Added to YB: 2026-05-29
Pitch date: 2026-05-27
SMTC [neutral]
Semtech Corporation
+1.64%
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
$14.6B
Pitch Price
$163.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
93.72
P/E
-417.40
EV/Sales
13.76
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Semtech Q1 FY27 Earnings Call Recap and Summary.
SMTC (earnings): Q1 rev $291M beat by $8M, adj EPS $0.51 beat by $0.06; Q2 guide $328M vs $300M est. Data center rev $71.6M (+39% YoY), CEO dropped 50% growth floor for 'unprecedented growth' with visibility into H1 FY28. 800G FiberEdge in hyperscaler deployment, 1.6T ships Q2, linear arch settling at ~25% transceiver mix. CopperEdge 1.6T shipping to US hyperscaler. HieFo acquisition adds photonic components for coherent-lite 2028 ramp. Gross margin 53%, op margin 20.4%. LoRa $44.9M (+14% YoY), guided >15% seq growth Q2.
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