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SMH VanEck Semiconductor ETF
Permanent fund page ↗Industry · ETF
The analyst view of SMH's 26 holdings, rolled up into one implied target. How it works
Price
463.96 USD+16.23 (+3.62%) todayPrice as of 6 Nov 16:00 ETAnalyst window: Latest analyst report within last 1 year
Implied target from the holdings' analyst targets
+65.9%
implied upside · target 769.71 USD
as of 7 Nov 03:22 ET
Coverage85.4%22 of 26 holdings
Avg report date3 Aug 20267 Nov 2025 – 5 Nov 2026
Bear case
−5.8%
target 437.15 USD
Every covered holding at its lowest analyst target
Base case
+65.9%
target 769.71 USD
Weight-averaged average analyst targets
Bull case
+156.7%
target 1,191.19 USD
Every covered holding at its highest analyst target
Bull–bear spread 162.5 pts · 22 covered holdings
Last 1 year. 22 of 26 holdings have a target and a price; the table lists 99.96% of the fund. Low–high is each holding's lowest and highest target: its bear and bull case.
Prices as of 7 Nov 03:21 ET (live while streaming) · targets as of 6 Nov 19:06 ET. Same inputs as the fund estimate calculated 7 Nov 03:22 ET. Upside here compares each target with the holding's current price.
| Holding | Weight | Price | Avg target | Upside | Low – high | Report date | Buy / Hold / Sell | Status |
|---|---|---|---|---|---|---|---|---|
| NVDANvidia Corp | 19.52% | 186.64 | 322.83 | +73.0% | 210.00 – 515.00 | 1 Aug 2026 | 52 / 0 / 1 | Covered |
| TSMTaiwan Semiconductor Manufacturing Co L | 9.40% | — | — | — | — | — | — | Outside research universe |
| AMDAdvanced Micro Devices Inc | 5.68% | 449.04 | 619.71 | +38.0% | 260.00 – 1,250.00 | 30 Jul 2026 | 42 / 9 / 1 | Covered |
| AVGOBroadcom Inc | 5.35% | 293.69 | 524.50 | +78.6% | 380.00 – 660.00 | 4 Aug 2026 | 42 / 5 / 0 | Covered |
| MRVLMarvell Technology Inc | 4.67% | 141.20 | 323.59 | +129.2% | 110.00 – 450.00 | 31 Aug 2026 | 39 / 8 / 0 | Covered |
| TXNTexas Instruments Inc | 4.65% | 277.36 | 324.59 | +17.0% | 240.00 – 400.00 | 26 Aug 2026 | 21 / 12 / 2 | Covered |
| MUMicron Technology Inc | 4.64% | 690.00 | 1,459.93 | +111.6% | 320.00 – 3,000.00 | 12 Aug 2026 | 43 / 3 / 0 | Covered |
| AMATApplied Materials Inc | 4.63% | 332.72 | 622.83 | +87.2% | 358.20 – 900.00 | 19 Jul 2026 | 33 / 9 / 0 | Covered |
| KLACKla Corp | 4.42% | 138.49 | 226.34 | +63.4% | 133.00 – 425.00 | 23 Aug 2026 | 18 / 10 / 0 | Covered |
| ASMLAsml Holding Nv | 4.35% | 1,424.75 | 2,091.60 | +46.8% | 1,200.00 – 2,859.00 | 27 Jun 2026 | 26 / 3 / 3 | Covered |
| INTCIntel Corp | 4.34% | 56.28 | 97.84 | +73.8% | 50.00 – 150.00 | 2 Sep 2026 | 16 / 33 / 2 | Covered |
| LRCXLam Research Corp | 4.33% | 200.44 | 374.17 | +86.7% | 260.00 – 500.00 | 4 Aug 2026 | 28 / 8 / 0 | Covered |
| SKHYSk Hynix Inc | 4.19% | — | — | — | — | — | — | Outside research universe |
| ADIAnalog Devices Inc | 4.13% | 363.56 | 457.62 | +25.9% | 280.00 – 675.00 | 1 Jul 2026 | 31 / 3 / 0 | Covered |
| QCOMQualcomm Inc | 3.52% | 165.41 | 202.79 | +22.6% | 100.00 – 400.00 | 21 Jul 2026 | 15 / 20 / 4 | Covered |
| CDNSCadence Design Systems Inc | 2.01% | 319.92 | 411.77 | +28.7% | 300.00 – 470.00 | 1 Aug 2026 | 19 / 4 / 0 | Covered |
| SNPSSynopsys Inc | 1.99% | 450.46 | 588.75 | +30.7% | 475.00 – 700.00 | 14 Aug 2026 | 24 / 1 / 1 | Covered |
| TERTeradyne Inc | 1.30% | 218.22 | 406.28 | +86.2% | 220.00 – 550.00 | 25 Jun 2026 | 11 / 7 / 0 | Covered |
| MPWRMonolithic Power Systems Inc | 1.25% | 1,190.44 | 1,798.00 | +51.0% | 1,500.00 – 2,100.00 | 26 Aug 2026 | 15 / 1 / 0 | Covered |
| ALABAstera Labs Inc | 1.18% | 190.71 | 376.95 | +97.7% | 153.00 – 500.00 | 23 Jul 2026 | 14 / 10 / 0 | Covered |
| ARMArm Holdings Plc | 1.13% | 174.62 | 290.32 | +66.3% | 130.00 – 500.00 | 28 Jun 2026 | 23 / 9 / 1 | Covered |
| NXPINxp Semiconductors Nv | 1.00% | 248.29 | 297.10 | +19.7% | 175.00 – 400.00 | 29 Aug 2026 | 18 / 9 / 1 | Covered |
| STMStmicroelectronics Nv | 0.96% | — | — | — | — | — | — | Outside research universe |
| MCHPMicrochip Technology Inc | 0.78% | 58.35 | 105.93 | +81.5% | 69.00 – 135.00 | 28 Jun 2026 | 21 / 6 / 0 | Covered |
| ONOn Semiconductor Corp | 0.51% | 63.31 | 97.97 | +54.7% | 62.00 – 138.00 | 1 Aug 2026 | 17 / 17 / 0 | Covered |
| USDUsd Cash | 0.03% | 53.83 | — | — | — | — | — | No current target |
- NVDANvidia Corp19.52%Price 186.64 · target 322.83 +73.0%52 / 0 / 1Low–high 210.00 – 515.00Covered
- TSMTaiwan Semiconductor Manufacturing Co L9.40%Price — · target ——Low–high —Outside research universe
- AMDAdvanced Micro Devices Inc5.68%Price 449.04 · target 619.71 +38.0%42 / 9 / 1Low–high 260.00 – 1,250.00Covered
- AVGOBroadcom Inc5.35%Price 293.69 · target 524.50 +78.6%42 / 5 / 0Low–high 380.00 – 660.00Covered
- MRVLMarvell Technology Inc4.67%Price 141.20 · target 323.59 +129.2%39 / 8 / 0Low–high 110.00 – 450.00Covered
- TXNTexas Instruments Inc4.65%Price 277.36 · target 324.59 +17.0%21 / 12 / 2Low–high 240.00 – 400.00Covered
- MUMicron Technology Inc4.64%Price 690.00 · target 1,459.93 +111.6%43 / 3 / 0Low–high 320.00 – 3,000.00Covered
- AMATApplied Materials Inc4.63%Price 332.72 · target 622.83 +87.2%33 / 9 / 0Low–high 358.20 – 900.00Covered
- KLACKla Corp4.42%Price 138.49 · target 226.34 +63.4%18 / 10 / 0Low–high 133.00 – 425.00Covered
- ASMLAsml Holding Nv4.35%Price 1,424.75 · target 2,091.60 +46.8%26 / 3 / 3Low–high 1,200.00 – 2,859.00Covered
- INTCIntel Corp4.34%Price 56.28 · target 97.84 +73.8%16 / 33 / 2Low–high 50.00 – 150.00Covered
- LRCXLam Research Corp4.33%Price 200.44 · target 374.17 +86.7%28 / 8 / 0Low–high 260.00 – 500.00Covered
- SKHYSk Hynix Inc4.19%Price — · target ——Low–high —Outside research universe
- ADIAnalog Devices Inc4.13%Price 363.56 · target 457.62 +25.9%31 / 3 / 0Low–high 280.00 – 675.00Covered
- QCOMQualcomm Inc3.52%Price 165.41 · target 202.79 +22.6%15 / 20 / 4Low–high 100.00 – 400.00Covered
- CDNSCadence Design Systems Inc2.01%Price 319.92 · target 411.77 +28.7%19 / 4 / 0Low–high 300.00 – 470.00Covered
- SNPSSynopsys Inc1.99%Price 450.46 · target 588.75 +30.7%24 / 1 / 1Low–high 475.00 – 700.00Covered
- TERTeradyne Inc1.30%Price 218.22 · target 406.28 +86.2%11 / 7 / 0Low–high 220.00 – 550.00Covered
- MPWRMonolithic Power Systems Inc1.25%Price 1,190.44 · target 1,798.00 +51.0%15 / 1 / 0Low–high 1,500.00 – 2,100.00Covered
- ALABAstera Labs Inc1.18%Price 190.71 · target 376.95 +97.7%14 / 10 / 0Low–high 153.00 – 500.00Covered
- ARMArm Holdings Plc1.13%Price 174.62 · target 290.32 +66.3%23 / 9 / 1Low–high 130.00 – 500.00Covered
- NXPINxp Semiconductors Nv1.00%Price 248.29 · target 297.10 +19.7%18 / 9 / 1Low–high 175.00 – 400.00Covered
- STMStmicroelectronics Nv0.96%Price — · target ——Low–high —Outside research universe
- MCHPMicrochip Technology Inc0.78%Price 58.35 · target 105.93 +81.5%21 / 6 / 0Low–high 69.00 – 135.00Covered
- ONOn Semiconductor Corp0.51%Price 63.31 · target 97.97 +54.7%17 / 17 / 0Low–high 62.00 – 138.00Covered
- USDUsd Cash0.03%Price 53.83 · target ——Low–high —No current target
Holdings fetched 06 Nov 2026 · refreshed weekly · weights as published for the fund. Prices delayed about 15 minutes outside the live stream. A summary of analyst opinion, not investment advice.