Baird analysts view Semtech as a 'hidden AI gem', well positioned to leverage the AI revolution and the upcoming launch of new AI platforms. They also see Semtech as a leader in the LPO space and well equipped with 5G Advanced with its 25G transceiver ICs.
Recent insider selling at Semtech, along with no insider buying, raises caution. Despite insider ownership, the history of sales suggests a lack of alignment with other shareholders. Investors should also be aware of 2 warning signs.
先科电子股票讨论区
资产负债表显示公司在2023年进行了大笔收购,当年尽管营收增长,营业利润和净利润都萎缩了一半左右,2024前3季度营收继续增长,但是营业利润和净利润由于毛利率大幅下滑而陷入亏损。
目前看收购的负面影响还需要时间消化,暂时缺乏吸引力。
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