Why This AI Play Could Shock Wall Street
Chatbots minted billion-dollar valuations. But the next wave of AI Agents could be bigger. One small-cap is already profitable with 88% margins, $3B processed, and Q3 2025 as its trigger.
Shares Stats
| Shares Outstanding | 86,770,000 |
| Shares Float | 86,040,000 |
| Shares Short | 8,780,000 |
| Insider Holdings | 70% |
| Institution Holdings | 121.11% |
About Semtech Corp
Semtech Corporation provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe. It operates in three segments: Signal Integrity, Analog Mixed Signal and Wireless, and IoT Systems and Connectivity. It provides signal integrity products, including a portfolio of optical and copper data communications and video transport products used in various infrastructure, and industrial applications; a portfolio of integrated circuits for data centers, enterprise networks, passive optical networks, wireless base station optical transceivers, and interface applications; and video products for broadcast applications, as well as video-over-IP technology for professional audio video applications. The company offers analog mixed signal and wireless products; protection devices, such as filter and termination devices that are integrated with the transient voltage suppressor devices, which protect electronic systems from voltage spikes; and designs, develops, manufactures, and markets radio frequency products used in industrial, medical, and communications applications, as well as specialized sensing products. In addition, it provides switching voltage regulators, combination switching and linear regulators, smart regulators, isolated switches, and wireless charging related products. Further, the company offers a portfolio of IoT systems and connectivity solutions, such as modules, gateways, routers, and connected services, including wireless connectivity and cloud-based services for industrial, medical, and communications applications. It serves original equipment manufacturers, solution providers, commercial applications, infrastructure, high-end consumer, and industrial end markets. It sells its products directly, as well as through independent sales representative firms and independent distributors. Semtech Corporation was incorporated in 1960 and is headquartered in Camarillo, California.
General
| Name | Semtech Corp |
| Ticker | SMTC |
| Exchange | NASDAQ |
| Sector | Technology |
| Industry | Semiconductors |
| Currency | USD |
| Country | USA |
| Fiscal Year End | January |
| Full Time Employees | 1,838 |
Highlights
| Analyst Target | 63.25 |
| Market Cap | 5,095,700,000 |
| PE Ratio | 248.72 |
| PEG Ratio | 3.39 |
| EBITDA | 152,360,992 |
Financials
| Curr Year EPS Estimate | 0.77 |
| Profit Margin | 2.39% |
| Operating Margin | 11.35 |
| Return on Assets | 0.05 |
| Return on Equity | 0.12 |
| Revenue | 996.5M |
| Earnings Per Share | 0.63 |
| Revenue Per Share | 12.09 |
| Gross Profit | 525,831,008 |
| Quarterly Revenue Growth | 0.20 |
Valuation
| Trailing PE | 91.95 |
| Forward PE | 34.84 |
| Price/Sales (Trailing 12 Mt.) | 5.04 |
| Price/Book (Most Recent Quarter) | 9.07 |
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