Analyst Consensus ?
ConsensusBuy32 ratings
Bullish2784.4%
Neutral515.6%
Bearish00.0%
FN2 Earnings Intelligence
Semtech Corporation analyst ratings
Semtech Corporation (SMTC) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$185Previous close
$40Low
$159Average
$300High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 21, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Benchmark | Buy | Buy | Maintain | Oct 10, 2024 |
| Stifel | Buy | Buy | Maintain | Aug 28, 2024 |
| Roth MKM | Buy | Buy | Maintain | Aug 28, 2024 |
| Needham | Buy | Buy | Maintain | Aug 28, 2024 |
| B. Riley Securities | Buy | Buy | Maintain | Aug 28, 2024 |
| Susquehanna | Positive | Positive | Maintain | Jun 6, 2024 |
| Northland Capital Markets | Outperform | Outperform | Maintain | Jun 6, 2024 |
| Craig-Hallum | Buy | Buy | Maintain | Jun 6, 2024 |
| Piper Sandler | Overweight | Overweight | Maintain | May 29, 2024 |
| Oppenheimer | Perform | Perform | Maintain | Apr 1, 2024 |
| Baird | Outperform | Outperform | Maintain | Apr 1, 2024 |
| Summit Insights Group | Buy | Hold | Upgrade | Sep 14, 2023 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Sep 1, 2022 |
| Wells Fargo | Overweight | Overweight | Maintain | Mar 17, 2022 |
| Roth Capital | Buy | Neutral | Upgrade | Jun 3, 2021 |
| RBC Capital | Outperform | Outperform | Maintain | Mar 18, 2021 |
| B. Riley FBR | Buy | Buy | Maintain | Mar 18, 2021 |
| CFRA | Buy | Buy | Maintain | May 28, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Sep 27, 2019 |
| B. Riley | Buy | Buy | Maintain | Aug 29, 2019 |
| Loop Capital | Buy | Buy | Maintain | Jun 22, 2018 |
| PiperJaffray | Overweight | Neutral | Upgrade | Apr 4, 2018 |
| BWS Financial | Buy | Buy | Maintain | Nov 20, 2017 |
| Drexel Hamilton | Buy | Buy | Maintain | Mar 1, 2016 |
| MKM Partners | Neutral | Buy | Downgrade | Sep 25, 2015 |
| Raymond James | Outperform | Strong Buy | Downgrade | Mar 27, 2015 |
| Citigroup | Buy | Buy | Maintain | Nov 20, 2014 |
| Williams Financial | Hold | Buy | Downgrade | Dec 19, 2013 |
| Williams Capital | Hold | Buy | Downgrade | Dec 19, 2013 |
| Sterne Agee | Buy | Buy | Maintain | Jun 10, 2013 |
| Lazard | Buy | Neutral | Upgrade | Oct 3, 2012 |
| Morgan Keegan | Outperform | Outperform | Maintain | Mar 8, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $185. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Robert W. Baird | Analyst unavailable | $300 | $140.8 | +62.2% | Aug 27, 2026 |
| Northland Securities | Gus Richard | $182 | $140.8 | -1.6% | Aug 27, 2026 |
| Morgan Stanley | Analyst unavailable | $195 | $140.88 | +5.4% | Aug 26, 2026 |
| Roth Capital | Analyst unavailable | $220 | $142.62 | +18.9% | Aug 26, 2026 |
| UBS | Analyst unavailable | $230 | $127.52 | +24.3% | Aug 26, 2026 |
| BMO Capital | Analyst unavailable | $155 | $124.88 | -16.2% | Aug 20, 2026 |
| New Street | Analyst unavailable | $230 | $126.6 | +24.3% | Aug 20, 2026 |
| Cowen & Co. | Analyst unavailable | $215 | $168.26 | +16.2% | Jun 22, 2026 |
| Craig-Hallum | Anthony Stoss | $205 | $159.28 | +10.8% | May 27, 2026 |
| Morgan Stanley | Analyst unavailable | $175 | $164.46 | -5.4% | May 27, 2026 |
| Roth Capital | Scott Searle | $190 | $164.46 | +2.7% | May 27, 2026 |
| Oppenheimer | Analyst unavailable | $200 | $164.46 | +8.1% | May 27, 2026 |
| Robert W. Baird | Tristan Gerra | $225 | $164.46 | +21.6% | May 27, 2026 |
| Needham | Quinn Bolton | $200 | $164.46 | +8.1% | May 27, 2026 |
| Susquehanna | Christopher Rolland | $200 | $164.46 | +8.1% | May 27, 2026 |
| UBS | Timothy Arcuri | $225 | $164.46 | +21.6% | May 27, 2026 |
| Mizuho Securities | Tristan Gerra | $225 | $164.46 | +21.6% | May 27, 2026 |
| Stifel Nicolaus | Tore Svanberg | $188 | $164.46 | +1.6% | May 27, 2026 |
| Morgan Stanley | Analyst unavailable | $155 | $156.78 | -16.2% | May 26, 2026 |
| Oppenheimer | Rick Schafer | $150 | $146.53 | -18.9% | May 22, 2026 |
| Stifel Nicolaus | Tore Svanberg | $157 | $141.85 | -15.1% | May 21, 2026 |
| Susquehanna | Analyst unavailable | $170 | $134.79 | -8.1% | May 20, 2026 |
| UBS | Analyst unavailable | $165 | $132.51 | -10.8% | May 18, 2026 |
| Craig-Hallum | Anthony Stoss | $105 | $81.23 | -43.2% | Mar 17, 2026 |
| Oppenheimer | Rick Schafer | $110 | $81.25 | -40.5% | Mar 17, 2026 |
| Susquehanna | Christopher Rolland | $100 | $85.14 | -45.9% | Mar 9, 2026 |
| Stifel Nicolaus | Analyst unavailable | $90 | $79 | -51.4% | Jan 16, 2026 |
| Roth Capital | Analyst unavailable | $77 | $64.98 | -58.4% | Nov 25, 2025 |
| Morgan Stanley | Analyst unavailable | $67 | $70.01 | -63.8% | Nov 25, 2025 |
| Robert W. Baird | Analyst unavailable | $88 | $70.01 | -52.4% | Nov 25, 2025 |
| Piper Sandler | Harsh Kumar | $70 | $70.01 | -62.2% | Nov 25, 2025 |
| Needham | Quinn Bolton | $80 | $70.01 | -56.8% | Nov 25, 2025 |
| Morgan Stanley | Analyst unavailable | $64 | $67.93 | -65.4% | Nov 24, 2025 |
| Susquehanna | Christopher Rolland | $80 | $62.71 | -56.8% | Nov 18, 2025 |
| Stifel Nicolaus | Tore Svanberg | $80 | $71.45 | -56.8% | Oct 1, 2025 |
| Oppenheimer | Rick Schafer | $81 | $61.98 | -56.2% | Sep 30, 2025 |
| Craig-Hallum | Analyst unavailable | $62 | $58.66 | -66.5% | Aug 26, 2025 |
| Northland Securities | Gus Richard | $53 | $56.84 | -71.4% | Aug 26, 2025 |
| Piper Sandler | Harsh Kumar | $65 | $51 | -64.9% | Aug 26, 2025 |
| Morgan Stanley | Joseph Moore | $43 | $37.01 | -76.8% | May 28, 2025 |
| Morgan Stanley | Joseph Moore | $30 | $27.75 | -83.8% | Apr 7, 2025 |
| UBS | Analyst unavailable | $60 | $39.6 | -67.6% | Mar 14, 2025 |
| Stifel Nicolaus | Tore Svanberg | $60 | $31.44 | -67.6% | Mar 10, 2025 |
| Stifel Nicolaus | Tore Svanberg | $75 | $67.16 | -59.5% | Jan 6, 2025 |
| B.Riley Financial | Craig Ellis | $61 | $41.28 | -67.0% | Aug 28, 2024 |
| Stifel Nicolaus | Tore Svanberg | $45 | $31.18 | -75.7% | Jun 7, 2024 |
| CFRA | Angelo Zino | $46 | $37.86 | -75.1% | Jun 6, 2024 |
| Craig-Hallum | Anthony Stoss | $48 | $38.68 | -74.1% | Jun 6, 2024 |
| Stifel Nicolaus | Tore Svanberg | $50 | $45.62 | -73.0% | Jun 6, 2024 |
| Roth Capital | Scott Searle | $50 | $38.68 | -73.0% | Jun 6, 2024 |
| B.Riley Financial | Craig Ellis | $58 | $38.68 | -68.6% | Jun 6, 2024 |
| Susquehanna | Christopher Rolland | $55 | $38.68 | -70.3% | Jun 6, 2024 |
| Needham | Quinn Bolton | $50 | $38.68 | -73.0% | Jun 6, 2024 |
| Piper Sandler | Harsh Kumar | $60 | $41.84 | -67.6% | May 29, 2024 |
| Craig-Hallum | Anthony Stoss | $36 | $27.49 | -80.5% | Apr 1, 2024 |
| Susquehanna | Christopher Rolland | $45 | $27.49 | -75.7% | Apr 1, 2024 |
| CFRA | Angelo Zino | $32 | $27.49 | -82.7% | Apr 1, 2024 |
| Northland Securities | Gus Richard | $36.5 | $27.49 | -80.3% | Apr 1, 2024 |
| Robert W. Baird | Tristan Gerra | $50 | $27.49 | -73.0% | Apr 1, 2024 |
| Piper Sandler | Harsh Kumar | $40 | $27.49 | -78.4% | Apr 1, 2024 |
| Stifel Nicolaus | Tore Svanberg | $31 | $27.49 | -83.2% | Apr 1, 2024 |
| Needham | Quinn Bolton | $38 | $27.49 | -79.5% | Apr 1, 2024 |
| Stifel Nicolaus | Tore Svanberg | $26 | $27.97 | -85.9% | Mar 28, 2024 |
| Susquehanna | Christopher Rolland | $30 | $24.5 | -83.8% | Sep 14, 2023 |
| Stifel Nicolaus | Tore Svanberg | $32 | $22.6 | -82.7% | Sep 13, 2023 |
| Needham | Quinn Bolton | $35 | $25.48 | -81.1% | Sep 6, 2023 |
| Robert W. Baird | Baird Ratings | $40 | $21.4 | -78.4% | Jun 12, 2023 |
| Susquehanna | Christopher Rolland | $25 | $22.34 | -86.5% | Jun 1, 2023 |
| Piper Sandler | Harsh Kumar | $45 | $30.74 | -75.7% | Nov 30, 2022 |
| Robert W. Baird | Analyst unavailable | $48 | $31.79 | -74.1% | Sep 1, 2022 |
| Cowen & Co. | Analyst unavailable | $43 | $46.19 | -76.8% | Sep 1, 2022 |
| Piper Sandler | Analyst unavailable | $60 | $46.19 | -67.6% | Sep 1, 2022 |
| Needham | Analyst unavailable | $75 | $64.38 | -59.5% | Jun 2, 2022 |
| Susquehanna | Analyst unavailable | $72 | $64.08 | -61.1% | Jun 1, 2022 |
| Piper Sandler | Harsh Kumar | $95 | $60.91 | -48.6% | May 5, 2022 |
Track every rating change on SMTC the moment it posts. Free to start.
Start freeGet the SMTC recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.