After-Hours Stock Highlights: Zoom, Semtech, Agilent Technologies, Sandisk, and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
0mins
Source: CNBC
Zoom Communications Earnings: Zoom's stock rose nearly 4% after reporting third-quarter earnings of $1.52 per share on $1.23 billion in revenue, exceeding analyst expectations, and announced a $1 billion increase in share buyback authorization.
Sandisk and S&P 500 Inclusion: Sandisk's shares surged 9% following the announcement that it will be added to the S&P 500, replacing The Interpublic Group of Companies, effective before Friday's trading session.
Symbotic Revenue Growth: Symbotic's shares jumped 14% after it reported fourth-quarter revenue of $618 million, surpassing estimates, and provided strong guidance for the first quarter.
Mixed Results for Agilent and Semtech: Agilent's stock fell 1.2% despite beating earnings expectations, while Semtech's shares dropped over 7% after reporting disappointing third-quarter earnings and providing a weak outlook for the fourth quarter.
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Analyst Views on SMTC
Wall Street analysts forecast SMTC stock price to fall
16 Analyst Rating
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 163.570
Low
67.00
Averages
82.87
High
95.00
Current: 163.570
Low
67.00
Averages
82.87
High
95.00
About SMTC
Semtech Corporation is a provider of high-performance semiconductors, Internet of Things (IoT) systems and cloud connectivity service solutions. Signal Integrity segment designs, develops, manufactures and markets a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment designs, develops, manufactures and markets high-performance protection devices, which are often referred to as transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment designs, develops, operates and markets a comprehensive product portfolio of IoT solutions that enable businesses to connect and manage their devices, collect and analyze data, and improve decision-making. It also manufactures Indium Phosphide optoelectronic devices for optical transceivers used across data center interconnects and intra-data center interconnects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BellRing Brands Dropped from S&P Index Amid Market Struggles
- Significant Stock Decline: BellRing Brands' shares plummeted nearly 10% during Monday's trading session, closing at $7.90, indicating investor concerns regarding its removal from the S&P MidCap 400 index and reflecting worries about the company's future performance.
- Index Adjustment Impact: S&P Global announced that BellRing will be replaced in the S&P MidCap 400 index by new entrants like Roku, with the adjustment aimed at ensuring the index better represents market capitalization ranges; while such changes typically have little impact on fundamentals, they highlight BellRing's recent market struggles.
- Reduced Market Capitalization: BellRing's market cap has shrunk to $1 billion, underscoring its challenges in the competitive protein products market, which may erode investor confidence in its growth potential and lead to further stock price volatility.
- Investor Guidance: Despite the potential for short-term stock price fluctuations due to index exclusion, analysts advise investors to focus on BellRing's performance, strategy, and financial position rather than making long-term investment decisions solely based on index membership.
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BellRing Brands to Exit S&P 400 MidCap Index
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- Market Reaction Analysis: The quarterly rebalancing announced by S&P Global after market close on Friday replaced BellRing's stock with new entrants like Roku and Coeur Mining, raising investor concerns about the company's shrinking market cap, which contributed to the significant decline in share price.
- Investor Recommendations: Analysts emphasize that investors should not base their buy or sell decisions solely on whether a company is part of a well-known index, but rather focus on BellRing's performance, strategy, and financial position to make more informed investment choices.
- Market Performance Comparison: Although BellRing Brands did not make it onto the Motley Fool Stock Advisor's list of the 10 best stocks, the average return of this list stands at 941%, significantly outperforming the S&P 500's 206%, indicating a market preference for high-quality stocks.
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- Rising Rate Risks: The jobs report eliminated hopes for near-term rate cuts and introduced risks of rate hikes by year-end, as indicated by the CME FedWatch tool, which heightened sensitivity to interest rate movements and further affected semiconductor valuations.
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- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide investors with valuable insights for technical analysis, helping to assess price trends and potential buying opportunities.
- ETF Trading Mechanism: ETFs trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the underlying holdings of the ETF.
- Liquidity Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on notable inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, thereby affecting individual stock performance.
See More
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- Profitability Gains: Adjusted EPS reached $0.51, exceeding the forecast of $0.45 with a 12.7% increase, while adjusted EBITDA was $66.4 million with a margin of 22.8%, reflecting successful cost control and operational efficiency.
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Travel Stocks Surge as Oil Prices Retreat
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- Cloud Security Decline: Zscaler's shares tumbled over 30% after guiding for current-quarter revenue below analyst expectations, despite beating third-quarter adjusted earnings forecasts, reflecting market concerns about its future growth trajectory.
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BellRing Brands Dropped from S&P Index Amid Market Struggles
- Significant Stock Decline: BellRing Brands' shares plummeted nearly 10% during Monday's trading session, closing at $7.90, indicating investor concerns regarding its removal from the S&P MidCap 400 index and reflecting worries about the company's future performance.
- Index Adjustment Impact: S&P Global announced that BellRing will be replaced in the S&P MidCap 400 index by new entrants like Roku, with the adjustment aimed at ensuring the index better represents market capitalization ranges; while such changes typically have little impact on fundamentals, they highlight BellRing's recent market struggles.
- Reduced Market Capitalization: BellRing's market cap has shrunk to $1 billion, underscoring its challenges in the competitive protein products market, which may erode investor confidence in its growth potential and lead to further stock price volatility.
- Investor Guidance: Despite the potential for short-term stock price fluctuations due to index exclusion, analysts advise investors to focus on BellRing's performance, strategy, and financial position rather than making long-term investment decisions solely based on index membership.
See More
BellRing Brands to Exit S&P 400 MidCap Index
- Index Component Change: BellRing Brands (NYSE: BRBR) is set to be removed from the S&P 400 MidCap Index, and while this change is expected to have little impact on its fundamentals, the market reacted negatively, causing shares to drop nearly 10% during Monday's trading session.
- Market Reaction Analysis: The quarterly rebalancing announced by S&P Global after market close on Friday replaced BellRing's stock with new entrants like Roku and Coeur Mining, raising investor concerns about the company's shrinking market cap, which contributed to the significant decline in share price.
- Investor Recommendations: Analysts emphasize that investors should not base their buy or sell decisions solely on whether a company is part of a well-known index, but rather focus on BellRing's performance, strategy, and financial position to make more informed investment choices.
- Market Performance Comparison: Although BellRing Brands did not make it onto the Motley Fool Stock Advisor's list of the 10 best stocks, the average return of this list stands at 941%, significantly outperforming the S&P 500's 206%, indicating a market preference for high-quality stocks.
See More
Global Chip Market Sees Significant Decline
- Market Reaction: Following Broadcom's disappointing earnings and a stronger-than-expected jobs report, the global chip market experienced one of its broadest sell-offs this year, with South Korea's Kospi index falling 5.5%, Samsung down 6.4%, and SK Hynix nearly 10%.
- Industry Outlook Deterioration: Broadcom's guidance miss reset expectations for hyperscaler AI chip spending, removing the sector's most visible growth catalyst and negatively impacting investor confidence in semiconductor stocks.
- Rising Rate Risks: The jobs report eliminated hopes for near-term rate cuts and introduced risks of rate hikes by year-end, as indicated by the CME FedWatch tool, which heightened sensitivity to interest rate movements and further affected semiconductor valuations.
- Increased Stock Volatility: Several semiconductor companies saw significant stock declines, with Semtech down 8.4%, Impinj down 8.7%, and Western Digital down 8.6%, reflecting the market's reaction to perceived buying opportunities in high-quality stocks amidst the downturn.
See More
PSI Stock Price Analysis and ETF Dynamics
- Price Range Analysis: PSI's 52-week low is $53.86 and high is $165.18, with the current trading price at $153.00, indicating that the stock is fluctuating near its high, which may influence investor buying decisions.
- Technical Analysis Tool: Comparing the current stock price to the 200-day moving average can provide investors with valuable insights for technical analysis, helping to assess price trends and potential buying opportunities.
- ETF Trading Mechanism: ETFs trade similarly to stocks, where investors are buying and selling 'units' that can be created or destroyed based on investor demand, impacting the underlying holdings of the ETF.
- Liquidity Monitoring: Weekly monitoring of changes in ETF shares outstanding focuses on notable inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, thereby affecting individual stock performance.
See More
Semtech Q1 Results Exceed Expectations with Strong Demand
- Strong Performance: Semtech reported Q1 revenue of $291 million, surpassing analyst expectations of $283.7 million with a year-over-year growth of 15.9%, indicating robust demand in its data center and LoRa businesses.
- Profitability Gains: Adjusted EPS reached $0.51, exceeding the forecast of $0.45 with a 12.7% increase, while adjusted EBITDA was $66.4 million with a margin of 22.8%, reflecting successful cost control and operational efficiency.
- Optimistic Outlook: Q2 revenue guidance is set at a midpoint of $328 million, above analyst estimates of $300.4 million, with adjusted EPS guidance of $0.61, showcasing the company's confidence in future growth.
- Market Dynamics: Although operating margin decreased from 14.3% last year to 8.9%, inventory days outstanding improved from 154 to 135, demonstrating efforts in inventory management optimization and operational efficiency enhancement.
See More
Travel Stocks Surge as Oil Prices Retreat
- Airline Stocks Rise: Shares of airlines surged as oil prices fell nearly 4%, with United Airlines gaining 7% and Delta Air Lines up 4%, indicating potential profitability improvements for airlines amid reduced cost pressures.
- Telecom Infrastructure Surge: Dycom Industries saw a stock increase of about 30% after raising its full-year outlook, projecting contract revenue between $7.38 billion and $7.65 billion, and enhancing its data center capabilities through the acquisition of National Technology Integrators.
- Cloud Security Decline: Zscaler's shares tumbled over 30% after guiding for current-quarter revenue below analyst expectations, despite beating third-quarter adjusted earnings forecasts, reflecting market concerns about its future growth trajectory.
- Retail Stock Gains: Bath & Body Works shares rose 12% after forecasting second-quarter earnings per share between 20 to 25 cents, exceeding analyst expectations, which indicates strong consumer demand and improved profitability for the company.
See More
