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Semtech Corporation

SMTCTechnologyNASDAQ

Semiconductors

PriceMA150MA200
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Financials · Annual
Revenue
$1.05B
+15.5% YoY
Net Income
-$40.4M
+75.1% YoY
EBITDA
$39.5M
+175.0% YoY
Free Cash Flow
$132.5M

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About Semtech Corporation

Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. The company carries a $15.52B market cap, placing it firmly in the large-cap category. The company operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity.

Key stats
Market Cap$15.52B
Fwd P/E42.88
EPS$-0.42
Beta2.22
52W Change+334.5%
ROE-5.8%
Analysis

Semtech Corporation carries $517.6M in total debt against $163.3M in cash reserves — debt is roughly 3.2x the cash position. Managing this leverage effectively will be important for long-term financial stability. Annual free cash flow of $132.5M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of -5.8% points to negative capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 4.9% is on the lower side, which is common in asset-heavy industries. Revenue has grown from $756.5M (2023) to $1.05B (2026), reflecting a 39% increase over the period.

Semtech Corporation's elevated beta suggests the stock experiences more pronounced price movements than the overall market, which increases both upside potential and downside risk. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Semtech Corporation's trajectory.

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