Earnings Reports Overview - The current earnings season is nearing its end, with notable companies reporting during the holiday-shortened week [1] - Retail investors are particularly focused on earnings reports from major companies [1] Company-Specific Earnings Reports - WeRide Inc. (NASDAQ:WRD) and LexinFintech Holdings Ltd. (NASDAQ:LX) reported before the market opened on November 24, both showing better-than-expected results, leading to stock price increases [2] - Zoom Communications Inc. (NASDAQ:ZM) is expected to report third-quarter results after the market closes on November 24, with analysts predicting earnings of $1.44 per share and revenue of $1.21 billion [3] - Alibaba Group Holding Ltd. (NYSE:BABA) will release its Q2 earnings report before the market opens on November 25, with expectations of adjusted earnings of 81 cents per share and revenue of $34.43 billion [3] - Retailers Kohl's Corp. (NYSE:KSS) and Best Buy Co. Inc. (NYSE:BBY) are anticipated to provide insights into consumer behavior with their reports on November 25 [4] - Cleanspark Inc. (NASDAQ:CLSK), Dell Technologies Inc. (NYSE:DELL), and Zscaler Inc. (NASDAQ:ZS) are set to report after the market closes on November 25 [5] - Li Auto Inc. (NASDAQ:LI) and EHang Holdings Ltd. (NASDAQ:EH) will report their results before the market opens on November 26, alongside Deere & Co. (NYSE:DE), which has consistently beaten analyst expectations for 12 consecutive quarters [6] Market Schedule - U.S. stock markets will be closed on November 27 for the Thanksgiving holiday [8] - The stock market will have an early closure at 1 p.m. ET on November 28 [9]

Core Insights - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] Group 1 - The article suggests that users may face blocks if they have ad-blockers enabled [1]

Core Viewpoint - Semtech Corporation is expected to report significant growth in earnings and revenue for its third quarter, with analysts projecting earnings of 45 cents per share and revenue of $266.42 million, indicating a year-over-year increase in both metrics [1]. Financial Performance - The anticipated earnings for the third quarter are 45 cents per share, up from 26 cents per share in the same period last year [1]. - The consensus estimate for quarterly revenue is $266.42 million, compared to $236.8 million a year earlier, reflecting a growth of approximately 12.5% [1]. Recent Developments - On October 8, Semtech announced a private offering of $350 million in new convertible senior notes and an exchange of existing notes [2]. - Following the announcement, Semtech shares experienced a decline of 3%, closing at $62.57 [2]. Analyst Ratings - Susquehanna analyst Christopher Rolland maintained a Positive rating and increased the price target from $65 to $80 [4]. - UBS analyst Timothy Arcuri maintained a Buy rating and raised the price target from $65 to $85 [4]. - Oppenheimer analyst Rick Schafer upgraded the stock from Perform to Outperform with a price target of $81 [4]. - Benchmark analyst Cody Acree maintained a Buy rating and increased the price target from $68 to $76 [4]. - Piper Sandler analyst Harsh Kumar maintained an Overweight rating and raised the price target from $55 to $65 [4].

Core Viewpoint - Semtech Corporation (SMTC) is set to report its Q3 earnings on November 24, with expectations surrounding the performance and future outlook of the company [1]. Company Overview - Semtech Corporation is focused on maintaining a long-term investment horizon, typically ranging from 5 to 10 years, emphasizing a balanced portfolio that includes growth, value, and dividend-paying stocks [1]. Investment Strategy - The company tends to prioritize value investments over other types, while also engaging in options trading occasionally [1].

In its upcoming report, Semtech (SMTC) is predicted by Wall Street analysts to post quarterly earnings of $0.44 per share, reflecting an increase of 69.2% compared to the same period last year. Revenues are forecasted to be $266.65 million, representing a year-over-year increase of 12.6%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. ...

Core Viewpoint - Semtech (SMTC) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on November 24, and better-than-expected key numbers could lead to a stock price increase, while a miss could result in a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $0.44 per share, reflecting a year-over-year increase of +69.2%, with revenues expected to reach $266.65 million, up 12.6% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial estimates during this period [4]. - The Most Accurate Estimate for Semtech is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.29%, suggesting a bullish outlook from analysts [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [9]. - Semtech currently holds a Zacks Rank of 2, enhancing the likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Semtech was expected to post earnings of $0.40 per share but delivered $0.41, resulting in a surprise of +2.50% [12]. - Over the past four quarters, Semtech has beaten consensus EPS estimates three times [13]. Conclusion - Semtech is viewed as a compelling candidate for an earnings beat, but investors should consider other factors that may influence stock performance beyond just earnings results [16].

Core Insights - Semtech Corporation will release its financial results for the third quarter of fiscal year 2026 on November 24, 2025, after market close [1] - A conference call is scheduled for the same day at 1:30 p.m. PT to discuss performance, current business activities, and outlook [2] - Semtech is recognized as a leading provider of high-performance semiconductor and IoT systems, focusing on technology solutions for a connected and sustainable planet [3] Financial Results Announcement - The financial results will be disseminated through Business Wire and available on Semtech's website [1] - The conference call will provide insights into the company's performance and future expectations [2] Company Overview - Semtech specializes in high-performance semiconductor solutions, IoT systems, and cloud connectivity services [3] - The company aims to empower developers and architects in creating innovative products across various markets [3]

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Semtech Corporation, urging shareholders to contact the firm to discuss their rights and possible legal actions [1][2]. Group 1: Shareholder Rights and Legal Options - Long-term shareholders of Semtech may seek corporate governance reforms, the return of funds, court-approved financial incentives, or other benefits [2]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees [2]. Group 2: Importance of Shareholder Participation - Shareholder involvement is crucial for improving company policies, practices, and oversight, which can lead to enhanced shareholder value [3]. Group 3: Firm's Background and Experience - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered millions for defrauded investors [4].

Core Insights - Alger Weatherbie Specialized Growth Fund's third-quarter 2025 investor letter indicates that equity markets continued to rise, with the S&P 500 Index increasing by 8.12% during the quarter [1] - The fund's Class A shares underperformed compared to the Russell 2500 Growth Index in the same period [1] Company Overview - Semtech Corporation (NASDAQ:SMTC) specializes in semiconductors, Internet of Things systems, and cloud connectivity solutions [2][3] - As of October 28, 2025, Semtech's stock closed at $70.44 per share, with a market capitalization of $6.112 billion [2] Performance Metrics - Semtech's one-month return was -1.41%, while its shares appreciated by 47.49% over the past 52 weeks [2] - The company reported fiscal second-quarter earnings that exceeded analyst expectations, contributing positively to its stock performance [3] Product and Market Position - Semtech's product portfolio includes high-speed data transfer solutions for data centers, protection products, signal integrity solutions, and wireless sensing technologies [3] - The company is focusing on expanding its optical portfolio to support future 800G and 1.6T AI data centers [4] Hedge Fund Interest - At the end of the second quarter, 37 hedge fund portfolios held Semtech Corporation, a decrease from 40 in the previous quarter [4]

Core Viewpoint - Semtech (SMTC) is showing potential for short-term gains as it has recently surpassed a key support level and the 20-day moving average, indicating a bullish trend [1][4]. Technical Analysis - SMTC has recently moved above the 20-day simple moving average, which is a positive indicator for short-term traders [1][2]. - The stock has rallied 14% over the past four weeks, suggesting upward momentum [4]. Earnings Estimates - There has been one upward revision in earnings estimates for the current fiscal year, with no downward revisions, indicating positive sentiment among analysts [4]. - The consensus earnings estimate has also increased, further supporting the bullish outlook for SMTC [4][5].