Well TD Cowen came through with validation $SMTC.
They reiterated Buy / Top Pick / $215 PT
FY28 EPS went from $3.36 → $5.65. +68%.
Consensus is still only $3.82.
They now model FY27 Data Center growth at +120%, up from ~85% before, and specifically called out:
50% 1.6T TIA
Gaetano@Gaetano2026
Well TD Cowen came through with validation $SMTC. They reiterated Buy / Top Pick / $215 PT FY28 EPS went from $3.36 → $5.65. +68%. Consensus is still only $3.82. They now model FY27 Data Center growth at +120%, up from ~85% before, and specifically called out: 50% 1.6T TIA