Semtech (SMTC) – Investment Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for Semtech (NASDAQ: SMTC):

• 12/2/2025 – Semtech had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 11/28/2025 – Semtech was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating.
• 11/26/2025 – Semtech was upgraded by analysts at Weiss Ratings from a “sell (d)” rating to a “hold (c-)” rating.
• 11/25/2025 – Semtech had its “buy” rating reaffirmed by analysts at UBS Group AG.
• 11/25/2025 – Semtech had its price target raised by analysts at B. Riley from $90.00 to $91.00. They now have a “buy” rating on the stock.
• 11/25/2025 – Semtech had its price target raised by analysts at Roth Capital from $65.00 to $77.00. They now have a “buy” rating on the stock.
• 11/25/2025 – Semtech was given a new $67.00 price target on by analysts at Morgan Stanley.
• 11/25/2025 – Semtech had its price target raised by analysts at Benchmark Co. from $76.00 to $85.00. They now have a “buy” rating on the stock.
• 11/25/2025 – Semtech had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $70.00 price target on the stock, up previously from $65.00.
• 11/25/2025 – Semtech had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $80.00 price target on the stock.
• 11/25/2025 – Semtech had its “outperform” rating reaffirmed by analysts at Oppenheimer Holdings, Inc.. They now have a $81.00 price target on the stock.
• 11/25/2025 – Semtech was upgraded by analysts at Summit Insights from a “hold” rating to a “buy” rating.
• 11/25/2025 – Semtech had its price target raised by analysts at Robert W. Baird from $70.00 to $88.00. They now have an “outperform” rating on the stock.
• 11/24/2025 – Semtech had its price target raised by analysts at Morgan Stanley from $59.00 to $64.00. They now have an “equal weight” rating on the stock.
• 11/18/2025 – Semtech had its price target raised by analysts at Susquehanna from $65.00 to $80.00. They now have a “positive” rating on the stock.
• 11/15/2025 – Semtech was downgraded by analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating.
• 10/27/2025 – Semtech had its price target raised by analysts at UBS Group AG from $65.00 to $85.00. They now have a “buy” rating on the stock.
• 10/18/2025 – Semtech was upgraded by analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating.
• 10/8/2025 – Semtech had its “sell (d)” rating reaffirmed by analysts at Weiss Ratings.

Insider Buying and Selling

In other Semtech news, CFO Mark Lin sold 971 shares of the firm’s stock in a transaction dated Friday, October 3rd. The stock was sold at an average price of $72.83, for a total transaction of $70,717.93. Following the transaction, the chief financial officer owned 17,844 shares in the company, valued at approximately $1,299,578.52. This trade represents a 5.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Martin Burvill sold 3,500 shares of the business’s stock in a transaction dated Tuesday, September 16th. The stock was sold at an average price of $62.75, for a total value of $219,625.00. Following the transaction, the director owned 6,909 shares of the company’s stock, valued at $433,539.75. The trade was a 33.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 4,971 shares of company stock valued at $323,463 over the last ninety days. Insiders own 0.48% of the company’s stock.

Semtech Corporation designs, develops, manufactures, and markets analog and mixed-signal semiconductor and advanced algorithms. It provides signal integrity products, including a portfolio of optical data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications.