Friday, 10 Oct 2025
  • Contact
  • Privacy Policy
  • Terms & Conditions
  • DMCA
logo logo
  • World
  • Politics
  • Crime
  • Economy
  • Tech & Science
  • Sports
  • Entertainment
  • More
    • Education
    • Celebrities
    • Culture and Arts
    • Environment
    • Health and Wellness
    • Lifestyle
  • 🔥
  • Trump
  • VIDEO
  • House
  • White
  • ScienceAlert
  • Trumps
  • Watch
  • man
  • Health
  • Season
Font ResizerAa
American FocusAmerican Focus
Search
  • World
  • Politics
  • Crime
  • Economy
  • Tech & Science
  • Sports
  • Entertainment
  • More
    • Education
    • Celebrities
    • Culture and Arts
    • Environment
    • Health and Wellness
    • Lifestyle
Follow US
© 2024 americanfocus.online – All Rights Reserved.
American Focus > Blog > Economy > Baird Reiterates Buy on Semtech (SMTC), Highlights AI Growth and Partnerships
Economy

Baird Reiterates Buy on Semtech (SMTC), Highlights AI Growth and Partnerships

Last updated: October 2, 2025 4:26 am
Share
Baird Reiterates Buy on Semtech (SMTC), Highlights AI Growth and Partnerships
SHARE

Semtech Corp. (NASDAQ:SMTC) has emerged as one of the least successful data center stocks in 2025. While the company’s stock has experienced a modest uptick of approximately 1.8% thus far this year, it continues to lag behind both the wider market and its rivals in the data center sector, which have generally enjoyed positive returns.

Baird Reaffirms Buy Rating on Semtech (SMTC), Emphasizes AI Growth and Collaborations

Baird Reaffirms Buy Rating on Semtech (SMTC), Emphasizes AI Growth and Collaborations

On September 28, Tristan Gerra, an analyst with Robert W. Baird, reiterated a Buy rating on Semtech, setting a price target of $70. His optimistic assessment stems from several avenues of growth that the company is actively pursuing.

Semtech’s LoRa technology segment is projected to see over 20% growth in 2026, bolstered by emerging applications in sectors such as security and retail. These advancements are expected to facilitate entry into new markets and foster broader adoption of their technologies. The analyst also noted that progress in AI infrastructure is becoming another crucial growth driver for the company.

Furthermore, Gerra identified significant opportunities tied to Semtech’s collaborations with major U.S. cloud service providers focusing on linear pluggable optics (LPOs). These initiatives present higher pricing potentials and are likely to enhance profit margins. Recent design victories with AEC (Advanced Engineering Corporation) and potential leadership in ACC (Adaptive Computing) initiatives further strengthen Semtech’s long-term prospects.

Semtech Corp. (NASDAQ:SMTC) specializes in the design of analog and mixed-signal semiconductor solutions utilized across data centers, industrial automation, and IoT (Internet of Things) applications.

Despite recognizing SMTC’s potential as an investment, it is worth noting that certain AI stocks may present higher upside potential while exhibiting less downside risk. For those seeking a significantly undervalued AI stock poised to reap the benefits of Trump-era tariffs and the trend towards onshoring, we invite you to explore our free report on the best short-term AI stock.

See also  Mark Cuban's Black Amex Card Was Declined Trying To Buy A $140,000 Bottle Of Champagne After His NBA Team Won Championship

READ NEXT: Goldman Sachs Value Stocks: 10 Stocks to Buy and 14 Best Precious Metals Stocks to Buy Now.

Disclosure: None. This article is originally published at Insider Monkey.

This revised article maintains the original HTML structure, including headings and key points, while presenting the information in a unique format suitable for a WordPress platform.

TAGGED:BairdBuyGrowthHighlightsPartnershipsReiteratesSemtechSMTC
Share This Article
Twitter Email Copy Link Print
Previous Article BREAKING: DOJ Fires Top National Security Prosecutor in Eastern District of Virginia Who Worked as Top Advisor to Russiagate Hoaxer Lisa Monaco | The Gateway Pundit | by Cristina Laila BREAKING: DOJ Fires Top National Security Prosecutor in Eastern District of Virginia Who Worked as Top Advisor to Russiagate Hoaxer Lisa Monaco | The Gateway Pundit | by Cristina Laila
Next Article Eugenio Derbez at Iberseries: ‘I Want to Direct Again, This Time in English’ Eugenio Derbez at Iberseries: ‘I Want to Direct Again, This Time in English’
Leave a comment

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Popular Posts

Older adults with active social circles report better health, study finds

A recent study has highlighted the significant impact of social networks on the health of…

May 12, 2025

California Legislature Passes Bill Banning ICE Officers From Wearing Masks

This article was originally published  by The Epoch Times: California Legislature Passes Bill Banning ICE…

September 24, 2025

Is Unum Group (UNM) the Safest Dividend Stock to Buy Now?

In a recent article, we highlighted the importance of safe dividend stocks in today's volatile…

April 15, 2025

EA FC 25 LaLiga POTM nominees for April revealed, Pedri and Alvarez lead the way

EA Sports has recently unveiled the latest batch of nominees for the EA FC 25…

April 16, 2025

Help! My Coworker Acts Like She’s One of the Students

As a new teacher, it can be challenging to navigate the expectations and feedback from…

April 6, 2025

You Might Also Like

Why Is Wolfspeed Stock Soaring Today?
Economy

Why Is Wolfspeed Stock Soaring Today?

October 10, 2025
When Godzilla Breaks Windows
Economy

When Godzilla Breaks Windows

October 10, 2025
Peter Schiff Describes Bitcoin’s Jump Over 6,000 As ‘Bear Market Rally’: ‘Too Early For Bitcoiners To Get Excited…’
Economy

Peter Schiff Describes Bitcoin’s Jump Over $126,000 As ‘Bear Market Rally’: ‘Too Early For Bitcoiners To Get Excited…’

October 10, 2025
Veteran analyst drops sharp take on GTA 6 hype
Economy

Veteran analyst drops sharp take on GTA 6 hype

October 10, 2025
logo logo
Facebook Twitter Youtube

About US


Explore global affairs, political insights, and linguistic origins. Stay informed with our comprehensive coverage of world news, politics, and Lifestyle.

Top Categories
  • Crime
  • Environment
  • Sports
  • Tech and Science
Usefull Links
  • Contact
  • Privacy Policy
  • Terms & Conditions
  • DMCA

© 2024 americanfocus.online –  All Rights Reserved.

Welcome Back!

Sign in to your account

Lost your password?