Semtech Market Sentiment

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Semtech Corp

SMTCNASDAQ

Trade with Public

$103.21

11.6712.75%

Last update: Nov 6, 7:50 PM

Overview News Earnings Forecast Events Price Targets FinancialsSentimentOwnership Compare Options Stock Report

PRO

Why Is It Moving?™:Shares of semiconductor and chip companies are trading higher as the sector...

Semtech Market Sentiment - Benzinga

Semtech Market Sentiment

Market sentiment signals for Semtech (SMTC): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus▲ Buy

Short Interest▲ 7.5% short float

Options Flow▲ 0.35 P/C ratio

Insider Activity▼ Net Seller (30d)

Analyst Consensus

Buy

19 analysts

Options Flow (P/C)

0.35

More calls — Bullish

2,340 calls · 827 puts

Avg Consensus PT

$189

+83.4%

Highest Price Target

$300

+191.2%

Baird

Lowest Price Target

$54

-47.6%

Needham

Short Interest

7.5%

Declining — Bullish

Insider Activity (30d)

Net Seller

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Oct 16, 2026	TD Cowen	Sean O'Loughlin—	+108.7%	$215 → $215	Maintained	Buy
Oct 16, 2026	Northland Capital Markets	Gus Richard—	+80.6%	$186	Upgrade	Market Perform→Outperform
Oct 16, 2026	Stifel	Tore Svanberg—	+94.2%	$220 → $200	Maintained	Buy
Oct 13, 2026	BMO Capital	Harsh Kumar—	+123.3%	$155 → $230	Maintained	Outperform
Oct 5, 2026	Stifel	Tore Svanberg—	+113.6%	$188 → $220	Maintained	Buy
Oct 1, 2026	Oppenheimer	Rick Schafer—	+118.4%	$200 → $225	Maintained	Outperform
Sep 23, 2026	Seaport Global	Jay Goldberg—	+94.2%	$200	Initiate	Buy
Aug 27, 2026	Northland Capital Markets	Gus Richard—	+76.7%	$182	Upgrade	Market Perform→Outperform
Aug 27, 2026	Baird	Craig Ellis—	+191.2%	$225 → $300	Maintained	Outperform
Aug 26, 2026	Morgan Stanley	Joseph Moore—	+89.3%	$175 → $195	Maintained	Equal-Weight
Aug 26, 2026	UBS	Timothy Arcuri—	+123.3%	$225 → $230	Maintained	Buy
Aug 26, 2026	Needham	N. Quinn Bolton—	+94.2%	$200 → $200	Maintained	Buy
Aug 24, 2026	Roth Capital	Scott Searle—	+84.4%	$102 → $190	Maintained	Buy
Aug 21, 2026	BMO Capital	Harsh Kumar—	+50.5%	$155	Initiate	Outperform
Aug 14, 2026	Needham	N. Quinn Bolton—	+94.2%	$200 → $200	Maintained	Buy
Jul 13, 2026	Needham	N. Quinn Bolton—	+94.2%	$200 → $200	Maintained	Buy
Jun 22, 2026	TD Cowen	Sean O'Loughlin—	+108.7%	$210 → $215	Maintained	Buy
May 27, 2026	Needham	N. Quinn Bolton—	+94.2%	$105 → $200	Maintained	Buy
May 27, 2026	Baird	Craig Ellis—	+118.4%	$110 → $225	Maintained	Outperform
May 27, 2026	UBS	Timothy Arcuri—	+118.4%	$165 → $225	Maintained	Buy
May 27, 2026	B. Riley Securities	Craig Kennison—	+103.9%	$165 → $210	Maintained	Buy
May 27, 2026	Craig-Hallum	Anthony Stoss—	+99.0%	$105 → $205	Maintained	Buy
May 27, 2026	Roth Capital	Scott Searle—	+84.4%	$102 → $190	Maintained	Buy
May 27, 2026	Morgan Stanley	Joseph Moore—	+69.9%	$155 → $175	Maintained	Equal-Weight
May 27, 2026	Stifel	Tore Svanberg—	+82.5%	$157 → $188	Maintained	Buy