Semtech's Valuation Raises Concerns Amid Low Revenue Growth

sábado, 7 de febrero de 2026, 12:07 am ET1 min de lectura
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Semtech's valuation of $8B is disproportionate to its revenue of $50M from LPOs, according to a finance expert. The market is pricing the company as if it's experiencing explosive growth, but this is not reflected in its fundamentals or management's guidance. The expert suggests that the valuation is detached from reality.

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