SMTC · Semtech Corp

NASDAQ Semiconductors Large Cap Clavix F
178.94−6.06  (−3.28%)

Price

Snapshot

50 fields · last close
Market Cap$17.27B
P/E51.42
Float92.38M
Beta2.46
Volatility61.5%
ExchangeNASDAQ
SectorSemiconductors
Cap tierLarge cap
Macro sensitivityVery High
Clavix score30
Price178.94
Change−3.28%
Prev Close185.00
Open182.33
Day Low179.10
Day High185.46
Avg Vol4
Avg $ Vol$677.9M
52W High185.46
52W Low57.50
52W Pos94.9%
From High−3.52%
From Low+211.20%
Max DD 1Y−40.74%
Spread0.10%
LiquidityDeep
SMA 20+21.28%
SMA 50+30.76%
SMA 200+60.09%
RSI (14)67.2
Vol 30D100.6%
Vol 90D96.7%
1Y Range58–185
Daily bars516
Perf Week+10.62%
Perf Month+47.57%
Perf Quarter+16.92%
Perf Half Y+136.12%
Perf Year+197.33%
Perf YTD+137.76%
Prev Day−3.28%
ClavixF
Debt / Eq0.89
Curr Ratio2.37
Int Cover30.9×
FCF Margin16.4%
Rev Growth+32.7%
ProfitUnprofitable
LeverageModerate
Sector rank34 / 52

Clavix risk grade

regraded every trading day
F30/100

SMTC grades F, 30 of 100. Steadiest on News Sentiment (62), most exposed on Macro Resilience (15, weak). 1 of the 4 weighted dimensions sit above the Semiconductors median. Ranks 34 of 52 in Semiconductors by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

SMTCSemiconductors median
Betavs the overall market · lower is steadier2.461.88
Volatilityannualized61.5%47.0%
Max drawdown, past yearworst peak-to-trough fall−40.7%
Typical daily movemedian absolute daily change2.91%
Days beyond ±3%of the last 252 sessions12148%

How its days are spread

Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.

52-week range

SMTC
185.00

The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.

Drawdown from the 1-year peak

SMTC

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

SMTCSemiconductors median
Beta to the markethow much it swings with the S&P 500 · lower is safer2.461.88
Macro sensitivityrate, dollar and credit exposure bucketVery HighVery High60% of 52

Where it sits on the macro scale

Low 0Moderate 3High 18Very High 31

Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Semiconductors names sit in each bucket.

Where it ranks in its sector

Sector
Semiconductors52 companies ranked
SMTC
#34 of 52

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

SMTC
1 week+10.6%
1 month+47.6%
Year to date+137.8%
1 year+197.3%

Context for the rank, not itself a risk measure.

Recent coverage, scored

SMTC
Articles scoredthe most recent scored coverage, up to 3030since 26 Aug
Average score0 most bearish, 100 most bullish73
Bullish · bearisharticles above 60 · below 4028 · 0
Directionarticles whose tone is improving vs worsening28 ↑ 0 ↓

Where the article scores land

Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.

Balance sheet, against the sector

Debt / equityTotal debt vs shareholder equity · lower is stronger
0.89sector median 0.26 · 52 names
Current ratioShort-term assets vs liabilities · higher is stronger
2.37sector median 2.78 · 52 names
FCF marginFree cash flow as a share of revenue · higher is stronger
16.4%sector median 19.2% · 48 names
Interest coverageOperating income vs interest expense · higher is stronger
30.9×sector median 14.7× · 46 names

The shaded band is the middle half of the 52 Semiconductors names Clavix covers; the tick is the sector median.

Growth

SMTC
Revenue growthyear over year+32.7%

Financial Health is shown but does not count toward the grade. Why

0–100, higher is safer. The tick on each bar is the Semiconductors median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.

Recent news

most recent scored articles · the chip is the article’s score · click to open

Semtech announced that its mobile transport product line, which supports 50G fronthaul connections for 5G-Advanced radio networks, is now in full production. The product targets the industry's shift to 50G optical interfaces, with the announcement tied to Ericsson's Mobile World Congress event.

Source Business Wire Significance moderate Impact product Risk improving

Read the article →

Semtech said it has joined the XPO MSA, an industry group developing standards for high-bandwidth optical interconnects, fiber-optic components that move large amounts of data between equipment, used in AI data center networks. The company is joining as a technology partner, though the article body is cut off and does not detail specific products, revenue impact, or timelines.

Source Business Wire Significance minor Impact product Risk improving

Read the article →

Semtech announced several new products for communications and data infrastructure customers, including a surge protection device, an industry-first integrated chipset for 10G fiber broadband network equipment, and a 224G (224 gigabit per second) chip family designed for next-generation data centers and AI/ML clusters.

Source yahoo.com Significance minor Impact product Risk improving

Read the article →

Semtech's stock rose 9.8% on Wednesday after the company launched its TDS2621LP SurgeSwitch, a new device designed to protect 24-volt DC power systems from voltage spikes in factory robots and automated manufacturing equipment.

Source stockstory.org Significance minor Impact product Risk improving

Read the article →

Semtech introduced a new SurgeSwitch device (TDS2621LP) designed to protect 24V factory power systems from sudden voltage spikes in industrial robots and collaborative robots (cobots that work alongside people). It limits voltage to 35V during a 24A surge and comes in a compact 1.6mm2 package, meeting the IEC 61000-4-5 industry standard for surge protection.

Source marketchameleon.com Significance minor Impact product Risk improving

Read the article →

Nearest peers by size

Semiconductors
TickerCompanyGradeMkt capP/EBeta
MKSIMKS IncorporatedD+$17.05B38.742.10Compare
SITMSiTime CorpF$18.47B1,310.802.85Compare
LSCCLattice Semiconductor CorpC-$15.76B433.851.88Compare
FSLRFirst Solar IncC$21.06B12.061.75Compare
MTSIMACOM Technology Solutions Holdings IncC-$21.07B87.441.81Compare
ENTGEntegris IncD$21.74B71.381.40Compare
SWKSSkyworks Solutions IncC+$13.36B46.041.50Compare
ONTOOnto Innovation IncD-$12.93B97.491.62Compare

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