Added to YB: 2026-08-07
Pitch date: 2026-08-06
SMTC [neutral]
Semtech Corporation
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
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
$11.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
72.79
P/E
-321.94
EV/Sales
10.69
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Surviving the AI-Infra Correction: Inside Our 3Q26 Rebalance - Semtech Corporation
SMTC (holding update): Held ~1.5%, split on trimming after ~100% quarterly run. CTLE signal-integrity tech key as data rates rise; lets tier-2 players bypass Nvidia/Broadcom 224G SerDes IP, relevant at 448G later. Risk: Google may exit MediaTek program. Consensus prices 25% growth; internal view 50% near-term, ~30% baseline.
Read full article (2 min)