SMH VanEck Semiconductor ETF

ETF NASDAQ

US$545.83 +0.69% Latest close

VanEck Semiconductor ETF (SMH) trend channel, buy level and 3-month target on Trade The Path. Listed on NASDAQ. Levels below are fitted to this ticker's own swing highs and lows (Theil–Sen, log-price), then projected 3 months. If this ticker has no settled sample yet, treat the numbers as a geometric read, not a track record. Information only, not financial advice.

In the sell zone

Price has run up to the upper trend line — the level it has repeatedly stalled at.

Read from the last 2 years of history we hold: rising, drifting +77% a year. Price is above both fitted ceilings, so there is no line overhead to break — and no fitted resistance to price the target against either. What would overturn this: a close below US$434.43 — the floor of the channel being read — after which the trend, not the entry, is what was wrong.

2 years read from
US$434.43 – US$531.72 Rising channel, +77% a year
Position in that channel
115% above the ceiling of it — 0% is the floor, 100% the ceiling

What broke this trend

The fall
-25% from US$668.3622 June 2026 → 29 July 2026
Whose problem it was
This companyno peer group to compare against
Does it resolve?
Temporary falls like it have resolved on the record
Regained so far
23%of what it lost
What the record says
89% of 1021 comparable falls came back, typically in 64 days measured across every stock we hold history for, its peer group being too small

The trend broke in June 2026: price fell 25% from 668.36 to 503.73 by July 2026, and has regained 23% of that fall since. Its peers did not fall with it, so this was about the company rather than its sector. The wire that week: “Micron Craters 13%: 'If You Go Hyperbolic Up, You Can Go Hyperbolic Down,' Silvant Exec Says”. Falls like it have resolved: falls of about 25% here have come back to the old high 89% of the time (1021 comparable falls), typically in 64 days. On that record the fall is treated as temporary, and the trend lines are fitted to the regime it created rather than through it. Priced from that: 675.13 within 170 days, reached 89% of the time in 1021 comparable falls — about 0.14% a day held.

The buy and sell prices below are priced off this recovery rather than off the channel: it is the better expected return per day held once each is charged for the odds of working.

Reported at the time: Micron Craters 13%: 'If You Go Hyperbolic Up, You Can Go Hyperbolic Down,' Silvant Exec Says — 23 June 2026

Price history, with the path projected 3 months forward

US$200.0US$400.0US$600.0Oct 23Mar 24Aug 24Jan 25June 25Nov 25Apr 26Sept 26 today BuyTarget Our buy US$542.1 · est. 16 Sept 26Our target US$675.1 · est. 5 Mar 27
  • Daily close
  • Upper trend line (2 years)
  • Lower trend line (2 years)
  • Dashed after today: projected 3 months
  • Our buy
  • Our target

Suggested path

Buy at or below

US$542.10

level as at 16 Sept 2026

Our target

US$675.13

by 5 Mar 2027

Projected move

24.5%

gross, before costs

Price sits between our buy level and our target.

The trend broke in June 2026: price fell 25% from 668.36 to 503.73 by July 2026, and has regained 23% of that fall since. Its peers did not fall with it, so this was about the company rather than its sector. The wire that week: “Micron Craters 13%: 'If You Go Hyperbolic Up, You Can Go Hyperbolic Down,' Silvant Exec Says”. Falls like it have resolved: falls of about 25% here have come back to the old high 89% of the time (1021 comparable falls), typically in 64 days. On that record the fall is treated as temporary, and the trend lines are fitted to the regime it created rather than through it. Priced from that: 675.13 within 170 days, reached 89% of the time in 1021 comparable falls — about 0.14% a day held. The entry is today's price, not a dip level: the fall is behind it and the evidence measured is what these recoveries paid from here, so waiting for a lower entry would be waiting for something the record does not say is coming. Of 1021 comparable falls across every stock we hold history for, 89% were back at the old high within 64 days of the low, and the ones that got there gave up about 9% along the way — so expect to be underwater before it works. The target is the median level they regained, which is short of the old high of 668.36 because not all of them saw it again. It is a prediction and it is revised the same way any other is: if price loses its 50-day trend and stays below it, the recovery is treated as failed rather than delayed.

Upper line touches
3
Lower line touches
5
Fit confidence
29%
Fitted
16 Sept 2026

Company information

Fundamentals are not available for this instrument from the current data provider.

Trend lines are fitted statistically to past swing highs and lows and projected forward on the assumption the same rhythm continues. It often does not. This is information, not advice.