds Market Expectations

Semtech released FY2026 earnings on March 16 After-Market EST, actual revenue USD 1.05 B (forecast USD 1.049 B), actual EPS USD -0.46 (forecast USD 0.1033)

Semtech released FY2026 Q4 earnings on March 16 After-Market EST, actual revenue USD 274.36 M (forecast USD 273.2 M), actual EPS USD -0.3263 (forecast USD 0.1932)

Semtech to Release FY2026 Q4 Earnings on March 16 After-Market EST, Forecast Revenue USD 273.17 M, EPS USD 0.1932

Semtech Releases 2025 Corporate Social Responsibility Report

Piper Sandler Raises Semtech's Target Price to $95

Semtech COO Reports Disposition of Common Stock

SemiTech Demonstrates IoT Technology at CES 2026

Semtech Executives to Speak at UBS Global Tech Conference

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Semtech Corporation (SMTC.US) Q4 Fiscal Year 2026 Earnings Conference Call

Semtech Corporation (SMTC.US) Q3 Fiscal Year 2026 Earnings Conference Call

Semtech Corporation (SMTC.US) Q2 2026 Earnings Conference Call

Semtech Corporation (SMTC.US) Q1 2026 Earnings Conference Call

Semtech Corporation (SMTC.US) Q4 2025 Earnings Conference Call

Semtech Corporation (SMTC.US) Q3 2025 Earnings Conference Call

LUMN

FIVN

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SMTC

As the demand for AI computation pushes the boundaries of physical infrastructure in 2026, the US tech sector is undergoing a profound unbundling. We analyze the strategic moat of semiconductor, cloud, and infrastructure players.

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Rebundling the Tech Stack: How Hardware and AI Reshape the Value Chain

Semtech (SMTC) stock has surged due to analyst optimism and raised earnings estimates, driven by AI infrastructure demand. While the current price of $163.57 is below the average analyst target of $204.83, suggesting undervaluation, valuation risks remain as its P/S ratio exceeds sector averages. Investors must weigh growth potential against the risk of cooling hyperscaler spending or margin pressure from IoT segments.

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A Look At Semtech (SMTC) Valuation As Analyst Optimism Around Earnings Draws Fresh Attention

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Applied Materials, Lam Research, and Nova stocks fell significantly due to a broad semiconductor selloff triggered by Broadcom's earnings miss and stronger-than-expected US jobs data. The jobs report dampened near-term rate cut hopes, increasing sensitivity for high-valuation tech stocks. Despite the drop, market analysis suggests this volatility may present buying opportunities for high-quality names like Lam Research, which remains up nearly 69% year-to-date.

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Applied Materials, Lam Research, and Nova Stocks Trade Down, What You Need To Know

SANM

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FLEX

S&P Dow Jones Indices announced quarterly rebalance changes effective June 22, 2026. Marvell Technology (MRVL) and Flex (FLEX) will be added to the S&P 500, replacing Pool Corp (POOL) and The Campbell's Company (CPB). Roku (ROKU), Coeur Mining (CDE), Semtech (SMTC), Sanmina (SANM), and Viavi Solutions (VIAV) join the S&P MidCap 400, while Flex is removed. Several companies including Pool, Campbell's, and Coty move between MidCap and SmallCap indices.

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Wesbanco Pref Shares 7.375 WSBC Perp 10/01/30

Marvell Technology and Flex Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600 | CDE Stock News

Semtech (SMTC) reported Q1 sales of $291 million and net income of $26.6 million, with upbeat Q2 guidance driving a 52.66% stock surge over 30 days. Valuation views diverge: one narrative suggests the stock is undervalued at $204.83 due to AI data center growth, while an SWS DCF model estimates fair value at $53.72, labeling it expensive. Risks include potential margin dilution from IoT/consumer segments and volatile China bookings.

Assessing Semtech (SMTC) Valuation After Strong Q1 Earnings And Upbeat Guidance

Semtech pre-market up 8.30%; Oriental Culture pre-market down 7.76%; Bluejay Diagnostics pre-market up 207.37%; Picard Medical pre-market up 116.15%; VisionSys AI pre-market up 79.01%

Price Alert

Oriental Culture

Bluejay Diagnostics

Picard Medical

VisionSys AI

Pre-market hot trades in US stocks: Semtech up 8.30% pre-market; Oriental Culture down 7.76% pre-market