Semtech Corp (SMTC) FY2026Q1 Earning Prediction
Semtech Corp (SMTC) is set to release its earnings performance on 05/27 16:10:00 ET in After Hours trading. Consensus forecasts predict a revenue of 250.09M and an earnings per share (EPS) of 0.37 for the . With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
Earnings Surprise Analysis
SMTC Transcript
The earnings call summary shows strong financial performance with significant year-over-year growth in net sales, adjusted operating income, and free cash flow. The Q&A section highlights optimism about future growth in ACC and LPO technologies, despite some uncertainties in market sizing and divestiture timelines. The company's strategic positioning in high-growth areas like data centers and IoT, along with robust margin performance, supports a positive outlook. Given the market cap of $1.85 billion, the stock is likely to experience a positive reaction in the range of 2% to 8%.
The earnings call highlights strong financial performance with significant growth in net sales, improved margins, and debt reduction. The guidance for Q2 2026 is optimistic with expectations of revenue and margin improvements. The Q&A section provides additional positive insights about data center spending, LoRa demand, and new product adoption. Despite some vague responses, the overall sentiment is positive. Given the market cap of approximately $1.85 billion, the stock is likely to experience a positive movement of 2% to 8% over the next two weeks.
The company reported strong financial performance with significant year-over-year growth in net sales, adjusted EBITDA, and EPS. Despite some uncertainties and margin pressures, management provided optimistic guidance on future revenue acceleration, particularly in IoT and data center segments. The strategic debt reduction and shareholder return plans further bolster investor confidence. The market cap suggests moderate sensitivity to these positive developments, likely resulting in a stock price increase of 2% to 8% over the next two weeks.
SMTC Slides
SMTC Report
Frequently Asked Questions
What is the Semtech Corp FY2026Q1 Earnings Release Date and Time?
Semtech Corp (SMTC) is scheduled to release its FY2026Q1 earnings report onMay 27, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Semtech Corp FY2026Q1 Revenue and EPS?
Analysts' consensus predicts 250.09M in revenue and an EPS of 0.37 for Semtech Corp's FY2026Q1.
What Does Intellectia's AI Predict for Semtech Corp FY2026Q1 Earnings?
Intellectia's exclusive AI algorithms forecast a forSemtech Corp's FY2026Q1 earnings, with a prediction date of May 27, 2025. Semtech Corp
How Can I Use This Earnings Prediction to Trade SMTC Stock?
Leverage Intellectia's AI forecast to position trades ahead of theMay 27, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Semtech Corp FY2026Q1?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
