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Form 4 SEMTECH CORP For: May 28 Filed by: Li Ye Jane

Mon, 01 Jun 2026 16:04:00 -0400

si-local-file:///var/storage/secattach/20260601/26583359.html

Form 4 SEMTECH CORP For: May 28 Filed by: Li Ye Jane

Mon, 01 Jun 2026 16:04:00 -0400

si-local-file:///var/storage/secattach/20260601/26583359.html

Form 4 SEMTECH CORP For: May 28 Filed by: Fischer Gregory Michael

Mon, 01 Jun 2026 16:03:00 -0400

si-local-file:///var/storage/secattach/20260601/26583332.html

Form 4 SEMTECH CORP For: May 28 Filed by: Fischer Gregory Michael

Mon, 01 Jun 2026 16:03:00 -0400

si-local-file:///var/storage/secattach/20260601/26583332.html

Form SD SEMTECH CORP

Fri, 29 May 2026 16:11:00 -0400

si-local-file:///var/storage/secattach/20260529/26575239.html

Form SD SEMTECH CORP

Fri, 29 May 2026 16:11:00 -0400

si-local-file:///var/storage/secattach/20260529/26575239.html

Form 144 SEMTECH CORP Filed by: Li Ye Jane

Thu, 28 May 2026 17:02:00 -0400

si-local-file:///var/storage/secattach/20260528/26568703.html

Form 144 SEMTECH CORP Filed by: Li Ye Jane

Thu, 28 May 2026 17:02:00 -0400

si-local-file:///var/storage/secattach/20260528/26568703.html

Form 144 SEMTECH CORP Filed by: Fischer Gregory Michael

Thu, 28 May 2026 11:37:00 -0400

si-local-file:///var/storage/secattach/20260528/26563806.html

Form 144 SEMTECH CORP Filed by: Fischer Gregory Michael

Thu, 28 May 2026 11:37:00 -0400

si-local-file:///var/storage/secattach/20260528/26563806.html

Form 10-Q SEMTECH CORP For: Apr 26

Wed, 27 May 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260527/26557751.html

Form 10-Q SEMTECH CORP For: Apr 26

Wed, 27 May 2026 16:05:00 -0400

si-local-file:///var/storage/secattach/20260527/26557751.html

Semtech Corp. (SMTC) PT Raised to $225 at UBS

Wed, 27 May 2026 09:51:51 -0400

(Updated - May 27, 2026 9:51 AM EDT)

UBS analyst Timothy Arcuri raised the price target on Semtech Corp. (NASDAQ: SMTC) to $225.00 (from $165.00) while maintaining a Buy rating.

The analyst commented, "Semtech reported FQ1 a little ahead and guided FQ2 substantially ahead driven by strong 800G optical demand and ramping ACC (active copper cable) volume for Google Ironwood racks. From here, we see a handoff in growth to 1.6T optical ecosystem and based on its existing backlog, SMTC is guiding to an acceleration in growth from the 35% Q/Q and 85% Y/Y level in FQ2. Beyond this year, additional ACC

Semtech Corp. (SMTC) PT Raised to $225 at UBS

Wed, 27 May 2026 09:51:51 -0400

(Updated - May 27, 2026 9:51 AM EDT)

UBS analyst Timothy Arcuri raised the price target on Semtech Corp. (NASDAQ: SMTC) to $225.00 (from $165.00) while maintaining a Buy rating.

Semtech Corp. (SMTC) PT Raised to $230 at Benchmark on Strong Q1 Print

Wed, 27 May 2026 09:25:08 -0400

(Updated - May 27, 2026 9:25 AM EDT)

Benchmark analyst Cody Acree raised the price target on Semtech Corp. (NASDAQ: SMTC) to $230.00 (from $120.00) while maintaining a Buy rating.

The analyst commented, "We are reiterating our Buy rating on SMTC and raising our price target to $230 vs prior $120 after Semtech delivered a strong 1Q27 and outlook and more importantly, framed a materially faster than expected data center ramp with improving visibility across bookings and backlog. The stock reacted nicely, up more than 5.5% after-hours, because management tied the Q2 upside and 2H acceleration to a broader set of sockets

Semtech Corp. (SMTC) PT Raised to $230 at Benchmark on Strong Q1 Print

Wed, 27 May 2026 09:25:08 -0400

(Updated - May 27, 2026 9:25 AM EDT)

Benchmark analyst Cody Acree raised the price target on Semtech Corp. (NASDAQ: SMTC) to $230.00 (from $120.00) while maintaining a Buy rating.

Semtech Corp. (SMTC) PT Raised to $210 at TD Cowen

Wed, 27 May 2026 08:47:49 -0400

TD Cowen analyst Sean O'Loughlin raised the price target on Semtech Corp. (NASDAQ: SMTC) to $210.00 (from $165.00) while maintaining a Buy rating.

The analyst commented: "Riding Strong Market Demand Today While Laying Foundation For Tomorrow; A beat & raise plus accelerating Datacenter growth through F2027 "and beyond" was likely good enough to clear even the high bar set by a +91% stock run since OFC. Active copper, LPO, and nascent laser businesses are very attractive additional growth vectors—but nearterm upside continues to come from highly diversified FiberEdge supporting fully-retimed 800G and 1.6T optics. Reit. Buy, PT to $210."

Semtech Corp. (SMTC) PT Raised to $210 at TD Cowen

Wed, 27 May 2026 08:47:49 -0400

TD Cowen analyst Sean O'Loughlin raised the price target on Semtech Corp. (NASDAQ: SMTC) to $210.00 (from $165.00) while maintaining a Buy rating.

Semtech Corp. (SMTC) PT Raised to $200 at Oppenheimer

Wed, 27 May 2026 08:30:22 -0400

Oppenheimer analyst Rick Schafer raised the price target on Semtech Corp. (NASDAQ: SMTC) to $200.00 (from $150.00) while maintaining a Outperform rating.

Semtech Corp. (SMTC) PT Raised to $210 at B.Riley

Wed, 27 May 2026 08:28:54 -0400

B.Riley analyst Craig Ellis raised the price target on Semtech Corp. (NASDAQ: SMTC) to $210.00 (from $165.00) while maintaining a Buy rating.

Semtech Corp. (SMTC) PT Raised to $225 at Baird

Wed, 27 May 2026 07:06:46 -0400

Baird analyst Tristan Gerra raised the price target on Semtech Corp. (NASDAQ: SMTC) to $225.00 (from $110.00) while maintaining a Outperform rating.

Semtech Corp. (SMTC) PT Raised to $200 at Needham

Wed, 27 May 2026 07:04:05 -0400

Needham analyst N. Quinn Bolton raised the price target on Semtech Corp. (NASDAQ: SMTC) to $200.00 (from $105.00) while maintaining a Buy rating.

The analyst comments "Semtech reported impressive F1Q27 results that were above expectations while F2Q27 revenue guidance was also above Street estimates. The higher than expected revenue guide is driven by the ramp of Data Center and LoRa platforms. Our key takeaways include: 1) Y/Y Data Center growth is expected to accelerate throughout FY27 driven by copper, optical and HieFo products; 2) Optical portfolio strength is driven by 800G and 1.6T FRO and LPO wins across hyperscalers in U.S.

Semtech Corp. (SMTC) PT Raised to $200 at Needham

Wed, 27 May 2026 07:04:05 -0400

Needham analyst N. Quinn Bolton raised the price target on Semtech Corp. (NASDAQ: SMTC) to $200.00 (from $105.00) while maintaining a Buy rating.

Semtech Corp. (SMTC) PT Raised to $200 at Susquehanna

Wed, 27 May 2026 06:52:39 -0400

Susquehanna analyst Christopher Rolland raised the price target on Semtech Corp. (NASDAQ: SMTC) to $200.00 (from $170.00) while maintaining a Positive rating.

Semtech Corp. (SMTC) PT Raised to $225 at Mizuho

Wed, 27 May 2026 04:30:42 -0400

Mizuho analyst Tristan Gerra raised the price target on Semtech Corp. (NASDAQ: SMTC) to $225.00 (from $110.00) while maintaining a Outperform rating.

The analyst comments "We model data center revenue to grow over 2x in C2026 and 2.5x in C2027, with an acceleration expected for this 2H and exiting this year at 40% of total revenue. Post OFC 2026, demand has picked up "dramatically" across a range of technologies including ACC, LPO, and LRO lasers. TIA demand is "exceptionally" strong. ACC momentum is rapidly building and management expects linear drivers to account for 25% of total transceiver mix in 1-2 years.