Professional
Added to YB: 2025-06-09
Pitch date: 2025-03-31
SMTC [neutral]
Semtech Corporation
+109.48%
current return
Author Info
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Company Info
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.
Market Cap
$6.8B
Pitch Price
$34.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.37
P/E
219.96
EV/Sales
6.95
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Show full summary:
Macquarie Small Cap Core Fund Portfolio Holding: Semtech Corporation
SMTC (holding update): 40%+ drop on ACC product miss (<10% of rev) after major datacenter customer changed rack architecture. Despite AI-related correction, original thesis intact with recovery expected in other end market segments.