Semtech (MEX:SMTC) Tariff Resilience Score: 5/10 (As of Jul. 04, 2026)


MEX:SMTC Semtech Corp MEX:SMTC
55 GF Score
Price MXN2,863.00
GF Value MXN807.39
Valuation Significantly Overvalued
! 5 Warning Signs
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What is Semtech Tariff Resilience Score?

Semtech MEX:SMTC 55 Tariff Resilience Score is 5 as of Jul. 04, 2026. GuruFocus rates MEX:SMTC with a GF Score™ of 55/100 and a GF Value™ of MXN807.39 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 998 Semiconductors companies, Semtech ranks better than 92.28% on this metric.

Semtech has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Semtech has Semtech's semiconductor products face tariff risks due to global supply chains and reliance on Asian manufacturing. The company has some pricing power and can adjust supply routes, but past tariffs have impacted costs.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Semtech might have Average Resilient.

Semtech  (MEX:SMTC) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Semtech Tariff Resilience Score Related Terms

MEX:SMTC vs RMBS, ALGM, SIMO: Tariff Resilience Score Comparison

For the Semiconductors subindustry, Semtech's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Semtech Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Semtech's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Semtech's Tariff Resilience Score falls into.


MEX:SMTC
55GF Score
Semtech Corp MEX:SMTC
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
Semtech (MEX:SMTC) has a Tariff Resilience Score of 5 as of Jul. 04, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Semtech ranks #77 out of 998 companies in the Semiconductors industry, placing it in the top 7.7%.
Is Semtech's Tariff Resilience Score too high?
Semtech's current Tariff Resilience Score is 5. Based on the distribution chart, Semtech ranks #77 out of 998 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Semtech has a GF Score™ of 55/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Semtech's Tariff Resilience Score compare to RMBS and ALGM?
According to the Semiconductors industry distribution chart, Semtech ranks #77 out of 998 companies for Tariff Resilience Score. This places Semtech in the top 8% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Semtech's current Tariff Resilience Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Semtech stock overvalued right now?
Based on GuruFocus' analysis, Semtech (MEX:SMTC) is currently considered Significantly Overvalued. The stock's GF Value™ is MXN807.39, compared to a current price of MXN2,863.00 — trading 254.6% above its estimated fair value. The current Tariff Resilience Score is 5. Semtech's overall GF Score™ is 55/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Semtech (MEX:SMTC), the current Tariff Resilience Score is 5 as of Jul. 04, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Semtech (MEX:SMTC) Overvalued in 2026?

Based on GuruFocus' analysis, Semtech stock appears to be overvalued. The current stock price of MXN2,863.00 is trading 254.6% above its estimated GF Value™ of MXN807.39. GuruFocus considers Semtech to be Significantly Overvalued.

Key valuation signals for MEX:SMTC:

  • Tariff Resilience Score: 5
  • GF Value™: MXN807.39 vs. price of MXN2,863.00 (254.6% above fair value)
  • GF Score™: 55/100 with 5 warning signs

No single metric tells the full story. See the MEX:SMTC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Semtech Business Description

Address 200 Flynn Road, Camarillo, CA, USA, 93012-8790
Semtech Corp is a provider of high-performance semiconductors powering data center networking, Internet of Things ("IoT") connectivity, and cellular infrastructure solutions. The company designs, develops, manufactures, and markets a diverse portfolio of products for commercial applications, addressing the infrastructure, high-end consumer, and industrial end markets. The company operates in four reportable segments: Signal Integrity, Analog Mixed Signal and Wireless, IoT Systems, and Connected Services. The majority of the company's revenue is earned through the Analog Mixed Signal and Wireless segment. Geographically, the majority of the company's revenue is earned from the Asia Pacific region; the company also operates in North America and Europe.
55GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN2,863.00
Price
MXN807.39
GF Value