SMTC Semtech Corp Loading... : Bullish and Bearish Analyst Opinions
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21:04
Jul 21
Jul 21
The author calls SMTC a sleeper and endorses the quoted bullish thesis linking it to Google's TPU ramp, making it a long position.
LOW
16:41
Jul 16
Jul 16
The author dismisses the quoted list of beaten-down momentum names as never attractive on valuation, but does not express a personal long or short position, only a skeptical watchlist view.
13:53
Jul 14
Jul 14
Promotes a research note (quoted from @sssjeffpu) that initiates Semtech with Buy and $180 PT, but author does not commit to a directional view.
MED
12:26
Jul 14
Jul 14
The author expresses familiarity with a bullish analyst initiation on Semtech as an AI interconnect beneficiary, but does not state a personal position.
LOW
07:40
Jul 14
Jul 14
Author identifies SMTC as uniquely exposed to all four current photonics narratives: CPO scale-up, copper longevity, NPO adoption, and Scale Across revenue — framed as a comparative thesis with no explicit directional commitment.
MED
05:00
Jul 12
Jul 12
Author reports that SMTC management prefers NPO over CPO; no directional stance or personal commitment.
LOW
13:21
Jul 08
Jul 08
Buy SMTC as a pre-inflection play on hyperscale interconnect; CEO articulates product coverage across the full speed-tier stack (800G through 3.2T+), positioning the company to capture both near-term and next-gen AI infrastructure buildout demand.
MED
03:03
Jul 08
Jul 08
Bullish on SMTC due to favorable product mix and pre-inflection positioning with multiple architectures to ship into, despite near-term price weakness.
MED
03:58
Jul 06
Jul 06
Author discusses SMTC's potential redesign options and competitive positioning but does not state a personal position or explicit forward call.
LOW
03:32
Jul 06
Jul 06
Brief reply says the author likes SMTC a lot, but it is only a parent-thesis endorsement with no explicit buy/hold/current position; keep as watch under strict semantics.
03:25
Jul 06
Jul 06
Bullish on SMTC due to strong product roadmap and earnings call commentary indicating a robust competitive position; recommends further research.
MED
05:37
Jul 05
Jul 05
Author promotes an article about recent photonics buys and discusses this ticker among several names, but the tweet does not identify which named tickers were actually bought; watch as bullish sector/research context, not a confirmed ticker-specific long.
22:50
Jul 03
Jul 03
Author nominates SMTC as a research candidate in response to a request for underfollowed, growing companies with catalysts; no specific thesis or catalyst provided.
LOW
00:10
Jun 27
Jun 27
Author suggests Cien and SMTC as high-conviction AI networking names in response to a request for best ideas with upside potential.
17:18
Jun 25
Jun 25
Identify base formations in SMTC as constructive price patterns; speaker expects upward resolution with high conviction.
MED
06:08
Jun 23
Jun 23
Author shares a comp table and research on connectivity stocks but does not state a position or forward-looking call, only providing factual analysis for investors to draw their own conclusions.
LOW
20:01
Jun 22
Jun 22
Author expresses bullish conviction on Corning and Coherent as durable long-term holdings in the optics sector, expecting continued strength and higher highs.
LOW
18:27
Jun 22
Jun 22
Buy SMTC as an accelerator-agnostic interconnect play; CopperEdge ACC chips serve both NVDA GPU and GOOGL TPU clusters, data center revenue guided ~85% growth next quarter, 1.6T/3.2T copper speeds demonstrated at OFC, and booking visibility extending into early FY2028.
HIGH
17:57
Jun 22
Jun 22
The author endorses the quoted call that SMTC is the next name to follow KEEL and CRDO's 75% gains, framing it as just starting with clear forward momentum.
LOW
13:45
Jun 22
Jun 22
The author expresses a belief that Semtech will eventually be valued higher but does not state a current position or explicit forward call.
LOW
12:20
Jun 22
Jun 22
Buy SMTC as Google's TPU v9 (Triggerfish) relies on MediaTek's weaker SerDes vs. Broadcom's, requiring more Semtech signal conditioners and redrivers per pod — driving higher content-per-chip revenue that scales with Google's accelerator shipment volume.
MED
19:24
Jun 21
Jun 21
The speaker mentions SMTC as a mid cap name he likes, but provides no specific catalyst or reasoning for the view.
LOW
01:30
Jun 21
Jun 21
Co-mentioned in author's connectivity sector fragmentation analysis as outperforming peers with copper & optics exposure; subject of comparative multi-ticker research article.
MED
03:20
Jun 19
Jun 19
The author lists numerous tickers as part of upcoming research and company maps without stating any current positions or forward calls, making them all watch items.
21:10
Jun 18
Jun 18
The author observes a daily fragmentation in connectivity stocks with copper/optics names outperforming pure-play optics, but frames it as a trend observation and research preview rather than a trade call.
LOW
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
11:27
Jun 18
Jun 18
Buy SMTC expecting ATH re-test/breakout, citing bid in copper-related names as supportive catalyst despite confusing initial market reaction.
MED
08:43
Jun 15
Jun 15
Buy SMTC given author's view it is under‑appreciated and benefiting from the same bid seen in CRDO, with the stock already up but still having room.
MED
17:39
Jun 12
Jun 12
Endorse bullish view on Semtech as a multi-cycle play with exposure to copper, photonics, TPUs, and CPO optionality via the HIEFO acquisition, with a catalyst to outperform MTSI this year.
MED
About SMTC Analyst Coverage
Buzzberg tracks SMTC (Semtech Corp) across 18 sources. 30 bullish vs 0 bearish calls from 18 analysts. Sentiment: predominantly bullish (36%). 84 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: ckcapitalxx, thematictrader, crux_capital_.