Added to YB: 2026-03-19
Pitch date: 2026-03-17
SMTC [neutral]
Semtech Corporation
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
$8.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.07
P/E
-193.48
EV/Sales
8.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Semtech ($SMTC) Earnings
SMTC (earnings): FY25 rev $1.05B (+15% YoY), EPS $1.71 (+94%). Data center rev $223M (+58% YoY), guiding >50% growth FY26. Dominating AI optical interconnects: 150% TAM expansion via 800G LPO design wins (TIAs+drivers), HieFo acquisition ($34M) adds InP lasers for vertical integration, targeting $80 content/module at 3.2T vs single-digit at 800G. NPO standard positioning maximizes value capture vs CPO.
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