
AI-driven demand is boosting semiconductor stocks, with ADI, SMTC, TSM and ASMIY positioned for growth across chips and AI infrastructure.
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 | $6.16 |
| Price-to-Book | 21.73 |
| Price-to-Sales (TTM) | 14.49 |
| 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 | 101.54% |
Volatility is currently expanding

AI-driven demand is boosting semiconductor stocks, with ADI, SMTC, TSM and ASMIY positioned for growth across chips and AI infrastructure.

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CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced its LoRa Plus™ LR2021 transceiver incorporating fourth-generation LoRa® IP was named a winner of the 2026 EDGE Award for Design Innovation. The EDGE Awards are presented by the Engineering Design & Automation Group of Endeavor Business Media to.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced full production availability of its mobile transport portfolio enabling 50G fronthaul for the next wave of 5G-Advanced radio deployments. The announcement aligns with the industry's transition to 50G optical interfaces, marked by Ericsson's Mobile W.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced its membership in the eXtra-dense Pluggable Optics Multi-Source Agreement (XPO MSA), an industry initiative to enable high-bandwidth optical interconnects for AI network infrastructure. As a technology partner to the MSA, Semtech brings a broad port.

The mean of analysts' price targets for Semtech (SMTC) points to a 37% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced TDS2621LP, the latest addition to its SurgeSwitch® family. Purpose built for 24 V DC power buses in industrial robotics, collaborative robots (cobots) and automated manufacturing, TDS2621LP delivers near-constant clamping voltage, IEC 61000-4-5 surg.
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