*Only the 1D chart reflects 15-min delayed quotes during market hours. Other timeframes update after market close.
Semtech's strategic focus on its Signal Integrity and Analog Mixed Signal segments has been a bright spot amid challenges, as the company prepares to announce its Q2 2026 earnings on August 25, 2025. Despite a notable 25% revenue decline in its IoT Systems and Connectivity segment, Semtech has managed to improve gross margins and significantly reduce its net debt by 68% to $411 million, showcasing resilience in its core operations. The market is keenly watching for signs of recovery in the IoT segment, especially after the goodwill impairment, while the whisper number of $0.49 sets a high bar for earnings expectations. Analysts have pegged the EPS estimate at $0.40, with revenue anticipated to reach $256.06 million, aligning closely with Semtech's recent performance trends. With a market cap of approximately $4.3 billion, Semtech's ability to navigate these mixed results will be crucial in maintaining investor confidence and capitalizing on its growth potential in high-performance semiconductors.
Semtech Corporation designs, develops, manufactures, and markets mixed-signal and analog semiconductor products and advanced algorithms. The company is headquartered in Camarillo, California.
Website: https://www.semtech.com
Average Sentiment Score:
Overall Sentiment: