From Nasdaq.: 2025-05-22 10:36:00

Semtech Corporation (SMTC) is set to announce its first-quarter fiscal 2026 results on May 27. Expecting net sales of $250 million (+/- $5 million) with a 21% year-over-year growth. Anticipates non-GAAP earnings per share of 37 cents (+/- 3 cents), a significant improvement of 533%.

SMTC’s performance likely boosted by infrastructure, high-end consumer markets, and 5G offerings. Growth in Signal Integrity and Analog Mixed Signal & Wireless products expected. Demand for LoRa devices and LoRaWAN standards likely contributed positively. Challenges include inflationary conditions, interest rates, and delayed product adoption.

Zacks model suggests no earnings beat for SMTC. Stocks like Dell Technologies (DELL) and NVIDIA (NVDA) show potential for earnings beat. DELL set to report on May 29 with an Earnings ESP of +5.02%. NVDA set to report on May 28 with an Earnings ESP of +3.87%. Salesforce (CRM) also showing promise with an Earnings ESP of +0.57%.



Read more at Nasdaq.: Semtech to Report Q1 Earnings: What’s in the Cards for the Stock?