The average one-year price target for Semtech (NasdaqGS:SMTC) has been revised to $105.61 / share. This is an increase of 21.57% from the prior estimate of $86.87 dated February 21, 2026.
The price target is an average of many targets provided by analysts. The latest targets range from a low of $89.89 to a high of $120.75 / share. The average price target represents an increase of 42.41% from the latest reported closing price of $74.16 / share.
What is the Fund Sentiment?
There are 451 funds or institutions reporting positions in Semtech. This is an decrease of 226 owner(s) or 33.38% in the last quarter. Average portfolio weight of all funds dedicated to SMTC is 0.19%, an increase of 22.69%. Total shares owned by institutions decreased in the last three months by 25.46% to 102,167K shares. 
The put/call ratio of SMTC is 1.01, indicating a bearish outlook.
What are Other Shareholders Doing?
Ameriprise Financial holds 7,552K shares representing 8.12% ownership of the company. In its prior filing, the firm reported owning 7,374K shares , representing an increase of 2.36%. The firm decreased its portfolio allocation in SMTC by 80.93% over the last quarter.
Capital Research Global Investors holds 4,503K shares representing 4.84% ownership of the company. In its prior filing, the firm reported owning 4,692K shares , representing a decrease of 4.20%. The firm decreased its portfolio allocation in SMTC by 2.62% over the last quarter.
Whale Rock Capital Management holds 3,901K shares representing 4.20% ownership of the company. In its prior filing, the firm reported owning 3,505K shares , representing an increase of 10.16%. The firm increased its portfolio allocation in SMTC by 24.66% over the last quarter.
Alliancebernstein holds 2,965K shares representing 3.19% ownership of the company. In its prior filing, the firm reported owning 3,608K shares , representing a decrease of 21.67%. The firm decreased its portfolio allocation in SMTC by 13.84% over the last quarter.
Disciplined Growth Investors holds 2,801K shares representing 3.01% ownership of the company. In its prior filing, the firm reported owning 2,729K shares , representing an increase of 2.57%. The firm increased its portfolio allocation in SMTC by 11.83% over the last quarter.
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