Clearline Capital Trims Semtech as Post-Sierra Model Drives Earnings
The Motley Fool
by newsfeedback@fool.com (Eric Trie)February 27, 2026
Semtech’s stock has surged as the semiconductor downturn has eased, but the company now looks very different following its acquisition of Sierra Wireless. With a larger connectivity business and a more leveraged balance sheet, the next chapter will test whether this rebound marks a turning point or simply a cycle reset.
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Originally published on The Motley Fool on 2/27/2026