Added to YB: 2026-06-17
Pitch date: 2026-03-31
SMTC [bullish]
Semtech Corporation
+46.15%
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
$12.7B
Pitch Price
$78.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
81.45
P/E
-361.45
EV/Sales
11.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Artisan U.S. Mid-Cap Growth Strategy New Position: Semtech Corporation
SMTC (new position): Semtech designs analog/mixed-signal connectivity chips for data centers, comms, industrial. Garden position on rising AI-driven bandwidth demand & high-speed connectivity needs. Potential Sierra Wireless divestiture could simplify story, lift earnings & drive multiple expansion.
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