SMTCSemtech Corporation
Price
+208%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, demanding price, growth steady, the market undecided.
We are a leading provider of high-performance semiconductors powering data center networking, Internet of Things ("IoT") connectivity and cellular infrastructure solutions and were incorporated in Delaware in 1960. We design, develop, manufacture and market a diverse portfolio of products for commercial applications, addressing the global infrastructure, high-end consumer and industrial end markets. Infrastructure: data centers, passive optical networks ("PON"), base stations, optical networks, servers, carrier networks, switches and routers, cable modems, wireless local area network ("LAN") and other communication infrastructure equipment.
In the company’s own words · 10-K filed Mar 23, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Semtech Corporation (SMTC) reported revenue of $291M in Q1 2026 (quarter ended Apr 26, 2026), up 16% from the same quarter a year earlier. That came with a gross margin of 52% and net income of $27M (9.1% of revenue). For the full year FY2025, revenue was $1.05B (+15% year on year) and net income −$40M. Its largest segment in Sep 2026 was Signal Integrity Products Group at $126M, 37% of the disclosed total, just ahead of Advanced Protection And Sensing Products Group at 34%. The next results filing is expected around Nov 23, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 25, 2026Semtech Announces Second Quarter of Fiscal Year 2027 Results.Earnings release · press release
- Aug 13, 2026On August 13, 2026, Semtech Corporation (the “Company”) issued a press release announcing that it has entered into a definitive agreement to sell its cellular module business to Compal Electronics, Inc. (TWSE: 2324) for $62 million in cash, subject to customary adjustments.Other event · Form 8-K
- Jul 6, 2026On July 6, 2026 (the “Closing Date”), Semtech Corporation (the “Company”) entered into a Credit Agreement (the “Credit Agreement”), with certain of the Company’s domestic subsidiaries as subsidiary guarantors (the “Guarantors”), the lenders party thereto (“Lenders”), the letter of credit issuers party thereto, and …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Sep 2026 · $341.9MThe company’s own SEC segment disclosure.
- Signal Integrity Products Group$126.2M37%
- Advanced Protection And Sensing Products Group$117.4M34%
- Io T Systems And Connectivity$98.3M29%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.