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].

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores consist of four categories: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [3] Growth Score - Concentrates on a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward price trends, utilizing recent price changes and earnings estimate adjustments [5] VGM Score - Combines the three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to assist in building a successful portfolio [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500 with an average annual return of +23.81% since 1988 [8] Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [10] - Stocks with lower ranks (4 or 5) should be avoided despite high Style Scores due to declining earnings forecasts [11] Company Spotlight: Semtech Corporation - Semtech Corporation, located in Camarillo, CA, specializes in analog and mixed-signal semiconductors [12] - Currently rated 3 (Hold) with a VGM Score of B and a Momentum Style Score of A, showing a 11.4% increase in shares over the past four weeks [12] - Recent upward revisions in earnings estimates for fiscal 2026 have increased the Zacks Consensus Estimate to $1.66 per share, with an average earnings surprise of +9% [13]

Core Viewpoint - Rosen Law Firm is investigating potential breaches of fiduciary duties by the directors and officers of Semtech Corporation [1]. Group 1: Investigation Details - The investigation pertains to potential breaches of fiduciary duties by Semtech Corporation's leadership [1]. - Shareholders of Semtech Corporation are encouraged to visit the Rosen Law Firm's website for more information regarding the investigation [2]. Group 2: Rosen Law Firm's Background - Rosen Law Firm has a strong track record in securities class actions and shareholder derivative litigation, having achieved significant settlements for investors [3]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013 [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for shareholders [3].

Core Insights - Getac Technology Corporation has expanded its partnership with Semtech Corporation to integrate Semtech's AirLink® rugged in-vehicle routers into Getac's product offerings, enhancing solutions for public safety, utility, defense, and industrial sectors [1][2][3] Group 1: Partnership Details - The collaboration builds on over 20 years of reliance on Semtech's embedded cellular modules for reliable wireless connectivity in challenging environments [2] - The integration combines Getac's MIL-STD rugged laptops, tablets, and video solutions with Semtech's cellular router solutions, providing a complete solution for mobile command and mission-critical field operations [2][3] Group 2: Technological Advancements - The partnership aims to deliver always-on connectivity, seamless backup between 5G, LTE, Wi-Fi, and satellite, and support for next-generation applications such as IoT sensors and real-time analytics [3] - By pre-integrating AirLink cellular connectivity with Getac's rugged computing platforms, the partnership addresses deployment complexity and reduces time-to-deployment for mission-critical operations [3] Group 3: Operational Benefits - Customers can achieve operational advantages by simplifying procurement, support, and reducing total ownership costs with a single integrated solution [3] - Field teams gain secure access to real-time data, video, and automated dispatching, while IT can manage device fleets remotely through Semtech's AirLink Management Service (ALMS) [3] Group 4: Market Positioning - The alignment of global partner ecosystems between Getac and Semtech simplifies procurement and deployment for resellers and VARs, enhancing customer satisfaction [4] - Getac's established distribution network allows channel partners to offer rugged computing and secure wireless connectivity in one package, accelerating sales cycles [4]

Group 1 - Rosen Law Firm is investigating potential breaches of fiduciary duties by the directors and officers of Semtech Corporation (NASDAQ: SMTC) [1] - The firm encourages investors to select qualified counsel with a proven track record in securities class actions and shareholder derivative litigation [2] - Rosen Law Firm has achieved significant settlements for investors, including over $438 million in 2019 and has been ranked highly in securities class action settlements since 2013 [2] Group 2 - The firm has a global presence and focuses on representing investors, emphasizing the importance of selecting experienced legal counsel [2] - Laurence Rosen, the founding partner, was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020, highlighting the firm's reputation in the legal community [2]