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UBS's Timothy Arcuri raised their price target on Semtech (NASDAQ: SMTC) by 36.4% from $165 to $225 on 2026/05/27. The analyst maintained their Strong Buy rating on the stock.

Semtech reported its Q1 2027 earnings.

Raising their price target, Arcuri summarized the print as "slightly better-than-expected results and significantly stronger-than-expected Q2 guidance from management.

The analyst attributed the results and guide to:

• Demand for 800G optical products.
• Growing active copper cable deployments for Google Ironwood racks.
• Continued momentum expected from the 1.6T optical transition.
• Expanding data center networking exposure
• Additional ACC wins.
• Broader growth across the company's portfolio including LoRa+ products tied to the iPhone and wearables ecosystems.