SMTC

Semtech Corporation

Technology · $16.3B market cap

We can't put a fair value on SMTC right now. It lost money in at least 2 of its last 3 years, so one year of cash flow isn't a reliable base to value it on.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth2.5% a year✗

Equity per share growth3.4% a year✗

Sales growth6.7% a year✗

Free cash flow growth2.7% a year✗

Return on invested capital4.5%✗

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Superinvestors

2 of the investors we track hold SMTC. In Q2 2026, 1 opened a position and 1 added. Who we track

Polen Capital Management

Polen Capital Management · as of Q2 2026

$2.2M

13,353 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$499K

3,082 shares

Moves in Q2 2026

New position: Lee Ainslie

Added: Polen Capital Management

Insider activity

Since Sep 4, 2026: no open-market purchases and 2 sales worth $495K. Why purchases matter

Sales

HOU HONG Q

President and CEO · 2026-09-04

Sold

$277K

Ruehl Julie Garcia

director · 2026-09-04

Sold

$218K

About Semtech Corporation

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…

Semiconductors

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

Verdict

Business quality

Superinvestors

Insider activity

Sales

About Semtech Corporation