Semtech News - August 2026
Semtech Surges on Northland Upgrade, Driven by AI Networking Demand
Northland Securities upgraded Semtech to Outperform on August 27, 2026. The firm established a new price target of $182 for the stock. Analysts noted that...
🟢 Semtech is trading 4% up today after guidance topped analyst forecasts
Semtech is trading at $146.44, up +4.01%, after management’s third-quarter guidance substantially exceeded analyst forecasts. • Extending its August 25...
🟢 Semtech is trading 4.05% up in pre-market after earnings beat and bullish fiscal Q3 outlook
Semtech is trading 4.05% up at $146.50 after investors continued reacting to its August 25 earnings beat and bullish fiscal Q3 outlook. - Fiscal Q2 revenue...
Semtech's AI-Fueled Blowout Quarter Raises the Real Question: Can It Keep Doubling Down on Data Centers Without Stumbling?
Shares of Semtech surged 10.8% to $141.25 after the chipmaker posted record fiscal second-quarter results and issued guidance so far above Wall Street...
🟢 Semtech is trading 10.76% up today after record revenue and above-consensus Q3 guidance
Semtech is trading 10.76% up at $141.25 after reporting record fiscal second-quarter 2027 revenue of $341.9 million and adjusted EPS of $0.71, exceeding...
🟢 Semtech is trading 4.3% up in after-hours trading after record Q2 results and stronger Q3 guidance
Semtech is trading +4.30% at $133.00 after reporting record fiscal Q2 2027 results and issuing stronger-than-expected Q3 guidance. • Q2 revenue reached $341.9...
Semtech's second quarter 2027 revenue of $341.9M beat estimates on strong AI demand
Semtech reported record second quarter fiscal year 2027 financial results that exceeded analyst expectations, fueled by robust demand for artificial...
🟢 Semtech is trading 4.1% up in pre-market as AI chip demand triples supply
Semtech is trading 4.1% up now at $125.88 after reporting that demand for its AI networking chips is three times greater than available supply. - CEO Hong Hou...
Semtech AI chip demand triples supply, capping revenue growth
Semtech (SMTC) reports that demand for its AI networking chips currently exceeds supply capacity by three times. CEO Hong Hou disclosed the imbalance during...
Semtech Corporation Q3 2026 Earnings Preview: What Analysts Expect on August 25, 2026
Semtech is expected to report revenue of approximately $328.6 million and non-GAAP EPS of $0.61 for the quarter ending July 2026, while the stock currently...