Semtech's Explosive Rally May Only Be Getting Started

Semtech NASDAQ: SMTC has emerged as a critical AI play for several reasons. At face value, its data center products are crucial for connectivity and networking; they unlock the power of hardware, efficiently linking servers, large clusters, racks, and data centers.

MarketBeat • May 28, 2026

These Analysts Boost Their Forecasts On Semtech Following Upbeat Q1 Results

Semtech Corp. (NASDAQ:SMTC) on Tuesday posted better-than-expected first-quarter results and issued strong guidance.

Benzinga • May 27, 2026

Semtech Stock Gains After Q1 Results Beat Estimates, Analysts Raise Price Targets

Semtech Corporation (NASDAQ:SMTC) shares are trading higher Wednesday after the company reported better-than-expected first-quarter financial results and issued second-quarter guidance above estimates on Tuesday after the market closed. Also, Needham and Baird raised their respective price targets on the stock.

Benzinga • May 27, 2026

Semtech's Q1 Earnings Surpass Estimates, Revenues Increase Y/Y

SMTC jumps 8.5% after Q1 FY27 earnings and revenues beat estimates on strong data center and infrastructure demand.

Zacks Investment Research • May 27, 2026

SMTC Q1 Earnings Call Flags Faster Data Center Growth

Semtech says design wins and backlog set up a faster year as record data center revenue rides 800G FiberEdge and 1.6T ramps.

Zacks Investment Research • May 27, 2026

Semtech Shares Climb After Q1 Results Beat Expectations

Semtech Corp. (NASDAQ:SMTC) posted better-than-expected first-quarter results after Tuesday's closing bell and issued forward guidance above analyst expectations. Here's a look at the details inside the report.

Benzinga • May 26, 2026

Semtech Stock Surges As Chipmaker Tops Wall Street's Targets

Chipmaker Semtech beat analyst estimates for its fiscal first quarter and with its guidance for the current quarter. Semtech stock rose.

Investors Business Daily • May 26, 2026

Semtech Q1 Earnings Call Highlights

Semtech NASDAQ: SMTC reported record quarterly revenue for its first quarter of fiscal 2027, driven by strength in its data center and LoRa businesses, and issued a second-quarter outlook that calls for continued acceleration across its major segments.

MarketBeat • May 26, 2026

Semtech Announces First Quarter of Fiscal Year 2027 Results

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces First Quarter of Fiscal Year 2027 Results.

Business Wire • May 26, 2026

Semtech Corporation (SMTC) Q1 2027 Earnings Call Transcript

Semtech Corporation (SMTC) Q1 2027 Earnings Call Transcript

Seeking Alpha • May 27, 2026