Semtech Stock Price, News & Analysis

Semtech Corporation (Nasdaq: SMTC), a semiconductor and IoT solutions provider, will showcase its comprehensive IoT portfolio at The Things Conference (TTC) in Amsterdam on September 23-24, 2025. The company's CEO, Dr. Hong Q. Hou, will participate in a fireside chat with The Things Industries CEO Wienke Giezeman.

The event will feature multiple presentations covering IoT market vision, wireless connectivity advances, water utility partnerships, and energy harvesting. At booth #B1, Semtech will demonstrate various solutions including private network connectivity, long-range data transfer, and multi-protocol integration featuring Wi-SUN and LoRaWAN® synergy. The company will also host a Women in IoT reception on September 23.

Semtech Corporation (Nasdaq: SMTC) announced that its AirLink® XR60 5G router has received certification for T-Mobile's T-Priority solution, a dedicated slice of its 5G Standalone network designed for first responders and critical infrastructure personnel.

The certification enables up to five times network resources during emergencies compared to average users. The solution addresses critical communication needs, especially considering the 240 million annual 911 calls in the U.S., with call volumes surging 30-50% during natural disasters.

The certification follows extensive testing and is available through Semtech's AirLink OS 5.2 release. Additionally, Semtech's multi-network AirLink XR80 Gen2 and XR90 Gen2 routers have also achieved T-Priority certification.

Semtech Corporation (Nasdaq: SMTC) has unveiled its new 2.5G symmetric Fiber to the Room (FTTR) chipset designed to accelerate global Passive Optical Network (PON) deployments. The comprehensive solution addresses critical cost and performance challenges in the expanding FTTR market.

The chipset includes three key components: the GN25L42 2.5G OLT Super TIA, the GN25L83 Symmetric 2.5G OLT Combo, and the GN25L70 Symmetric 2.5G ONU Combo. According to Dell'Oro Group's forecast, PON equipment revenue is projected to reach $12.6 billion by 2029, driven by XGS-PON deployments in North America and Europe, along with 50 Gbps and FTTR adoption in China.

Semtech Corporation (Nasdaq: SMTC) has unveiled two new FiberEdge® transimpedance amplifiers (TIAs) targeting the AI data center market. The GN1834D enables 1.6T optical interconnect infrastructure through 8x200G optical modules, while the GN1818 offers up to 20% power reduction for 800G applications.

The announcement comes as AI workloads drive significant market growth, with the high-speed datacom transceiver market expected to expand from $9 billion in 2024 to over $17 billion in 2026. The GN1834D features advanced 2.5D mounting technology, while the GN1818 focuses on power optimization for existing 800G infrastructure. Both products are now available for sampling.

Semtech Corporation (Nasdaq: SMTC), a leading semiconductor and IoT solutions provider, has announced its participation in four major upcoming investor conferences in August and September 2025. The company will attend Deutsche Bank's Technology Conference (August 27), The Benchmark TMT Conference (September 3), JP Morgan Rising Tech Leaders Forum (September 4), and Piper Sandler Growth Frontiers Conference (September 10).

These conferences provide opportunities for investors to learn more about Semtech's technology solutions for infrastructure, industrial, and consumer markets.

Semtech Corporation (Nasdaq: SMTC) reported strong Q2 FY2026 financial results with record net sales of $257.6 million, representing 20% year-over-year growth. The company achieved a GAAP gross margin of 52.1% and Non-GAAP adjusted gross margin of 53.2%, both showing improvement from the previous year.

Key financial metrics include a GAAP operating margin of -6.3% and Non-GAAP adjusted operating margin of 18.8%. The company reported a GAAP diluted loss per share of $0.31, while Non-GAAP adjusted diluted earnings per share reached $0.41. For Q3 FY2026, Semtech expects net sales of $266.0 million (±$5.0 million) with adjusted diluted earnings per share of $0.44 (±$0.03).

The company noted accelerated debt reduction and improved net leverage ratio during the quarter, demonstrating strong operational execution and financial discipline.

Semtech Corporation (Nasdaq: SMTC), a semiconductor and IoT systems provider, will release its second quarter fiscal year 2026 financial results on Monday, August 25, 2025, after market close.

The company will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss quarterly performance and business outlook. Investors can access the call via phone (877-407-0312 toll-free or 201-389-0899 international) using confirmation #13755183, or through a live webcast available on Semtech's Investor website.

Semtech Corporation (SMTC) announces its participation in the 2025 Shanghai Internet of Things Exhibition, where Robert Comanescu, Senior Director and Marketing Head of IoT chips, will join a LoRa Alliance panel discussion on June 19, 2025. The panel, titled "Empower Smart Buildings, Cities & Utilities with IoT Solutions," will explore collaborative IoT innovations in infrastructure and urban solutions. Scheduled from 10:10 AM to 10:50 AM at the Shanghai New International Expo Center, the discussion will feature representatives from the LoRa Alliance and Milesight. Key topics include long-range low-power wireless connectivity, LoRaWAN ecosystem's role in IoT networks, infrastructure challenges, building management applications, and sustainability through IoT technologies.

Semtech (SMTC) reported strong Q1 FY2026 results with net sales of $251.1M, showing 22% YoY growth. The company achieved significant margin improvements with GAAP gross margin of 52.3% (up from 48.3%) and non-GAAP gross margin of 53.5% (up from 49.8%). GAAP EPS reached $0.22 compared to a loss of $0.36 last year, while non-GAAP EPS hit $0.38 vs $0.06 year ago. The company reduced debt through a $10M term loan prepayment in Q1 and an additional $15M in Q2. For Q2 FY2026, Semtech expects net sales of $256M ±$5M and adjusted EPS of $0.40 ±$0.03.