SMTC Semtech Corp Loading... : Bullish and Bearish Analyst Opinions
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19:13
May 27
May 27
Buy SMTC on post-ER dip; Q2 guidance stepped up hard, CopperEdge shipments began with a U.S. hyperscaler, 1.6T FiberEdge entering revenue with a back-half ramp, and HieFo demand exceeds supply ~3x — data-center growth target now looks like a floor.
HIGH
12:01
May 27
May 27
Watch semiconductor names POWI, SMTC, and MRVL as the AI hardware bid remains the dominant single-stock driver, with the group up 5-7% and mega-cap memory crossing $1 trillion market cap.
MED
03:23
May 27
May 27
Data-center revenue acceleration validates product-cycle thesis; Q1 data-center revenue $71.6M (+14% qoq, +39% yoy) and Q2 guidance for 35% sequential growth (+85% yoy) support continued momentum thro
Data-center revenue acceleration validates product-cycle thesis; Q1 data-center revenue $71.6M (+14% qoq, +39% yoy) and Q2 guidance for 35% sequential growth (+85% yoy) support continued momentum through fiscal 2027.
HIGH
22:56
May 26
May 26
Watch SMTC as the primary read-through source; Q1 beat and Q2 guide of 35% sequential / 85% YoY data-center revenue growth signals accelerating AI interconnect demand across FiberEdge, CopperEdge, 800G, and 1.6T product lines.
MED
22:34
May 26
May 26
Watch SMTC for long-duration optical connectivity platform thesis — HieFo InP gain-chip capacity tripling, coherent light ramp to mid-2028, CPO/NPO/3.2T architecture optionality, and LoRa Plus cycle all extend the multi-year growth runway beyond the current 800G cycle.
MED
22:34
May 26
May 26
Watch SMTC following a materially positive Q1 FY2027 earnings call — revenue beat, Q2 guide ~8.7% above consensus, data-center acceleration into 800G/1.6T, HieFo optical integration, and LoRa hitting all-time highs create upward estimate revision pressure.
MED
22:20
May 26
May 26
Speaker expresses high-conviction bullish stance on SMTC with a detailed post reportedly forthcoming; no specific catalyst stated yet, making this a thin but explicit directional commitment.
MED
22:02
May 26
May 26
Earnings beat on revenue and EPS with gross margin expansion; Q2 guidance materially above consensus. No directional view from speaker.
MED
20:32
May 26
May 26
Long SMTC via Jan-2028 calls on a dip entry. Earnings beat on EPS, revenue, and gross margin; Q2 guidance materially above consensus; data center growth expected to accelerate as FiberEdge and CopperEdge 1.6T revenues ramp through the year.
HIGH
20:23
May 26
May 26
The author notes a headline for SMTC's earnings call but withholds any directional opinion, merely expressing interest in hearing the call's alpha.
LOW
18:28
May 26
May 26
The author highlights strong interest in SMTC from intelligent followers and provides a refresher, signaling a bullish forward-looking view on the stock.
21:29
May 24
May 24
The author merely notes a lack of portfolio overlap with a quoted list of Gavin Baker's AI infrastructure holdings, offering no personal directional view or trade endorsement.
13:36
May 24
May 24
The author endorses a basket of semiconductor and connectivity stocks as a good long-term opportunity, signaling bullish sentiment on these names.
HIGH
16:06
May 22
May 22
The author explicitly endorses SMTC as a "banger" at an all-time high after previously recommending dip-buying calls, signaling a strong bullish outlook.
HIGH
14:55
May 22
May 22
Buy $SMTC as an underappreciated play in a rapidly growing sector, positioning to capture outsized gains from sector momentum.
HIGH
04:47
May 22
May 22
Author reveals past bullish conviction on a basket of AI-related semiconductor stocks, lamenting that peer pressure caused him to abandon LITE, implying missed upside and reaffirming his long-term bullish thesis on these names.
HIGH
04:27
May 22
May 22
Speaker highlights SMTC's product breadth and fundamental strength, and includes an analyst's detailed upside/downside thesis tied to MTK TPU outcome, but does not commit to a trade.
HIGH
14:21
May 21
May 21
The author questions the sudden wave of price target upgrades for Semtech without offering their own forward-looking view on the stock.
HIGH
14:59
May 20
May 20
Speaker lists SMTC as a copper exposure pick without explaining why today's reason drives the view. Minimal thesis.
HIGH
14:59
May 20
May 20
Buy these copper-exposed names as the speaker sees a catalyst today warranting increased allocation to the copper theme, implying positive price action ahead.
MED
14:57
May 19
May 19
Buy photonics stocks as they consistently hit ATHs and form higher lows; the "overvalued" narrative has caused investors to miss sustained upside, and the pattern of rip-to-new-highs/dip-to-higher-base continues.
HIGH
22:07
May 17
May 17
Long $SMTC — speaker just posted deepest report ever on SMTC, says 'there is plenty of gas left in the tank'.
MED
22:05
May 17
May 17
Author holds Semtech and believes the company is undervalued despite recent gains due to multiple product ramps (CopperEdge, 1.6T optical, LPO, HieFo) and financial transformation, positioning it as a
Author holds Semtech and believes the company is undervalued despite recent gains due to multiple product ramps (CopperEdge, 1.6T optical, LPO, HieFo) and financial transformation, positioning it as a key enabler in AI data center signal integrity.
HIGH
18:29
May 16
May 16
Long $SMTC — speaker built strong conviction in Semtech via insane_analyst's coverage; the deeper they dug, the more they liked the strength potential.
MED
14:07
May 13
May 13
Long $SMTC — speaker built position in the 70s back in March; sharing thesis on Substack with continued conviction.
MED
14:17
May 11
May 11
Long SMTC via Jan-2028 calls; the stock hit an all-time high and continues to perform strongly, validating the dip-buy entry for outsized upside.
HIGH
12:30
May 07
May 07
Long SMTC as it breaks to all-time high, confirming prior dip-buy thesis; momentum and call options suggest continued upside.
HIGH
14:41
May 05
May 05
Long SMTC as a supplier of optical analog/mixed‑signal content (TIAs, drivers) benefiting from tightening SiGe supply.
HIGH
22:49
May 04
May 04
Bearish view on fabless mature-node semi stocks as back-end tightness raises packaging/test costs and pressures margins.
HIGH
About SMTC Analyst Coverage
Buzzberg tracks SMTC (Semtech Corp) across 11 sources. 23 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (55%). 42 total trade ideas tracked.