Semtech(SMTC) ZACKS·2025-05-27 22:15Group 1: Earnings Performance - Semtech reported quarterly earnings of 0.06 per share a year ago [1] - The company had previously exceeded earnings expectations, posting 0.32, resulting in a 25% surprise [1] - Over the last four quarters, Semtech has surpassed consensus EPS estimates three times [1] Group 2: Revenue Performance - Semtech's revenues for the quarter ended April 2025 were 206.1 million year-over-year [2] - The company has also topped consensus revenue estimates in all four of the last quarters [2] Group 3: Stock Performance and Outlook - Semtech shares have declined approximately 39.7% since the beginning of the year, contrasting with the S&P 500's decline of only 1.3% [3] - The future performance of Semtech's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - Current consensus EPS estimate for the upcoming quarter is 255.28 million, and for the current fiscal year, it is 1.05 billion [7] Group 4: Industry Context - The Semiconductor - Analog and Mixed industry, to which Semtech belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8]