Added to YB: 2025-12-09
Pitch date: 2025-12-05
SMTC [bullish]
Semtech Corporation
-8.46%
current return
Author Info
No bio for this author
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
$79.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.37
P/E
219.96
EV/Sales
6.95
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Semtech Write-up w/Mgmt Analysis ($SMTC)
SMTC: Semiconductor co transforming from leveraged IoT systems to high-margin analog/signal integrity focused on AI data centers & IoT. Q3 data center rev +30% YoY to $56M (21% of sales), 65% gross margin. ACC & LPO ramps starting mid-2026 could drive material upside vs conservative estimates.
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