Countdown to Semtech (SMTC) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Core Insights - Semtech (SMTC) is expected to report quarterly earnings of $0.44 per share, a 69.2% increase year-over-year, with revenues projected at $266.65 million, reflecting a 12.6% year-over-year growth [1] Earnings Estimates - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1][2] Key Metrics Projections - Analysts forecast 'Net Sales by major end markets- High-End Consumer' to reach $43.99 million, a year-over-year increase of 9.9% [4] - 'Net Sales by major end markets- Industrial' is estimated at $145.06 million, indicating a 10.7% increase from the prior-year quarter [4] - 'Net Sales by major end markets- Infrastructure' is projected to be $77.04 million, reflecting a 17.1% year-over-year change [4] - 'Net Sales by reportable segment- Signal Integrity' is expected to be $79.54 million, suggesting an 11.2% year-over-year increase [5] - 'Net Sales by reportable segment- Analog Mixed Signal and Wireless' is projected at $96.81 million, indicating a 16.9% increase year-over-year [5] - 'Net Sales by reportable segment- IoT Systems and Connectivity' is likely to reach $90.92 million, reflecting a 10.2% year-over-year change [6] Stock Performance - Semtech shares have decreased by 7.4% in the past month, compared to a 0.6% decline in the Zacks S&P 500 composite, with a Zacks Rank 2 (Buy) indicating expected outperformance in the near future [6]