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Semtech Corp. (SMTC)
NASDAQ:SMTC
Earnings Data
Report Date
Mar 18, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.43Last Year’s EPS
0.4Same Quarter Last Year
Strong Buy
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Semtech Corporation's earnings call highlighted strong financial performance with significant revenue and earnings growth, particularly in the Data Center and LoRa segments. The successful capital restructuring and acquisition of a Force Sensing business were also positive developments. However, challenges remain with declining gross margins in the IoT systems segment and ongoing efforts to divest non-core assets. Overall, the positives strongly outweigh the negatives.Company Guidance
Strong Financial Performance
Net sales were $267 million, up 4% sequentially and 13% year-over-year. Adjusted diluted earnings per share were 48¢, up 17% sequentially and 85% year-over-year.
Data Center and LoRa Growth
Data Center net sales reached $56.2 million, up 8% sequentially and 30% year-over-year. LoRa-enabled solutions net sales were $40 million, up 10% sequentially and 40% year-over-year.
Successful Convertible Offering
Semtech optimized its capital structure with a convertible note issuance, reducing annualized interest expense to under $3 million compared to $75 million the previous year.
Acquisition of Force Sensing Business
Completed the acquisition of the Force Sensing business from Provo, enhancing Semtech's sensing portfolio with advanced human-machine interface solutions.
Portfolio Expansion
Semtech is expanding its portfolio with new TIA and driver building blocks for AI data centers, and Gen 4 LoRa plus transceivers offering integrated multiprotocol connectivity.
SMTC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SMTC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 24, 2025 | $70.01 | $71.78 | +2.53% |
Aug 25, 2025 | $51.00 | $58.72 | +15.14% |
May 27, 2025 | $38.78 | $37.01 | -4.56% |
Mar 13, 2025 | $32.71 | $39.60 | +21.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Semtech Corp. (SMTC) report earnings?
Semtech Corp. (SMTC) is schdueled to report earning on Mar 18, 2026, After Close (Confirmed).
What is Semtech Corp. (SMTC) earnings time?
Semtech Corp. (SMTC) earnings time is at Mar 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SMTC EPS forecast?
SMTC EPS forecast for the fiscal quarter 2026 (Q4) is 0.43.
