Semtech Corporation
Semtech Corp is engaged in designing, developing, manufacturing and marketing analog and mixed-signal semiconductors, algorithms and wireless semiconductors, connectivity modules, gateways, routers and connected services for IoT. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems and IoT Connected Services. The majority of the company's revenue is earned through Analog Mixed Signal and Wireless segment. Geographically majority of the company's revenue is earned from Asia Pacific region, company also operates in North America and Europe.www.semtech.com
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Search complete. 19 mentions across 15 episodes found for "Semtech Corporation".
Oct 23, 2026
Bill GundersonHOST
Venture VG is up 5.4% today.
Bill GundersonHOST
Semtex up 6.5%.
Bill GundersonHOST
CrowdStrike's up 4.5%.
Bill GundersonHOST
Some good movers here today.
Bill GundersonHOST
Venture VG is up 5.4% today.
Bill GundersonHOST
Semtex up 6.5%.
Bill GundersonHOST
CrowdStrike's up 4.5%.
Bill GundersonHOST
Some good movers here today.
Keith LansfordHOST
Both report this week.
Keith LansfordHOST
And Semtech fell 5 percent, even though it said at an analyst day Thursday it expects data center revenue to double both of the coming fiscal years.
Keith LansfordHOST
The company is a semiconductor and cloud connectivity service provider.
Keith LansfordHOST
The Dow Jones Industrial Average dropped 175.28 points or 0.34% Friday to 52,002.41.
Leslie PickerHOST
Contessa.
Contessa BrewerCORRESPONDENT
Leslie, Semtech shares right now are sinking like a stone, starting with a 10% decline yesterday, now off another 6%.
Contessa BrewerCORRESPONDENT
The semiconductor company's long-term guidance for 2029 and 2030 implied a bit of a slowdown from its explosive near-term growth.
Contessa BrewerCORRESPONDENT
Still, a number of bullish reactions out there today with, uh, Northland Capital Markets upgrading the stock to buy.
speaker_0HOST
UK regulators say that Amazon and Microsoft can do more to address cloud service barriers.
speaker_0HOST
Semtech, SMTC, you know, they, I said yesterday, they have their analyst day yesterday, and They did, and they did talk about their guidance for the Q3, and they do see it coming in hotter.
speaker_0HOST
So they did raise guidance yesterday at that analyst day on the earnings front.
speaker_0HOST
Alcoa, CFG, they're trading higher.
Limor FriedSOUNDBITE_SPEAKER
NeoPixels, eight megabytes of flash, um, that nice RP2040 core, which will work great with MicroPython, CircuitPython or Arduino.
Limor FriedSOUNDBITE_SPEAKER
U.FL antenna, um, and the FCC IC certified, uh, SX1276-based, um, uh, Semtech LoRa module.
John ParkHOST
Mm-hmm.
John ParkHOST
Yes, that's right.
Eric BleekerHOST
Some, some winners from that time include Credo, up 683%, Lumentum, up el- 1,187%, Marvell, up 194%, Coherent, up 192%, and Sienna, up 526%.
Eric BleekerHOST
Now, I've continued making optics recommendations since, and identified some other winners like Applied Optoelectronics, up 420%, Aehr Test Systems, up 154%, and Semtech, up 154%.
Eric BleekerHOST
Those last two happened just earlier this year.
Eric BleekerHOST
And you look at these returns, [clears throat] and it looks exciting.
NYUGradHOST
There were 10 profitable NASDAQ names making new highs.
NYUGradHOST
Some of these names include NetApp, Avnet, Semtech, AMD, Palo Alto Networks, CrowdStrikes, Caradex.
NYUGradHOST
This has been on this list a few times now.
NYUGradHOST
CDNA, NVIDIA, Fortinet, Okta.
FabioHOST
Right, last thing.
FabioHOST
So, uh, LoRa, this is for, um, uh, one of the transceiver from Semtech.
FabioHOST
Uh, the, these things support multiple modulation method.
FabioHOST
Not entirely sure why you would not pick LoRa for a LoRa transceiver, probably to have more bandwidth.
Eric BleekerHOST
I did a breakout on three different stocks.
Eric BleekerHOST
One was Semtech, one was Vicor, and one was FTAI.
Eric BleekerHOST
And I wanted to catch up on Vicor a little bit because what happened with Vicor since, it's become one of the fastest moving stocks in the market, almost immediately falling when we recommended it.
Eric BleekerHOST
It's up more than 50% in less than a month.
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