Semtech (SMTC) – Analysts’ Weekly Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of Semtech (NASDAQ: SMTC) in the last few weeks:

• 12/27/2025 – Semtech was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating.
• 12/22/2025 – Semtech had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Semtech had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/13/2025 – Semtech was downgraded by analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating.
• 12/11/2025 – Semtech had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $95.00 price target on the stock, up previously from $70.00.
• 12/8/2025 – Semtech had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/2/2025 – Semtech had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 11/28/2025 – Semtech was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating.
• 11/26/2025 – Semtech was upgraded by analysts at Weiss Ratings from a “sell (d)” rating to a “hold (c-)” rating.
• 11/25/2025 – Semtech had its “buy” rating reaffirmed by analysts at UBS Group AG.
• 11/25/2025 – Semtech had its price target raised by analysts at B. Riley from $90.00 to $91.00. They now have a “buy” rating on the stock.
• 11/25/2025 – Semtech had its price target raised by analysts at Roth Capital from $65.00 to $77.00. They now have a “buy” rating on the stock.
• 11/25/2025 – Semtech was given a new $67.00 price target on by analysts at Morgan Stanley.
• 11/25/2025 – Semtech had its price target raised by analysts at Benchmark Co. from $76.00 to $85.00. They now have a “buy” rating on the stock.
• 11/25/2025 – Semtech had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $70.00 price target on the stock, up previously from $65.00.
• 11/25/2025 – Semtech had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $80.00 price target on the stock.
• 11/25/2025 – Semtech had its “outperform” rating reaffirmed by analysts at Oppenheimer Holdings, Inc.. They now have a $81.00 price target on the stock.
• 11/25/2025 – Semtech was upgraded by analysts at Summit Insights from a “hold” rating to a “buy” rating.
• 11/25/2025 – Semtech had its price target raised by analysts at Robert W. Baird from $70.00 to $88.00. They now have an “outperform” rating on the stock.
• 11/24/2025 – Semtech had its price target raised by analysts at Morgan Stanley from $59.00 to $64.00. They now have an “equal weight” rating on the stock.
• 11/18/2025 – Semtech had its price target raised by analysts at Susquehanna from $65.00 to $80.00. They now have a “positive” rating on the stock.
• 11/15/2025 – Semtech was downgraded by analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating.

Insider Activity

In other news, CFO Mark Lin sold 971 shares of the stock in a transaction dated Friday, October 3rd. The stock was sold at an average price of $72.83, for a total value of $70,717.93. Following the transaction, the chief financial officer directly owned 17,844 shares of the company’s stock, valued at approximately $1,299,578.52. This represents a 5.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Paul V. Walsh, Jr. sold 500 shares of Semtech stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $71.61, for a total transaction of $35,805.00. Following the sale, the director owned 25,779 shares of the company’s stock, valued at approximately $1,846,034.19. The trade was a 1.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,971 shares of company stock valued at $139,643. Corporate insiders own 0.48% of the company’s stock.

Semtech Corporation is a leading supplier of high-performance analog and mixed-signal semiconductors and advanced algorithms. The company’s products address a broad range of applications in the Internet of Things (IoT), data center and telecom, industrial, home automation, automotive, and aerospace markets. Semtech’s portfolio includes power management, signal integrity, protection devices, wireless and sensing technologies that enable smarter, more connected systems worldwide.

A core offering from Semtech is its LoRa® technology, a low-power, long-range wireless communication platform that has become a de facto standard for global IoT deployments.