SMTC — Stock Film
STOCK FILMSCENE 1/11SMTC · $167
Stock Expert AI presents
SMTC
Semtech Corporation
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Semtech Corporation. What it actually does.

Designs, develops, manufactures, and markets analog and mixed-signal semiconductor products. Now — the numbers.

on the stock market since 1980
1,920 employees
$16B market value
WHERE DOES THE MONEY COME FROM?
40%Semiconductor Products Group
Semiconductor Products GroupAdvanced Protection and Sensing Products Group 21%IoT Systems and Connectivity 20%Signal Integrity 18%
40% of all revenue comes from a single line: Semiconductor Products Group.

Revenue is spread across several lines; no single product carries the company.

Revenue last year:
$1.1B
The loss that same year:
$40.4M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

In the vault right now:
$195.2M
DEBT: $497.3M
At this pace, that money lasts about 4.8 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

What executives did with their own stock over the last 12 months:
61 buy121 sell

Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
71
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
44
weak

Clearly below the class average.

VALUATION
22
very weak

Clearly below the class average.

GROWTH
59
average

There is growth, but not at top-of-the-class tempo.

PRICE MOMENTUM
95
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

THE FIVE-YEAR JOURNEY
Bumpy, but the direction is up.

The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 9% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $1.1B a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
The losses continue

A loss of $40.4M against $1.1B in annual sales.

2
THE RISKS · 2/2
A wildly swinging price

This stock swings about 2.4 times as much as the market average. Big rallies — and big drops — can both happen fast.

FINALE · THE GRADE
B+
69 / 100 · MoonshotScore

On our five-subject report card, SMTC sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: SMTC has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (22/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film