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Semtech shares under pressure: analysts praise despite profit cut!
Roth Capital lowers Semtech's Q3 2026 EPS forecast to $0.34 as analysts raise price targets. Current market developments and strategies.
Semtech shares under pressure: analysts praise despite profit cut!
What is Semtech currently doing? The company, known for its innovative semiconductor solutions, caused a stir with its latest results for the third quarter of 2025. According to a report by Yahoo Finance Semtech posted earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.24 per share by 8.33%. Compared to the previous year, when earnings were only $0.02 per share, there is a clear upward trend.
Sales also increased: Semtech generated $236.8 million, up 21.8% year-over-year. This number is also higher than Zacks' previous estimate of $232 million. Last year's sales were $200.9 million. A promising trend that is arousing the interest of investors.
Analyst forecasts and price target adjustments
Among the positive comments are analysts at Morgan Stanley who set a price target of $43.00, while Northland Securities raised the target from $48.00 to $53.00 and Stifel Nicolaus increased the target from $45.00 to $54.00. Piper Sandler is even more bullish, raising its target from $55.00 to $65.00. Needham & Company LLC forecasts a target of $60.00, underscoring the overall consensus rating of Moderate Buy.
Market development and insider trading
Semtech shares have put in an impressive performance year-to-date, rising about 132.3%, while the S&P 500 has only gained 25.2%. Despite this growth, there has been a recent decline of 4.1%, leaving shares trading at $58.09. Trading activity also showed movement: 1,596,677 shares changed hands, compared to an average volume of 2,083,748 shares.
Looking at insider purchases, we see that COO Asaf Silberstein sold 2,000 shares at an average price of $42.98, while CFO Mark Lin sold 999 shares at a price of $43.84. Interestingly, insiders only hold 0.48% of the company's shares. At the same time, major players such as Principal Financial Group Inc. are increasing their stake in Semtech by 4.2%, and Deutsche Bank AG by as much as 168.1%.
Semtech's exciting developments will continue to be followed, especially with regard to the upcoming conference call where management will discuss the future price movement of the stock. This information could be crucial for investors looking for the next big gains.