|
|
|
|
|
|
|
|
|
|
|
16.03.26 - 21:09
|
Semtech Announces Fourth Quarter and Fiscal Year 2026 Results (Business Wire)
|
|
|
Fourth Quarter of Fiscal Year 2026
Record net sales of $274.4 million, up 3% sequentially and up 9% year-over-year
GAAP gross margin of 50.4% and Non-GAAP adjusted gross margin of 51.6%
GAAP operating margin of (6.7)% and Non-GAAP adjusted operating margin of 18.2%
GAAP diluted loss per share of $0.32 and Non-GAAP adjusted diluted earnings per share of $0.44
Operating cash flow of $61.5 million and free cash flow of $59.1 million
Fiscal Year 2026
Record net sales of $1.05 billion, up 15% year-over-year
GAAP gross margin of 51.6%, up 140 basis points from fiscal year 2025 and Non-GAAP adjusted gross margin of 52.8%, up 130 basis points from fiscal year 2025
GAAP operating margin of 3.1% and Non-GAAP adjusted operating margin of 19.1%
GAAP diluted loss per share of $0.46 and Non-GAAP adjusted diluted earnings per share of $1.71
CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering data center networking, Internet of Things (&qu...
|
|
|
16.03.26 - 11:42
|
Semtech Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call (Benzinga)
|
|
|
Semtech Corporation (NASDAQ: SMTC) will release earnings on March 16. Analysts expect 43 cents per share, with a revenue of $273.2 million. SMTC shares rose 1.7% on Friday. Analysts have rated the company positively with an accuracy rate of 79-82%.
Latest Ratings for SMTC
DateFirmActionFromTo Nov 2021B. Riley SecuritiesMaintainsBuy Nov 2021OppenheimerMaintainsOutperform Sep 2021OppenheimerMaintainsOutperform
View More Analyst Ratings for SMTC
View the Latest Analyst Ratings
Importance Rank:
1
read more...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
09.03.26 - 15:48
|
Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges (24/7 Wall St.)
|
|
|
Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch, with analysts raising price targets on Micron Technology (NASDAQ:MU), Oracle (NYSE:ORCL) and Semtech (NASDAQ:SMTC) on the back of accelerating AI infrastructure demand. The signal across all three names is directionally bullish, though the conviction levels and near-term setups ... Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges
The post Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges appeared first on 24/7 Wall St.....
|
|
|
|
|
03.03.26 - 23:33
|
Semtech Expands Data Center Portfolio with Acquisition of HieFo Corporation (Business Wire)
|
|
|
Acquisition Adds Indium Phosphide Optoelectronic Devices Including Lasers and Gain ChipsCAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service solutions, today announced the acquisition of HieFo Corporation (HieFo), a California-based private manufacturer of high-efficiency Indium Phosphide (InP) optoelectronic devices for optical transceivers used across data center interconnects (DCI) and intra-data center interconnects.
The addition of HieFo to Semtech's portfolio of semiconductor solutions bolsters U.S. technology supply chains, adding new capacity and resiliency at a key inflection point in the AI infrastructure buildout. The transaction also represents a compelling opportunity to infuse critical upstream components for the optical module supply chain directly into Semtech's growing data center platform, adding another vital element to its expansive chipset portfoli...
|
|
|
02.03.26 - 15:01
|
Semtech Announces Fourth Quarter and Fiscal Year 2026 Conference Call (Business Wire)
|
|
|
CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductor, Internet of Things (“IoT”) systems and cloud connectivity service solutions, announced plans to release the financial results of its fourth quarter and fiscal year 2026 after the close of the market on Monday, March 16, 2026. The results will be released through Business Wire and posted at www.semtech.com.
Semtech will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) Monday, March 16, 2026, to discuss its fourth quarter and fiscal year 2026 performance and events, current business activities and conditions, and the outlook for the business. Participants can dial in to the call at 877-407-0312 (toll-free) or 201-389-0899 (toll/international). Confirmation #: 13758258. The event will also be webcast live. The webcast link will be accessible under the Investor Events section of Semtech's Investor website. A replay and transcript of the webcast will be available after the con...
|
|
|
27.02.26 - 22:48
|
Clearline Capital Trims Semtech as Post-Sierra Model Drives Earnings (Fool)
|
|
|
Semtech's stock has surged as the semiconductor downturn has eased, but the company now looks very different following its acquisition of Sierra Wireless. With a larger connectivity business and a more leveraged balance sheet, the next chapter will test whether this rebound marks a turning point or simply a cycle reset....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
