Analyst price targets on Semtech versus the post-report price post-report price $136.71 ~49% implied upside average target $204 $230 UBS Timothy Arcuri Buy - raised from 225, post-Q2 $230 Benchmark Cody Acree Buy - reiterated Aug 20, pre-Q2 $220 Roth MKM Scott Searle Buy - raised from 190, post-Q2 $200 Needham N. Quinn Bolton Buy - maintained, post-Q2 $195 Morgan Stanley Joseph Moore Hold - raised from 175, post-Q2 120 140 160 180 200 220 240 axis starts at $120 Benchmark's $230 was reiterated Aug 20, before the report; the other four are post-Q2 (Aug 25-26). Post-report price is the Aug 26 intraday snapshot; ~$204 is the average analyst target.