NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

Semtech's AI data center growth, rising 1.6T demand and lower valuation give it an edge over Navitas Semiconductor.

Zacks Investment Research • Oct 28, 2026

Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 2026

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, is adding new resilient communications building blocks to its AirLink® 5G Networking Solutions. Semtech will demonstrate the new capabilities in booth #2964 at the International Association of Chiefs of Police (IACP) conference in Orlando, Fla. First responders rel.

Business Wire • Oct 24, 2026

Can Strong Momentum in LoRa Boost Semtech's Long-Term Growth?

SMTC's LoRa business hits record sales as smart home, security and industrial adoption expands, while Amazon Sidewalk offers further growth opportunities.

Zacks Investment Research • Oct 22, 2026

Semtech: The Market May Have Misread Its Growth Slowdown

Semtech raised FY27 revenue and EPS guidance and introduced a FY30 model, but shares dropped due to skepticism over long-term growth assumptions. FY27–28 growth is supported by backlog and customer engagements, while FY29–30 relies on broader market assumptions, making later projections more conservative. SMTC is shifting toward higher-margin data-center and LoRa products, divesting lower-margin cellular, and targeting a 70% gross margin by FY30.

Seeking Alpha • Oct 22, 2026

Semtech: High Valuation Conceals A Profit Explosion

Semtech is experiencing rapid growth driven by AI data center investments, with Q2 FY2027 data center revenue up 91%. SMTC's expanded photonics portfolio and LoRa technology provide additional growth engines, supporting ambitious revenue and margin targets through FY2030. At $137, SMTC trades at 38x FY2027 earnings but only 21x FY2028 if targets are met, making the valuation attractive given growth prospects.

Seeking Alpha • Oct 21, 2026

Wall Street's No. 1 analyst reveals the best stocks to buy before November

Timothy Arcuri from UBS, perhaps the most accurate analyst on Wall Street, has issued multiple rating revisions since October began, with a handful of reconsidered equities standing out for the sheer size of the forecasted upside.

Finbold • Oct 19, 2026

Semtech Stock Rebounds as Wall Street Turns Focus to Near-Term Earnings Targets

Semtech says it expects data-center revenue to more than double in the upcoming fiscal years.

Barrons • Oct 16, 2026

Semtech eyes data center revenue surge as AI infrastructure spending grows

Semtech, the semiconductor company, is targeting more than doubling its data center revenue in financial 2028 and 2029, as Baird reaffirmed its 'outperform' rating and $300 price target. Baird said record bookings and strong visibility over the next 2 years supported the growth outlook, with Semtech positioned to benefit from rising demand for copper, fiber and optical connectivity.

Proactive Investors • Oct 16, 2026

This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Benzinga • Oct 16, 2026

Semtech Corporation (SMTC) Analyst/Investor Day Transcript

Semtech Corporation (SMTC) Analyst/Investor Day Transcript

Seeking Alpha • Oct 16, 2026