Semtech(US:SMTC) ZACKS·2026-03-11 14:15Core Viewpoint - Analysts project Semtech (SMTC) will report quarterly earnings of $0.43 per share, reflecting a 7.5% year-over-year increase, with revenues expected to reach $273.08 million, an 8.8% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.7% in the past 30 days, indicating a reassessment by covering analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Key Metrics Projections - Analysts forecast 'Net Sales by major end markets- High-End Consumer' to reach $40.71 million, indicating a year-over-year change of +15.1% [5]. - 'Net Sales by major end markets- Industrial' is projected to be $148.08 million, reflecting a +1% change from the year-ago quarter [5]. - 'Net Sales by major end markets- Infrastructure' is expected to reach $84.83 million, with a +22.9% change year-over-year [6]. - 'Net Sales by reportable segment- Signal Integrity' is estimated at $86.51 million, suggesting a +19.3% year-over-year change [6]. - 'Net Sales by reportable segment- Analog Mixed Signal and Wireless' is projected to be $94.00 million, indicating a +10.1% change from the year-ago quarter [7]. - 'Net Sales by reportable segment- IoT Systems and Connectivity' is estimated at $91.74 million, reflecting a year-over-year change of -1.5% [7]. Stock Performance - Over the past month, Semtech shares have recorded returns of -1.1%, compared to the Zacks S&P 500 composite's -2.2% change, suggesting that SMTC may perform in line with the overall market in the upcoming period [7].