Semtech Corporation designs, develops, manufactures, and markets mixed-signal and analog semiconductor products and advanced algorithms. The company is headquartered in Camarillo, California.
| Revenue (TTM) | $1.17B |
| Gross Profit (TTM) | $621.17M |
| EBITDA | $179.34M |
| Operating Margin | 16.20% |
| Return on Equity | 23.70% |
| Return on Assets | 5.79% |
| Revenue/Share (TTM) | $12.81 |
| Book Value | $8.02 |
| Price-to-Book | 21.73 |
| Price-to-Sales (TTM) | 10.87 |
| EV/Revenue | 14.1 |
| EV/EBITDA | 158.80 |
| Quarterly Earnings Growth (YoY) | 22.70% |
| Quarterly Revenue Growth (YoY) | 32.70% |
| Shares Outstanding | $93.33M |
| Float | $92.77M |
| % Insiders | 0.77% |
| % Institutions | 102.19% |
Volatility is currently contracting
Semtech, the semiconductor company, is targeting more than doubling its data center revenue in financial 2028 and 2029, as Baird reaffirmed its 'outperform' rating and $300 price target. Baird said record bookings and strong visibility over the next 2 years supported the growth outlook, with Semtech positioned to benefit from rising demand for copper, fiber and optical connectivity.
Semtech says it expects data-center revenue to more than double in the upcoming fiscal years.
Semtech Corporation (SMTC) Analyst/Investor Day Transcript
Semtech NASDAQ: SMTC raised its fiscal third-quarter 2027 outlook and outlined long-term financial targets through fiscal 2030, citing growth in data center connectivity and LoRa products, higher-margin portfolio mix and a substantially improved balance sheet.
SAN JOSE, Calif.--(BUSINESS WIRE)--Semtech Outlines Data Center Growth Strategy at Analyst Day.
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