Semtech reports Q4 EPS 44c, consensus 43c

Reports Q4 revenue $274.4M, consensus $273.2M. “Fiscal year 2026 was a landmark year for Semtech (SMTC), marked by strong revenue and earnings growth that reflect both the power of our portfolio and disciplined execution,” said Hong Hou, president and chief executive officer. “We believe we are uniquely positioned as data center build out expands, with a broad set of solutions purpose-built for the 800G, 1.6T, and 3.2T era, and our continued investment in research and development positions us to remain at the forefront of next-generation optical and copper interconnect technologies. With a significantly stronger financial foundation, we have the flexibility to strategically pursue the investments that we believe accelerate the next chapter of Semtech’s growth.”