Dec 27, 2025 • MarketBeat
NEUTRAL
Inspire Investing LLC Has $627,000 Holdings in Semtech Corporation $SMTC
Inspire Investing LLC significantly reduced its stake in Semtech Corporation by 72.3% in Q3, now holding 8,775 shares valued at $627,000. Despite this sell-off, analysts largely maintain a "Moderate Buy" rating for Semtech with an average price target of $78.50, following a strong Q3 earnings beat and positive Q4 guidance. The company remains a key player in semiconductors, particularly with its LoRa® technology.
Dec 25, 2025 • MarketBeat
SOMEWHAT-BULLISH
Harbor Capital Advisors Inc. Sells 259,274 Shares of Semtech Corporation $SMTC
Harbor Capital Advisors Inc. dramatically reduced its stake in Semtech Corporation by 86% in Q3, selling 259,274 shares and now holding 42,185 shares valued at $3.01 million. This selling activity by institutional investors is mirrored by insider selling, with CFO Mark Lin and Director Paul V. Walsh Jr. also trimming their positions recently. Despite these sales, Semtech beat Q3 EPS expectations, provided solid Q4 2026 guidance, and maintains strong analyst support with a "Moderate Buy" rating and an average price target of $78.50.
Dec 25, 2025 • MarketBeat
SOMEWHAT-BULLISH
Semtech Corporation $SMTC Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. significantly reduced its stake in Semtech Corporation, selling 96.1% of its shares and retaining 19,386 shares valued at $1.385 million. Despite this, analyst sentiment remains largely positive, with a "Moderate Buy" rating and an average price target of $78.50. Semtech recently reported strong Q3 earnings, beating estimates with $0.48 EPS on $267 million revenue, and provided optimistic Q4 guidance.
Dec 23, 2025 • IndexBox
BULLISH
Semtech (SMTC) Stock Gains on AI Data Center Momentum and $48M Stake - News and Statistics
Semtech (SMTC) shares rose 2.7% on December 22, 2025, driven by strong performance in industrial and data center markets due to demand for AI-driven connectivity solutions and increased institutional investment from Portolan Capital Management. The company's stock is up 21.8% year-to-date and is trading near its 52-week high, with previous gains influenced by a bullish sector forecast from Micron Technology. The article also provides extensive information about an IndexBox market intelligence report on Multichip Integrated Circuits: Memories.
Dec 23, 2025 • TradingView — Track All Markets
NEUTRAL
Semtech (SMTC) Stock Is Up, What You Need To Know
Semtech (SMTC) stock rose after investors responded positively to strong business momentum and institutional confidence, driven by performance in industrial and data center markets, particularly for AI-driven connectivity solutions. The company also benefited from increased adoption of its LoRa devices and LoRaWAN standard. Investment firm Portolan Capital Management further boosted sentiment by increasing its stake in Semtech.
Dec 21, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
How EMASS Edge AI Collaboration At Semtech (SMTC) Has Changed Its Investment Story
Semtech's collaboration with EMASS to integrate LoRa transceivers into EMASS’s ECS-DoT low-power edge AI SoCs aims to bolster its higher-margin IoT investment narrative. While this partnership reinforces Semtech’s efforts to monetize LoRaWAN across value-added applications and reduce network loads, it doesn't significantly alter the near-term focus on data center demand or existing integration risks. Investors should also consider potential margin dilution from lower-margin IoT and consumer segments despite the projected revenue and earnings growth.