Semtech benefits as larger AI clusters need faster, more efficient links between GPUs and switches, which its CopperEdge and FiberEdge chips supply. Data center revenue rose 91% year over year. The stock keeps setting all-time highs despite a broad semiconductor sell-off and tops US semiconductors by Momentum Score at 99, ahead of AMD and NVIDIA. x.com 

Semtech is put forward as a stock to own. x.com 

Semtech does not deserve its status as a hot optical stock, since it is mostly a low-quality analog business with only a couple of data center parts. The move has been striking, though being wrong is possible. x.com 

Semtech remains a Buy with a $162 target at 22x FY28 EPS, as AI demand runs about three times its supply capacity. F2Q revenue rose 33% YoY to $341.9M, EPS of $0.71 beat $0.61, gross margin hit a record 54.5%, and F3Q guidance of $410M revenue and $1.02-1.08 EPS tops estimates. 1.6T CopperEdge ACC is now in mass shipment to major hyperscalers, and FiberEdge targets over 50% of its 1.6T market by end-FY27. SiGe/InP wafer and packaging limits are the bottleneck; FY28 EPS is forecast at $7.40. … Show more

Semtech is forming one of the strongest cup patterns in semiconductors, backed by AI data-center networking and optical connectivity exposure with accelerating revenue and EPS growth. The stock is now pushing up the right side of a massive multi-month base. x.com 

Semtech should lead semiconductors higher once yields eventually behave, and $250 within six months would be no surprise. It is resting on support at its previous all-time highs and is no longer screaming cheap, worth about $210, but it has been extremely strong. Management gave incredible visibility into 2027, so the story is somewhat derisked and now comes down to execution. x.com  x.com 

Semtech may see buyers soon as AI and optics stocks are on the run. At 172 the stock sits below its fast zone, and a close below 170 would end the thesis. x.com 

Semtech's analyst-day growth outlook makes the stock look cheap if guidance holds. Management guided to $3.2B FY30 revenue at 38% CAGR and estimated 70% gross and 48-50% operating margins. Backlog alone underpins more than doubling datacenter revenue in FY27 and FY28, versus the 80% and 70% previously modeled; LoRa's 30% CAGR tops the prior 20% assumption. Later forecasts are more conservative, so growth could beat 38%. At 25x FY30 earnings (January 2030), the stock should trade at $320. x.com  … Show more

Some semiconductor stocks have returned to reasonable valuations as fundamentals improve, making recent declines buying opportunities. Many had traded at two to three times their median valuations; the correction brought some back toward normal, while sustained AI spending should benefit suppliers for years. x.com 

Semtech's AI interconnect story has turned from multiple emerging bets into an explicit FY27 product stack. 800G remains durable, LPO has started shipping, ACC/CopperEdge enters production shipment this quarter, and HieFo offers a path to much higher content at 3.2T while being accretive in year one. Q1 guidance beat the Street on revenue, gross margin and EPS. The case weakens if, by summer, Semtech still cites design activity rather than measurable revenue from ACC, 1.6T FiberEdge or HieFo. … Show more