SMTC Semtech Corp Loading...

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Time Author Thesis Company / ticker Signal Since call Position Source
01:26
Oct 20
crux_capital_
Owns SMTC on data-center margin mix
Owns SMTC, citing FY2028 estimates for revenue +36% and adjusted EPS +83% as higher-margin data-center products and the planned cellular-module exit improve the mix.
SMTC Semtech Corp Long Position: Holding —
14:12
Oct 05
crux_capital_ Gaetano
Gaetano
Author has been actively recommending SMTC for months and notes it broke the $200 level.
SMTC Semtech Corp Long — —
02:31
Oct 03
crux_capital_
Long SMTC on 48% incremental margins News
Long SMTC on 48% incremental operating margins as revenue scales; adjusted gross margin improved while opex grew slower than sales, and Q3 guidance implies adjusted operating margin expanding to 31% from 24.4%.
SMTC Semtech Corp Long — —
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About SMTC Investor Commentary

Across the available history and selected sources, Buzzberg tracks SMTC (Semtech Corp) across 37 sources: 65 bullish vs 0 bearish calls from 35 authors. Historical directional balance: 28% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 233 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 3 other directions. Latest voices: crux_capital_.