Theses›Listed companies›SMTC

Semtech

NASDAQ: SMTC · US

Markets it anchors
015254060+cheapfairfullexpensive15.5x 015254060+cheapfairfullexpensive15.5x
Fig. 1The screen as it last ran, 6 Nov 2026: Fair at 15.5x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price103.21 USD
Market value$9.6B
Revenue, last 12 months$1.2B
Forward P/E15.5x
EV to revenue7.5x
Gross and operating margin53% · 16%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.