LoadingLoadingLoading32 funds hold it · Insiders net selling
Net selling: insiders sold $3.7M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $4K to $60K in 180 days.
Analyst target and ratings are on paid plans
Unlock the full resultsLast report
Aug 25, 2026
Period ending
Jul 31, 2026
Earnings per share
$0.61 expected
Revenue
Financial statements: Alpha Vantage
Estimates as of Nov 11, 2026
EPS expected
$1.07 to $1.17
Revenue expected
14 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
| Quarter / reported | Earnings per share | Beat or miss | Revenue / income | Revenue vs last year |
|---|---|---|---|---|
| Jul 31, 2026Reported Aug 25, 2026 | $0.71est. $0.61 | +15.63%beat | $341.9MAlpha Vantage | +32.7%from $257.6M |
| Apr 26, 2026Reported May 26, 2026 | $0.51est. $0.45 | +12.50%beat | $291.0MSEC filing | +15.9%from $251.1M |
| Jan 31, 2026Reported Mar 16, 2026 | $0.44est. $0.43 | +2.02%beat | $274.4MAlpha Vantage | +9.3%from $251.0M |
| Oct 26, 2025Reported Nov 24, 2025 | $0.48est. $0.45 | +7.86%beat | $267.0MSEC filing | +12.7%from $236.8M |
| Jul 27, 2025Reported Aug 25, 2025 | $0.41est. $0.40 | +2.50%beat | $257.6MSEC filing | +19.6%from $215.4M |
| Apr 27, 2025Reported May 27, 2025 | $0.38est. $0.37 | +2.70%beat | $251.1MSEC filing | +21.8%from $206.1M |
| Jan 31, 2025Reported Mar 13, 2025 | $0.40est. $0.32 | +25.63%beat | $251.0MAlpha Vantage | +30.1%from $192.9M |
| Oct 27, 2024Reported Nov 25, 2024 | $0.26est. $0.23 | +13.04%beat | $236.8MSEC filing | +17.9%from $200.9M |
Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $267.0M | $274.4M | $291.0M | $341.9M |
| Cost of what it sold | $128.8M | $136.3M | $139.9M | $158.1M |
| Gross profit | $138.1M | $138.1M | $151.1M | $183.8M |
| What it spent | ||||
| Research and development | $49.2M | $51.2M | $57.6M | $60.6M |
| Sales and admin | $57.1M | $59.8M | $66.6M | $67.3M |
| Other operating costs | — | -$3.7M | -$3.9M | — |
| Total operating expenses | $106.3M | $107.3M | $120.3M | $128.0M |
| What was left | ||||
| Operating profit | $31.8M | $30.8M | $30.8M | $55.8M |
| Interest on debt | $26.2M | $1.8M | $1.9M | $2.0M |
| Profit before tax | $4.5M | -$30.8M | $26.7M | $54.7M |
| Tax | $7.3M | -$900.0K | $100.0K | -$101.3M |
| Net profit | -$2.9M | -$29.8M | $26.5M | $160.1M |
| EBITDA | $42.2M | -$17.4M | $39.3M | $68.0M |
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is bullish
Semtech SGP.32 delivers one global eSIM for IoT fleets
BullishNov 9Semtech Announces Third Quarter of Fiscal Year 2027 Conference Call
NeutralNov 9Semtech launches SGP.32 multi-profile eSIM for IoT devices
BullishNov 9Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments
BullishNov 9Semtech Launches SGP.32 Multi-Profile eSIM for Global IoT Deployments
Leans bullishNov 9Form 144 SEMTECH CORP For: 7 November By Investing.com
NeutralNov 72,000 Semtech (SMTC) shares received as compensation are proposed for sale by Hong Hou.
NeutralNov 6Earnings Optimism Could Change The Case For Semtech Stock
Leans bullishNov 522 macro signals shaping SMTC right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results
