S SMTC

Semtech Corp

$103.55

-6.96% ($7.75)

Volume 2.15M

52W High $177.35

52W Low $46.02

Market Cap $13.21B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.41

Whisper EPS

$0.43

4.3% above consensus

Last Quarter

$0.51

Current Streak

2 Beats

Avg Surprise (4Q)

+8.90%

Next Earnings Report

Reports in 24 days

Report Date Aug 24, 2026

Whisper Spread +4.27%

Consensus Estimate

$0.41

Official analyst average

Whisper Number

$0.43

What traders expect

Bullish Sentiment: The whisper number is 4.3% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q2 2026 May 26, 2026

1-Day: -4.41%

Q2 2026 Apr 30, 2026

1-Day: +2.63%

5-Day: +7.55%

Q1 2026 Mar 18, 2026

1-Day: +6.79%

5-Day: +4.29%

Q4 2026 Mar 16, 2026

1-Day: -11.00%

Revenue & Financial Performance

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$267.0M	+12.7%	51.9%	11.9%	-$2.9M
Q3'25	$257.6M	+19.6%	52.1%	-6.3%	-$27.1M
Q2'25	$251.1M	+21.8%	52.3%	14.3%	$19.3M
Q1'25	$251.0M	+30.1%	52.0%	8.5%	$39.1M
Q4'24	$236.8M	+17.9%	51.1%	7.5%	-$7.6M
Q3'24	$215.4M	-9.7%	49.0%	3.6%	-$170.3M
Q2'24	$206.1M	-12.9%	48.2%	2.6%	-$23.2M
Q1'24	$192.9M	+15.2%	47.2%	1.4%	-$642.4M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q2 2026	May 26, 2026	$0.45	$0.46	$0.51	+13.33%	Beat
Q2 2026	Apr 30, 2026	$0.45	$0.47	$0.51	+12.48%	Beat
Q1 2026	Mar 18, 2026	$0.44	$0.37	$0.44	+0.89%	Beat
Q4 2026	Mar 16, 2026	$0.43	$0.38	$0.44	+2.33%	Beat
Q1 2026	Mar 16, 2026	$0.44	$0.37	$0.44	+0.89%	Beat
Q1 2026	Mar 12, 2026	$0.43	$0.37	--	--	--
Q4 2025	Nov 24, 2025	$0.45	$0.40	$0.48	+6.67%	Beat
Q3 2025	Aug 26, 2025	$0.40	$0.43	-$0.31	--	Missed
Q3 2025	Aug 25, 2025	$0.40	$0.43	$0.41	+2.50%	Missed
Q2 2025	Jun 10, 2025	$0.37	$0.43	$0.38	+2.54%	Missed
Q2 2025	May 27, 2025	$0.37	$0.41	$0.38	+2.70%	Missed
Q1 2025	Mar 26, 2025	$0.32	$0.37	$0.40	+25.63%	Beat