Semtech Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
65.3%projected annual EPS growth
Analyst Coverage
12analysts covering
FY Revenue (est.)
$1.4Bnext fiscal year
FY EPS (est.)
$2.65next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 Fiscal Year 2027 Earnings Release | 24 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Data Center Net Sales Quarterly71.6MTarget: 35% sequential growth in Q2 FY2027
Non-GAAP Gross Margin Quarterly53.0%Target: 54.0% (+/- 50 bps) in Q2 FY2027
Non-GAAP Operating Margin Quarterly20.4%Target: 21.9% midpoint in Q2 FY2027
Watch Items
- Hyperscaler adoption of 1.6T optical modules and Active Copper Cable (ACC) solutionsTrigger: Meaningful revenue contribution in the second half of fiscal year 2027Action: Monitor infrastructure segment net sales and design-win disclosures during quarterly earnings calls.
- Integration and capacity expansion of HieFo CorporationTrigger: EPS accretive within one year of the March 3, 2026 acquisitionAction: Track laser capacity expansion progress and gross margin mix-shift effects.
- Divestiture of non-core cellular module businessTrigger: Final stages of transaction closureAction: Review balance sheet and cash flow statements for cash proceeds and debt reduction.
Research as of 2 Sep 2026