強気
$43.25
シナリオ価格
$160.260
-11.619 (-7.25%)終値時点
Semtech Corporation is a provider of high-performance semiconductors, Internet of Things (IoT) systems and cloud connectivity service solutions. 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 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. It also manufactures Indium Phosphide optoelectronic devices for optical transceivers used across data center interconnects and intra-data center interconnects.
Semtech Corp is a good buy right now due to its strong recent performance, with a current price of $187.3 and a forward P/E ratio of 53.19, indicating growth potential. The company reported a 33% year-over-year increase in Q2 net sales, reaching nearly $342 million, and a significant net income growth of 89% to $69.5 million, which surpasses analyst expectations. The main risk is the current RSI of 52.63, suggesting the stock is neither overbought nor oversold, indicating potential volatility.
Northland
—
2026-10-09
Northland
2026-10-09
目標株価
—
Stifel
$220
2026-10-05
Stifel
2026-10-05
目標株価
$220
Oppenheimer
$225
2026-10-01
Oppenheimer
2026-10-01
目標株価
$225
Seaport Research
$200
2026-09-22
Seaport Research
2026-09-22
目標株価
$200
Northland
$182
2026-08-27
Northland
2026-08-27
目標株価
$182
シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

Halper Sadeh LLC Investigates Semtech Executives' Fiduciary Duties

Semtech Extends Partnership with Tower for AI Connectivity

Tower and Semtech Expand Multi-Year Agreement for AI Infrastructure

Semtech to Host Analyst Day Featuring Strategy and Technology Overview

Seaport Global Initiates Coverage of Semtech with Buy Rating
Semtech Corporation is a provider of high-performance semiconductors, Internet of Things (IoT) systems and cloud connectivity service solutions. 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 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. It also manufactures Indium Phosphide optoelectronic devices for optical transceivers used across data center interconnects and intra-data center interconnects. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).
Semtech Corp is a good buy right now due to its strong recent performance, with a current price of $187.3 and a forward P/E ratio of 53.19, indicating growth potential. The company reported a 33% year-over-year increase in Q2 net sales, reaching nearly $342 million, and a significant net income growth of 89% to $69.5 million, which surpasses analyst expectations. The main risk is the current RSI of 52.63, suggesting the stock is neither overbought nor oversold, indicating potential volatility.
5 analysts cover SMTC: 4 rate it Buy, 1 Hold and 0 Sell. The average price target is 82.87.



$SMTC Semtech initiated with a Buy at Seaport Research Seaport Research initiated coverage of Semtech with a Buy rating and $200 price target. The company has reinvented itself, moving away from its troubled past in connectivity with a strong focus on data center optical, the analyst tells investors in a research note. Semtech is well positioned to benefit from the AI optical coming in 2027 and 2028, the firm added.
もっと見る
本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。