Semtech (SMTC) reported earnings 30 days ago. What's next for the stock?
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In the latest episode of 24/7 Wall St.'s AI Investor Podcast, I recommended Semtech (NASDAQ:SMTC).
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Semtech (SMTC) delivered mixed Q4 and full-year results, with strength in data center-driven Signal Integrity offset by IoT segment weakness. SMTC's GAAP loss narrowed significantly and free cash flow rose to $171M, but sustainable profitability remains elusive despite robust data center demand. Management guides Q1 '27 revenue and adjusted EPS above consensus, citing continued momentum in AI data center networking and margin expansion from 800G to 1.6T.
Semtech (SMTC) stock has dropped by 17.7% in under a month, decreasing from $96.30 on March 2, 2026, to $79.21 currently. What is in store for the future?
SMTC tops Q4 estimates as revenues rise 9% on strong data center demand, though margins decline amid higher expenses.
Semtech Corporation (NASDAQ: SMTC) will release earnings on March 16. Analysts expect 43 cents per share, with a revenue of $273.2 million. SMTC shares rose 1.7% on Friday. Analysts have rated the company positively with an accuracy rate of 79-82%.
Semtech Corporation (NASDAQ: SMTC) will release earnings results for its fourth quarter, after the closing bell on Monday, March 16.
Alliancebernstein L.P. boosted its holdings in Semtech Corporation (NASDAQ: SMTC) by 8.7% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,607,697 shares of the semiconductor company's stock after buying an additional 289,313 shares during the quarter. Alliancebernstein L.P. owned approximately 4.16%
Semtech Corporation (SMTC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript