Needham reiterates Semtech stock buy rating on data center growth

Needham has reaffirmed its buy rating on Semtech based on the growth of data centers.

AI CATALYST SCORE75 / 100Score computed by Sentinel V12

REFERENCE PRICENot measuredReference entry price at analysis time

ANALYSIS HISTORY

SMTC Analysis History (Last 30 Days)

Diagnosed At	Ticker	AI Score	Tier
2026-08-26 11:38:36	SMTC	85	S-Class	View Report →
2026-08-26 11:11:35	SMTC	75	Mid	View Report →
2026-08-26 09:26:39	SMTC	65	Mid	View Report →

RELATED REPORTS

Diagnosed At	Ticker	AI Score	Tier
2026-08-26 14:37:31	NVDA	50	Row	View Report →
2026-08-26 14:35:06	NVDA	50	Row	View Report →
2026-08-26 14:34:59	META	75	Mid	View Report →
2026-08-26 14:18:40	PLAB	80	Mid	View Report →
2026-08-26 14:14:41	TEAM	85	Mid	View Report →
2026-08-26 13:50:16	PANW	50	Row	View Report →
2026-08-26 13:48:09	BABA	75	Mid	View Report →
2026-08-26 13:44:04	META	85	Mid	View Report →
2026-08-26 13:37:02	NVDA	40	Row	View Report →
2026-08-26 13:36:59	MSFT	40	Row	View Report →
2026-08-26 13:36:56	META	45	Row	View Report →
2026-08-26 13:19:02	META	50	Row	View Report →
2026-08-26 13:18:25	NVDA	50	Row	View Report →
2026-08-26 13:13:31	META	40	Row	View Report →
2026-08-26 13:11:52	META	40	Row	View Report →
2026-08-26 13:09:19	QMLS	75	Mid	View Report →
2026-08-26 12:52:35	NVDA	50	Row	View Report →
2026-08-26 11:55:01	FROG	85	S-Class	View Report →
2026-08-26 11:23:34	META	50	Row	View Report →
2026-08-26 10:38:19	NVDA	50	Row	View Report →
2026-08-26 09:57:56	MSFT	75	Mid	View Report →
2026-08-26 09:08:55	SAP	45	Row	View Report →
2026-08-26 08:52:12	MSFT	40	Row	View Report →
2026-08-26 08:12:03	NVDA	50	Row	View Report →
2026-08-26 07:08:00	AMPX	40	Row	View Report →
2026-08-26 05:30:48	NVDA	50	Row	View Report →
2026-08-26 03:09:13	TSLA	40	Row	View Report →
2026-08-25 17:50:34	ANGX	85	Mid	View Report →
2026-08-25 17:08:30	GOOGL	60	Mid	View Report →
2026-08-25 15:37:00	AAPL	75	Mid	View Report →