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Semtech upgraded to Buy ahead of earnings at Needham

Needham upgraded Semtech to Buy from Hold with a $35 price target. The analyst believes weak end market demand and inventory digestion in the internet of things and telecom markets may result in volatility in near-term results. However, Thursday’s earnings call presents an opportunity for incoming CEO, Paul Pickle, to present a new long-term operating model with earnings power well above Street estimates and highlight potential divestiture opportunities to raise cash and pay down debt, the analyst tells investors in a research note. The firm expects a new narrative coming out of the earnings call.

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