Semtech

SMTC

Market cap $6.86B

Shareholders should contact the firm immediately as there may be limited time to enforce your rights.   NEW YORK , Nov. 30, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Semtech Corporation (NASDAQ: SMTC) breached their fiduciary duties to shareholders.

San Francisco-based Think Investments purchased 820,400 shares in SMTC, valued at about $58.6 million, in the third quarter. The transaction represented 7.8% of the fund's reportable assets under management (AUM) at quarter-end, making it the fund's fourth-largest holding.

Semtech Corp (NASDAQ: SMTC) reported mixed financial results for the third quarter of fiscal 2026 on Monday.

SMTC's Q3 earnings jump 85%, while revenues soar 13%, primarily driven by strong demand across the data center and IoT markets.

U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Tuesday.

Semtech Corporation ( SMTC ) Q3 2026 Earnings Call November 24, 2025 4:30 PM EST Company Participants Mitchell Haws - Senior Vice President of Investor Relations Hong Hou - President, CEO & Director Mark Lin - Executive VP & CFO Conference Call Participants Richard Schafer - Oppenheimer & Co. Inc., Research Division Sean O'Loughlin - TD Cowen, Research Division Harsh Kumar - Piper Sandler & Co., Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Timothy Arcuri - UBS Investment Bank, Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Quinn Bolton - Needham & Company, LLC, Research Division Cody Grant Acree - The Benchmark Company, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Semtech Corporation's Third Quarter Fiscal Year 2026 Earnings Conference Call.

The headline numbers for Semtech (SMTC) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Semtech (SMTC) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.26 per share a year ago.

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Announces Third Quarter of Fiscal Year 2026 Results.

LYFT, GTLB, EPAM, ONTO and SMTC lead a group of mid-cap tech stocks highlighted for strong demand trends and notable brokerage upside potential.