SMTC Semtech Corp

Sentiment & Price 6 ideas • 4 voices • 4 sources ▼
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15:23
Apr 16
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Buy SMTC based on a strong technical breakout and the fundamental view that consensus street estimates for revenue and margin growth remain too low.
SMTC
HIGH
23:29
Apr 10
ParadisLabs AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Mana…
Avoid SMTC due to high debt, risky business pivot into semiconductors, and heavy capex requirements outweighing sector tailwinds.
SMTC
MED
02:01
Apr 01
Sean Prop trader
Morgan Stanley expresses enthusiasm for several semiconductor stocks while maintaining a positive catalyst outlook despite skepticism regarding custom silicon.
SMTC
15:32
Mar 19
Minnvestor Tech and semiconductor growth investor. Long Jevons
The tweet lists AI-related stocks categorized by their respective short float percentages.
SMTC
20:14
Mar 18
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
Semtech delivered a solid quarter driven by strong growth in its AI interconnect business.
SMTC
15:23
Mar 17
TheValueist Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
The author recommends buying long-dated call options on SMTC as a dip-buying opportunity.
SMTC

About SMTC Analyst Coverage

Buzzberg tracks SMTC (Semtech Corp) across 4 sources. 4 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (67%). 6 total trade ideas tracked.