Core Insights - Semtech reported revenue of $267 million for the quarter ended October 2025, reflecting a year-over-year increase of 12.8% and surpassing the Zacks Consensus Estimate by 0.13% [1] - The company's EPS for the quarter was $0.48, up from $0.26 in the same quarter last year, resulting in a surprise of 9.09% over the consensus estimate of $0.44 [1] Financial Performance - Semtech's net sales by reportable segment for IoT Systems and Connectivity were $88.3 million, slightly below the estimated $90.92 million, but still representing a year-over-year increase of 7.1% [4] - The Signal Integrity segment reported net sales of $81.6 million, exceeding the average estimate of $79.54 million, with a year-over-year growth of 14.1% [4] - The Analog Mixed Signal and Wireless segment achieved net sales of $97 million, surpassing the estimated $96.81 million, and showing a year-over-year increase of 17.1% [4] Market Performance - Over the past month, Semtech's shares have returned -5.8%, compared to a -1.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]