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Semtech Corporation designs and manufactures analog and mixed-signal semiconductor products, including IoT solutions and signal integrity components critical for AI infrastructure.
- Share Price
- 113.49USD
- Market Cap
- 10.59BUSD
- Revenue
- 1.17BUSD
- Net Income
- 154.03MUSD
- P/E (trailing)
- 75.2x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
113.49 USD |
| Market Cap |
10.59B USD |
| Shares Outstanding |
93.33M |
| Shares Float |
92.77M |
| 52w Low |
60.28 USD |
| 52w High |
201.99 USD |
| Avg Volume |
3.48M |
Valuation
| P/E (trailing) |
75.2x |
| P/E (forward) |
17.0x |
| P/B |
14.14x |
| Enterprise Value |
10.91B USD |
| Book Value / Share |
8.02 USD |
| PEG Ratio |
1.21x |
| P/S |
9.02x |
| EV / Revenue |
9.29x |
| EV / EBITDA |
60.85x |
Income
| Revenue |
1.17B USD |
| Revenue / Share |
12.81 USD |
| EBITDA |
179.34M USD |
| Net Income |
154.03M USD |
| EPS (trailing) |
1.51 USD |
| EPS (forward) |
6.67 USD |
Margins & Profitability
| Gross Margin |
52.9% |
| Operating Margin |
16.2% |
| Profit Margin |
13.1% |
| EBITDA Margin |
15.3% |
| Return on Equity |
23.7% |
| Return on Assets |
5.8% |
Cash & Debt
| Total Cash |
204.05M USD |
| Total Debt |
524.99M USD |
| Free Cash Flow |
132.65M USD |
| Operating Cash Flow |
214.02M USD |
| Debt / Equity |
0.70x |
| Current Ratio |
1.70x |
| Quick Ratio |
0.85x |
Dividend
| Yield |
0.0% |
| Payout Ratio |
0.0% |
| Ex-Date |
05-Sep-1980 |
Analyst Consensus
| Target (Mean) |
217.07 USD |
| Target (Median) |
210.00 USD |
| Target (High) |
300.00 USD |
| Target (Low) |
186.00 USD |
| Analysts' Rating |
Strong buy |
| # Analysts |
15 |
Identifiers
| ISIN | US8168501018 |
| CUSIP | 816850101 |
| FIGI | BBG000DBN4F0 |
| SEDOL | 2795544 |
Sentiment 58.0%
as of 11-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Growing adoption of Semtech's analog and mixed-signal semiconductors in AI edge devices supported positive sentiment. Recent partnerships with cloud providers highlighted expansion in high-speed connectivity solutions. Analyst upgrades cited improving gross margins from new product ramps.
Neutral / mixed
Broader semiconductor cycle uncertainty created mixed trading patterns without clear directional momentum. Earnings guidance aligned with consensus estimates, offering limited upside surprises. Macroeconomic factors like interest rates influenced sector-wide valuations evenly.
Negative drivers
Supply chain constraints and inventory corrections weighed on near-term revenue forecasts. Increased competition in the IoT and data center markets pressured pricing power. Recent insider selling activity raised minor caution flags among investors.
Bottom line
Sentiment for SMTC is mildly positive overall, driven by AI-related growth opportunities but offset by cyclical headwinds and competitive pressures in the 30-day window.