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Semtech (SMTC) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2025-10-24 14:50
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks St ...
Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Semtech Corporation - SMTC
Prnewswire· 2025-10-23 06:35
Core Viewpoint - Rosen Law Firm is investigating potential breaches of fiduciary duties by the directors and officers of Semtech Corporation [1]. Group 1: Investigation Details - The investigation pertains to potential breaches of fiduciary duties by Semtech Corporation's leadership [1]. - Shareholders of Semtech Corporation are encouraged to visit the Rosen Law Firm's website for more information regarding the investigation [2]. Group 2: Rosen Law Firm's Background - Rosen Law Firm has a strong track record in securities class actions and shareholder derivative litigation, having achieved significant settlements for investors [3]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013 [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for shareholders [3].
Getac Integrates Semtech AirLink® for Mission-Critical Connectivity
Prnewswire· 2025-10-17 13:00
Core Insights - Getac Technology Corporation has expanded its partnership with Semtech Corporation to integrate Semtech's AirLink® rugged in-vehicle routers into Getac's product offerings, enhancing solutions for public safety, utility, defense, and industrial sectors [1][2][3] Group 1: Partnership Details - The collaboration builds on over 20 years of reliance on Semtech's embedded cellular modules for reliable wireless connectivity in challenging environments [2] - The integration combines Getac's MIL-STD rugged laptops, tablets, and video solutions with Semtech's cellular router solutions, providing a complete solution for mobile command and mission-critical field operations [2][3] Group 2: Technological Advancements - The partnership aims to deliver always-on connectivity, seamless backup between 5G, LTE, Wi-Fi, and satellite, and support for next-generation applications such as IoT sensors and real-time analytics [3] - By pre-integrating AirLink cellular connectivity with Getac's rugged computing platforms, the partnership addresses deployment complexity and reduces time-to-deployment for mission-critical operations [3] Group 3: Operational Benefits - Customers can achieve operational advantages by simplifying procurement, support, and reducing total ownership costs with a single integrated solution [3] - Field teams gain secure access to real-time data, video, and automated dispatching, while IT can manage device fleets remotely through Semtech's AirLink Management Service (ALMS) [3] Group 4: Market Positioning - The alignment of global partner ecosystems between Getac and Semtech simplifies procurement and deployment for resellers and VARs, enhancing customer satisfaction [4] - Getac's established distribution network allows channel partners to offer rugged computing and secure wireless connectivity in one package, accelerating sales cycles [4]
SMTC Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Semtech Corporation – SMTC
Globenewswire· 2025-10-16 23:13
NEW YORK, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, announces an investigation of potential breaches of fiduciary duties by the directors and officers of Semtech Corporation (NASDAQ: SMTC). If you currently own shares of Semtech Corporation stock, please visit the firm’s website at https://rosenlegal.com/submit-form/?case_id=35642 for more information. You may also contact Phillip Kim of Rosen Law Firm toll free at 866-767-3653 or via email at case@rosenlegal.com. ...
Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of Semtech Corporation – SMTC
Businesswire· 2025-10-15 23:00
NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces an investigation of potential breaches of fiduciary duties by the directors and officers of Semtech Corporation (NASDAQ: SMTC). If you currently own shares of Semtech Corporation stock, please visit the firm's website at https://rosenlegal.com/submit-form/?case_id=35642 for more information. You may also contact Phillip Kim of Rosen Law Firm toll free at 866-767-3653 or via email at case@rosenlegal.com. Why. ...
Kuehn Law Encourages Investors of Semtech Corporation to Contact Law Firm
Prnewswire· 2025-10-10 17:18
For additional information, please visit Shareholder Derivative Litigation - Kuehn Law. Attorney advertising. Prior results do not guarantee similar outcomes. Contacts: Kuehn Law, PLLC Justin Kuehn, Esq. 53 Hill Street, Suite 605 Southampton, NY 11968 [email protected] (833) 672-0814 SOURCE Kuehn Law, PLLC According to a federal securities lawsuit, Semtech insiders caused the company to misrepresent or fail to disclose that (1) that its CopperEdge products did not meet the needs of its server rack customer ...
半导体行业-8 月每周报告:SIA 与 SEMICON West 展会预期-Semiconductors-Weekly Aug SIA & SEMICON West expectations
2025-10-09 02:00
Summary of Semiconductor Industry Conference Call Industry Overview - The conference call focused on the North American semiconductor industry, particularly the upcoming SEMICON West event and August Semiconductor Industry Association (SIA) data [1][2][3]. Key Insights - **SEMICON West Expectations**: The event is not expected to be a significant catalyst for the semiconductor sector. It is primarily a technology showcase rather than a financial event, limiting discussions on customer equipment orders and 2026 expectations [2][3]. - **Memory Market Outlook**: - The company is bullish on memory wafer fabrication equipment (WFE) with a projected growth of 22% year-over-year into 2026. This is supported by strong memory pricing, which is anticipated to lead to increased capital expenditures in memory [2][14]. - DRAM and NAND markets are expected to see a reacceleration in capital expenditures in the second half of the year, with significant equipment shipments anticipated in 2026 [2][13]. SIA Data Highlights - **August Performance**: - SIA data showed semiconductor sales increased by 11.3% month-over-month, surpassing the estimate of 4.5% and the 10-year average of 7.9%. Year-over-year growth accelerated from 20.6% to 21.7% [8][10]. - Memory sales were particularly strong, with DRAM sales up 45.4% month-over-month, exceeding the estimate of 30.3% [16]. - NAND sales also performed well, increasing by 39.0% month-over-month, compared to an estimate of 36.1% [16]. Geographic Trends - **Sales by Region**: - Asia Pacific saw the highest growth at 53.5%, followed by The Americas at 15.7%, China at 15.1%, and Europe at 2.5%. Japan experienced a decline of 9.1% [8]. Pricing Dynamics - **Memory Pricing**: - DRAM prices per gigabit increased by 1.2% to $0.4610, reflecting a year-over-year increase of 14.4%. NAND prices per gigabit decreased by 5.3% to $0.0085, with a year-over-year decline of 22.9% [21][24]. Future Projections - **Forecast Adjustments**: - The forecast for 2025 revenue growth was raised from 17.7% to 22.2%, and the 2026 forecast was adjusted to 15.1% ($887 billion) from 10.6% ($821 billion), primarily due to memory pricing trends [14]. - A new cycle for memory is anticipated to begin in 2026, driven by current market dynamics [13][14]. Risks and Considerations - **Geopolitical Factors**: Recent policy disruptions, including anti-dumping investigations and new regulations affecting equipment suppliers, may pose risks to the semiconductor sector. However, the near-term outlook remains optimistic for memory companies and AI beneficiaries [18]. Conclusion - The semiconductor industry is experiencing robust growth, particularly in the memory segment, with positive trends expected to continue into 2026. However, external factors such as geopolitical tensions and market dynamics will need to be monitored closely.
Here's Why Semtech (SMTC) is a Strong Momentum Stock
ZACKS· 2025-10-08 14:50
Core Insights - Zacks Premium offers tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to help investors select stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks based on value, growth, and momentum, assigning ratings from A to F [3] - Value Score focuses on identifying undervalued stocks using financial ratios [4] - Growth Score assesses a company's financial health and future growth potential [5] - Momentum Score identifies stocks with favorable price trends and earnings outlooks [6] Integration with Zacks Rank - The Zacks Rank utilizes earnings estimate revisions to aid in portfolio building [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, averaging a +23.81% annual return since 1988 [8] - To maximize returns, investors should consider stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] Stock Highlight: Semtech Corporation - Semtech Corporation, located in Camarillo, CA, specializes in analog and mixed-signal semiconductors [11] - Currently rated 3 (Hold) with a VGM Score of B, Semtech has a Momentum Style Score of B and has seen a 15.2% increase in shares over the past month [11] - Recent upward revisions in earnings estimates have led to a Zacks Consensus Estimate of $1.66 per share for fiscal 2026, with an average earnings surprise of +9% [12]
Semtech prices $350M convertible notes offering to refinance debt (NASDAQ:SMTC)
Seeking Alpha· 2025-10-08 11:04
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Why Semtech Stock Is Rallying After Its NVIDIA Setback
MarketBeat· 2025-10-07 16:15
Semtech TodaySMTCSemtech$71.79 +3.62 (+5.31%) 52-Week Range$24.05▼$79.52P/E Ratio299.40Price Target$65.36Add to WatchlistFor mid-cap semiconductor stock Semtech NASDAQ: SMTC, 2025 has been a wild ride. In January, the stock surged to a three-year high of just over $77. However, just as a positive development surrounding NVIDIA NASDAQ: NVDA can lead a stock to explosive gains, a negative one can bring a stock to its knees. Shares dropped 31% on Feb. 10 as the firm greatly reduced its expectations for its NV ...