Ticker brief
SMTC SEMTECH CORP
Technology · Semiconductors
last close
$131.17
1 day
-7.9%
14 days
-6.5%
mkt cap
$12.6B
signals 14d
175
authors 14d
87
crowd 14d
+0.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 73% mid · 50 pctile own 1y | IV/HV 0.73× |
| Skew — 25Δ RR 30d | +0.020 90 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | +1.89 elevated | 5-session Δ -0.32 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-27 (z=6.9) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.09 (−1 bearish … +1 bullish)
Who spoke87
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @schaeffers | C | +3.18 | 13 | +0.50 |
| @MitchMartan98 | C | -0.69 | 12 | +0.41 |
| @CKCapitalxx | C | -0.19 | 9 | +0.63 |
| @crux_capital_ | A | -1.81 | 7 | +0.55 |
| @StockTrader_Max | C | -2.05 | 6 | +0.68 |
| @Brad_E_Schulz | C | · | 5 | +0.18 |
| @equitydd | C | -2.03 | 4 | +0.21 |
| @DrNHJ | B | +0.50 | 4 | +0.44 |
| @earnings_guy | C | · | 4 | +0.00 |
| @TheNewMoney_app | C | · | 4 | +0.25 |
| @AlbertAgarunov | C | -1.26 | 3 | +0.37 |
| @MinervaCap | C | -0.39 | 3 | +0.27 |
| @KairosPraxis | A | +1.12 | 3 | +0.48 |
| @aleabitoreddit | A | -3.05 | 3 | +0.27 |
| @AtlasShrug1 | A | -0.96 | 3 | -0.67 |
| @RapidTrading | C | -0.87 | 3 | +0.43 |
| @EhrmantrautCap_ | C | -0.72 | 3 | +0.77 |
| @QQ_Timmy | B | +1.59 | 2 | +0.53 |
| @BULLOFBRITAIN | A | +0.12 | 2 | +0.33 |
| @RealSimpleAriel | C | -0.80 | 2 | +0.03 |
| @NirAoo7 | C | -1.18 | 2 | +0.28 |
| @Financhle | C | · | 2 | +0.12 |
| @cdntradegrljenn | C | +0.62 | 2 | +0.00 |
| @EarningsLottos | C | +0.00 | 2 | +0.00 |
| @alphaticaio | B | -1.02 | 2 | +0.42 |
Recent signals30of 175 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @MitchMartan98 | -0.40 | Higher yields are said to be punishing debt-heavy small caps and neoclouds. | — | tweet ↗ |
| 2026-08-28 | @AtlasShrug1 | -0.50 | Celebrates completed price reversions in MRVL and SMTC. | — | tweet ↗ |
| 2026-08-28 | @wey_how12640 | +0.70 | Start SMTC here with a long bias above $128; reassess below it. — Explicit new position with bullish technical thesis and a $128 invalidation level. | — | tweet ↗ |
| 2026-08-28 | @ttvresearch | +0.00 | Session calendar flags economic data and Jackson Hole as the day's focus. | — | tweet ↗ |
| 2026-08-28 | @MMMTwealth | +0.65 | Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts. | — | tweet ↗ |
| 2026-08-27 | @NickDrendel | +0.35 | Lists the only semiconductor stocks above their 50SMA and notes MRVL fell back below after earnings. | -7.9% | tweet ↗ |
| 2026-08-27 | @ttvresearch | +0.00 | Daily earnings and events calendar for August 28 highlights the Jackson Hole speech. | -7.9% | tweet ↗ |
| 2026-08-27 | @CKCapitalxx | +0.85 | Long-term bullish framework cites accelerating growth, share gains, capacity, backlog, and margins. | -7.9% | tweet ↗ |
| 2026-08-27 | @mmonis | +0.50 | Says SMTC is paying well, indicating an ongoing or realized profitable trade. | -7.9% | tweet ↗ |
| 2026-08-27 | @EhrmantrautCap_ | +0.75 | Calls SMTC compelling at 24.7x FY2028 earnings and expects EPS could reach $6.50–$7.00. | -7.9% | tweet ↗ |
| 2026-08-27 | @earnings_guy | +0.00 | Shares a chart of prior-day performance for reporting companies; list truncated to six tickers. | -7.9% | tweet ↗ |
| 2026-08-27 | @USStockSheep | +0.65 | Bullish on SMTC as data-center growth accelerates and AI investment broadens. | -7.9% | tweet ↗ |
| 2026-08-27 | @ScalpIdeas | +0.40 | Northland upgraded SMTC to Outperform with a $182 price target. | -7.9% | tweet ↗ |
| 2026-08-26 | @DeepValueReport | -0.25 | Warns that adjusted versus GAAP EPS can radically alter valuation conclusions for SMTC. | -6.8% | tweet ↗ |
| 2026-08-26 | @JSpitTrades | +0.65 | Watchlist setup expects SMTC continuation after a 10.4% high-volume move above its 50-day line. | -6.8% | tweet ↗ |
| 2026-08-26 | @Brad_E_Schulz | +0.55 | Lists stocks gaining at least 4% on at least 1.5 times average volume. | -6.8% | tweet ↗ |
| 2026-08-26 | @CenterPointSec | +0.70 | Market recap summarizes major earnings, legal and price movers with concrete figures. | -6.8% | tweet ↗ |
| 2026-08-26 | @MitchMartan98 | +0.70 | Expects AI-related stocks to rally tomorrow on exceptional growth. | -6.8% | tweet ↗ |
| 2026-08-26 | @aleabitoreddit | +0.10 | Maps constrained CW-laser capacity across optical suppliers and links the bottleneck to Nvidia demand. | -6.8% | tweet ↗ |
| 2026-08-26 | @4ki4 | +0.50 | Semtech beat quarterly revenue estimates and guided next-quarter revenue materially above consensus. | -6.8% | tweet ↗ |
| 2026-08-26 | @TheNewMoney_app | +0.25 | Reports 139,226 dollars of SMTC 185 calls purchased for October 2026. | -6.8% | tweet ↗ |
| 2026-08-26 | @KairosPraxis | +0.70 | Discloses concentrated long exposure to AI-optics names with a durable bullish thesis. | -6.8% | tweet ↗ |
| 2026-08-26 | @crux_capital_ | +0.65 | TD Cowen reiterated Buy/Top Pick and a $215 target while sharply raising earnings estimates. | -6.8% | tweet ↗ |
| 2026-08-26 | @RapidTrading | +0.40 | Recaps numerous morning options outcomes and describes SPY's completed range action. | -6.8% | tweet ↗ |
| 2026-08-26 | @OptionsFlowBoss | +0.40 | Reports unusually bullish options volume multiples during the first two trading hours. | -6.8% | tweet ↗ |
| 2026-08-26 | @HedgeFundTips | +0.15 | Presents a broad list of stocks receiving money flows today. | -6.8% | tweet ↗ |
| 2026-08-26 | @StoryTrading | +0.70 | Recaps SMTC exceeding a prior $137 target and producing a $4K gain. | -6.8% | tweet ↗ |
| 2026-08-26 | @Brad_E_Schulz | +0.20 | Watch-list identifies high-volume stocks up at least 4%. | -6.8% | tweet ↗ |
| 2026-08-26 | @FXCMOfficial | +0.10 | Lists three weekly hot stocks selected using analyst, technical and sentiment scores. | -6.8% | tweet ↗ |
| 2026-08-26 | @EhrmantrautCap_ | +0.80 | Explains a new SMTC holding based on earnings beats, strong guidance and AI demand. | -6.8% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.