SM
Semtech Corporation
SMTC · Semtech Corporation · IT
Up next day
7/12
58%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±8.8%
typical swing on earnings
Price when beating
+4.4%
avg over 11 beats
Biggest single move
+18.1%
'24.10 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 8 of last 12 · avg +3.2% · expectations build early
Beating estimates doesn't always lift it
Up the next day 6 of 11 beats (55%)
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs IT sector avg (177 peers)
This
+4.6%
Sector
+0.7%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Aug 25After close
'26.7 expectedEst. EPS $0.61
Quarter ended 4/2026
Reported 2026-05-26
Next-day move
-4.4%
After 5 days +1.3%
vs Consensus$0.45→$0.51+12.5% beat
Beat by +12.5% but stock -4.4%
EPS
$0.51
YoY +34%
Revenue
$0.3B
YoY +16%
Next-Q guidance
—
N/A
Price around earnings
Fell despite growthvs market -4.4%p+82% run-up before
Earnings trend · last 12 quarters
EPS$0.51YoY +34%
'23.7'26.4
Revenue$0.3BYoY +16%
'23.7'26.4
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
4x33%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
5x42%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)
Community · SMTC
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