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CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering data center networking, Internet of Things (IoT) connectivity and cellular infrastructure solutions, today announced the TDS5311P, the industry's first circuit protection device to deliver near-constant clamping voltage for USB Power Delivery (PD) Extended Power Range (EPR) applications at 48 V. The latest addition to its SurgeSwitch® family, the TDS5311P protec. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________ FORM 10-K ____________________________________ (Mark One) ☒ Annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended January 25, 2026 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 001-06395 SEMTECH CORPORATION (Exact name of registrant as speci ...

Semtech (NasdaqGS:SMTC) FY Conference March 23, 2026 11:00 AM ET Company ParticipantsMark Lin - Executive Vice President and CFOConference Call ParticipantsScott Stember - Communications AIoT and Edge Compute AnalystScott StemberI'm the Communications AIoT and Edge Compute Analyst at Roth. Over the two days of the 30th annual Roth event, we will have 135 fireside chats, 50 panels. There are over 500 companies presenting here, and they're available for one-on-one meetings. If you have not booked meetings, yo ...

Semtech Corporation ( SMTC ) recently reported its Q4 and full-year numbers, which weren’t what investors expected. The stock price continues to tumble, so I wanted to cover the results in more detail and see if anythingMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time ...

Semtech Corporation (NASDAQ:SMTC) is one of the Best Semiconductor Stocks to Invest In Now. On March 17, Craig-Hallum analyst Anthony Stoss lifted the firm’s price objective on the company’s stock to $105 from $80, while keeping a “Buy” rating, as reported by The Fly. Craig-Hallum Raises PT on Semtech (SMTC) Stock As per the firm, investors can consider owning the company’s stock ahead of healthier data center growth, with LPO/TIA (Linear Pluggable Optics/Transimpedance Amplifier) and ACC (Active Copper ...

Core Viewpoint - Craig-Hallum analyst Anthony Stoss has raised the price target for Semtech (SMTC) to $105 from $80, maintaining a Buy rating, indicating strong confidence in the company's future performance [1] Group 1: Company Performance - Semtech is expected to benefit from stronger data center growth as LPO/TIA and ACC ramps begin to take shape [1] - Management forecasts total data center revenues to grow by over 50% in FY27 [1] Group 2: Product Developments - Semtech has initiated initial shipments of their LPO product and anticipates initial 1.6T ACC shipments during the April quarter [1]

Core Insights - Semtech Corporation (SMTC) reported better-than-expected fourth-quarter fiscal 2026 results, with non-GAAP earnings of 44 cents per share, exceeding the Zacks Consensus Estimate by a penny and reflecting a year-over-year improvement of approximately 10% [1][9] - The company's revenues for Q4 fiscal 2026 reached $274.4 million, surpassing the Zacks Consensus Estimate by 0.5% and showing a 9% year-over-year increase, driven by strong performance across all end markets, particularly in data centers [2][9] Revenue Performance - Infrastructure market sales totaled $86.3 million, accounting for 31.5% of net sales, with a year-over-year growth of 25%, primarily due to demand for data centers and investments in CopperEdge [3] - Industrial market sales were $151 million, representing 55.1% of net sales, with a 3% year-over-year increase [3] - High-end consumer market sales reached $36.6 million, making up 13.4% of net sales, also up 3% year over year, supported by strong 5G momentum and growth in IoT [4] Product Line Performance - Signal Integrity sales amounted to $90.7 million, up 25.1% year over year, representing 33.1% of net sales [5] - Analog Mixed Signal & Wireless sales were $93.7 million, reflecting a 9.7% year-over-year increase, accounting for 34.1% of net sales [5] - IoT System and Connectivity sales totaled $89.9 million, down 3.4% year over year, comprising 32.8% of net sales [5] Margin Analysis - Non-GAAP gross margin was 51.6%, contracting 160 basis points year over year and 140 basis points sequentially [6] - Adjusted operating expenses increased to $91.5 million, up 9.3% year over year, with operating expenses as a percentage of revenues rising to 33.3% [6] - Non-GAAP operating income increased 0.4% year over year to $50 million, while the non-GAAP operating margin declined to 18.2% from 19.8% in the previous year [7] Balance Sheet & Cash Flow - As of January 25, 2026, cash and cash equivalents were $195.2 million, up from $164.7 million as of October 26, 2025 [8] - The company generated operating cash flow of $61.5 million and free cash flow of $59.1 million during Q4, with fiscal 2026 totals of $181.2 million and $171.4 million, respectively [10] Guidance - For Q1 fiscal 2027, Semtech expects net sales of approximately $283 million, indicating a year-over-year rise of 8.1% [11] - The company anticipates infrastructure end-market sales to increase sequentially by about 12%, with high-end consumer sales expected to rise 9% sequentially and 13% year over year [12] - Non-GAAP earnings are projected to be 45 cents per share, reflecting a year-over-year increase of 10.5% [13]

Core Insights - The company is focused on the development of transcript-related projects, indicating a commitment to enhancing its offerings in this area [1] Group 1 - The company publishes thousands of quarterly earnings calls each quarter, showcasing its extensive coverage and growth in the transcript market [1] - There is an ongoing effort to expand coverage, suggesting a strategic initiative to capture more market share and improve service offerings [1]

Earnings Call InsightsSemtech outlines over 50% data center revenue growth for FY 2027 amid data center, LoRa, and acquisition momentumMar. 16, 2026 9:52 PM ETSemtech Corporation (SMTC) StockAI-Generated Earnings Calls InsightsCommentsEarnings Call Insights: Semtech Corporation (SMTC) Q4 2026 Management View President, CEO & Director Hong Hou stated that Semtech closed fiscal year 2026 with record net sales of $1.05 billion, emphasizing "strong sequential and year-over-year revenue and earnings growth" and ...