Wall Street analysts expect Semtech (SMTC) to post quarterly earnings of $0.10 per share in its upcoming report, which indicates a year-over-year decline of 9.1%. Revenues are expected to be $212.42 million, down 10.9% from the year-ago quarter. The consensus EPS estimate for the quarter has undergone a downward revision of 3.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Before a ...

The period was almost a "throw a dart blindfolded and hit a successful stock" time for semiconductor businesses. A general recovery in semiconductor stocks and a positive analyst note was the one-two combination Semtech (SMTC 7.60%) stock needed to have a good week on the market. The company's share price was almost 19% higher week to date as of early Friday morning, according to data compiled by S&P Global Market Intelligence. A change in semi sentiment The mid-summer period was hard on many semiconductor ...

Shares of Semtech (SMTC) have gained 23.2% over the past four weeks to close the last trading session at $36.33, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $49.20 indicates a potential upside of 35.4%.The mean estimate comprises 10 short-term price targets with a standard deviation of $8.35. While the lowest estimate of $30 indicates a 17.4% decline from the current price l ...

Semtech (SMTC) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The p ...

SweetBunFactory Summary Following my coverage on Semtech Corp. (NASDAQ:SMTC) in Sep’23, which I recommended a hold rating as there were 3 major uncertainties that I was not comfortable with, this post is to provide an update on my thoughts on the business and stock. I am upgrading my rating from hold to buy as I have gained confidence that the industry is turning around. Several pieces of evidence, such as comments from peers and forward-looking booking data, are supportive of this view. Investment thes ...

文章核心观点 - 物联网设备正在构建一个全新的互联网 [2] - 蜂窝和非3GPP低功耗广域网(LPWA)技术是物联网广域网连接的主要技术生态系统 [3] - 3GPP蜂窝技术生态系统是最大的物联网广域网连接生态系统 [4][5] - 低功耗广域网技术LoRa和Sigfox也在快速发展 [7][8][9] - 新兴的LPWA技术如802.15.4、Wirepas Mesh、Mioty和NR+也有潜力成为重要的物联网连接平台 [10] 3GPP蜂窝技术生态系统 - 3GPP蜂窝技术生态系统包括LTE Cat-1/LTE Cat-1 bis、NB-IoT和LTE-M等物联网优化的4G LTE技术 [6] - 高速物联网设备主要使用LTE Cat-4及更高版本的LTE-A技术,未来将逐步被5G取代 [6] - 5G物联网设备目前主要集中在固定无线接入(FWA)CPE、物联网路由器和部分汽车领域 [6] - 5G RedCap模组正在逐步推出,将为更广泛的5G物联网应用场景提供支持 [6] - 主要的蜂窝物联网芯片供应商包括Qualcomm、UNISOC、ASR Microelectronics等 [5] - 主要的蜂窝物联网模组供应商包括Quectel、Fibocom、Telit Cinterion、Semtech和u-blox等 [5] LoRa和LoRaWAN生态系统 - LoRa正在成为物联网设备的全球连接平台,终端节点安装量已达3.5亿 [7][8] - LoRa主要应用于智能燃气和水表等需要长续航电池供电的场景,以及城市、工业和商业建筑的物联网部署 [8] - 未来智能家居有望成为LoRa的重要应用领域,受益于亚马逊Sidewalk网络在美国的推广 [8] - Semtech是LoRa的主要半导体供应商 [13] Sigfox生态系统 - Sigfox在2022年被新加坡公司UnaBiz收购,正在寻求新的发展方向 [9] - Sigfox设备安装量在2023年达到1250万台,增长10% [9] - Sigfox在资产跟踪和工业传感器应用领域有较大发展潜力 [9] 新兴LPWA技术生态系统 - 802.15.4是目前应用最广泛的新兴LPWA技术,主要应用于智能电表等领域 [10] - Wirepas Mesh已经在大规模项目中得到应用,安装量达到百万级 [10] - Mioty和NR+是更新兴的LPWA技术,目前主要处于试点部署阶段 [10]

Not all Semtech's news was bad last night -- but it wasn't nearly as great as you may have heard. Semtech (SMTC 0.16%) investors were all set for a banner day. Last night, the maker of semiconductors for Internet-of-Things applications announced its results for the first quarter of fiscal year 2025, ended April 28. The results included a stunning $0.06-per-share profit where analysts had predicted no profit at all, and reported $206.1 million in sales where the Street was expecting only $200.2 million. Shar ...

Semtech Corporation’s (SMTC) first-quarter fiscal 2025 non-GAAP earnings of 6 cents per share beat the Zacks Consensus Estimate of the break-even point. The bottom line increased 50% year over year.Net sales of $206.1 million surpassed the Zacks Consensus Estimate of $200.2 million. The figure decreased 12.9% from the prior-year quarter.Softness in the IoT Systems and Connectivity segments was a major concern. Sluggishness in the industrial end-market was a negative.Nevertheless, growing momentum in the Sig ...

Shares of Semtech Co. NASDAQ: SMTC had been stuck in limbo until recently. For the past two years, the stock struggled to break out of its $20 to $30 price channel. That was until the past quarterly earnings figures came on the scene, bringing Semtech shareholders a much-needed breakout to what is now 89% of the stock’s 52-week high price.Semtech TodaySMTCSemtech$38.68 +1.30 (+3.48%) 52-Week Range$13.13▼$42.61Price Target$42.35Add to WatchlistWhile other technology stocks, particularly semiconductors, like ...

财务数据和关键指标变化 - 第一季度净销售额为2.061亿美元,环比增长7%,超出了指导范围的高端 [34] - 毛利率为49.8%,环比增加90个基点,同比增加130个基点,反映了有利的产品组合和受控的间接开支 [35] - 营业费用为7740万美元,处于指导范围的低端,同比下降17% [36] - 营业利润为2520万美元,营业利润率为12.2%,环比增加300个基点,同比增加290个基点 [37] - 调整后EBITDA为3310万美元,调整后EBITDA利润率为16.1% [40] 各条业务线数据和关键指标变化 基础设施 - 第一季度基础设施业务净销售额为5600万美元,环比增长42%,同比增长44% [11] - 数据中心业务净销售额为2120万美元,环比增长20%,同比增长61% [12] - 无源光网络(PON)业务净销售额为2720万美元,环比增长88%,同比增长64% [17] 高端消费电子 - 第一季度高端消费电子业务净销售额为3450万美元,环比增长8%,同比增长60% [19] - 消费类TVS业务净销售额为2490万美元,环比增长20%,同比增长108% [20] - 接近感应产品业务净销售额环比增长19%,同比增长62% [24] 工业 - 第一季度工业业务净销售额为1.156亿美元,环比下降5% [25] - 物联网系统业务净销售额为4840万美元,环比下降26%,同比下降57% [25] - 路由器业务订单环比和同比均超过一倍 [26] 各个市场数据和关键指标变化 - 中国PON市场出现延迟,但公司在10G和50G应用中保持领先地位 [118][119] - 美国政府推出的BEAD计划为公司PON业务带来新的增长机会 [121] - LoRa业务呈现双位数增长,公司将推出支持Wi-SUN等新协议的芯片产品 [122][123] 公司战略和发展方向及行业竞争 - 公司在主动铜缆(ACC)和线性可插拔光学(LPO)等新兴技术领域保持领先地位,正在与客户密切合作进行认证和设计 [13][72] - 公司将采取"土地和扩张"的策略,在现有客户关系的基础上拓展新的应用领域 [80] - 公司看好未来3-5年数据中心市场的增长机会,将在200G和400G光模块等产品上持续投入 [14][15] 管理层对经营环境和未来前景的评论 - 公司对主动铜缆业务的预期保持谨慎,预计在2026财年该业务可达到1亿美元的规模,公司将获得50%的市场份额 [68][69] - 管理层认为LoRa业务有望实现双位数增长,并将推出支持新协议的产品以拓展市场 [122][123] - 管理层对工业物联网业务的恢复持乐观态度,预计在下半年将实现增长 [132][133] 其他重要信息 - 公司将继续关注降低债务水平,包括评估资产出售等选择 [53][54] - 公司将保持谨慎的成本管控,同时确保投入到客户项目的资金 [36] 问答环节重要的提问和回答 问题1 **Harsh Kumar 提问** 询问公司在主动铜缆(ACC)机会中的具体参与范围和芯片方案 [49][50] **Paul Pickle 回答** 公司在垂直和水平两个方向的主动铜缆应用中均有参与,使用的芯片方案也基本相同 [50][51] 问题2 **Tore Svanberg 提问** 询问公司在1.6T主动铜缆机会的进展情况和时间节点 [59][60] **Paul Pickle 回答** 公司与主要供应商合作进行最终认证,预计在本财年下半年实现初步收入,明年将开始大规模出货 [60][61] 问题3 **Quinn Bolton 提问** 询问公司对主动铜缆(ACC)机会的预期规模 [67][68] **Paul Pickle 回答** 公司预计在2026财年该业务可达到1亿美元的规模,公司将获得50%的市场份额 [68][69]