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Semtech Corporation (SMTC) earnings date & stock reaction

Semtech Corporation · IT

Semtech Corporation earnings date & time

Next earningsMon, November 23 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Tue, November 24
Reporting pattern
12 of last 12 after close
Typical move
±10.3% · 12-report avg

What the market expects

Consensus EPS

$1.06Coming in above this counts as a beat

Year-ago quarter
$0.48→+120.8%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported August 25, 2026how the stock moved around it
Next-day move
+10.4%
After 5 days
+3.7%
Price around earnings

Semtech Corporation (SMTC) rose the day after earnings in 8 of its last 12 reports (67%), moving ±10.3% on average. It has fallen despite beating the consensus estimate 3 times.

Up next day
8/12
67%
Fell despite growth
4/12
Good earnings ignored
Price when beating
+7.5%
avg over 10 beats
Price when missing
+6.8%
avg over 1 misses
Avg earnings move
±10.3%
typical swing on earnings
Biggest single move
+21.1%
'25.3 · largest reaction
🔑What actually moves this stock?
What really matters here
Next-quarter revenue outlook and margin
In finance terms: Revenue guidance · margin
Growth · revenue (YoY by quarter, latest right)
+22%
25-05(Apr qtr)
+20%
25-08(Jul qtr)
+13%
25-11(Oct qtr)
+9%
26-03(Jan qtr)
+16%
26-05(Apr qtr)
+33%
26-08(Jul qtr)
Spiked (M&A/one-off?) · It jumped to +33% last quarter, but before that it was slowing (+22% → +16%). This spike may be M&A/one-off.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 8 of 8 times. Beating is the default here
Median beat +11.7%. 3 of those beats still fell the next day.
Reports that rose beat by +11.7% (median). Reports that fell beat by just +2.5%
Roughly +11.7% was the bar this stock had to clear.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Good results usually push the stock up
Up the next day 7 of 10 beats (70%)
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs IT sector avg (192 peers)
This
+6.6%
Sector
+0.9%
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 4 of last 11 times (36%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth4/12

3/10 beats fell next day · watches Revenue guidance · margin

Next-day reaction
  • Jul 2026 report+10.4%
  • Apr 2026 report-4.4%
  • Jan 2026 report-11.0%
  • Oct 2025 report+2.5%
  • Jul 2025 report+15.1%
  • Apr 2025 report-4.6%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

May–Jul 2026 results
Reported 2026-08-25
Next-day move
+10.4%
After 5 days +3.7%
EPS consensus $0.61 → $0.71 ▲ +15.6% beatRev $258M → $342M +33% YoY
Price around earnings

Earnings trend · last 12 quarters

EPS$0.71YoY +73%
'23.12'26.8
Revenue$0.3BYoY +33%
'23.12'26.8

Earnings history and price reaction

Semtech Corporation across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
7/20262026-08-25+15.6%+10.4%+3.7%
4/20262026-05-26+12.5%-4.4%+1.3%
1/20262026-03-16+2.0%-11.0%-14.0%
10/20252025-11-24+7.9%+2.5%+4.0%
7/20252025-08-25+2.2%+15.1%+13.3%
4/20252025-05-27+2.5%-4.6%-1.7%

12 reports, quarters ending 10/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Semtech Corporation earnings date?

The next Semtech Corporation (SMTC) earnings report is expected Mon, November 23 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Semtech Corporation's next earnings?

Analysts expect EPS of about $1.06 for Semtech Corporation (SMTC). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Semtech Corporation (SMTC) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±10.3%.

Does Semtech Corporation react more to the earnings numbers or to guidance?

In 4 of the last 11 reports (36%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Semtech Corporation stock fall even when earnings are good?

Yes. In 4 of the last 12 reports, Semtech Corporation fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Semtech Corporation stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 67% of the time. This tendency is known as post-earnings announcement drift.