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SMTC US​
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Semtech Corp(SMTC US)

$112.20-4.253.65%(Market Open · 16:11:18 UTC)
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Overview

ProfileEntity Structure

Documents

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  • Home
  • AI Agent
  • Annotations
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  • Pricing and plans
  • BlogAboutContact us
    APIMCP
    Terms of servicePrivacy policy
  • Get the full experience

    We save the real magic for signed-in users.

SMTC US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings

Semtech Corp(SMTC US)

$112.20-4.253.65%(Market Open · 16:11:18 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingShort InterestEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingShort InterestEmployees

Financials & Metrics

FinancialsChartingShort InterestEmployees

Semtech Corp — Company Profile

Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.

Sector
Information Technology
Industry
Technology Hardware, Storage & Peripherals
Exchange
UQ
CEO
Hong Q. Hou
Headquarters
Camarillo, CA, US
IPO Date
Mar 17, 1980
Employees
1,920
Website
www.semtech.com

Key Metrics

Price
$194.88
Market Cap
$18.15B
Revenue (TTM)
$291.00M

Semtech Corp — Company Profile

Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.

Sector
Information Technology
Industry
Technology Hardware, Storage & Peripherals
Exchange
UQ
CEO
Hong Q. Hou
Headquarters
Camarillo, CA, US
IPO Date
Mar 17, 1980
Employees
1,920
Website
www.semtech.com

Key Metrics

Price
$194.88
Market Cap
$18.15B
Revenue (TTM)
$291.00M
Net Income (TTM)
$26.50M
EPS (TTM)
0.29
P/E (TTM)
-546.36
P/B (TTM)
31.66
Dividend Yield
0.00%
ROE (TTM)
4.62%
ROA (TTM)
1.84%
Operating Margin
10.58%
Beta
2.03

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.

Website
www.semtech.com
Location
Camarillo, CA, US
Phone805 498 2111
Employees1,920
CEOHong Q. Hou
Sector
Information Technology
Industry
Technology Hardware, Storage & Peripherals
IPO DateMar 17, 1980

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(3.1K)

Expand
  • Form 144HOU HONG Q6 Nov
  • Form 4Walsh Paul V Jr23 Oct
  • Form 144Walsh Paul V Jr21 Oct
  • 8-KRegulation FD Disclosure15 Oct
  • Form 4Green Jason Elliot9 Oct
  • Form 144Green Jason Elliot7 Oct
  • Form 4Lin Mark5 Oct
  • Form 4HOU HONG Q5 Oct
  • Form 144HOU HONG Q2 Oct
  • Form 144Lin Mark1 Oct
  • Form 4Walsh Paul V Jr25 Sep
  • Form 4Cardenuto Rodolpho C18 Sep
  • Form 144Cardenuto Rodolpho C16 Sep
  • Form 4HOU HONG Q14 Sep
  • Form 4Green Jason Elliot14 Sep
  • Form 4WILSON JOHN MICHAEL14 Sep
  • Form 4Lin Mark14 Sep
  • Form 4Silberstein Asaf14 Sep
  • Form 144Lin Mark10 Sep
  • Form 4Ruehl Julie Garcia9 Sep

News

  • Will Semtech's SGP.32 eSIM Launch Expand Its Cellular IoT Business?09:40AM
  • Semtech (SMTC) Could Find a Support Soon, Here's Why You Should Buy the Stock Now9 Nov
  • Semtech Announces Third Quarter of Fiscal Year 2027 Conference Call9 Nov
  • Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments9 Nov
  • Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments9 Nov
  • Semtech Stock Plunges 34% in 3 Months: Should You Buy the Dip?6 Nov
  • Will Semtech (SMTC) Beat Estimates Again in Its Next Earnings Report?2 Nov
  • Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks30 Oct
  • NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?28 Oct
  • Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 202624 Oct
  • Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 202624 Oct
  • Can Strong Momentum in LoRa Boost Semtech's Long-Term Growth?22 Oct
  • Semtech: The Market May Have Misread Its Growth Slowdown22 Oct
  • Semtech: High Valuation Conceals A Profit Explosion21 Oct
  • Semtech Corporation $SMTC Stock: State of Alaska Department of Revenue Trims Holdings20 Oct
  • Wall Street's No. 1 analyst reveals the best stocks to buy before November19 Oct
  • Semtech Corporation $SMTC Stock Purchased by Assenagon Asset Management S.A.17 Oct
  • Semtech (SMTC) Upgrades Q3 Outlook Amidst Strong Growth Projections16 Oct
  • Semtech eyes data center revenue surge as AI infrastructure spending grows16 Oct
  • This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday16 Oct

Mentions in Filings

  • … Soffa Industries, Inc., MACOM Technology Solutions Holdings, Inc., MaxLinear, Inc., Novanta, Inc., OSI Systems, Inc., PAR Technology Corporation, Penguin Solutions, Inc., Photronics, Inc., Power Integrations, Inc., <strong>Semtech Corporation</strong>, Silicon Laboratories Inc., Ultra Clean Holdings, Inc., Veeco Instruments Inc., and Vishay Precision Group, Inc. In 2024 and 2023 the peer group was made up of Advanced Energy Industries, Inc., Alpha & Omega Semicon …
    COHU INCSemtech Corp·DEF 14A - Definitive proxy statement·Q4 26·9 Nov
  • … of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20-F ☒ Form 40-F ☐ **On October 13, 2026, the Registrant and <strong>Semtech</strong> Announce SiGe Partnership Expansion** **to Scale Power-Efficient Analog Connectivity for Data Centers** **SIGNATURES** Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused …
    TOWER SEMICONDUCTOR LTDSemtech Corp·6-K - Current report (foreign private issuer)·Q4 26·13 Oct
  • MaxLinear MKS Instruments OSI Systems <strong>Semtech</strong> Skyworks Solutions Synaptics Universal Display Viasat Viavi Solutions Wolfspeed Based on the Company’s substantially higher revenue in fiscal year 2026, along with substantially higher growth rates and market capitalization, shareholders should expect that the peer group for fiscal year 2027 has been reset significantly. Other Inputs to Compensation Decisions The Compensation Committee also considers …
    Lumentum Holdings Inc.Semtech Corp·ARS - ANNUAL REPORT TO SECURITY HOLDERS·FY26·6 Oct
  • … ies to the FY26 compensation peer group to enhance comparability based on factors such as revenue, industry, and market cap: Advanced Energy Industries, Inc., Belden Inc., Calix, Inc., Itron, Inc., Qorvo, Inc., and <strong>Semtech Corporation</strong>. Section 162(m) While Section 162(m) of the Internal Revenue Code of 1986, as amended (“Section 162(m)”), places a limit of $1.0 million on the amount of compensation that we may deduct as a business expense in an …
    VIAVI SOLUTIONS INC.Semtech Corp·DEF 14A - Definitive proxy statement·Q4 26·2 Oct
  • … 8 | Sanmina Corp. | 2,493,022 | 0.83 | | 6,092 | Schrodinger, Inc. | 106,610 | 0.04 | | 9,168 | Seacoast Banking Corp. of Florida | 290,809 | 0.10 | | 2,934 | Selective Insurance Group, Inc. | 233,018 | 0.08 | | 13,841 | <strong>Semtech</strong> Corp. | 998,351 | 0.33 | | 3,711 | Septerna, Inc. | 106,394 | 0.04 | | 14,789 | Servis First Bancshares, Inc. | 1,055,047 | 0.35 | | 1,713 | Sezzle, Inc. | 105,349 | 0.04 | | 2,390 | Shake Shack, Inc. Class A | 211,754 | …
    ゴールドマン・サックス・アセット・マネジメント株式会社Semtech Corp·Annual Report - Annual Securities Report (2026.02.11-2026.08.10)·10 Nov·9 Nov
  • … 8 | Sanmina Corp. | 2,493,022 | 0.83 | | 6,092 | Schrodinger, Inc. | 106,610 | 0.04 | | 9,168 | Seacoast Banking Corp. of Florida | 290,809 | 0.10 | | 2,934 | Selective Insurance Group, Inc. | 233,018 | 0.08 | | 13,841 | <strong>Semtech</strong> Corp. | 998,351 | 0.33 | | 3,711 | Septerna, Inc. | 106,394 | 0.04 | | 14,789 | Servis First Bancshares, Inc. | 1,055,047 | 0.35 | | 1,713 | Sezzle, Inc. | 105,349 | 0.04 | | 2,390 | Shake Shack, Inc. Class A | 211,754 | …
    ゴールドマン・サックス・アセット・マネジメント株式会社Semtech Corp·Prospectus - Securities registration statement·10 Nov·9 Nov

Key Stats

Trading

Px/Chg 1D$194.88 / +4.44%
Avg Volume3.12M
Beta2.03
Mkt Cap18.15B
FD Mkt Cap12.09B

Float

Shrs Out/Float93.15M / 92.62M
Short Float0.06%
Days to Cover1.00
Stock Repurchased$0.00

Current Valuation

EV18.48B
EV/EBITDA331.12
EV/Sales16.96
P/B31.66
P/S16.66
FCF Yield0.15%
ROE4.62%
ROA1.84%
Current Ratio2.37

Estimates

P/E-546.36
Est P/E0.00
Est EPS0.45
Est PEG0.00

Valuation

Metric5Yr AvgJun '23Jun '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings54.3422.95-2.1976.97-511.04685.03
Price / Sales26.901.862.7611.9955.5062.38
Price / Book Value11.801.86-7.805.5527.7031.66
Price / Free Cash Flow212.6514.32-19.1798.77321.26648.08
ENTERPRISE VALUE METRICS
Enterprise Value8,720.82,513.43,668.23,415.215,525.018,482.0
Enterprise Value / Sales28.253.324.2213.6156.5863.51
Enterprise Value / EBITDA-28.1412.8372.87110.46-825.80488.94
Enterprise Value / EBIT39.2215.81-107.53176.95-535.34646.22

Financials

Full Financials
Millions USD5Yr CAGR (%)Jan '22Jan '23Jan '24Jan '25Jan '26
INCOME STATEMENT
Revenue9.1%740.9756.5868.8909.31,050.0
Gross Income4.1%461.1479.0374.0455.6541.6
EBITDA-23.7%177.6195.950.3-44.960.2
EBIT-39.2%142.3159.0-34.1-94.319.4
Net Income—125.761.4-1,092.0-161.9-40.4
EPS (Diluted)—1.920.96-17.03-2.26-0.46
BALANCE SHEET
Cash & ST Inv-8.6%279.6235.5143.1164.5195.2
Total Assets5.7%1,130.92,569.61,373.71,419.31,410.3
Total Liabilities21.6%393.11,813.61,681.0876.8860.5
Total Shareholder Equity-7.1%737.6755.9-307.4542.4549.7
CASH FLOW
Net Operating Cash Flow-4.4%203.1126.7-93.958.0169.5
Cap Ex-21.8%-26.2-28.3-31.1-14.2-9.8
Free Cash Flow-2.5%176.998.4-125.043.8159.7

Enterprise Value Bridge

Millions USD10 Nov '26
Price (As of 10 Nov '26)111.92
Basic Shares93.15
Market Cap10,425.5
Diluted Shares98.00
Fully Diluted Shares Outstanding98.00
Fully Diluted Market Cap10,968.2
+Consolidated Debt492.0
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-163.3
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value10,754.2

Segment data

Revenue

by Products and services

  • Analog Mixed Signal And Wireless36%
  • Iot Systems And Connectivity34%
  • Signal Integrity31%

Revenue

by Geography

  • Asia Pacific66%
  • North America22%
  • Europe11%

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2454 TT

Net Income (TTM)
$26.50M
EPS (TTM)
0.29
P/E (TTM)
-546.36
P/B (TTM)
31.66
Dividend Yield
0.00%
ROE (TTM)
4.62%
ROA (TTM)
1.84%
Operating Margin
10.58%
Beta
2.03

Dividends

Last Dividend
$0.00
Last Yield
0.00%

Summary

Semtech Corporation is a technology firm specializing in the creation, production, and global distribution of advanced analog and mixed-signal semiconductor components, complemented by sophisticated algorithms. The company's extensive product portfolio begins with signal integrity solutions. These encompass crucial optical data communication and video transport products utilized in various infrastructure and industrial environments. It also provides integrated circuits specifically engineered for data centers, corporate networks, passive optical networks, wireless base station optical transceivers, and high-speed interface applications. Furthermore, Semtech develops video technologies for broadcast purposes and professional audio-visual (AV) needs, including innovative video-over-IP technology. Another significant offering involves protection products, which integrate filter and termination devices with transient voltage suppressors. These components are designed to shield electronic systems from harmful voltage spikes. Semtech also provides a range of wireless and sensing technologies, including specialized radio frequency (RF) products for diverse industrial, medical, and communications sectors, alongside advanced sensing components for both industrial and consumer markets. Its product line extends to power management devices, such as switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging solutions. These are essential for controlling, modifying, regulating, and conditioning electrical power within electronic systems. Semtech primarily serves original equipment manufacturers (OEMs) and their suppliers within the enterprise computing, communications, consumer, and industrial end-markets. The company distributes its products directly, as well as through a network of independent sales representative firms and independent distributors, reaching customers across North America, Europe, Asia-Pacific, and other international regions. The corporation was established in 1960 and maintains its headquarters in Camarillo, California.

Website
www.semtech.com
Location
Camarillo, CA, US
Phone805 498 2111
Employees1,920
CEOHong Q. Hou
Sector
Information Technology
Industry
Technology Hardware, Storage & Peripherals
IPO DateMar 17, 1980

Ask AI

Company overview
Business model, segments, and competition.
Peer comparison
Metrics vs closest competitors.
Guidance & outlook
Forward guidance and assumptions.
Bull vs bear case
Upside drivers and key risks.
Valuation snapshot
Multiples vs history and peers.
Competitive moat
Defensibility and market position.
Management track record
Leadership and capital allocation history.
How it makes money
A short diagram of the business model.

Latest Documents

SEC Filings(3.1K)

Expand
  • Form 144HOU HONG Q6 Nov
  • Form 4Walsh Paul V Jr23 Oct
  • Form 144Walsh Paul V Jr21 Oct
  • 8-KRegulation FD Disclosure15 Oct
  • Form 4Green Jason Elliot9 Oct
  • Form 144Green Jason Elliot7 Oct
  • Form 4Lin Mark5 Oct
  • Form 4HOU HONG Q5 Oct
  • Form 144HOU HONG Q2 Oct
  • Form 144Lin Mark1 Oct
  • Form 4Walsh Paul V Jr25 Sep
  • Form 4Cardenuto Rodolpho C18 Sep
  • Form 144Cardenuto Rodolpho C16 Sep
  • Form 4HOU HONG Q14 Sep
  • Form 4Green Jason Elliot14 Sep
  • Form 4WILSON JOHN MICHAEL14 Sep
  • Form 4Lin Mark14 Sep
  • Form 4Silberstein Asaf14 Sep
  • Form 144Lin Mark10 Sep
  • Form 4Ruehl Julie Garcia9 Sep

News

  • Will Semtech's SGP.32 eSIM Launch Expand Its Cellular IoT Business?09:40AM
  • Semtech (SMTC) Could Find a Support Soon, Here's Why You Should Buy the Stock Now9 Nov
  • Semtech Announces Third Quarter of Fiscal Year 2027 Conference Call9 Nov
  • Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments9 Nov
  • Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments9 Nov
  • Semtech Stock Plunges 34% in 3 Months: Should You Buy the Dip?6 Nov
  • Will Semtech (SMTC) Beat Estimates Again in Its Next Earnings Report?2 Nov
  • Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks30 Oct
  • NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?28 Oct
  • Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 202624 Oct
  • Semtech Brings 5G Network Slicing, FIPS 140-3 to IACP 202624 Oct
  • Can Strong Momentum in LoRa Boost Semtech's Long-Term Growth?22 Oct
  • Semtech: The Market May Have Misread Its Growth Slowdown22 Oct
  • Semtech: High Valuation Conceals A Profit Explosion21 Oct
  • Semtech Corporation $SMTC Stock: State of Alaska Department of Revenue Trims Holdings20 Oct
  • Wall Street's No. 1 analyst reveals the best stocks to buy before November19 Oct
  • Semtech Corporation $SMTC Stock Purchased by Assenagon Asset Management S.A.17 Oct
  • Semtech (SMTC) Upgrades Q3 Outlook Amidst Strong Growth Projections16 Oct
  • Semtech eyes data center revenue surge as AI infrastructure spending grows16 Oct
  • This Semtech Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday16 Oct

Mentions in Filings

  • … Soffa Industries, Inc., MACOM Technology Solutions Holdings, Inc., MaxLinear, Inc., Novanta, Inc., OSI Systems, Inc., PAR Technology Corporation, Penguin Solutions, Inc., Photronics, Inc., Power Integrations, Inc., <strong>Semtech Corporation</strong>, Silicon Laboratories Inc., Ultra Clean Holdings, Inc., Veeco Instruments Inc., and Vishay Precision Group, Inc. In 2024 and 2023 the peer group was made up of Advanced Energy Industries, Inc., Alpha & Omega Semicon …
    COHU INCSemtech Corp·DEF 14A - Definitive proxy statement·Q4 26·9 Nov
  • … of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20-F ☒ Form 40-F ☐ **On October 13, 2026, the Registrant and <strong>Semtech</strong> Announce SiGe Partnership Expansion** **to Scale Power-Efficient Analog Connectivity for Data Centers** **SIGNATURES** Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused …
    TOWER SEMICONDUCTOR LTDSemtech Corp·6-K - Current report (foreign private issuer)·Q4 26·13 Oct
  • MaxLinear MKS Instruments OSI Systems <strong>Semtech</strong> Skyworks Solutions Synaptics Universal Display Viasat Viavi Solutions Wolfspeed Based on the Company’s substantially higher revenue in fiscal year 2026, along with substantially higher growth rates and market capitalization, shareholders should expect that the peer group for fiscal year 2027 has been reset significantly. Other Inputs to Compensation Decisions The Compensation Committee also considers …
    Lumentum Holdings Inc.Semtech Corp·ARS - ANNUAL REPORT TO SECURITY HOLDERS·FY26·6 Oct
  • … ies to the FY26 compensation peer group to enhance comparability based on factors such as revenue, industry, and market cap: Advanced Energy Industries, Inc., Belden Inc., Calix, Inc., Itron, Inc., Qorvo, Inc., and <strong>Semtech Corporation</strong>. Section 162(m) While Section 162(m) of the Internal Revenue Code of 1986, as amended (“Section 162(m)”), places a limit of $1.0 million on the amount of compensation that we may deduct as a business expense in an …
    VIAVI SOLUTIONS INC.Semtech Corp·DEF 14A - Definitive proxy statement·Q4 26·2 Oct
  • … 8 | Sanmina Corp. | 2,493,022 | 0.83 | | 6,092 | Schrodinger, Inc. | 106,610 | 0.04 | | 9,168 | Seacoast Banking Corp. of Florida | 290,809 | 0.10 | | 2,934 | Selective Insurance Group, Inc. | 233,018 | 0.08 | | 13,841 | <strong>Semtech</strong> Corp. | 998,351 | 0.33 | | 3,711 | Septerna, Inc. | 106,394 | 0.04 | | 14,789 | Servis First Bancshares, Inc. | 1,055,047 | 0.35 | | 1,713 | Sezzle, Inc. | 105,349 | 0.04 | | 2,390 | Shake Shack, Inc. Class A | 211,754 | …
    ゴールドマン・サックス・アセット・マネジメント株式会社Semtech Corp·Annual Report - Annual Securities Report (2026.02.11-2026.08.10)·10 Nov·9 Nov
  • … 8 | Sanmina Corp. | 2,493,022 | 0.83 | | 6,092 | Schrodinger, Inc. | 106,610 | 0.04 | | 9,168 | Seacoast Banking Corp. of Florida | 290,809 | 0.10 | | 2,934 | Selective Insurance Group, Inc. | 233,018 | 0.08 | | 13,841 | <strong>Semtech</strong> Corp. | 998,351 | 0.33 | | 3,711 | Septerna, Inc. | 106,394 | 0.04 | | 14,789 | Servis First Bancshares, Inc. | 1,055,047 | 0.35 | | 1,713 | Sezzle, Inc. | 105,349 | 0.04 | | 2,390 | Shake Shack, Inc. Class A | 211,754 | …
    ゴールドマン・サックス・アセット・マネジメント株式会社Semtech Corp·Prospectus - Securities registration statement·10 Nov·9 Nov

Key Stats

Trading

Px/Chg 1D$194.88 / +4.44%
Avg Volume3.12M
Beta2.03
Mkt Cap18.15B
FD Mkt Cap12.09B

Float

Shrs Out/Float93.15M / 92.62M
Short Float0.06%
Days to Cover1.00
Stock Repurchased$0.00

Current Valuation

EV18.48B
EV/EBITDA331.12
EV/Sales16.96
P/B31.66
P/S16.66
FCF Yield0.15%
ROE4.62%
ROA1.84%
Current Ratio2.37

Estimates

P/E-546.36
Est P/E0.00
Est EPS0.45
Est PEG0.00

Valuation

Metric5Yr AvgJun '23Jun '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings54.3422.95-2.1976.97-511.04685.03
Price / Sales26.901.862.7611.9955.5062.38
Price / Book Value11.801.86-7.805.5527.7031.66
Price / Free Cash Flow212.6514.32-19.1798.77321.26648.08
ENTERPRISE VALUE METRICS
Enterprise Value8,720.82,513.43,668.23,415.215,525.018,482.0
Enterprise Value / Sales28.253.324.2213.6156.5863.51
Enterprise Value / EBITDA-28.1412.8372.87110.46-825.80488.94
Enterprise Value / EBIT39.2215.81-107.53176.95-535.34646.22

Financials

Full Financials
Millions USD5Yr CAGR (%)Jan '22Jan '23Jan '24Jan '25Jan '26
INCOME STATEMENT
Revenue9.1%740.9756.5868.8909.31,050.0
Gross Income4.1%461.1479.0374.0455.6541.6
EBITDA-23.7%177.6195.950.3-44.960.2
EBIT-39.2%142.3159.0-34.1-94.319.4
Net Income—125.761.4-1,092.0-161.9-40.4
EPS (Diluted)—1.920.96-17.03-2.26-0.46
BALANCE SHEET
Cash & ST Inv-8.6%279.6235.5143.1164.5195.2
Total Assets5.7%1,130.92,569.61,373.71,419.31,410.3
Total Liabilities21.6%393.11,813.61,681.0876.8860.5
Total Shareholder Equity-7.1%737.6755.9-307.4542.4549.7
CASH FLOW
Net Operating Cash Flow-4.4%203.1126.7-93.958.0169.5
Cap Ex-21.8%-26.2-28.3-31.1-14.2-9.8
Free Cash Flow-2.5%176.998.4-125.043.8159.7

Enterprise Value Bridge

Millions USD10 Nov '26
Price (As of 10 Nov '26)111.92
Basic Shares93.15
Market Cap10,425.5
Diluted Shares98.00
Fully Diluted Shares Outstanding98.00
Fully Diluted Market Cap10,968.2
+Consolidated Debt492.0
−In-the-Money Convertible Debt—
+Capital Leases-
+Operating Leases—
−Cash & Equivalents-163.3
−Short-term Investments-
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value10,754.2

Segment data

Revenue

by Products and services

  • Analog Mixed Signal And Wireless36%
  • Iot Systems And Connectivity34%
  • Signal Integrity31%

Revenue

by Geography

  • Asia Pacific66%
  • North America22%
  • Europe11%

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