Analyst Consensus ?
ConsensusBuy32 ratings
Bullish2784.4%
Neutral515.6%
Bearish00.0%
FN2 Earnings Intelligence
Semtech Corporation (SMTC) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 21, 2026. Not an FN2 forecast.
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 |
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 |
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