SemtechSMTC
SMTC logo
Fair Value
US$272.22
Share price04 Sep
US$18532.0% undervalued intrinsic discount
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1Y203.93%
7D10.62%

Long-Term AI Data Center And IoT Tailwinds Will Transform This Semiconductor Provider

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
27 Feb 26
Updated
04 Sep 26
Views
47
Not Invested

Shared on 04 Sep 26

Fair value Increased 18%

SMTC: Data Center And LoRa Momentum Will Drive Future Earnings Power

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3 viewsusers have viewed this narrative update

Shared on 17 Jul 26

Fair value Increased 108%

SMTC: Faster AI Data Center Demand Will Drive Future Earnings Power

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7 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$272.22
vs US$18532.0% undervalued intrinsic discount
PastFuture-874m4b2015201820212024202620272029Revenue US$4.3bEarnings US$1.1b
54.3%
Revenue growth
24.8%
Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Exceptional growth potential with solid track record.

Market capUS$16.6b
PB23.1x
Estimated Growth29.0%
Dividend YieldN/A
Full analysis

CEO & management

Hong Hou
CEO
2.6yrs
CEO Tenure

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.