Semtech Corp SMTC

Semtech Corporation es un proveedor de semiconductores de alto rendimiento, sistemas de Internet de las cosas (IoT) y servicios de conectividad en la nube. Los segmentos de la empresa incluyen Integridad de Señal, Analógico Mixto y Inalámbrico, Sistemas IoT y Servicios Conectados IoT. El segmento de Integridad de Señal diseña, desarrolla, fabrica y comercializa una cartera de productos de comunicaciones de datos ópticos y de cobre y productos de transporte de video. El segmento Analógico Mixto y Inalámbrico diseña, desarrolla, fabrica y comercializa dispositivos de protección de alto rendimiento, conocidos como supresores de voltaje transitorio y productos de sensores especializados. El segmento de Sistemas IoT diseña, desarrolla, opera y comercializa una cartera de soluciones de IoT que permiten a las empresas conectar y gestionar sus dispositivos, recopilar y analizar datos, y mejorar la toma de decisiones. El segmento Conectado IoT ofrece servicios que incluyen conectividad inalámbrica y servicios basados en la nube para que los clientes implementen, conecten y operen sus aplicaciones finales.

• Zacks Investment Research 5 oct

  Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?

  AXT, Inc. reported record Q2 2026 InP revenues of $30.7M and total revenues of $47.6M, driven by accelerating demand for indium phosphide substrates in AI data centers and optical connectivity. The company has an InP backlog exceeding $100M, is doubling 2026 capacity, and has secured multi-year customer agreements. However, China export permit requirements pose a potential risk to shipments and revenue recognition.

  

• Zacks Investment Research 5 oct

  How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings

  The article explains how investors can use the Zacks Earnings ESP (Expected Surprise Prediction) tool to identify stocks likely to beat earnings expectations. The ESP model compares analyst revisions to consensus estimates, and when combined with a Zacks Rank of #3 or higher, stocks posted positive surprises 70% of the time with average annual returns of 28%. Two example stocks highlighted are Alphabet and Semtech, both showing positive ESP figures ahead of their upcoming earnings reports.

  

• Zacks Investment Research 5 oct

  ON Semiconductor Corp. (ON) Moves 6.0% Higher: Will This Strength Last?

  ON Semiconductor shares rallied 6% to $84.89, driven by strong AI data center demand and automotive content gains. The company is expected to report quarterly earnings of $0.87 per share (+38.1% YoY) and revenues of $1.7 billion (+9.7% YoY). However, consensus EPS estimates have been revised 0.7% lower over the past 30 days, which typically doesn't support sustained price appreciation. The stock carries a Zacks Rank #3 (Hold).

  

• Zacks Investment Research 2 oct

  This Top Computer and Technology Stock is a #1 (Strong Buy): Why It Should Be on Your Radar

  Semtech Corporation (SMTC) has been added to the Zacks Rank #1 (Strong Buy) list on August 29, 2026. Six analysts revised earnings estimates upward in the last 60 days, with consensus estimates increasing to $3.48 per share. The semiconductor company is forecasted to see 103.5% earnings growth and 41.5% sales increase for the current fiscal year, with an average earnings surprise of 9.8%. SMTC has gained 37.8% over the past four weeks.

  

• Zacks Investment Research 8 sept

  4 Top-Performing Liquid Stocks to Enhance Portfolio Returns

  A stock screening analysis identified four companies—Etsy, monday.com, Semtech, and Workiva—that combine strong liquidity with efficient asset utilization and solid growth prospects. These stocks were selected from over 7,700 candidates based on criteria including liquidity ratios between 1-3, above-average asset utilization, Zacks Rank #1 (Strong Buy) ratings, and Growth Scores of A or B.