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SMTC does not currently pay a dividend.
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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…
SMTC's LoRa business hits record sales as smart home, security and industrial adoption expands, while Amazon Sidewalk offers further growth opportunities.
Semtech raised FY27 revenue and EPS guidance and introduced a FY30 model, but shares dropped due to skepticism over long-term growth assumptions. FY27–28 growth is supported by backlog and customer engagements, while FY29–30 relies on broader market assumptions, making later projections more conservative. SMTC is shifting toward higher-margin data-center and LoRa products, divesting lower-margin cellular, and targeting a 70% gross margin by FY30.
Semtech is experiencing rapid growth driven by AI data center investments, with Q2 FY2027 data center revenue up 91%. SMTC's expanded photonics portfolio and LoRa technology provide additional growth engines, supporting ambitious revenue and margin targets through FY2030. At $137, SMTC trades at 38x FY2027 earnings but only 21x FY2028 if targets are met, making the valuation attractive given growth prospects.
State of Alaska Department of Revenue trimmed its holdings in Semtech Corporation (NASDAQ: SMTC) by 33.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,824 shares of the semiconductor company's stock after selling 4,442 shares during the quarter. State
Timothy Arcuri from UBS, perhaps the most accurate analyst on Wall Street, has issued multiple rating revisions since October began, with a handful of reconsidered equities standing out for the sheer size of the forecasted upside.