Semtech Corporation (SMTC)
Semtech's Q2 Earnings Beat Estimates, Revenues Increase Y/Y
Semtech posts strong Q2 results, with revenues up 20% year over year, fueled by data center and IoT demand.
Semtech Corporation (SMTC) Q2 2026 Earnings Call Transcript
Semtech Corporation (NASDAQ:SMTC ) Q2 2026 Earnings Conference Call August 25, 2025 4:30 PM ET Company Participants Hong Q. Hou - President, CEO & Director Mark Lin - Executive VP & CFO Mitchell J.
Semtech (SMTC) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Semtech (SMTC) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Semtech (SMTC) Surpasses Q2 Earnings and Revenue Estimates
Semtech (SMTC) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.11 per share a year ago.
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?
Semtech's second-quarter fiscal 2025 results are likely to benefit from 5G momentum, AI adoption, and LoRa demand, though macro challenges could weigh.
Stay Ahead of the Game With Semtech (SMTC) Q2 Earnings: Wall Street's Insights on Key Metrics
Beyond analysts' top-and-bottom-line estimates for Semtech (SMTC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2025.
SkyWater vs. Semtech: Which Semiconductor Stock is the Better Buy?
SkyWater Technology SKYT and Semtech Corporation SMTC are well-known players in the fast-growing semiconductor market. While SkyWater runs a domestic foundry serving the defense and advanced packaging space, Semtech designs analog and Internet of Things (IoT) chips used in data centers, industrial systems and smart devices.
Why Is Semtech (SMTC) Up 20.2% Since Last Earnings Report?
Semtech (SMTC) reported earnings 30 days ago. What's next for the stock?
Wall Street Analysts Believe Semtech (SMTC) Could Rally 40.02%: Here's is How to Trade
The mean of analysts' price targets for Semtech (SMTC) points to a 40% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Trade Talks Boost Optimism For Semtech
Semtech (NASDAQ:SMTC), a firm focusing on analog and mixed-signal semiconductors, experienced a stock increase of nearly 9% during Monday's trading. This surge comes amidst revitalized optimism following trade talks between U.S. and Chinese officials, which have sparked speculation that export restrictions on critical technologies may be eased.
Semtech: Buy Rating Initiated On Transition Catalyst Potential And Valuation Upside
We initiate on Semtech Corporation at Buy, as we believe the transition to higher-margin LoRa and FiberEdge franchises will compensate for near-term revenue headwinds from legacy and IoT divestiture risks. Our $52/sh price target is based on applying 4.5x EV/Sales multiple to our FY27E revenue estimate of $1.03 bn. We estimate FY26E/FY27E revenue of $980mn/$1.03bn.
Semtech: Slowing Growth Creates Significant Pullback, But Wait For Better Buying Opportunity
Semtech's sequential growth has stalled, with Q1 results and Q2 guidance showing only modest improvement after a sharp stock pullback. Valuation remains aggressive; SMTC is trading at a significant premium to sector peers despite slowing growth momentum. CopperEdge's ramp-up later in the year is critical to justifying the current valuation and reigniting growth, but execution risk remains.
