Semtech Corporation Common Stock vs Solstice Advanced Materials Inc. Common Stock — how do they compare? Semtech Corporation Common Stock trades at $154.31 (market cap $16.12B), while Solstice Advanced Materials Inc. Common Stock trades at $59.92 (market cap $9.68B). The key difference: Semtech Corporation Common Stock is the larger of the two by market cap, and Solstice Advanced Materials Inc. Common Stock pays a 0.49% dividend while Semtech Corporation Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Semtech Corporation Common Stock for 2 Days and Solstice Advanced Materials Inc. Common Stock for 0 Days on average.
| SMTC | SOLS | |
|---|---|---|
Market Cap | $16.12B | $9.68B |
Volume | 3,682,647 | 1,519,067 |
Sector | Technology | Basic Materials |
52-Week High | $197.20 | $88.60 |
52-Week Low | $62.57 | $41.43 |
Typical Hold Time | 2 Days | 0 Days |
Enterprise Value | $16.41B | $11.35B |
Dividend Yield | — | 0.49% |
Signals from Pluang's Aura AI — not financial advice
SMTC trades at $172.78, up 2.67% today, with a bullish technical setup near its pivot point of $173. The stock has gained 154% year-to-date, driven by strong AI data center demand and recent earnings beats. Revenue is projected to grow from $909 million in 2025 to $1.2 billion in 2026, with net income turning positive. Analysts maintain a strong buy consensus with an average price target of $216.38.
Outlook is positive given robust AI-driven growth and expanding partnerships, but high valuation multiples and recent insider selling pose risks. The stock's momentum hinges on continued execution in data center markets and the upcoming Q3 2026 earnings report.
Solstice Advanced Materials (SOLS) trades at $60.91, up 0.33% with neutral technical signals. The company shows strong profitability with 30.64% gross margins and 14.95% ROE, though Q4 2025 earnings missed expectations. Recent developments include a $49M R&D expansion and termination of the Element Solutions merger, with the board authorizing a $500M share repurchase program. Analyst consensus is bullish with 80% buy ratings and a $80.22 price target representing 32% upside potential.
SOLS presents a compelling growth story with consistent earnings beats and institutional accumulation, though elevated P/E of 46.07 warrants caution. Key risks include execution challenges post-merger termination and margin pressure as profit margins declined from 6.09% to 5.12% year-over-year. The stock offers substantial upside if management delivers on growth initiatives while maintaining current profitability levels.
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Semtech develops analog and mixed-signal semiconductors and connectivity products. Its technologies are used in communications, data centers, industrial systems, and IoT devices.
Read more on SMTC →Solstice Advanced Materials Inc. is a specialty materials company spun off from Honeywell in 2025, producing low-global-warming-potential refrigerants, blowing agents, and industrial solvents through its Refrigerants and Applied Solutions segment. Its Electronic and Specialty Materials segment supplies semiconductor materials, high-strength fibers, and healthcare-packaging films.
Read more on SOLS →