FN2 Earnings Intelligence

Semtech Corporation earnings overview

Latest Semtech Corporation (SMTC) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportSemtech Corporation reports Monday, Nov 23, 2026 · After market closeConsensus EPS $1.06 · consensus revenue $410.6M
SMTC FY2027 Q2 · Calendar Q3 2026

Semtech Corporation

The current evidence supports the hypothesis that resilient demand and earnings growth can support Semtech over the next year: data-center 1.6T products, LoRa, and portfolio actions are driving growth and higher guidance. The main counterevidence is execution risk around capacity, 3.2T adoption, integration, and margin durability.

EPS surprise+15.6%
Market move+10.4%

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