US · Technology · Semiconductors
EPS came in at 0.51 against a street estimate of 0.41 — a beat of 24.4%.
Analysts rate Semtech Corporation a strong buy (13 buy, 1 hold, 0 sell out of 14) with an average price target of $209.29.
CONFIDENT Semtech delivered record Q2 revenue of $342M (+33% YoY) with EPS of $0.71 (+73% YoY), driven by explosive data center growth (1.6T ramp) and LoRa momentum. Q3 guide of $410M (+54% YoY) signals sustained acceleration into FY2028. Q2 FY2027 Earnings transcript does not segment revenue by geography. Mark Lin referenced geographic region trends in presentation slides but no specific regional breakdown provided. Analysts pressed on near-term capacity adequacy for 160% data center growth, competitive positioning in NPO/XPO, and LoRa growth sustainability. Management confirmed sufficient near-term capacity but flagged FY28 H2 needs requiring prepayments and multi-partner OSAT qualification; emphasized co-optimized photonics solutions and three independent LoRa growth engines replacing 20% bogey. 2026-08-25…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.24% |
| Ameriprise Financial Inc | 7.98% |
| Vanguard Portfolio Management, LLC | 7.42% |
| Vanguard Capital Management, LLC | 4.44% |
| State Street Corp | 4.35% |
| Capital Research Global Investors | 3.17% |
| Geode Capital Management, LLC | 2.71% |
| AllianceBernstein L.P. | 2.54% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 SEMTECH CORPORATION FORM 10-Q SUMMARY Quarter Ended July 26, 2026 --- HEADLINE NUMBERS • Net Sales (Q2 2027): $341.9 million, up 32.7% from $257.6 | 2026-08-26 |
| Results announced · Q3 FY2027 SEMTECH CORPORATION – Q2 FY2027 RESULTS SUMMARY HEADLINE NUMBERS • Record net sales of $341.9 million: up 17% sequentially from Q1'27 ($291.0M) and | 2026-08-25 |
| Company announcement · Q3 FY2027 SEMTECH CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Divestiture transaction value: $62 million in cash • Target business: Cellular module business | 2026-08-13 |
| Material agreement · Q2 FY2027 SEMTECH CORPORATION (SMTC) - FORM 8-K SUMMARY HEADLINE NUMBERS • New $360 million revolving credit facility established on July 6, 2026 • Incrementa | 2026-07-06 |
| Board / officer change · Q2 FY2027 SEMTECH CORPORATION (SMTC) - FORM 8-K SUMMARY June 2, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Company held 2026 Annual Meeting of Stockholders on | 2026-06-08 |
| Quarterly report · Q1 FY2027 SEMTECH CORPORATION - Q1 FY2027 (QUARTER ENDED APRIL 26, 2026) SUMMARY HEADLINE NUMBERS • Total net sales: $291.0 million (Q1 FY2026: $251.1 million | 2026-05-27 |
| Proxy statement · Q2 FY2027 SEMTECH CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine directors to one-year terms (Martin S.J. Burvil | 2026-04-21 |
| Annual report FY2026 SEMTECH CORPORATION – FORM 10-K SUMMARY Fiscal Year Ended January 25, 2026 --- HEADLINE NUMBERS • Market capitalization: Approximately $4.0 billion | 2026-03-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| Sells cellular module business to Compal Electronics for $62 million Semtech Corporation announced on August 13, 2026, that it has agreed to sell its cellular module business to Compal Electronics, Inc. for $62 million in cash, subject to standard purchase ad | 2026-08-13 |
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Google PlayApp StoreData updated 2026-09-18.