SMTC Semtech Corp Loading... : Bullish and Bearish Analyst Opinions
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13:20
Sep 06
Sep 06
Author acknowledges SMTC as a good addition to a list of names mentioned by the parent.
Author acknowledges SMTC as a good addition to a list of names mentioned by the parent, but does not state a personal position or directional view.
LOW
11:51
Sep 05
Sep 05
The author agrees with the parent's view that SMTC is underappreciated with room to run.
The author agrees with the parent's view that SMTC is underappreciated with room to run, but the reply lacks explicit position or forward-call language.
20:37
Sep 04
Sep 04
Cites 650 Group AI datacenter TAM forecast.
Cites 650 Group forecast for AI datacenter semiconductor TAM to rise from ~$250bn in 2025 to nearly $1.3T by 2030, with networking as fastest-growing segment.
MED
15:34
Sep 04
Sep 04
Author mocks a failed short call on SMTC and references CIEN's decline.
Author mocks a failed short call on SMTC and references CIEN's decline, but expresses no personal position or forward view.
LOW
03:50
Sep 03
Sep 03
SMTC benefits from the entire coexistence roadmap, having optical exposure through drivers/TIAs/HieFo, as well as massive copper exposure which Broadcom confirmed will continue to scale.
SMTC benefits from the entire coexistence roadmap, having optical exposure through drivers/TIAs/HieFo, as well as massive copper exposure which Broadcom confirmed will continue to scale.
Risk: Copper's viability at higher speeds remains physically constrained by distance, eventually forcing a harder transition to optics for larger scale-up clusters.
13:49
Aug 31
Aug 31
SMTC core holding in optics portfolio
Author discloses a core long-term optics portfolio including SMTC, signaling durable positioning through architectural transitions; active management around the core while holding for multi-year timeframe.
MED
02:42
Aug 29
Aug 29
Tight CW laser supply lifts photonics suppliers.
Buy LITE, COHR, AAOI, SIVE, MTSI, SMTC because tight lower-power CW laser capacity and upstream supplier lock-ups drive pricing and demand.
MED
16:55
Aug 27
Aug 27
SMTC growth story ramping, high conviction long.
Author is bullish on SMTC, citing accelerating revenue growth (54% YoY, 160% YoY data center), market share gains in 800G and 1.6T FiberEdge, content-per-unit expansion from 800G to 3.2T, margin improvement post-divestiture, and capacity expansion.
HIGH
20:28
Aug 26
Aug 26
SMTC limited CW capacity; watch bottleneck
Watch SMTC because its CW laser capacity is limited, making it a constrained player in the optical supply bottleneck.
MED
17:29
Aug 26
Aug 26
Expert call notes detail networking and optical trends across multiple suppliers.
Expert call notes detail networking and optical trends across multiple suppliers, but the author provides no personal position or forward call, only factual read-throughs.
16:58
Aug 26
Aug 26
Buy SMTC on data center acceleration and EPS revision
Strong Q2 beat with accelerating data center growth, earlier-than-expected 1.6T qualification, and massive FY28 EPS upside (consensus still 32% below Cowen's new estimate) support buying SMTC on the dip. The author was blessed with another dip this morning.
HIGH
13:58
Aug 26
Aug 26
SMTC has structural pricing power, sole-source design wins
Buy SMTC on structural pricing power: sole-source design wins, 50%+ FiberEdge share in a tripling 800G market, and backlog fully booked for the fiscal year with 70% booked next year; cost inflation is passed through to hyperscalers.
HIGH
13:52
Aug 26
Aug 26
The author brags about predicting SMTC price action earlier.
The author brags about predicting SMTC price action earlier, but the reply is a personal dispute with no forward-looking trade call.
LOW
13:44
Aug 26
Aug 26
Author notes SMTC's price action and sector weakness.
Author notes SMTC's price action and sector weakness, referencing a bottom signal but not stating a personal position or forward call.
LOW
13:40
Aug 26
Aug 26
SMTC +54% YoY growth, no directional view
Reports SMTC's +54% YoY growth this quarter and asks whether others are buying; no directional view from the author.
LOW
13:33
Aug 26
Aug 26
SMTC target $200 from $136
Author expresses a clear bullish view on SMTC, stating it is undervalued at $136 with a target of $200, implying significant upside potential from current levels.
MED
13:29
Aug 26
Aug 26
Buy SMTC for accelerating Data Center inflection.
SMTC’s Data Center revenue is inflecting sharply, guided to ~$145M next quarter with FY27 Data Center target already fully booked and FY28 70% booked; 1.6T ramps, FiberEdge share gains, and margin expansion support buying for the 2027 inflection.
HIGH
13:17
Aug 26
Aug 26
Author watches SMTC, stays sidelined on valuation
Author presents detailed bullish fundamental analysis of SMTC earnings, data center growth, and margin expansion but explicitly remains on the sidelines due to valuation concerns, awaiting better entry or top-line acceleration.
LOW
12:02
Aug 26
Aug 26
SMTC underappreciated after strong earnings print.
Long SMTC on the thesis that a strong earnings print is now being under-appreciated by the market, as evidenced by a muted reaction versus three months ago, suggesting the stock has further upside as sentiment normalizes.
MED
11:59
Aug 26
Aug 26
Macro and earnings brief covering Treasury pressure, Hormuz risk, and Nvidia options mispricing.
Macro and earnings brief covering Treasury pressure, Hormuz risk, and Nvidia options mispricing, but all views are analytical observations without explicit author positions or forward calls.
11:48
Aug 26
Aug 26
Premarket movers report shows mixed stock reactions to earnings and guidance.
Premarket movers report shows mixed stock reactions to earnings and guidance, with Nvidia and Mag 7 mostly higher ahead of Wednesday's earnings, while several companies like Intuit, Kohl's, and Zoom fall on weak forecasts and others like Photronics and Semtech rise on beats.
08:57
Aug 26
Aug 26
"Semtech named as POET partner"
"Mentions Semtech as a partner in response to a question about POET benefits; no directional view stated."
LOW
04:18
Aug 26
Aug 26
Author highlights a massive data center inflection with a potential path to $500m in FY27 DC revenue, driven by >50% market share in 800G, early 1.6T qualification, and expanding gross margins (63.9%
Author highlights a massive data center inflection with a potential path to $500m in FY27 DC revenue, driven by >50% market share in 800G, early 1.6T qualification, and expanding gross margins (63.9% ex-cellular).
Risk: Potential capacity shortfalls in the second half of FY28 if front-end wafer and OSAT capacity expansion plans face delays.
04:02
Aug 26
Aug 26
SMTC bull case: margin expansion, data center growth, capacity constrained.
Buy SMTC on structural gross margin step-up from cellular divestiture, record data center growth with capacity constrained, fully booked backlog, and dominant share in FiberEdge/CopperEdge positioning.
HIGH
00:27
Aug 26
Aug 26
Semtech earnings exceptional, but author not positioned
Semtech delivered a massive beat and raise with bookings fully covered and 1.6T FiberEdge design wins aimed at 50%+ share. Author explicitly states he does not own the name, so this is a high-conviction read-through watch, not a position.
MED
22:41
Aug 25
Aug 25
SMTC lower-risk upstream transceiver chip play.
Watch SMTC as the lower-risk upstream chip supplier to the transceiver/photonics ramp led by AAOI. Author frames it as an alternative expression of the same volume growth, not a personal position.
MED
22:23
Aug 25
Aug 25
SMTC mentioned as POET partner only.
SMTC is mentioned as POET’s technological partner; the tweet’s explicit bullish stance is on POET, not a direct SMTC trade call.
MED
22:22
Aug 25
Aug 25
Author provides a detailed bullish earnings analysis of Semtech.
Author provides a detailed bullish earnings analysis of Semtech, highlighting capacity expansion, margin upside, and demand signals, with explicit endorsement of the stock's growth trajectory.
21:35
Aug 25
Aug 25
Author expresses bullishness on POET and SMTC in reply to SMTC's strong earnings beat.
Author expresses bullishness on POET and SMTC in reply to SMTC's strong earnings beat and raised guidance, but provides no explicit position or forward call.
LOW
21:24
Aug 25
Aug 25
800G transceiver forecast raised to 80-90M
Flags 800G transceiver unit demand forecast rising from 50 million to 80-90 million, naming SMTC, AAOI, COHR, LITE; no explicit directional stance from speaker.
MED
About SMTC Analyst Coverage
Buzzberg tracks SMTC (Semtech Corp) across 30 sources. 49 bullish vs 0 bearish calls from 30 analysts. Sentiment: predominantly bullish (31%). 159 total trade ideas tracked. Past 7 days: 6 watch. Latest voices: thebigberbowski, pequityresearch, bullofbritain.